Unlocking the Power of vTiger CRM: Installation and Configuration Explained

April 3, 2024

vTiger Open Source CRM is a customer relationship management (CRM) software solution. It’s an open-source platform, meaning its source code is freely available for anyone to use, modify, and distribute.

vTiger Open Source CRM is like a special program that helps businesses keep track of their customer relationships. It’s like a toolbox with different tools to help businesses talk to their customers, remember important information about them, and keep everything organized.

vTiger CRM is popular among small and medium-sized businesses due to its flexibility, affordability, and open-source nature, which allows for customization and integration with other systems.

System Requirements for Installing vTiger Open Source CRM

• Web Server: Apache or Nginx
• PHP Version: 7.2 or higher (with required extensions)
• Database: MySQL 5.7 or MariaDB 10.2
• Operating System: Linux (recommended), Windows, or macOS
• RAM: Minimum 2 GB (4 GB recommended)
• Disk Space: Minimum 5 GB (10 GB recommended)
• Web Browser: Compatible with the latest versions of Chrome, Firefox, Safari, or Edge
• Additional Requirements: PHP configuration settings such as memory_limit, upload_max_filesize, post_max_size, etc. should meet vTiger CRM’s recommendations.

Installing vTiger Open Source CRM

Step 1.

• Download the latest version of Vtiger CRM from https://sourceforge.net/projects/vtigercrm/.

Step 2.

• Extract the zip file to your server’s root folder.

Step 3.

• Give 0755 permissions to the below folders.

cache/
config.inc.php
layouts/
modules/
logs/
parent_tabdata.php
storage/
tabdata.php
test/
user_privileges/
languages/ 

Step 4.

• Go to your domain and the CRM installation will be accessible from there.

Step 5.

• An installation wizard will be opened. Click on the install button.

Step 6.

• Read the terms and conditions and click on the “I Agree” to proceed.

Step 7.

• Click “Next”, if all the requirements are fulfilled.

Step 8.

• Provide the system configurations. Provide details like hostname, username, password, currency, etc.

Step 9.

• Double-check the installation settings and click “Next”.

Step 10.

• Select the industry for which you are implementing the vTiger CRM system.

Step 11.

• CRM installation wizard will start showing the installation progress to the next screen, make sure to select the modules that you are going to use.

Step 12.

• The system dashboard will be shown, on installation completion.