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Written by Mariusz Krzaczkowski on . Posted in Marketplace.

Free of charge

FREE OF CHARGE - NO LIMITATIONS

  • FREE CRM

    YetiForce is free open source software regardless of the number of users or data, so the costs don't increase with the growth of the company. All the products and services we sell are completely optional and aren't required for the proper operation of the system. YetiForce CRM is developed in one version, identical for all system users, which means that the system installed on your own server is exactly the same as the systems installed on our hosting and cloud.

    Download YetiForce

  • FREE SUPPORT

    If you’re looking for free support for YetiForce CRM you can open a new issue in our GitHub repository and describe exactly what the problem is. For your convenience, we prepared an article describing how to report bugs, and ready-made report templates that will appear after visiting the repository. Remember that the more information we receive from you at the start, the faster we will solve your problem. You will be informed about all changes to your issue by e-mail.

    GitHub repository

  • FREE LANGUAGE PACKS

    Thanks to the efforts of our community, YetiForce CRM has been translated into many languages. After installing the system, you will be able to easily download additional languages by going to: System Settings → System Tools → Language Management. You can check all currently available languages on Crowdin. Thanks to Crowdin you can also develop the system by adding new languages, or adding translations to those already available.

    Crowdin translations

  • FREE VIDEO TUTORIALS

    We regularly add new tutorials on the functionalities and mechanisms available in YetiForce CRM on our YouTube channel. If you want to learn how to enable multi-factor authentication or how to install a new language in your YetiForce CRM, our channel will surely prove useful. In addition to video tutorials, you will also find materials presenting the system, coverage of various events and interviews.

    YouTube channel

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Written by Paulina Walenczak on . Posted in Marketplace.

Addons and integrations

Functional add-ons

  • Polish Registers

    Includes integrations with databases used to verify data of Polish companies and autofill records in the YetiForce system with data downloaded from official sources.

    MORE

  • Disable Branding

    Personalize your system by replacing some of YetiForce's branding displayed in the system. Customize your branding to suit your company!

    MORE

  • Kanban Board

    An interactive visual board tool mainly used for project management. The view is available in all YetiForce user modules where data is stored.

    MORE

  • Record Automatic Assignment

    Streamlines the processes of assigning records to individual users of the YetiForce system by automating manual record assignment.

    MORE

  • Widgets Premium

    A set of widgets that allow you to display additional information on the YetiForce Dashboard and in the record summary, making all the necessary details available to the user at their fingertips.

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  • Foreign Registers

    Includes integrations with databases used to verify the data of companies from various countries around the world and global search engines.

    MORE

  • PDF Premium

    An additional engine for generating Chromium/Chrome PDF files, introduces the ability to create more advanced and complex documents than the standard engine available in YetiForce.

    MORE

Integrations

  • Outlook Integration Panel & DAV

    The Outlook Integration Panel plugin allows you to load the system directly in the Outlook window.

    The DAV add-on allows for two-way data synchronization between different devices.

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  • PBX Bria Softphone

    Integration with the telephone exchange via the Bria Softphone application.

    The connection with Bria Softphone is based on the Bria Desktop API, which provides the user with real-time information about calls.

    MORE

  • Webservice Premium

    Webservice Premium is an extended version of the standard free API available in YetiForce.

    The add-on was built mainly to support YetiForce Portal, but it can also be used for other purposes.

    MORE

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Written by Paulina Walenczak on . Posted in Marketplace.

System registration

How to register YetiForce?

The YetiForce Public License  requires YetiForce to be registered. Registration is also necessary if you want to purchase products or services from the Marketplace. There are two ways to properly register your system.

Below you can find step-by-step instructions on how to register YetiForce using the online registration form built into the system.

If the CRM you are registering has access to the Internet, please use the online registration method according to the instructions below.

If your CRM does not connect to the Internet, the instructions and required information for offline registration can be found in the license. 

All keys are generated after verifying the information provided in the registration form.

We verify the information manually, therefore the process may take up to 48 hours. Sending an offline registration request will not speed up online registration. 

ONLINE REGISTRATION FORM

  • STEP 1

    Go to system settings by clicking the cogwheel button    in the upper right corner.

  • STEP 2

    In the menu panel on the left select  "Company" and then "Company details". Then click "Registration - Online" at the top of your screen.

  • STEP 3

    Read the information at the top of the page and fill in all mandatory fields (marked with a red asterisk) with real details of your company. 

    Providing fake information will result in the registration being rejected.

    For a detailed description of the fields, see the section below.

FORM FIELDS

  • ⮟ Type

    • End user - an entity that uses the CRM system
    • Provider - an entity that implements a CRM system for another entity that will use it
    • Integrator - an entity that integrates the CRM system


    NOTE: If you are a provider/integrator and you want to register the CRM on behalf of your client, remember that both entities must be registered - you as a vendor/integrator and your client as an end user.

  • ⮟ Company name or first and last name

    Provide the full name of your company. In case of private individuals please enter your first and last name.

  • ⮟ Entity's unique identifier

    In case of companies, provide a unique tax identifier applicable in your country, for example TAX ID.

    In case of private persons, provide a unique identifier assigned on the day of birth, applicable in your country.

  • ⮟ Country

    The country where your company operates

  • ⮟ Post code

    Provide the post code of the city where your company is located.

  • ⮟ City

    Provide the city where your company is located

  • ⮟ Address

    Provide the address of your company

  • ⮟ Industry

    Select the industry from the list

  • ⮟ Number of employees

    Enter the number of employees in your company.
    This is the number of     all the people employed in the company, not only the employees who have YetiForce CRM accounts.

  • ⮟ The website of the entity

    Enter the entity's website or a personal website.

    DO NOT ENTER THE URL WHERE YOUR SYSTEM IS INSTALLED!

  • ⮟ Newsletter subscription

    If you would like to subscribe to our newsletter, please provide your:
    • Name
    • Last name
    • Email

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YETIFORCE

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