Pros of Vtiger CRM

Some top features of Vtiger CRM are:

• Support automation using a purchaser portal and support tickets
• Has a position-based access control
• Provides end to end sales cycle management from campaigns, leads, potentials, fees, invoices.
• Gives you outlook, thunderbird, Firefox, & gmail plugins
• Workflows, responsibilities, and undertaking control
• Support records import & export via CSV documents, web-to-lead bureaucracy, reports & customizable user dashboards.

Requirements

• PHP
• Apache Web Server
• Database Server (Recommended MariaDB)

So, let’s move towards the installation of Vtiger CRM

Step 1: Install PHP

Simply fire the below command to get installed PHP & its related extensions.

sudo apt install -y php php-cli php-mysql php-common  php-zip php-mbstring php-xmlrpc php-curl php-soap php-gd php-xml php-intl php-ldap

After successful installation, also install the below extension

sudo apt install -y apache2 libapache2-mod-php

Then edit the file /etc/php/7.2/apache2/php.ini and set up the timezone, memory limit etc to look like below.

sudo vim /etc/php/7.2/apache/php.ini

date.timezone = Asia/Karachi
memory_limit = 256M
upload_max_filesize = 64M
display_errors = On
log_errors = Off

Step 2: Installing Database

Vtiger CRM will require a database to process its data. You can Install any DB but I would recommend to use MariaDB. If you don’t have installed MariaDB, follow the below link.

How To Install MariaDB on Ubuntu 18.04

Then create a DB after installing MariaDB server by logging into shell as a root user.

mysql -u root -p

CREATE USER 'vtiger'@'localhost' IDENTIFIED BY 'Your_Password';
 CREATE DATABASE vtiger;
 GRANT ALL PRIVILEGES ON vtiger.* TO 'vtiger'@'localhost';
 FLUSH PRIVILEGES;
 QUIT

To Confirm that you’ve created user successfully with all privileges, type

mysql -u vtiger -p

Then type Show Databases to see the created Data Base.

Step 3: Download Vtiger

Download the latest version of Vtiger CRM using wget on Your System

wget https://tenet.dl.sourceforge.net/project/vtigercrm/vtiger%20CRM%207.1.0/Core%20Product/vtigercrm7.1.0.tar.gz

After Downloading, extract the package by

tar xvf vtigercrm7.1.0.tar.gz

Then move the vtigercrm directory & its sub-directories to /srv/vtigercrm

sudo mv vtigercrm /srv/vtigercrm

Step 4: Install & Configure Apache2

Run the given command to Install Apache 2

sudo apt -y install apache2
sudo a2enmod rewrite
sudo systemctl restart apache2

Then set up the permissions for directory to properly work.

sudo chown -R www-data:www-data /srv/vtigercrm

After it create a Virtual Host file for Vtiger.

sudo nano /etc/apache2/sites-enabled/vtigercrm.conf

Then add the following data into the file

<VirtualHost *:80>
     ServerAdmin webmaster@example.com
      ServerName crm.example.com
      ServerAlias www.crm.example.com
      DocumentRoot /srv/vtigercrm/

<Directory /srv/vtigercrm/>
Options +FollowSymlinks
AllowOverride All
Require all granted
</Directory>

ErrorLog /var/log/apache2/vtigercrm_error.log
      CustomLog /var/log/apache2/vtigercrm_access.log combined

</VirtualHost>

Confirm the file syntax

sudo apachectl -t
Syntax OK

Then restart Apache services.

sudo systemctl restart apache2

After it finish the installation by opening crm.example.com in your browser.

You will see the first page starting wizard to get installation completed.

Accept to the License Agreement & confirm all installation pre-requisite & then click next button.

Then do the changes as you require & click Next. You can provide here system details & others.

Then move towards the next point where you can choose your Industry. Hence after choosing it move to the next point.

So, you’ve successfully installed Vtiger CRM on Ubuntu 18.04. Go to the dashboard to start Administrating Vtiger CRM.

Then you can access the dashboard of Vtiger CRM and performs various tasks.

Hence, you can grow your business with this popular tool. So, this is how you can Install Vtiger on your system to boost up your business. If you have any queries regarding Vtiger fell free to ask.

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