YetiForce CRM Hosting
YetiForce CRM is an actively developed open-source platform for managing customers, leads, opportunities, sales, purchasing, inventory, projects, service, processes, documents, communication, and internal collaboration. It grew from Vtiger foundations but now has its own codebase, releases, requirements, documentation, and licensing conditions.
YetiForce suits organizations that need a broad, highly configurable self-hosted CRM and business-process platform. It is best for teams with experienced administrators or developers who can manage its detailed PHP configuration, permissions, cron jobs, mail, security, storage, updates, and extensive module settings.
YetiForce CRM Overview and Features
Who YetiForce CRM Is For
YetiForce suits organizations that need a broad, highly configurable self-hosted CRM and business-process platform. It is best for teams with experienced administrators or developers who can manage its detailed PHP configuration, permissions, cron jobs, mail, security, storage, updates, and extensive module settings.
YetiForce is distributed under its own YetiForce Public License, based on open-source licensing with additional conditions, branding, and registration-related provisions. Do not simplify this to an unrestricted generic open-source license. Review the current license, third-party notices, add-ons, integrations, and paid services for the exact release.
Maintenance and Compatibility Notice
YetiForce is actively maintained with current releases, documentation, security guidance, and a detailed server-verification process. Its requirements are stricter than a basic PHP application. Confirm that the exact Softaculous package matches a supported YetiForce release and passes the built-in configuration checks before importing data or enabling production users.
Leads and sales
Manage prospects, opportunities, quotations, orders, products, and sales processes.
Accounts and relationships
Connect customers, contacts, partners, vendors, staff, and interaction histories.
Projects and service
Coordinate projects, tasks, time, service contracts, tickets, and related documents.
Inventory and finance records
Manage products, warehouses, purchasing, sales documents, and supported financial records.
Communication and calendars
Use calendars, email, notifications, workflows, and supported synchronization tools.
Processes and analytics
Configure permissions, business processes, dashboards, reports, and calculated information.
Choose a YetiForce CRM Hosting Plan
Compare expected users, concurrent activity, customer or financial records, documents, email, reports, database growth, scheduled jobs, and backup retention. Choose enough capacity for normal peaks and leave room for imports, updates, and verified restores.
Pro Personal
For portfolios & blogsRenews at $7.99/mo
- 25 GB SSD Storage
- Free Domain Names
- Unmetered Bandwidth
- Secure Payment Options
- SiteJet AI Website Builder
- 360 Website Monitoring
- 45 Day Guarantee
- Encrypted Offsite Backups
- Malware Scan - Included
- WordPress - Included
- cPanel Softaculous - Included
- SSL Certificates - Included
- 5 Email Accounts
- 5 Parked Domains
- 5 Sub Domains
- 1 Website
Pro Business
Growing teams & shopsRenews at $10.99/mo
- 50 GB SSD Storage
- Free Domain Names
- Unmetered Bandwidth
- Secure Payment Options
- SiteJet AI Website Builder
- 360 Website Monitoring
- 45 Day Guarantee
- Encrypted Offsite Backups
- Malware Scan - Included
- WordPress - Included
- cPanel Softaculous - Included
- SSL Certificates - Included
- 25 Email Accounts
- 25 Parked Domains
- 25 Sub Domains
- 5 Websites
Pro Ultimate
For Unlimited ScaleRenews at $15.99/mo
- Unlimited SSD Storage
- Free Domain Names
- Unmetered Bandwidth
- Secure Payment Options
- SiteJet AI Website Builder
- 360 Website Monitoring
- 45 Day Guarantee
- Encrypted Offsite Backups
- Malware Scan - Included
- WordPress - Included
- cPanel Softaculous - Included
- SSL Certificates - Included
- Unlimited Email Accounts
- Unlimited Parked Domains
- Unlimited Sub Domains
- Unlimited Websites
Ways to Use YetiForce CRM
Complex B2B sales
Coordinate long sales cycles, organizations, contacts, products, documents, and approvals.
Customer service operations
Connect tickets, service agreements, assets, projects, and communication history.
Supplier and inventory workflows
Manage vendors, products, purchasing, warehouses, and related business records.
Custom process management
Model organization-specific workflows, permissions, modules, automation, and reporting.
Installing YetiForce CRM
RSH Web Services offers YetiForce CRM installation through Softaculous in cPanel. Use the installer first to create the application files and any required database or administrator account. For manual installation, obtain the trusted current package, follow its official instructions, protect configuration and storage paths, and apply only documented permissions. RSH Web Services can help with installation.
Hosting Requirements
YetiForce publishes release-specific requirements for PHP, MariaDB or MySQL, numerous PHP extensions and settings, web-server security, file permissions, cron, mail, and resource limits. The built-in server configuration verification should report no unresolved errors. Use the official requirements page for the exact version rather than generic shared-hosting assumptions.
Setup Checklist
Configure administrator credentials, staff roles, records, mail, imports, document storage, scheduled jobs, and backups that apply to this platform. Test daily workflows with non-administrator accounts before production use.
Migrating or Upgrading YetiForce CRM
Begin with cPanel backups of the application, configuration, database when used, and all managed files. For a Softaculous-managed installation, use only the backup, clone, restore, or upgrade controls displayed for YetiForce CRM before manual steps. Follow the documented version path and test users, roles, records, imports, reports, documents, integrations, and scheduled jobs on a private copy. Softaculous upgrades YetiForce CRM only; it does not convert another CRM or ERP platform into YetiForce CRM.
