Vtiger QR Code is an extension module for Vtiger CRM that allows users to create and embed QR codes within any CRM record. The module supports dynamic generation of QR codes using CRM data fields and merge tags, making it possible to encode contact details, payment information, appointment links, quotes, invoices, and more. QR codes can be included in email and print templates, workflows, and are displayed in the record’s details view. Scanning a QR code with a mobile device instantly retrieves record-specific information, enables direct actions such as payments, and automates processes like contact creation or appointment booking. The module is available in all Vtiger CRM editions and is installed via the Extension Store. It is designed to enhance customer engagement, streamline data management, and improve operational efficiency by leveraging QR technology within CRM workflows.

Key Features

Dynamic QR Code Generation Create QR codes for any CRM record using data fields and merge tags.

• Add a QR code field to any module in the CRM
• Generate QR codes dynamically based on record data

Multi-Module Integration Embed QR codes across various CRM modules.

• Use in contacts, leads, quotes, invoices, appointments, and more
• Display QR codes in the details view of records

Template and Workflow Support Include QR codes in communications and automation.

• Embed QR codes in email and print templates
• Integrate with workflows for automated actions

Instant Data Access and Actions Enable quick retrieval and direct actions via QR scanning.

• Scan QR codes to access record details on mobile devices
• Facilitate instant payments, contact creation, and appointment booking

Role-Based Data Security Control access to sensitive information.

• Masked and encrypted field values displayed based on user permissions

Custom Use Cases Support for specialized business processes.

• Warehouse management, event attendance, product reviews, and more

Benefits

Enhanced Customer Engagement Improves interaction and convenience for customers.

• Customers can scan QR codes to access information or complete actions instantly
• Reduces manual data entry and streamlines processes

Operational Efficiency Automates and simplifies data management.

• Quick access to CRM data via mobile devices
• Supports automated workflows and reduces administrative overhead

Versatile Application Adapts to various business scenarios.

• Use for payments, contact creation, appointment booking, inventory management, and event attendance