Vtiger CRM

Increasing business productivity with Vtiger CRM

Comments: In general I am satisfied with this software since it fulfills its functions according to a low subscription price and even its free version is very useful.

Pros:

One of its main advantages is the price, which compared to its CRM peers is relatively lower. It is also a complete tool that allows you to do simple things like managing customers to marketing automation.

Cons:

A disadvantage that can be improved in the medium term is the technical support, which at times is not fast or does not solve the problem.

Vtiger is excellent and affordable, with less limits even at the lower costs

Comments: Excellent, would recommend it.

Pros:

Excellent UI, very low learning curve, attractive to use and navigate around. Well integrated with the other apps I use. Workflows are excellent, and with few limits. Generally there are very few limits imposed even for low price plans, unlike many other CRMs I tried.

Cons:

Workflows could be made easier for beginners. The project management side on my plan is fairly basic, but it's nice to have it there. Generally nothing, I really like it. The only reason I would change is if I could get a cheaper deal elsewhere.

V tiger sales director U.K.

Comments: We used an in house crm tool previously and using v tiger we have been able to transform the way we manage mql’s through to sql’s That are taken by inside sales and nurtured as leads all the way to opportunities forecasted. We are then able to create win and loss reports to understand why we are losing and winning business. Overall a simple and decent tool which has improved the way we do things. If we could get a bit more sophistication around trends of data and Fix the simple bug around adding totals correctly plus the quarters thing mentioned prior we are into a winner !

Pros:

It is easy to record and look up records for my team. The fields have been configured to capture all of the pertinent information I need. It is easy to use and quite intuitive , I actually enjoy using it

Cons:

Our quarter 1 is September and we have to work with this as q3 in v tiger as it cannot be amended. Sometimes the total amount of the deal does not equal the total amount from the forecast summary screen , v tiger are aware of this as a bug. It would be nice to have some trending data so I can review how my pipeline, upside , probable and commit goes up and down during a given quarter. This way I can say salesperson x had $100k in probable In month 1 yet $0 in month 3. This is because $50k moves to commit however you lost the other $50k THe outlook integration doesn’t seem to work

Vtiger CRM vs Competition

Comments: overall, it's been great! The biggest bang for the buck for sure. It's still expensive but you get what you pay for and I highly recommend it.

Pros:

The best thing I liked about this software was the ability to do sales, marketing and support all in one program. Our sales team is able to track opportunities and view sales funnel reports. The marketing team is able to email and tag the contacts to specific target audiences. The support team is able to use a ticket system in order to keep all projects and assistance notes in one place.

Cons:

There are certain areas where you have to click here and there just to reroute you back to where you were. Like going from an opportunity to quotes and if you want to add notes, you have to go back to the opportunity and them go to your comments. Also the enterprise search tab doesn't always find everything you're looking for so you have to specifically go to contacts or organizations to find them.

VTiger is value for money

Comments: I'm very happy with vTiger although it is not SalesForce. You feel you are working with a company who cares about you and try for all means to help you to improve your business.

Pros:

It has a lot of resources. For a small company with low budget it's a great choice. The customer support is great, they are always at your service with a lot of patience and dedication. They are constantly adding new features and improving the software.

Cons:

Some of the features are complicated to adopt, like the project module and it is not very friendly. Although the email campaign module is quite good it needs some improvements when you try to resend a campaign, it needs to generate a URL of the campaign like MailChimp does. As a small company I would like it to allow us to adopt different identities (as an example, I'm the CEO but sometimes I'm acting like a support agent so I will like the CRM to allow me to change my name in that case to pretend we are a bigger company, it is not nice to sign with the name of the CEO from the email address of [email protected])

Salesforce Killer

Comments: I can confidently say implementation of this software has significantly increased the sales and marketing efficiencies of the business in which i have implemented this software.

