Integration of Vtiger CRM with Vicidial using GSM Gateways
Budget: ₹1,500 – ₹12,500 INR
**Project Overview**:
We are seeking a skilled developer or team to integrate Vtiger CRM (version 7.x) with Vicidial, leveraging two GSM gateways with 16 ports each, to enable seamless communication and enhanced customer relationship management. The integration should support 32 users, with each user assigned to a dedicated GSM port for inbound and outbound calls. Additionally, the system should be scalable, secure, and user-friendly, with a focus on enhancing sales team productivity.
**Key Requirements**:
1. **GSM Gateway Integration**:
- Each of the 32 GSM ports will be assigned to a specific user, allowing them to manage inbound and outbound calls.
- Users should have the option to register their extension on any softphone to make and receive calls, even if they don't log into Vicidial.
2. **CRM and Dialer Integration**:
- Click-to-Call functionality within Vtiger CRM.
- Incoming call pop-ups displaying detailed information about the contact, lead, or account, including previous interactions.
- Call pop-up with options to create or update accounts, leads, contacts, and tasks.
- Options for call hangup and transfer within the call pop-up.
- Automatic logging of call details, including duration, status, and notes.
- Call recording features, including automatic recording, access to recordings within the CRM, and restrictions on who can listen to the recordings.
3. **User Roles and Permissions**:
- Role-based access control with predefined roles such as Admin, Manager, Team Leader, and Associate.
- Users should have access only to their records or those of their team, as configured by the admin.
4. **Automation and Customization**:
- Setup of autodialing rules through Vicidial, including retry logic for calls that are not connected or received.
- Custom workflows, such as time-bound routes with pre-recorded voice messages.
- Masking of mobile phone numbers in the CRM, showing only the last four digits to enhance data security.
5. **Reporting and Analytics**:
- Reporting tools for analyzing call performance, lead conversion rates, and user productivity.
- Dashboards and analytics for effective sales team management, including real-time monitoring of calls and outcomes.
6. **Scalability and Maintenance**:
- The system should be scalable to allow the addition of more users and gateways in the future.
- Include one month of post-deployment support to ensure smooth operation and address any issues.
7. **Training and Documentation**:
- Comprehensive training for users and administrators on using the integrated system.
- Detailed documentation covering system installation, configuration, maintenance, and usage.
**Additional Features** (Optional):
- Integration with other tools, such as email marketing or customer support platforms, to create a unified customer engagement ecosystem.
- Notifications and alerts for missed calls, task deadlines, or follow-up reminders.
**Deliverables**:
- Fully integrated Vtiger CRM and Vicidial system with all the features mentioned above.
- User and admin training sessions.
- Detailed documentation for ongoing maintenance and system usage.
- One month of support post-deployment.
We are seeking a skilled developer or team to integrate Vtiger CRM (version 7.x) with Vicidial, leveraging two GSM gateways with 16 ports each, to enable seamless communication and enhanced customer relationship management. The integration should support 32 users, with each user assigned to a dedicated GSM port for inbound and outbound calls. Additionally, the system should be scalable, secure, and user-friendly, with a focus on enhancing sales team productivity.
**Key Requirements**:
1. **GSM Gateway Integration**:
- Each of the 32 GSM ports will be assigned to a specific user, allowing them to manage inbound and outbound calls.
- Users should have the option to register their extension on any softphone to make and receive calls, even if they don't log into Vicidial.
2. **CRM and Dialer Integration**:
- Click-to-Call functionality within Vtiger CRM.
- Incoming call pop-ups displaying detailed information about the contact, lead, or account, including previous interactions.
- Call pop-up with options to create or update accounts, leads, contacts, and tasks.
- Options for call hangup and transfer within the call pop-up.
- Automatic logging of call details, including duration, status, and notes.
- Call recording features, including automatic recording, access to recordings within the CRM, and restrictions on who can listen to the recordings.
3. **User Roles and Permissions**:
- Role-based access control with predefined roles such as Admin, Manager, Team Leader, and Associate.
- Users should have access only to their records or those of their team, as configured by the admin.
4. **Automation and Customization**:
- Setup of autodialing rules through Vicidial, including retry logic for calls that are not connected or received.
- Custom workflows, such as time-bound routes with pre-recorded voice messages.
- Masking of mobile phone numbers in the CRM, showing only the last four digits to enhance data security.
5. **Reporting and Analytics**:
- Reporting tools for analyzing call performance, lead conversion rates, and user productivity.
- Dashboards and analytics for effective sales team management, including real-time monitoring of calls and outcomes.
6. **Scalability and Maintenance**:
- The system should be scalable to allow the addition of more users and gateways in the future.
- Include one month of post-deployment support to ensure smooth operation and address any issues.
7. **Training and Documentation**:
- Comprehensive training for users and administrators on using the integrated system.
- Detailed documentation covering system installation, configuration, maintenance, and usage.
**Additional Features** (Optional):
- Integration with other tools, such as email marketing or customer support platforms, to create a unified customer engagement ecosystem.
- Notifications and alerts for missed calls, task deadlines, or follow-up reminders.
**Deliverables**:
- Fully integrated Vtiger CRM and Vicidial system with all the features mentioned above.
- User and admin training sessions.
- Detailed documentation for ongoing maintenance and system usage.
- One month of support post-deployment.