Guides on choosing, customising, integrating and hosting CRM systems.
A rushed import is the fastest way to lose your team's trust in a new CRM. An eight-step migration plan: inventory, cleaning, field mapping, import order, trial runs and cut-over.
Customisations made in vTiger's core files turn every upgrade into a rewrite. How to tailor vTiger with configuration, workflows, custom modules and event handlers instead.
Self-hosting gives you control over your customer data and the responsibility for keeping it safe. A practical checklist for securing, backing up and tuning a vTiger or SuiteCRM server.
Leads in five different inboxes, follow-ups that depend on memory, reports rebuilt by hand every month. Nine signs it is time to move your customers into a CRM, and how to start.
Both are free, mature and self-hosted, yet they suit different businesses. A practical comparison of vTiger CRM and SuiteCRM from a team that builds on both every day.
Every enquiry that waits in an inbox is a lead going cold. How to connect your website forms directly to vTiger CRM or SuiteCRM, and the details that make the integration reliable.