28 June 2012

New Constant Contact Sync


For everyone that uses vTiger and Constant Contact, Boru has just released its new sync between the two systems! The Constant Contact sync eliminates the need to spend time updating one system to match the other, and instead allows you to sync them with only one click.

You can easily create or change campaigns in vTiger and send them to Constant Contact. VTiger will provide a summary of the sync, with both the failures and the successes so that you can see exactly which contacts may be missing an email address or may have requested to be unsubscribed in Constant Contact.

You will no longer have to worry about inconsistencies between the systems or spending all your time making them match because this integration will do it all for you. Check it out at http://boruapps.com/prod/230  

vTiger Popup Summary


Boru has been adding many customizations to vTiger to streamline your business process. One of our latest additions is the Popup Summary. Instead of having to scroll up and down through a Lead Information page to find the field you’re looking for, you can now open up a popup tab at the top of the page with only the basic facts that you want.

All the fields in Popup Summary are in edit mode, so you can save even more time if you need to change any information on a lead. You get to choose what and how many fields you want to see so that you do not waste time searching through extraneous information. This is a great tool to help you use your time as efficiently as possible.

Check out this video to see what it looks like!

Forced User Default Module


Boru has a new module in vTiger called the “Forced User Default” module. It essentially forces all users to follow default settings in vTiger – default settings that you get to choose. System administrators can now standardize preference settings so that all users are looking at the same vTiger.

You get to choose what tiles users can see and access on their dashboard. You can define location based settings like currency settings and time zone. Essentially for any setting that can be changed, you have the ability to set a default for your users.

This module saves a lot of time when you have to add new users because you will no longer have to set up their preferences manually. With Forced User Defaults, everyone is on the same page, making training and managing a much simpler task. 

vTiger-Five9 Integration

Boru has recently developed a new integration between vTiger and Five9 to create a more convenient system for customers who use both systems. With this new module, you no longer have to waste time updating lists between the two programs. 


Whether it’s hourly or nightly, you can create a query through vTiger to form calling lists based on certain criteria that you specify. VTiger will then send these lists to Five9 where you can immediately start calling them. This new sync also takes Five9 call information such as status, call length and who called, and will update the records in vTiger. 


Read more about it at http://boruapps.com/var/www/borucms/product/227 or call us today to discuss pricing and other details.

14 May 2012

Ubercart Vtiger Quickbooks Integration

Boru has been working to bring your CRM, online shopping cart, and accounting software together. In the last few months we've released our Ubercart-Vtiger module for drupal. This module sends customer, order and product information from Ubercart to Vtiger. Coupled with our two-way Vtiger Quickbooks Integration, you have a direct link and automatic link between your shopping cart and your accounting software.

If you use Quickbooks Merchant Services for credit card processing, you'll have even more convenience. In our upcoming release of Vtiger-Quickbooks Integration we will support transmission of QBMS data so that when your deposits come into Quickbooks they can be automatically reconciled with the correct Sales Receipts. This version is in the final stages of testing, so expect it by the end of the month.

05 January 2012

Vtiger Quickbooks is a module

Our vtiger-quickbooks is now a module. That means installation is simpler than before and it behaves nicely with other modules and customizations.

There are a number of feature enhancements, most notably real 2-way sync. The settings options are greatly expanded allowing a lot more control over how you sync.

Product, vendor, taxation, and discout support is greatly improved. See boruapps.com for details.

21 December 2011

Gmail Contextual Gadget released

Those of you using Vtiger and Google Apps have something to be excited about. Today our Boru VT Integrator gadget was released.

The gadget looks at the sender's email address and tries to match it to entries in your Vtiger database. If a match is found, relevant data about the match is displayed right underneath your email. Otherwise, you can create a new Contact, Account, whatever right there.

It's free, with a paid version in the works.

Check it out here: http://www.google.com/enterprise/marketplace/viewListing?productListingId=15336+13987954338541792809&category=&query=Boru

If you're wondering why it requires access to subject and body, we're working on extracted phone numbers to pre-fill the record creation form.