Developed a Modern Customer Portal for Vtiger CRM

Vtiger CRM is a powerful tool for automating business processes and managing customer relationships. However, the built-in customer portal by default has a number of drawbacks that can hinder its use and integration. In this article, we will look at the development of an alternative customer portal for Vtiger CRM using a modern technology stack.

Problems with the default customer portal:

The standard Vtiger customer portal has the following disadvantages:

1. Slow performance and long page loading times.
2. Labor-intensive setup and customization process.
3. Lack of useful features such as payment acceptance, profile editing, and two-factor authentication.
4. Can not send notifications to customer portal.

Solution: Developed a Custom Customer Portal based on Golang and React.js

To address the aforementioned problems, it was decided to develop a custom customer portal from scratch using a modern technology stack. The backend part was developed using the Go programming language, and the frontend part was developed using React.js.

Features of the developed customer portal:

1. Fast performance and minimal page loading times due to caching.
2. Easy integration with Vtiger CRM without the need to make changes to the existing system.
3. Ability to view and edit tickets, manage projects, view invoices, orders, and make payments on the portal.
4. Customizable viewing and editing of custom modules through configuration files.
5. Convenient registration of new users using a temporary code generated in the contact card.

Conclusion:

Creating a custom customer portal for Vtiger CRM allows for improved interaction with clients, increased satisfaction levels, and increased company efficiency. Thanks to the modern technology stack and flexible approach to integration, the new portal provides easy customization, fast performance, and extended functionality to meet the needs of your business.

Source code for both parts - backend and frontend available on github:

Backend: https://github.com/semelyanov86/vtiger-portal

Frontend: https://github.com/semelyanov86/client-vtiger-portal