Vtiger CRM Deployment & Implementation

Transform the way your business manages customers, sales, opportunities, quotations, activities, and day-to-day processes with a professionally deployed and configured Vtiger Open Source CRM.

Whether you simply need a self-hosted CRM deployed on your server or a more comprehensive CRM configured around your business processes, choose the package that best matches your requirements.

What is Vtiger CRM?

Vtiger is a Customer Relationship Management (CRM) platform designed to help businesses organize customer information, manage leads and opportunities, track sales activities, prepare quotations and other sales documents, manage products and services, automate selected processes, and generate business reports.

Our service covers the professional deployment, configuration and implementation of the open-source edition of Vtiger based on the selected package and agreed project scope.

How It Works

1. Choose your CRM package
Select the deployment or implementation package that best matches your requirements.

2. Requirements Discussion
We review your organization, users, sales process, customer management requirements, existing data, workflows, reports, and other CRM requirements.

3. Scope Confirmation
The final scope, requirements, implementation schedule, and any additional costs are confirmed before development begins.

4. Server & System Setup
The CRM is deployed to the client’s VPS/server and configured according to the selected package.

5. CRM Configuration
Modules, users, permissions, fields, workflows, reports, email settings, and other applicable features are configured according to the agreed scope.

6. Testing & Review
The system is tested and presented to the Client for review.

7. Training & Turnover
Administrator and/or user training included in the selected package is conducted before final project turnover.

Project Commencement

The implementation period begins only after:

✓ Required down payment has cleared
✓ Project scope has been confirmed
✓ VPS/server and domain/subdomain access have been provided
✓ Required business information and configuration requirements have been submitted
✓ Required data files have been provided, where applicable
✓ Necessary third-party accounts or credentials have been made available

Delays in providing information, approvals, access credentials, data, or other project requirements may extend the implementation timeline.

VPS, Domain & Infrastructure

VPS/server, domain registration and other infrastructure costs are not included in the service price.

The Client is responsible for the cost of:

✓ VPS or cloud server
✓ Domain or subdomain requirements
✓ Email service
✓ Backup/storage services, when required
✓ SMS or messaging services
✓ Premium extensions or modules
✓ Third-party APIs and integrations
✓ Other paid software or services required by the implementation

Any additional third-party cost will be discussed with the Client before purchase or implementation.

Whenever possible, third-party accounts and subscriptions should be registered under the Client’s ownership.

Data Import & Migration

Basic data import may be included depending on the selected package.

Client data must be provided in an agreed and properly structured format.

Data cleaning, duplicate resolution, restructuring, transformation, migration from another CRM/database, large-volume migration, or complex data mapping may require additional professional fees.

Customization & Integration

Standard configuration is included according to the selected package.

Requirements involving source-code modification, custom modules, advanced API development, complex integrations, specialized workflows, extensive PDF/document customization, or functionality outside the standard Vtiger implementation will be evaluated separately.

Additional development will only proceed after the Client approves the corresponding scope and quotation.

Open Source Software

Vtiger Open Source CRM is third-party open-source software.

The amount paid to amciety covers professional services including deployment, configuration, implementation, customization where included, testing, training, and project management.

The service fee does not represent the purchase or resale of ownership of the Vtiger software itself.

After Project Turnover

Upon completion, the Client will receive the applicable administrator access and system credentials.

Ongoing technical support, server administration, maintenance, upgrades, troubleshooting, additional configurations, new workflows, new reports, user administration, customization, and future development are not included indefinitely in the original implementation fee.

These services may be availed separately under our CRM Maintenance & Support service.

Important

Package prices are based on the stated standard scope.

Requirements outside the selected package may result in additional charges. Final scope, implementation requirements, third-party requirements, project cost, and timeline will be confirmed before implementation begins.