Vtiger CRM Reviews

Easy to use and customizable

Comments: I have all the clients info in vtiger but the more important info that I save are quotes and invoices, when I want to plan some strategy I just have to prepare some reports form the tool so I know how was the interaction with a specific client the last quarter.

Pros:

Its really easy to use and there are many options to customize the user experience

Cons:

As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited

Alternatives Considered: Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Vtiger CRM: I prefer vTiger cause is cost-effective and really easy to configure and use.

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.

Alternatives Considered: HubSpot Sales Hub

Reasons for Choosing Vtiger CRM: Infusionsoft did not have a support ticket system and their sales portion is ok at best. The quotes aren't customizable the way Vtiger is.Infusionsoft is really good for marketing but that's about it.

Switched From: Keap

Reasons for Switching to Vtiger CRM: We chose this because it addressed all 3 of our needs. (sales, marketing and support) We didn't want to have to purchase a whole other software and go through a whole other set up, when we can have it all in one place.

Vtiger CRM: My Personal Review

Comments: Overall, I would recommend Vtiger CRM to companies in need of a highly customizable and scalable CRM platform. While the platform has some drawbacks, the benefits far outweigh the drawbacks, especially for businesses that require a high degree of customization and flexibility.

Pros:

The platform is highly customizable and can be tailored to your specific business needs. This flexibility allows you to design a CRM that works the way you want it to, rather than being forced to conform to a predetermined workflow. Vtiger CRM is very user-friendly and simple to use, even for non-technical users. This makes it simple to get up and running quickly and begin seeing results right away. The platform is highly scalable, making it an excellent choice for businesses of all sizes. Vtiger CRM can be tailored to your needs whether you are a small startup or a large enterprise.

Cons:

While Vtiger CRM is a powerful platform, it can be complicated and overwhelming for users unfamiliar with CRM software. The learning curve can be steep, especially for users who are unfamiliar with sales and marketing. The platform can be pricey, especially for small businesses and startups. For some businesses, this could be a barrier to entry.

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/)

Alternatives Considered: SugarCRM

Reasons for Choosing Vtiger CRM: Salesforce was to expensive for the small Business we are on

Switched From: Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM: Cloud based System, pricing, easy maintainable

Pros and cons of Vtiger CRM

Comments: Overall experience with Vtiger CRM is good as it is fulfilling our current requirements of managing contacts and other CRM supported activities just if the customer support service happens to be to better than it would have been perfect CRM.

Pros:

Vtiger CRM's contact management feature is very much helpful and most used feature of this CRM as maintaining multiple contacts across the globe is very much hectic thing to operate and Vtiger CRM does it quite efficiently.Along with that the alert/notification feature of the same is something that we can rely on for smooth processing of task.

Cons:

Customer support service of Vtiger CRM is not upto the mark there have been time where our issues was not resolved in a systematic manner as it took time way more as we expected.

Alternatives Considered: Dynamics 365 and Salesforce Sales Cloud

Reasons for Choosing Vtiger CRM: All these options didn't have well organised templates and addible feature that are provided by Vtiger CRM itself.

Switched From: Pipedrive and Zendesk Sell

Reasons for Switching to Vtiger CRM: They are costly in the long ran as compared to Vtiger CRM

CRM manager

Pros:

Vtiger have a lot of configuration possibilities, it's reliable software.

Cons:

For administrator it's complicated to configure and implement.

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.

A low-cost, high-impact solution for customer management

Comments: I am satisfied with the product, it integrates several functions in one place at a low cost and most importantly, it gives a continuous follow-up to the customer.

Pros:

From my point of view, the customer is very important and therefore the follow-up of already acquired and potential customers is essential. This software accomplishes this by allowing you to satisfy the customer and maintain or increase sales. At the same time, the reports of how the company is doing is very useful, it helps to have an idea of what to do better.

Cons:

The user interface can be a bit complex for new users or users with no previous experience in using CRM software. In addition, integration with other business applications requires almost advanced technical knowledge, so it should be easier to handle to increase its use in small businesses.

CRM platform that is used by businesses of all sizes to manage their sales, marketing, and more

Comments: It is a powerful and versatile CRM platform that offers a wide range of features and functionalities for managing your customer engagement processes.

Pros:

It is highly customizable, allowing you to tailor the system to the specific needs of your business. It also features a user-friendly interface that can help reduce training time and increase productivity. With a comprehensive set of tools for managing sales, marketing, and customer service, you can manage all aspects of customer engagement from a single location.