YetiForce CRM Security
Restrict access to trusted users, use unique credentials, apply least-privilege application and filesystem roles, protect customer or financial records, and secure configuration and uploaded-document paths. Review logs, remove unused accounts, and install supported security updates after testing. Hosting protections add useful layers but cannot repair unsupported application code or prevent damage by an overprivileged account.
Backups and Recovery
Back up the application, configuration, database when used, user accounts, roles, customer or financial records, transactions where used, documents, reports, and configuration needed for recovery. Keep multiple dated restore points and at least one copy outside the hosting account. Restore a private copy periodically and confirm that users, roles, records, transactions, documents, reports, email, and scheduled jobs work together.
All YetiForce CRM Plans Include
DDoS Security Monitoring
A Distributed Denial of Service attack disrupts the operations of a website, server, or network by flooding it with unwanted Internet traffic.
WordPress Easy Install
With cPanel users can install configure, secure, update, and manage WordPress through the WP Toolkit interface.
Secure Email
Access your email program or the online Webmail interface using Secure SSL certification (HTTPS) protocol.
cPanel
With over 80 features to manage all aspects of your hosting account, website, email and domains.
Softaculous App Installer
A time and hassle-saving, automatic script installer with over 380+ scripts, and 1115 PHP classes classes like WordPress
Website Transfers
Free cPanel or WordPress website transfers with no down time, other types of migrations also available.
Spam Assassin
A program used to detect unsolicited, unwanted and virus-infected emails and stop or reject the spam messages.
FTP Access
FTP is a program that allows you to transfer files from your computer to your website.
Site Backups
Backups can be configure with the Backup Wizard in cPanel or right within WordPress.
Free SSL Certificates
Provide secure, encrypted communications between a website and an Internet, RSH Web provides free SSL certs.
YetiForce CRM Resources
Existing software and hosting resources: Website Hosting, YetiForce CRM.
Supporting Hosting Software, Apps, and Scripts for Any Account
Frequently Asked Questions
How should user roles be configured in YetiForce CRM?
Give each person only the permissions required for their work. Separate system administrators, managers, finance users, sales or service staff, and read-only users as the application allows. Test every role with a non-administrator account, document who can export, delete, invoice, change settings, or view sensitive records, and review access whenever responsibilities change.
What customer data should be stored in YetiForce CRM?
Store only information needed for a defined business or organizational purpose. Establish rules for contact details, communications, financial records, notes, uploaded documents, and custom fields. Avoid unrestricted free-form notes containing unnecessary sensitive data. Document the lawful basis, retention period, correction process, export procedure, and deletion responsibilities that apply to each record category.
How should duplicate contacts be handled in YetiForce CRM?
Define a matching process before importing data, using reliable identifiers such as organization, email, account number, or another approved field. Review suspected matches manually when records contain transactions or activity history. Merge only with a tested procedure, preserve ownership and relationships, and keep a backup so an incorrect merge does not permanently damage customer or organizational records.
What should be tested before updating YetiForce CRM?
Create matched backups and reproduce the installation in a private staging location. Follow the official upgrade path for the exact source and target versions. Test logins, roles, contacts, searches, imports, exports, email, reports, documents, scheduled jobs, enabled modules, and integrations. Confirm that the rollback procedure works before applying the update to production.
Can YetiForce CRM replace an independent backup system?
No. Application features organize records but do not protect against a compromised administrator, failed upgrade, damaged database, deleted files, or account-level outage. Back up the application, configuration, database, uploaded documents, custom modules, and scheduled-task settings as one recovery set. Keep dated copies outside the live account and periodically test a private restoration.
How should email integration in YetiForce CRM be secured?
Use a dedicated mailbox or approved service account, modern authentication where supported, and the minimum mailbox permissions necessary. Protect tokens and credentials, restrict who can send or read messages, and review logs for failures or unusual activity. Test threading, attachments, retention, opt-out handling, and shared-mailbox behavior before connecting a production customer mailbox.
How do I migrate records into YetiForce CRM?
Clean and map source fields before import, then test a small representative batch. Preserve stable identifiers for organizations, contacts, transactions, activities, and ownership where supported. Check character encoding, dates, currencies, required fields, attachments, and duplicate rules. Compare record counts and sampled relationships after import, and retain the original export until users approve the result.
What reports should be checked after moving YetiForce CRM?
Compare totals and record counts for customers, contacts, open activities, financial documents, projects, tickets, or other enabled modules. Run the same date ranges and filters on both systems, then inspect samples with attachments and linked records. Differences should be explained before launch, especially where reports support billing, accounting, compliance, or operational decisions.
How can YetiForce CRM be recovered after a failed change?
Stop new activity and preserve the current application files, database, configuration, uploads, and logs. Restore a matched backup set to a private location and test logins, permissions, records, searches, reports, documents, email, and scheduled jobs. Avoid combining files and databases from different dates. Record the failure cause before attempting the change again.
Share This YetiForce CRM Hosting Page
Tweet Share Pin Email
Boost customer relationships and brand credibility with affordable CRM hosting. Reliable services, tailored packages, and easy setup to get your site online fast. 45 Day Unconditional Guarantee On all Hosting Packages
Hosting Guarantee
RSH Web Services provides a 45-day money-back guarantee for YetiForce CRM hosting.