Pros:

This is an enterprise level ERP package that offers practically every feature of Salesforce, and structured to allow for SME type admins to build this via custom modules and flexible dev environments. It is a highly practical package that allows non-qualified programmers to get the equivalent bespoke style functionality out of the system/

Cons:

Project mangement is clunky. I cant drag/drop task bars in the gantt chart. the reality is i need to use smartsheet to get the flexibility i need here, together with the highly useful linking between the subtasks - i.e. STart to start lines the task bars from the start. End-to-Start is the typical 'cant start task 2 until task 1 is finished', plus the multiple day delays and advancement options with these relationships

Flexible and complete package

Comments: We initialy came to vTiger as a cheaper alternative to Salesforce. We found not only a valid and much more easily customizable CRM but we have developed the modules to handle internal Cases, as a Project Management tool, as a simple DB to keep track of products, as a Quote & shipping

Pros:

Can be customized without being a programmer. It is flexible enough to do many things well enough for a small company that does not need very specialist applications. It is intuitive enough for my users to take up without pushback

Cons:

I would love better integration with Google Sheets. Poor (non existent) formatting of reports. No community forums or "vote for function"

QTE Training likes VTiger

Comments: See section pros

Pros:

one of the most reasons was the accessibility of the data from wheresoever, that'S absolutely given. Another one is the Independence from Software-Systems. We are using MS and also Apple-Systems, no Problem. Helpful is also the VT 360 App. whereever you are, and you spare time, just check for a customer or also call via mobile. the inside Team will see your activities immediately. Information that Counts.

Cons:

The Adoption of the System towards some specific needs is somewhat poore. no custom Buttons available, the print-templates Editor is poor on formating and sometimes you also Need a work around for list variables to be shown. It should have a customize package as from VT-Experts provided for teh serverbased solution (https://www.vtexperts.com/)

Great value for money, great customization options

Comments: We realised a big added value but for some issues the development time takes quite long.

Pros:

The modularity. You can mix and match modules as you see fit. You can build a great variety of workflows for different teams to work together on a centralized, highly customized build.

Cons:

There is a lot of freedom on pretty much everything, except from some vital funcitonalities missing from some modules and some modules contain 'standard' settings that you cant work around. Two examples, the Mailroom module can only update some types of records. It can create contacts but can not update contacts. The quote module for instance can only work once your inventory is in vTIger. It doesn't allow you much customization.

One of the best!

Comments: We adapt CRM to our recruitment process and we install also VTiger to manage our prospect and sales department. All's just perfect!

Pros:

- Easy to configure - Easy to modify - Easy to use - Easy to adapt to your need - Complete software

Cons:

- The email template could be more complete with more design

Maximizing Business Efficiency with Vtiger CRM

Pros:

Vtiger CRM has been a godsend for our business. It has enabled us to streamline our customer service and sales processes, creating a more efficient workflow. With its powerful features and user-friendly interface, it's easy to manage contacts, projects, tasks, and more. We have seen an increase in efficiency since we started using Vtiger CRM and highly recommend it!

Cons:

As of now, I have not encountered any negative consequences.

Excellent crm for sales management

Comments: My overall experience has been very satisfactory.

Pros:

It allows you to record all the operations carried out with your clients by user. And carry out the corresponding follow-up. As well as keeping track of the work done by your employees.

Cons:

What I liked the least is that it does not leave the user time of who managed the client. It must be done manually.

Vtiger CRM Review - Support and Overall

Comments: My experience with the support staff has been unmeasurable. They are extremely patient and work with me to meet my business needs. They also take the time to explain issues to me so I can increase my knowledge base. What I like best is vTiger Functionality: Being able to create modules from scratch with correlating workflows. With a basic understanding and the help of the amazing support staff I have been able to do almost anything my business has needed and further my knowledge base. This has worked for my company which is a mix of service and sales.
The technical support provided via the Live Chant is excellent. They are always so helpful and patient. Even when the additional research was needed on their end to help me they always get back to me in a timely manner.

Pros:

vTiger Functionality: Being able to create modules from scratch with correlating workflows. With a basic understanding and the help of the amazing support staff I have been able to do almost anything my business has needed and further my knowledge base. This has worked for my company which is a mix of service and sales. The technical support provided via the Live Chant is excellent. They are always so helpful and patient. Even when the additional research was needed on their end to help me they always get back to me in a timely manner.