Cons:

It can be expensive. While there is a free version of Vtiger CRM available, the more advanced features and functionalities require a paid subscription. This may not be feasible for smaller businesses that are operating on a tight budget.Another potential issue with Vtiger CRM is that the platform can be complex to set up and configure. While the user interface is intuitive, setting up the platform initially can be a bit of a challenge. This may require some technical expertise or assistance from a consultant.

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.

An affordable yet capable CRM for businesses of all kinds

Comments: I beleive vtiger was the reason we were really able to be comfortable in sales automation,

Pros:

When starting out, Vtiger pretty much covered all the sales automation needs we had using the existing modules and very little custom work was required which is what you need as you get to know a piece of software.

Cons:

The deployment process had quirks and had to redo it a couple of times, not difficult, just has to be done a certain way.

Alternatives Considered: Salesforce Essentials

Reasons for Choosing Vtiger CRM: Cost was phenomenal

Switched From: NetSuite

Reasons for Switching to Vtiger CRM: Ease of getting started

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

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’.

vTiger - many features ... but requires a programmers mindeset

Comments: In summary it has lots of promise and promises, but when you actually use them you realise each element doesn't seem to work with the user in mind, and you end up having to throw any standard template away and build from scratch. Thus the savings in license fee could easily be eaten up by developer cost and maintenance. You need to be a programmer to make it work properly. It doesn't connect well with other apps.

Pros:

vTiger is a cost effective CRM. It provides many of the features of high spec and high cost equivalents. In theory you do not have to purchase the plethora of other CRM tools

Cons:

It requires a programmer's mindeset to get it to work properly. You need to know HTML well do get things like e-mail to work (unlike Mailchimp). The templates and examples feel like they have been developed at speed to tick the box rather than designed as a user would use them. So none of them quite do the job. For example, if you want the system to organise appointments, then the appointment e-mails sent by it require significant work in HTML to make them brand consistent. So it might have default text e-mails but they look techy, and you have to build them from scratch to make them professional. It has things like Outlook synchronisation, but we spend 12 months trying to get this to work and ended up finding the it couldn't cope with changes to appointments in outlook synchronising with vTiger - so it was effectively useless. You cannot have the whole team working with a single customer database and appointment calendar in their Office 365 accounts. It does basic synchronisation with FullContact - but you cannot seem to synchronise images, or social media profiles to augment customer records by default.

Vtiger Crm implementation

Comments: I used it for marketing and commercial company 20 or more people users, also for huge association and university, lately seem it is on so much controlled from Vtiger that is proposing their cloud vtiger, I'm talking about opensource community one

Pros:

I like the fact that you can start use it fast, possibility to create custom module For who work in php, mysql environment is almost easy find solution to troubles. Not so much help online but emough for help you

Cons:

Workflow is tricky, need some tries and knowledge for use it, theorically seem simple, but some troubles to execute it

Alternatives Considered: Zoho Recruit, SugarCRM and SuiteCRM

Reasons for Switching to Vtiger CRM: I know it better,

VTiger is awesome.

Comments: We are using VTiger of course for helping customers with support cases; however, where VTiger *really* shines is in the sales department for our business development department. Making easy appointment links for individuals and groups, flexible email and SMS campaigns, live chat support, etc. for a low price per user...VTiger is pretty excellent. We first chose VTiger because it was based off the open source Sugar CRM and we love having the option to move off VTiger to our own hosted solution when the corporation requires this. Overall, we are all extremely happy with the 5+ year relationship we've had with VTiger.

Pros:

For the price, it is definitely the best CRM around.

Cons:

Even though the team fixes bugs quickly and responds to support requests quickly, their software updates noticeably break other features as they continually improve the website. This can be a bit annoying at times. Other than that, the uptime is excellent and our whole organization uses VTiger as much as possible.

Insurance Broker / Multi Product Lines

Pros:

Easy user interface. Regular software tweaks & updates. Plenty of online help docs and tutorials. Friendly help desk consultants.

Cons:

That it can't really accommodate an automation process for more than one brand. That you need to employ a 3rd party developer to customise the platform to suit your business needs.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM: Price.

