17/12/2018 16:23:07     vTiger Portfolio    0 Comments

Our client is an Austrian agency specializing in organizing exhibitions of turnkey art by means of creative, multidimensional synthesis of room design, electronic and digital media, lighting combinations, graphic design and other processes.

The company has a developed network of specialized branches, and it carries out large-scale exhibition and exposition activities, thus expanding the range of implemented projects up to international tours and introducing new museum concepts.

The fundamental task for the customer is to structure the existing base of exhibition platforms and contact persons into a single flexible system, combining all stages of the workflow.

The decision on development and implementation of the vTiger CRM was made for:

  • -project management; 
  • -content development; 
  • -technical project planning; 
  • -organization of coordination with staff, contractors, clients;
  • -organization of transportation of art objects, equipment and etc. 

The next step is the synchronization vTiger CRM with MS Outlook, which made it possible to use the capabilities of the new software at 100%.

Autonomous MS Outlook functionality is required for:

  • -formation of contacts, operations, transactions using automatic message processing; 
  • -updating key vTiger CRM data offline; 
  • -linking letters to contacts for quick search of information with the transition "in one click" to the contact card in the vTiger CRM; 
  • -making editorial notes and adding new contact information to vTiger CRM by synchronizing with MS Outlook; 
  • -viewing the timeline of the history of correspondence with a contact person. 

vTiger CRM was integrated with the agency official website and it posted web forms that automatically save contact data of potential contractors with the possibility of converting them into real contractors and then linking them to projects.

The final stage is the preparation of the necessary PDF templates for quick printing of contracts, additional agreements, strict reporting forms, acceptance certificates of documents, completed projects, and other documents of primary importance.

Share This Post :


Log in or register to post comments

Our team has enough experience in vTiger CRM to bring all your ideas according to life. Our experts will analyse your business needs and recommend you how to solve it better. And after our developers make it in your crm system.

What we do

  • Basic functional upgrade and customization
  • Migration crm to higher version
  • Migration from another crm to vTiger
  • Extensions and Modules Development
  • API integration with other software
  • 2rd, 3rd lines technical support

Send us your requirements by webform below and we will estimate it and back to you soon. Also you can send it on