Case Studies
Solutions We Build for Real Business Processes
These case studies describe the kinds of solutions we deliver for sales, service and operations teams. Each one explains the problem it solves, how we approach the project, what is included and the technology behind it.
Every project is scoped around the client’s own processes, data and systems, so the details differ from one business to the next. Use the filters to browse by area, open a case study for the full overview, or tell us about your requirement and we will explain how we would approach it.

Casino CRM built on vTiger: player profiles, VIP and retention workflows, call-centre tools and management reporting in one...
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Two-way WhatsApp messaging inside vTiger CRM using the official WhatsApp Business Platform, with every conversation saved...
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Click-to-call telephony for vTiger CRM with Asterisk and FreePBX: incoming call pop-ups, automatic call logging and...
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AI assistance inside vTiger CRM with ChatGPT, Claude or Gemini: record summaries, drafted replies and classification, with...
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Legacy CRM data migration to vTiger: mapping, cleaning, importing and validating contacts, deals, tickets, notes and...
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Custom vTiger modules and workflows built for your processes: new modules, fields, layouts, automation and integrations...
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AWS hosting and server management for CRM and web applications: secure set-up, backups, monitoring, updates and performance...
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Mobile CRM app for field teams: Android and iOS access to accounts, visits, tasks and notes, with offline use and photos...
Read case study →From First Call to Go-Live and Beyond
A simple, four-step way of working that keeps you informed and in control, with no surprises.
Discover
We start by listening: your goals, how your team works day to day, and the systems you already rely on.
You getA clear brief and agreed scopeDesign
We map the modules, integrations and data flow, then agree priorities, timeline and what the first release includes.
You getA solution plan you can sign offBuild
We configure and develop on a staging copy, share progress as we go, and keep your live system untouched.
You getWorking builds to reviewTest and launch
Your team tries it with real scenarios. We fix what we find, move your data, train your users and go live.
You getA trained team and a live systemFrequently Asked Questions
What do these case studies show?
Each one is an overview of a type of solution we build, such as a casino CRM, WhatsApp messaging inside a CRM, telephony integration, AI assistance, data migration, custom modules, AWS hosting or a mobile CRM app. It explains the problem, our approach, what is included and the technology used.
Is every project the same for each client?
No. Each project is scoped around the client's own processes, data and systems, so the details, timeline and cost differ from one business to the next.
Can you build something similar for my business?
Yes. Tell us about your requirement and we will explain how we would approach it, which platform fits and what the first phase could look like.
Do you only work with vTiger?
No. We also work with SuiteCRM, SugarCRM, YetiForce, JoforceCRM, Frappe CRM, Odoo, HubSpot, Salesforce and Dynamics 365, and we build web and mobile applications.
Have a Project in Mind?
Tell us what you want to achieve and the systems you use today. We will explain how we would approach it, with no obligation.
Get a Free ConsultationCall +91 9041476361