Excellent and Easy to use CRM Portal

Comments: Overall the objective of using VTiger is getting fulfilled. No more forgetting about the opportunities as a Sales Person. You can keep track of all your client data.
Reporting formats also give a huge insight into the data that helps faster decision making

Pros:

Simple to use with all the features that enable me to track, update any record pertaining to client, organization and its opportunities We have automated the quote requisition to our design team from VTiger itself The dashboard gives great insight into the overall summary of my opportunities

Cons:

Sometimes the linking of the documents from G-Suite or uploading the same becomes time-consuming since there is a word title limit. Our files have huge names and cannot cut down on the word limit. This is a drawback that I would like to highlight

vTiger is great

Comments: It does what we need it to do. Would be great if we could tie it to our accounting software, but we are in Thailand and have to use a specific program that doesn't play nicely with other programs.

Pros:

Whenever I have an issue, the live chat is almost always immediately available to assist me. Even with dumb questions, they will quickly show me what I was missing and I'll be back in business. For special requests, like custom reports or things that require coding they are also very quick to make this happen. If I need something, they can do what it takes to make it happen for me.

Cons:

Historical visit feature (for customers) had to be manually added. Needs a better section for dealings with customers.

Fantastic Service and Support

Pros:

vtiger has been great for us because it is more comprehensive than many CRM solutions we have tried or used in the past, allowing us to handle sales, support, billing, and ongoing customer interactions. We have also found it to be very flexible and customizable, eliminating some of the other software services we have used outside the CRM, like project management software. However, the very best thing we have found about vtiger is that they pay close attention to our requests for support and our feedback for product improvement.

Cons:

Business reporting is somewhat limited for our needs. Third party solutions exist, but don't work with the cloud hosted version, which we use.

Using of V-Tiger

Comments: Well overall experience is very good with Vtiger CRM. As i explain it is very easy to generate reports and other activity for our business. By which we can easily monitor our goals.

Pros:

V-tiger software is very use full for day to day activity. It also help to manage our weekly / month plans for customer visits. It also help to keep the data of our customer visit online, so anyone from any place can see the data. We have also see the prospect details and also monitor the same. We can generate weekly or month report engineer wise and also region wise as well. V-tiger is very helpful software and very easy to manage.

Cons:

I did not see any cons on v-tiger sofrware.

A COMPLETE ERP SYSTEM FOR US NOT ONLY A CRM

Comments: We are using vtiger to support most of our business process, from sales, to supoort contract services and G&A processes rrelated to expenses and Managing HR issues

Pros:

Vtiger is a easy to use system, for customizing and for end users. The functionality provided allows us to support our sales cycle and other business process (support services, revenues and expense invoices and other G&A processes. It is very complete and the process proposed is suteble for us requiring very few customization for sales and other process. Follow&tracks functionality is very complete and useful.

Cons:

We hope other modeules related to procurement and inventory mangemement will be deployed soon. Asset module is simmple bt it is ebough for carried an inventory of asest but accounting issues related to assets has to be more developed.

Vtiger configuration and reports

Comments: Vtiger allows us to manage in an organized way the sales cycle of our organization, from a lead, to the administration of a project when the opportunity is closed. Benefits: Traceability
Order
Excellent query and analysis tool

Pros:

The tool is very friendly, it adapts easily to the internal processes of each company. It is flexible, allows you to confirm it according to the needs of the business.

Cons:

The programming of workflows is a bit complicated. The offer of mathematical and statistical functions should be strengthened. The reports are not so friendly, especially when you are working with two or more modules and you need to perform some mathematical operation.

Versatile CRM!

Pros:

vTiger has a slight learning curve, but once you get into it, you will see that it was created by people who know the ins and outs of what it takes to run and manage a business. This CRM software is full of features that make record-keeping, customer relations, and everything that you need to keep running efficiently; easier. We were one of the first users; and since the early days, they've consistently made upgrades and updates to follow the times. That gives us confidence in sticking with them for the long haul.

Cons:

We have no complaints overall. Keep up the good work!

We love vtiger

Comments: We use vtiger for all back end functionalities of our products and services business. Vtiger helps us achive all of our goals. When we find an issue with vtiger, we simply email the customer service team who really go above and beyond to see that our issues are solves and our needs met.

Pros:

Vtiger is very customizable which allows us to adapt all of its features to our specific business model in a relatively simple way. There are so many possibilities to vtiger, that it makes it nearly confusing! This isn't a fault though. We really like vtiger.

Cons:

Design seems a little dated, can be confusing at times.