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Custom vTiger Modules and Workflows

Illustration of custom CRM modules connected in a workflow

Custom vTiger modules, fields and workflows that fit the way your business works, built to stay maintainable through upgrades.

Overview

Standard CRM modules rarely match every process. Teams end up with workarounds, spreadsheets on the side and fields used for the wrong purpose, which makes reporting unreliable.

This solution extends vTiger with modules, fields, layouts and workflows designed around your processes, such as projects, contracts, inspections or approvals. We build them as maintainable extensions, document them and test them so future upgrades remain manageable.

The challenge

  • Processes that do not fit the standard modules
  • Side spreadsheets and manual steps
  • Inconsistent data that makes reports unreliable
  • Past customisations that broke on upgrade

Our approach

  1. Understand the process: We map the steps, roles, approvals and data your process needs.
  2. Design the module: Fields, relationships, layouts and permissions are designed and agreed.
  3. Build and automate: We develop the module, workflows and any integrations, on a staging copy first.
  4. Test, document, deploy: Your team tests it, we document it and deploy it safely.

What the solution includes

  • New modules with relationships
  • Custom fields, layouts and picklists
  • Workflow automation and approvals
  • Custom reports and dashboards
  • Integration with other systems
  • Documentation and handover

Technology

vTiger CRM, PHP, MySQL, JavaScript, vTiger workflows and module framework, REST APIs.

Who it is for

Organisations whose processes go beyond the standard CRM modules and who want them handled properly inside vTiger.

Frequently asked questions

Will custom modules survive vTiger upgrades?

We build them as maintainable extensions and test them against new versions as part of upgrade work.

Who owns the code?

You do. We hand over the code and documentation.

Can you change modules built by another developer?

Yes. We start with a review, then extend or fix them.

Related services

Have a similar requirement? Talk to our team for a free consultation, or browse more case studies.