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.

Illustration of player profile cards with a VIP star and a retention chart for a casino CRM
CRM DevelopmentLive Casino CRM Platform on vTiger

Casino CRM built on vTiger: player profiles, VIP and retention workflows, call-centre tools and management reporting in one...

Read case study →
Illustration of chat bubbles connected to a customer record card for WhatsApp in a CRM
Integrations & CloudWhatsApp Messaging Inside vTiger CRM

Two-way WhatsApp messaging inside vTiger CRM using the official WhatsApp Business Platform, with every conversation saved...

Read case study →
Illustration of a phone handset and an incoming call pop-up showing caller details
Integrations & CloudClick-to-Call Telephony with Asterisk and FreePBX

Click-to-call telephony for vTiger CRM with Asterisk and FreePBX: incoming call pop-ups, automatic call logging and...

Read case study →
Illustration of a CRM record card connected to an AI summary panel
CRM DevelopmentAI Assistance Inside vTiger CRM

AI assistance inside vTiger CRM with ChatGPT, Claude or Gemini: record summaries, drafted replies and classification, with...

Read case study →
Illustration of data moving from an old server to a clean CRM database
CRM DevelopmentLegacy CRM Data Migration to vTiger

Legacy CRM data migration to vTiger: mapping, cleaning, importing and validating contacts, deals, tickets, notes and...

Read case study →
Illustration of custom CRM modules connected in a workflow
CRM DevelopmentCustom vTiger Modules and Workflows

Custom vTiger modules and workflows built for your processes: new modules, fields, layouts, automation and integrations...

Read case study →
Illustration of cloud hosting with a server stack, security shield and uptime graph
Integrations & CloudAWS Hosting and Server Management

AWS hosting and server management for CRM and web applications: secure set-up, backups, monitoring, updates and performance...

Read case study →
Illustration of a smartphone showing an account list, map pin and checklist for a mobile CRM app
Mobile AppsMobile CRM App for Field Teams

Mobile CRM app for field teams: Android and iOS access to accounts, visits, tasks and notes, with offline use and photos...

Read case study →
Our process

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.

Step 1

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 scope
Step 2

Design

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 off
Step 3

Build

We configure and develop on a staging copy, share progress as we go, and keep your live system untouched.

You getWorking builds to review
Step 4

Test 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 system
We do not disappear after launch. Upgrades, hosting and support plans keep your system secure, current and working as your business grows.
FAQ

Frequently 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