Vtiger CRM Reviews

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.

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.

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

The ability to customise the CRM to your business requirements.

Cons

Connecting modules together can be tricky for beginners.

Alternatives Considered

Pipedrive and HubSpot CRM

Reasons for Switching to Vtiger CRM

Price a lot more affordable and scalability.

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

Alternatives Considered

Zoho Desk

Reasons for Switching to Vtiger CRM

I was introduced via the Open source installer offered through Go daddy website management. The pricing makes the commercial version of the software highly reliable and a no brainer.

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"

Alternatives Considered

Zoho CRM, Insightly and Copper

Reasons for Choosing Vtiger CRM

Salesforce charges double and you still had to pay extra to third parties for basic things like Edit in grid, etc

Switched From

Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM

Greater flexibility, price to function ratio

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

Pros

The interface is familiar to those who have used Sugar-based CRM platforms before and is probably one of the better ones of them.

Cons

The process of upgrading between versions is clumsy and error prone. The UI is not particularly friendly for less technically able members of the team.

Pros

The product works, it has everything a CRM needs to have. The basic features are all there, and many advanced ones as well. It is quite comfortable to use once you learn how to use it. It is 100% Cloud, so the sales force has it available from wherever they are.

Cons

It looks like software designed to be a desktop application (win32), rather than software as a service. That is, the user interface (UI) design, as well as the user experience (UX) is not good. It's not very user friendly, it's not fast, the graphic design is not sexy. In short, it looks like a product that is not intended to be 100% SaaS, but to run on the Windows desktop.

Pros

For ease of use .It offers a range of features for smaller companies

Cons

A very good application in which there are no downsides

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.

Pros

It has a lot of customization features. Support answers promptly.

Cons

Features that I think should be standard are missing or inadequate. For example, there are almost no connectors to other software - from Vtiger or from other vendors/services; We use Constant Contact for email campaigns (Vtiger's email module is convoluted and unreliable), and there is no connector for it, so I have to manually import/export new or changed contacts to keep both databases current. And the import process is touchy - Vtiger often creates duplicate records. Getting from one screen/module to another is annoying - it takes too many steps, something a simple menu bar would solve. I could go on with the quirks, limitations, and missing features, but I think this sums it up: Vtiger feels like it started out as a simple app and has had features and modules dropped into it, not really incorporated to make the tools a seamless experience.

Pros

We have been using VTiger for over a year, with the passage of time it has become a very useful tool as well as easy to use already in the first use.

We appreciate the possibility of modifying and creating new modules to support those present to strengthen the traceability of information to the sales department that would not have only management software.

The sales department is able to keep its customer portfolio active with simplicity and to propose new solutions or opportunities during the bidding process by using the possibility of sending offers directly from VTiger.

Cons

Some missing features in the marketing module like the ability to manage multiple mailing lists in a single Marketing list

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.

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.

Pros

Easy to use and to customize
Big community of developers and support community
Continued development and updating with new features
A lot of out of the box features
on demand and open source available
Inventory tracking

Cons

Open source needs a paid extension to sync with Accounting software
Needs a few features to be a more all in one solution (not including accounting)

Pros

Case/ticket tracking and administration on VTiger is extremely useful. VTiger has a fantastic reporting system with a wide variety of charts that can be used to display statistics. Case referencing is near flawless when combined with email responses/notifications.

Cons

Only down part to VTiger is that it has to do some system/cloud backup on a daily basis wherein the system completely locks up and you are unable to do anything. The site becomes unreachable for about 20 minutes and restores thereafter.

Pros

The vendor is really good at developing the platform and bringing those changes to our awareness. This has been in the creative approach to sales and the adaptations around the new GDPR regulations.

Cons

There is an integration that would be really useful but it hasn't been written yet with Quickbooks for UK Tax office program, 'Making Tax Digital'. It would be really useful to have the integration written, however this is above and beyond the rest of the application suite, we use if for sales and account management along with project and support services.

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.

Pros

It allows you to activate the various business flows easily and in a modular way

Cons

The use of the PHP language can sometimes create problems in case of security developments

Pros

Easy to use, free, adaptable to any need, lead generation, use in cloud

Cons

For professional use, you must rely on companies able to develop solutions vtiger

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.

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!

Pros

It's easy to use and an extremely value. I like the ability to be able to insert records from my website.

Cons

Sometimes it is hard to figure out how to do something. There are a lot of possible configurations (like the drop down list values for certain fields) and sometimes it takes me a bit to remember where to make changes.

Pros

Vtiger is very straight forward and easy to use. You can chose which features and categories you use the most and prioritize them on your screen based on your needs.

Cons

The reports features could use some work. I've worked with other software systems where it was easier to get a big-picture view of what your database consists of. You can build out different reports based on what you're looking for, but the analytics could be better.