Open source contact management software for Support

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okay guys and today i'm going to show you how you can your own crm system and we are going to use one of the most comprehensive solutions on the market and the best thing is it's open source which means that it is completely free and here's the thing this solution is being used by big companies worldwide so that means that it is well able to compete against even paid crm solutions you know so today i'm going to show you how to and configure this crm system on your server so that you can save yourself a ton of money by avoiding to use solutions such as salesforce now salesforce are charging 25 us dollars for the basic version right up to 75 dollars and this is per month and also per user for the pro version so with salesforce it would normally cost you a whopping 900 us dollars per user that you have to pay each and every year and again the solution that we are going to today is unlimited which means that regardless of how many users you want to add it doesn't matter it will still be free okay so let's get started okay so our very first step is to take care of our hosting and domain name registration and for this click on the link in the description below where it says get hosting now so click on that link and this will bring you here to the hostinger website i personally host all of my websites with hostinger and the main reasons are because they are very affordable reliable but you also get a lot of extra features like for instance free domain name ssl certificate and security protection and all of that for the price of just a cup of coffee per month as you can see here you can get this top quality service for just a few dollars per month now to get this service all you have to do is to click on start now and click select and from here we have to select our billing cycle and as you can see you can save up to 71 depending on the billing cycle so if you select 48 months you can save up to 71 percent 24 months up to 67 and if you select one year up to 71 percent so you don't have to select 48 months by default you will be selected up here but you can go ahead with 24 months maybe 12 months or if you just want to try things on you can say it one month as well so let me just select 12 months from now and if we scroll down the page a little bit you will see how much you're actually saving so the normal price is 143 this is what you would normally pay for this and you get a discount of 71 percent so you save 102 dollars altogether so then you're going to add taxes to this and the total cost is 51 and 51 cents so let's for the full year guys 51.51 so that includes free ssl certificate free domain name free cloudflare protection free setup and not mention here also free backup because you get your website backed up every single day so if anything happens you can always restore back to a previous point in time and all of this for a small cost of just 50 this is insane guys this is absolutely fantastic you know and the quality of service here is absolutely outstanding and excellent as you can see excellent customer reviews and i couldn't agree more with this you know so then next you're going to enter your email address right here select your payment method and then i'm going to give you a coupon code to save even more money so 51.51 at the moment select i have a coupon code simply type in mr web reviews all in capital letters and then click on the plus sign so as you can see it's only going to cost you 47.82 cents for the whole year and then after that all you have to do is just to submit the payment very good and now that you've registered with them you can go back to the home page and click on login enter your email address and password and this is going to bring you to the hosting admin panel so from here the first step is to claim our free domain so as you can see here we get a free domain name with our plan so all we have to do basically is to click on this so let's click on claim domain and right here you're going to type in the domain name that you'd like to register so for instance your domain name and then you can select the extension zone.com obviously is the most popular one but you can select among a few different options so we have.click.net.info.host what do we have again dot me dot star dot x y z dot tech dot online so let's go with dot com anyways you know and then after that all you have to do is to check availability and if it's available you'll be registered just like that in one click now if the domain name is already registered you'll get a notification that's going to tell you this domain name is already registered and you might have to change the domain name for something else and try a different variation and once you have your domain name registered it will appear like this here at the bottom so you could have for instance misterweb reviews tutorials.com and then you'll be able to set up your hosting so this is the next step we need to set up our hosting and for this we're going to click on this button here so let's click on setup and from here all we have to do is to click on start now it's a simple five-step process here feel free to select any of those options i'm just going to skip for now same here you can select the platform that you want to use so we're going to take care of this later on in this tutorial so i'm gonna skip this again from here you can claim your free domain so we've done that already now you need to select your domain name so the domain name you just registered should appear here if it doesn't click on the drop down menu and then select it manually and then click select and finally here you need to select your nearest server so on the nearest data center from your location or your target audience location so as you can see here you can select among those two few options here so i'm probably based in ireland so in europe so i'm gonna select this one here click change and then all you have to do after this is click finish setup and we're all done already and now let's wordpress on our server and for this we're going to the hosting section right here and we're going to click on manage and this is going to bring us to the admin panel here and as you can see with all the different features and options here to customize and configure our server so i have wordpress order accounts emails domain website files database advanced and others so it might seem a little bit overwhelming all these options here but don't worry we are only going to use one of them which is this one