Vtiger CRM Reviews

Pros

Its ADAPTABLE!
On the first look you might get surprised of all the functions but when you start using it you will realize there are even more functions and you will love it. I do realize that if you want a CRM, support system or project management and do not want to adapt anything to your organization - then the Vtiger might not be for you. But I have never worked with a system that I didn't want to adapt.

There is always some process, some pipeline that you do different than other businesses and I was so happy when I found out that I could make the Vtiger – to be my system – adapted for my needs. And I love the fact that even if we are small companies, we get good support from Vtiger.

Cons

Well actually the fact that is so adaptable and still very powerful do requires that you think and plan before you start to create new pipelines, modules. Because there are so many functions that you can create a module that serves even the most complicated process. And so even if you can make anything – take the time so write done and plan the process.

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])

Alternatives Considered

Salesforce Sales Cloud, SugarCRM, Soho66 and Hootsuite

Reasons for Choosing Vtiger CRM

I switched like 10 years ago, at that time I was using the OpenSource version of both

Reasons for Switching to Vtiger CRM

I find that the price is affordable for our size of business

Pros

Pleasant user interface, customizable, easily accessible, awesome support

Cons

Overwhelming at times, possibly tries to be too much to everyone as opposed to being focused on a couple of specific areas

Pros

- functionality
- customizability
- stability

Cons

- often many clicks to the destination
- many open windows
- restricts clarity

Alternatives Considered

Zoho CRM, Dynamics 365, SuperOffice CRM and Salesforce Sales Cloud

Reasons for Choosing Vtiger CRM

We have introduced vtiger from the decision date in rolling planning. This enabled us to cover 90% of our needs within a very short time (less than 1 month). An unequalled value, which I was not able to realize with other solutions.

Switched From

Zoho CRM, Dynamics 365, SuperOffice CRM and Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM

- best price and performance ratio - rapid implementation - simple user guidance - little user training necessary - variety of functions

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.

Alternatives Considered

Salesflare, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Vtiger CRM

Peer recommendation, versatility, low cost, wide range of options

Pros

Its very powerful for use, understand an customize, One of the best CRM's open source from 2004-2014, that cover the income and outcome process of any mid-size organization. with tools provided by community that complement it and make it strength and powerful.

Cons

the manufacturer forget the community and focus its work in On Demand version and it set aside the community that helped develop and grow globally. Today it is positioned as a standard CRM that hardly provides valuable characteristics to the market, as it is no longer open source

Alternatives Considered

Odoo, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Vtiger CRM

open source, community, functionality, flexibility and power are some of its main characteristics undoubtedly

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

Pros

Cost ease of use and functionality...easy to set up and use and it cost about 10% of what we were using

Cons

there really isn't anything we don't like about it

Pros

It covers all of our business needs. It's easy to adapt the system to your exact process and the reporting functionality is comprehensive, allowing you a full overview of all aspects you require.

Cons

It comes with a small learning curve. But their support helps you understand it quickly.

Pros

Cloud based, access from anywhere.
Central database with all the details we need for dealing with Companies, Contacts, mailouts, tech support and training.
Powerful automation options (eg. automatically send out a follow up e-mail one week after sending a quotation).
Easy to learn.
Great Tech support. Always get an answer to an email within the same day, and usually within 1-2 hours. They will go the extra mile to help you sort out an issue. We recently wanted some customisation of a PDF template for our quotes and they spent many hours sorting through what we wanted and did the changes for us.
You get a lot more than you pay for. Don't let the low price (compared to most other hosted CRM packages) fool you, vTiger does 90% of what the others do, for far less money.

Cons

The search could be better. It always finds what you are looking for, but the order the results appear is strange. If you search for a person called "Smith" it might show Mr Jones first (who happens to live in Smith St), then show Mr Smith next. This means that sometimes you have to manually search through the 30-40 items listed to find the one you want.

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

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’.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM

Price, ease of use.

Pros

Compare with other CRM option is a great value for money (especially for a small company like ours).
You work very hard and steadily to improve your product (we witnessed it over the years)
The support is great.

Cons

Email campaigns need to be improved (for ex.: is very complex to resend an email campaign to those who unopened it. I would like to operate on the list of people in the email campaign reports as the list of emails that bounced or clicked without having to open one by one each contact)
A better way to order the email templates and the email campaigns.

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

Pros

I am a Channel Manager or accounts manager, with that being said, my job requires me to be on the road, seeing customers, following up on opportunities and just Managing general pipeline sales. I really do appreciate the Vtiger Mobile application. I can easily update my opportunities - "on the go". It is easy to use: Easy to track and update my opportunities with the simple user interface. It makes my life much easier

Cons

As we are based in South Africa Our connectivity and more specifically international connectivity is slow. Sometimes the loading of any function in the browser takes very long. Sometimes longer than others.

Pros

vtiger is the best choice for a small to medium-sized company. The range of functions and possibilities is enormous. The system can also be easily adapted by less experienced people and integrated into existing business processes. The workflow function is extensive and gives a considerable additional benefit in the daily work.

Cons

vtiger has weaknesses when it comes to designing communication by normal mail. Templates can be created for all order documents, but when it comes to a simple letter, the processing is very cumbersome. In itself, vtiger is not suitable for normal mail.

Pros

Everything has the ability to be customized and you don't need to be a rocket scientist to figure it out. I spent a week on this system and had it scanning emails, making cases, and notifying staff and users. Once you have a valid ticketing system you wonder how you lived with out it. KEY WORD " Accountability"

Cons

What everyone else wants. Cheaper prices, more features, ect. The reality is i wouldn't trade this CRM for anything it gets the job done in the best way.

Pros

What I like the most about Vtiger is that I can manage my business activities in one place specially the ones involved in sales & marketing.
VTiger has evolved in the last years, bringing a better user experience, and making it more intuitive.
VTiger has helped our sales team to have all the quotes and proposal documents updated and centralized.
I like the way that you can collaborate with all the sales team, sharing contacts information, and always knowing the status of the opportunities.

Cons

Although VTiger has evolved a lot in the last years, the follow up activities could be more intuitive. It would be great that the notifications and reminders always appeared on screen until they have been completed.

Pros

Once you get the hang of it it can be quite good. Reporting can be fast and powerful. There are still some gaps I'm having to learn to live with but they can and should improve this. It seems to be designed to favor the marketing where more focus could be placed on managing organizations and identifying and executing on major account strategies.
Data capture is also more challenging than it needs to be.

Cons

I find the mobile app needs to be radically improved, at least for the Android version I use. I live on the road from my phone and the idea is good but the execution is weak. Finding a person and phoning them, Scanning business cards ? (really seems to be a picture capture with on OCR), etc.
Revenue management really could be improved to speed the identification of needed focus.

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.

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 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.

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.