Cons:

I think the software does an excellent job and most of the needs are solved by an available ad on. Most things I have disliked through the year with working with the CRM were from lack of knowledge. Once educated the system meets all needs thus far. If anything I would say the contact module, I wish when opening cases only contacts tied to the merchant dba would appear and just not anyone with a related name. I am currently digging into this further.

A very adoptable CRM

Comments: Depending on your needs the Vtiger CRM might be the best CRM for you. I needed a CRM where I would be able to change fields, add fields, create my own templates for printing, add functions and checklists for my daily work. I also had one specific demand - I wanted one CRM but for 3 companies. I'm an entrepreneur so at present I'm involved in 3 companies and closely working with other entrepreneurs and we share customers. But we want to send quotes, sell orders and other information from different companies to each customer but have alla customers in one CRM. Vtiger solved this.

Pros:

Very adoptable. Depending on which version you choose you will have different modules and the possibility to add modules of your own or deactivate modules you don't need. All records from the different modules can be printed out and you can change the templates. Vtiger is complex and can be adopted to all your needs but then you need someone within the organisation that would love to get into the system and make the changes. The vtiger support are great to. I have been able to create a CRM that works for me, all my companies and partners and help us give create customer service and of course keep up with leads, projects, email campaigns and todos.

Cons:

Well Vtiger might not be the CRM for companies that only need to have a simple register of clients companies and leads. Since there are so many great modules you really have to set a aside time to get to know the system so if you don't have time or only need a few limited functions you maybe should not choose vtiger.

Lots of features

Comments: It made the sales team work very easy and it helped management to see how the team was working each lead. The reports are clear and very easy to personalize and setup.

Pros:

The lead import and management. It’s very easy to keep track on who’s doing what and have a history of the lead.

Cons:

If you are not precise with loading the leads it can be difficult to load new leads. The duplicate feature does not work too well as it’s case sensitive and I would get many duplicated leads

Fast, efficient and easy to use

Comments: I am glad to have found this online software. Our efficiency has increased; we do more work in less time. It helps us make better decisions with the reports. It is accessible from anywhere as long as we have access to the internet, it doesn't require any installations and can be accessed from a PC, tablet, smartphone or laptop. in conclusion, I can happily recommend it.

Pros:

Never have I been more efficient when doing tedious tasks, Vtiger surely helps me accomplish this work by allowing me to create detailed daily or weekly report templates. These parameters can be modified at any time to satisfy future needs. It helps us stay under established SLAs with its management tickets interface and notifications. The management console or interface it is very easy to understand, detailed information about any new case is displayed to conveniently. Any other necessary information can be located in different tabs of the menu.

Cons:

Overall, this CRM software has delivered all of the required needs I have for my organization, however, just like any other software out there you will always stumble across a learning curve. If Vtiger documentation was easier to locate and have it always in a link inside the interface management console to reach to, I would not ask any more from this CRM software.

Great customer support and really good value

Pros:

Great customer support, they offer email, chat and telephone support and the VT account manager (Sharavana) is great for keeping things on track. They also offer structured training and support packages which worked well for us and are good value. Customer service is definitely their strength, and is really important in selecting a CRM. Poor quality or expensive support just makes it too hard hard to get all the customization you need or worse a poorly implemented CRM. Our building company has a fair bit of complexity around ordering, scheduling and project management as well as the usual lead generation and sales functions. Vtiger is our third system since 2007 and definitely the best for flexibility and customization it’s also easily the best value. API Integration with other systems like accounting packages and project management tools is quite good but sometimes has to use web hooks which can have a delay. Integration with web forms and chat is excellent and some really good analytics is available. Document storage is great in VT – super easy access to plans and documents even for people in the field. Logging calls even mobiles has been really useful especially for project management.

Cons:

Not many - The mandatory 2 column format for every page is a bit limiting, this can make the layout of data a clumsy. Most of the cons are overcome by working it through with VT – ring them, if they can’t fix it then they will give you a ‘ work around’.