here website so what we're going to do is just click on auto installer very good and from here we're going to go to this section here other so click on select and right here we're going to select our application so this one is called v tiger so v ended like a tiger like the animal so select this and then click select and then enter a website title so for instance crm with mr web reviews here create a username and password so i'm going to type something here very quickly so there you go and now click on advanced and make sure you select https and don't put anything in this field leave this one blank and then click next and from here again click and that's basically it so it's going to start the installation now and there you go once your installation is completed you'll be brought back to the screen and you will find it here in the installed applications so all we have to do now is basically click on this link and open that in a new tab and from this screen simply enter your username and password that we just created and click sign in now v tiger is a very comprehensive solution so you can add and remove modules as you wish so as you can see by default you would need the contact management but you can also add marketing sales automation support invoicing and project management so just for our demo here we're going to everything so select all and then scroll down the page and then click next now set up your preferences so your currency your language and the date and time as well and then click get started and there you go welcome to your v tiger dashboard so as you can see this is a blank canvas at the moment because there is no data no information in the system at the moment but let me show you very quickly how this works so on the left hand side you have your menu here to access all the different sections of the crm system so you have marketing sales inventories support project and all the tools and also all the main settings to set it up on the right hand side you have the quick create item so i can create contact organization project etc etc next to it you have your calendar so you have a quick overview of your week month or days ahead and here you have all the reports so you can create any types of reports or sales reports campaign reports etc etc and then here you have you have your task management so you can prioritize by high medium low and then you can even run a few searches and then if you go back to our dashboard you can customize this as well you can add as many widgets as you want so let's add this together for instance okay so i'm going to add this one this one this one this one and that one as well so clearly at the moment there is nothing to see because we haven't entered any information yet so what we're going to do now is to take care of our essential settings so that you'll be ready to use this crm system so first we're going to go back to our menu section settings crm settings now the first step is to add your users so you might be the only one using it so in which case this is find the way it is otherwise click on user management click on users and this is where you can add active users and for this all you have to do is click add user and fill out all these details once you're done click save and that's basically it okay and then you have user roles as well so if you click on this as you can see this is more designed for big companies multinationals as you can see with ceo vice president sales manager sales person and so on now you might want to rename this and make it easier more user user-friendly for yourselves maybe you want the warehouse maybe you want the sales team maybe you want the support team and so on so you can change this and tweak this around based on your business structure basically okay after this we have groups as well so what are groups well basically once you've created your roles you can then create groups so you have the sales team here for instance if we edit this as you can see this one includes the sales manager and the salesperson if we have a look at the marketing group here this one includes the site owner the ceo and the vice president now again once you've renamed your roles they will appear differently here and it'll be easier for you to structure those groups now a crm system relies heavily on sending and receiving emails so the next step is to set up your smtp server so for this we go to configuration outgoing server and from here all you have to do is to click edit and now we can enter our details so click on the drop down menu and select your mail platform so it could be gmail could be hotmail could be office 365 yahoo or something else now we are going to use hostinger because this is our hosting provider this is where we're going to create our email address and link it to the tiger so let's click on others and now let's go and create an email address with hostinger so we go back to our backend here and let's scroll down as you can see with emails here so let's click on this and let's create a new email address so we're going to look for our own account here so this is the one here so just click on it and all we have to do from here is click add email account and we can create our new email address so for instance you could create sales at mrwebreviews.com type in your password and then click create and there you go guys just in a few seconds we have a new email address created and set up and now we are ready to copy and paste all those details over onto our crm system so click on the email address here now we go to our crm system we copy this in place of our username just like this and then paste your password as well and then we need to enter the server name so this one will be exactly like this so i'll leave that in the description below also ssl semicolon slash smtp smtp.hostinger.com semicolon465 so if you're in dart where you can find those details if you go back to your hosting account here configuration settings as you can see we have the outgoing server smtp so this is basically the address here smtp.hostinger.com the port is 465 and it's ssl or tls and this is what we're using here as it said okay and this is basically how you input that into the system now you're going to copy and paste your email once more here just like this and don't forget to tick this box here requires authentication and then click save and there you go guys you are now ready to use the tiger crm system now this is not a tutorial on how to use v tiger obviously but what i'll do i'll leave a link in the description below where you can consult their documentation [Music] you