Vtiger CRM is a comprehensive open-source customer relationship management (CRM) platform tailored to help businesses efficiently manage their interactions with customers. It offers a diverse range of features designed to enhance sales, marketing, and customer support processes, making it a valuable tool for organizations seeking to streamline their operations and improve overall efficiency.

At its core, Vtiger CRM excels in contact management, centralizing customer data to facilitate effective tracking and management of interactions, relationships, and history. This centralized approach allows businesses to maintain a comprehensive view of each customer, ensuring personalized and informed communication.

The platform also includes robust sales automation capabilities, which help streamline various stages of the sales process. Tools for lead management, opportunity tracking, and sales forecasting are designed to assist sales teams in converting leads into customers more effectively and closing deals efficiently.

In addition to sales automation, Vtiger CRM offers powerful marketing automation features. Businesses can manage and execute marketing campaigns, perform email marketing, and nurture leads through automated processes, ultimately enhancing their marketing efforts and driving lead generation.

Customer support is another critical aspect of Vtiger CRM. The platform includes ticketing systems, knowledge bases, and other support tools to ensure that customer queries and issues are addressed promptly and effectively, improving overall customer satisfaction.

Project management is also integrated into Vtiger CRM, allowing teams to plan, track, and manage projects seamlessly. This feature promotes better collaboration and helps ensure that projects are completed on time and within scope.

To subscribe to this product from Azure Marketplace and initiate an instance using the Azure compute service, follow these steps:

1. Navigate to Azure Marketplace and subscribe to the desired product.
2. Search for “virtual machines” and select “Virtual machines” under Services.
3. Click on “Add” in the Virtual machines page, which will lead you to the Create a virtual machine page.
4. In the Basics tab:

• • Ensure the correct subscription is chosen under Project details.
  • Opt for creating a new resource group by selecting “Create new resource group” and name it as “myResourceGroup.”

5. Under Instance details:

• • Enter “myVM” as the Virtual machine name.
  • Choose “East US” as the Region.
  • Select “Ubuntu 18.04 LTS” as the Image.
  • Leave other settings as default.

6. For Administrator account:

• • Pick “SSH public key.”
  • Provide your user name and paste your public key, ensuring no leading or trailing white spaces.

7. Under Inbound port rules > Public inbound ports:

• • Choose “Allow selected ports.”
  • Select “SSH (22)” and “HTTP (80)” from the drop-down.

8. Keep the remaining settings at their defaults and click on “Review + create” at the bottom of the page.
9. The “Create a virtual machine” page will display the details of the VM you’re about to create. Once ready, click on “Create.”
10. The deployment process will take a few minutes. Once it’s finished, proceed to the next section.

To connect to the virtual machine:

1. Access the overview page of your VM and click on “Connect.”
2. On the “Connect to virtual machine” page:

• • Keep the default options for connecting via IP address over port 22.
  • A connection command for logging in will be displayed. Click the button to copy the command. Here’s an example of what the SSH connection command looks like:
    “`
    ssh [email protected]
    “`

3. Using the same bash shell that you used to generate your SSH key pair, you can either reopen the Cloud Shell by selecting >_ again

or going to https://shell.azure.com/bash.
4. Paste the SSH connection command into the shell to initiate an SSH session.

Usage/Deployment Instructions

Anarion Technologies – Vtiger CRM

Note: Search product on Azure marketplace and click on “Get it now”

Click on Continue

Click on Create

Creating a Virtual Machine, enter or select appropriate values for zone, machine type, resource group and so on as per your choice.

After Process of Create Virtual Machine. You have got an Option Go to Resource Group 

Click Go to Resource Group

Copy the Public IP Address

In your browser, you can now access by navigating to the IP address of your server:

http://”instance IP Address”

Database Creds:

Username: vtiger_user
Database: vtiger_db
Password: Admin@123

ThankYou….!!!!