Everything where it belongs

Comments: I've never worked with CRM before working with vtiger, I found it very easy to use and very friendly. It really helps me have everything under control and in time to fulfill our team and customer needs.

Pros:

I like how everything is organized and separated. Each module is set out to improve your productivity. The search bar is great, I love the way it shows me the results, I'm pretty sure that if I don't have any result, it's not on vtiger! The customization of reports allows me to follow up with opportunities. I really enjoy working with vtiger.

Cons:

I wish I could move columns according to what I'd like to see when performing a search. Sometimes when filling a field it takes too long to save. Other than that, it's awesome.

Used it for a SaaS biz CRM

Comments: Unified our different teams on the overall vision as well as daily activity of the company. It quickly took the place of internal email threads. having all the comms on a client in their account space was very helpful - to see their past interactions with Tech Support as I was preparing to expand our services with the client.

Pros:

The customizable dashboard. Able to make my daily agenda/screen look the way I wanted and feed me the info I needed for Sales.

Cons:

we were the first users of our biz type (in 2013) so there were not many 'best practices' to be followed.

Well Designed CRM Solution

Comments: We utilize Vtiger to manage our entire sales, order processing and invoicing processes. Searchable data allows us to see the progress of a sale over time and manage tasks and activities while ensuring we keep integrity of our customer data. Many of our customers are budget driven and we may engage with them one year and not complete the sales agreement for one or two years later. Vtiger allows us to continue to track and prioritize accounts so we can continue to manage the sale to the completion of an agreement and beyond.

Pros:

Well designed front end with easy to use functionality. Customizable to our needs. Automated reporting, Includes the ability to track the entire sales process from beginning to receipt of payments. Easy to store documents with search function.

Cons:

Like every software app you need to understand the process and how each function works to ensure that new data entries of new accounts are not duplicated in the data entry side

vTiger User for CRM activities in a Reseller Partner

Comments: Consolidate in one applications the differents need of the process to interacts with our customers since the sales stage until the service and support side.

Pros:

You can consolidate multiples process in a single platform (sales, product catalog, contacts, project management, service contracts, case management). Integration with gsuites lets you sinc calendar, add new contacts based on emails, email features. Integration with twilio lets you start phone call based on the contact information and record this activities. Dashboard features to obtain of your differents tasks. Easy to setup and customize. You can add new modules if you needs.

Cons:

The interactions between the differents modules can be improve, in order to relate the differents entities of the interactions with our customers.

VTiger CRM

Comments: We are using VTiger to manage our sales pipeline, set targets and track our ability to meet targets based on our weighted pipeline.

Pros:

This product contains all of the vital CRM features, and is still easier to use than most other CRMs. Possibly the best part of the system, however, is the ability to export and import most information easily.

Cons:

Automating the export of data is difficult and painful, and the API is extremely limiting in both functionality and usage limits. The cloud version of the software suffers for this reason, as well as the inability to edit some records due to a lack of access to the backend.

Minimal Efficiency

Comments: The platform itself is ok. The customer service provided is subpar.

Pros:

Once you get used to the info requirements/page, the system is user friendly. Uploaded documents are easy to search for.

Cons:

The time tracking feature only measures time in seconds. This can't be adjusted, even on the platform development side. The amount of info required/page is ridiculous and rather unnecessary. There should be a preference setting to adjust this, there is not. The platform cannot be individualized and makes scaling up next to impossible.

Very customizable CRM Tool

Comments: I can create quotes, make invoices, the support is really fast and they improve the software monthly

Pros:

I can create module from the ground and relate to existing info in the CRM, is very simple to use and have the necessary features that a CRM Tool needs.

Cons:

Their mobile app needs to improve and there's no integration with Mac Mail, but they have an integration with Gmail.

Client Management Hero

Comments: The customer support is very helpful and they always strive to improve the system.

Pros:

You can literally do everything on this software by just a few clicks, it enables you to analyze and improve your team and pipeline performance.

Cons:

Well because of the time difference I am barely available for their trainings, but the team does try to accommodate everyone.