ERP & CRM
Vtiger CRM

Vtiger CRM

Vtiger CRM is the world’s leading open-source customer relationship management (CRM) software with over 5 million downloads. This software is designed to help businesses manage contacts, automate sales processes, and enhance customer service. Vtiger CRM offers features such as contact management, sales pipeline management, marketing automation, and integration with more than 500 commonly used workplace applications. Additionally, Vtiger provides a low-code platform called VTAP to simplify customization and further development according to business needs.

1. System Requirements

System requirements for running Vtiger CRM 8:

  • Apache 2.1+
  • MySQL 5.1+
    • storage_engine = InnoDB
    • local_infile = ON
    • sql_mode = NO_ENGINE_SUBSTITUTION
  • PHP 8.0+
    • php-imap
    • php-curl
    • php-xml
    • memory_limit (min. 256MB)
    • max_execution_time (min. 60 seconds)
    • error_reporting (E_ERROR & ~E_NOTICE & ~E_STRICT & ~E_DEPRECATED)
    • display_errors = OFF
    • short_open_tag = OFF
  • RAM 4 GB
  • Disk 250 GB

Before starting deployment, prepare:

  • VPS or server with Ubuntu 24.04 OS
  • SSH access to the server
  • A domain already pointed to the server

2. Server Preparation

Update the system

sudo apt update
sudo apt upgrade -y

Install Apache

sudo apt install apache2 -y

Install Certbot

sudo apt install certbot python3-certbot-apache -y

Install MySQL

sudo apt install mysql-server -y

Add the PPA ondrej/php repository

sudo add-apt-repository ppa:ondrej/php -y
sudo apt upgrade -y

Install PHP 8.3 and required extensions

sudo apt install libapache2-mod-php8.3 php8.3 php8.3-cli php8.3-common \
  php8.3-apcu php8.3-mbstring php8.3-gd php8.3-intl \
  php8.3-xml php8.3-soap php8.3-bcmath php8.3-mysql php8.3-zip \
  php8.3-curl php8.3-tidy php8.3-imagick php8.3-imap -y

3. PHP Configuration

Open the php.ini configuration file

sudo nano /etc/php/8.3/apache2/php.ini

Set the following configuration

memory_limit = 256M
max_execution_time = 60

Restart Apache

sudo systemctl restart apache2

4. MySQL Configuration

Open the mysqld.cnf configuration file

sudo nano /etc/mysql/mysql.conf.d/mysqld.cnf

Enter the configuration within the [mysqld] block

default-storage-engine = InnoDB
local_infile = 1
sql_mode = "STRICT_TRANS_TABLES,NO_ENGINE_SUBSTITUTION"

Restart MySQL

sudo systemctl restart mysql

Create Database

Log in to MySQL

sudo mysql

Create database and user

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

5. Apache Configuration

Create a virtual host configuration file, e.g., for crm.contoh.com

sudo nano /etc/apache2/sites-available/crm.contoh.com.conf

Enter the configuration

<VirtualHost *:80>
    ServerName crm.contoh.com
    DocumentRoot /var/www/crm.contoh.com
    <Directory /var/www/crm.contoh.com>
        Options -Indexes +FollowSymLinks +MultiViews
        AllowOverride All
        Require all granted
    </Directory>
    ErrorLog /var/log/apache2/crm.contoh.com_error.log
    CustomLog /var/log/apache2/crm.contoh.com_access.log combined
</VirtualHost>

Enable modules and virtual host

sudo a2enmod rewrite
sudo a2ensite crm.contoh.com
sudo systemctl restart apache2

Request SSL certificate

sudo certbot --non-interactive \
    -m [email protected] \
    --agree-tos \
    --no-eff-email \
    --apache -d crm.contoh.com \
    --redirect

6. Install Vtiger CRM

Download Vtiger CRM

wget https://onboardcloud.dl.sourceforge.net/project/vtigercrm/vtiger%20CRM%208.3.0/Core%20Product/vtigercrm8.3.0.tar.gz

Extract vtigercrm8.3.0.tar.gz

tar xzvf vtigercrm8.3.0.tar.gz

Move the extracted directory

sudo mv vtigercrm /var/www/crm.contoh.com

Change the directory’s user-group

sudo chown -R www-data:www-data /var/www/crm.contoh.com

Access https://crm.contoh.com to proceed with the installation

  1. Click Install to start the installation
  2. Click I Agree to accept the license
  3. Check PHP settings, click Next
  4. Enter database information, system information, and admin user information, then click Next
  5. Enter name, email, and select industry type, then click Next
  6. Select modules to activate, or this can be done later, then click Next
  7. Displayed setup information, click Get Started

Vtiger CRM deployment is complete and ready to use.

Krayin CRM