Name: vTiger Module Builder & Relationship Builder
Uploaded: 2024-10-23T04:58:10.000Z
Duration: 4 min 24 s
Description: How to use Joobilant's vTiger Module Builder for CRM customization in just a few simple steps.

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Innovation Management

Kubernetes Monitoring

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Cryptocurrency Mining

Online Trading

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Enterprise Flash Array Storage

Fraud Detection

IT Asset Management

In-Memory Databases

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

SIP Trunking

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Digital Signage

Email Deliverability

Email Management

Email Marketing

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

SMS Marketing

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Building Information Modeling (BIM)

Construction Management

Homeowner's Association (HOA) Management

Law Practice Management

Legal Billing

Vertical-Specific

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Max Classic

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Advanced

Essential

Professional

Power

Joobilant CRM Extensions

Sales and Marketing Automation

Joobilant demo

a connection from Vtiger CRM to third-party software/applications.

where to create custom modules using the module builder, within 5 minutes. No coding is needed. The modules are built following of Vtiger's coding standards.

two factor authentication securing vtiger CRM with a One-Time-Passcode send to the user's Email inbox or Text message. This added layer of security reduces the risks of unauthorized access and data breaches and provides peace of mind.

Joobilant Business and IT Solutions LLP

How to use Joobilant's vTiger Module Builder for CRM customization in just a few simple steps.

vTiger Module Builder & Relationship Builder

Learn how to use vTiger Module Builder for seamless CRM customization in just a few simple steps. 
Whether you're looking to enhance your CRM functionality or customize it for specific business needs, this guide will help you build modules seamlessly. In this video, I’ll walk you through creating a custom module in vTiger CRM using the Module Builder tool.

For more information or assistance with vTiger CRM, comment below or contact us at hello@joobilant.com

visit our website https://www.joobilant.com/

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Automated lead capture

Auto-collection of leads from websites, forms, and third-party sources such as social media. This may include compliance with GDPR and other regulatory standards.

Automated follow-ups

Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Third-party software integrations

Integration functionality with third-party or in-house systems.

Mobile app for sales & marketing automation

Refers to the functionality of mobile apps and their compatibility with different mobile devices.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

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Joobilant CRM Extensions

Overview

What is Joobilant CRM Extensions?