Vtiger CRM reviews

Easy to use and customizable

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

Vtiger CRM vs Competition

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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 has customization flexibility

Opmerkingen: We use different aspects of VTiger in different departments with varying degrees of importance. In the beginning and to this day, we use VTiger as the main CRM program to manage the marketing activities we have for our customers as well as those we have for prospective customers. Recently, as we are a professional organization, we have started using the ticketing system to facilitate the workflow between the sales department and the audit department to ensure that projects are created and assigned correctly. Also, we use the project section to take customer projects from start to finish, with constant notifications to the auditors and the sales team.

Pluspunten:

If you have any concerns, VTiger's help group is exceptionally qualified in terms of answers and sees to it that the difficulties you have are finished. In addition, they are accustomed to updating the products and also publish occasions to update the product. The ability to generate customized reports is exceptional and very helpful for managers to comprehend the areas that require attention. At VTiger, we have been able to customize the various fields to suit our specific needs, whether it is in the sales section, ticket section or project section.

Minpunten:

Sometimes it is complicated to locate the information and can generate anger. Although the ability to generate a ton of documents is convenient, going through the document generation tool is slightly stressful, particularly at first.

QTE Training likes VTiger

Opmerkingen: See section pros

Pluspunten:

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.

Minpunten:

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/)

Vtiger CRM: My Personal Review

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Pros and cons of Vtiger CRM

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

One of the better Open Source CRM platforms

Opmerkingen: We moved from Suite CRM (another Sugar based CRM) to Vtiger based on one of the sales people we'd employed at the time. The interface was slightly better but otherwise there was not a huge difference with it. However, we did find that some of the administration was a little clunky and the process of upgrading between versions was not trivial and often resulted in issues resulting in long outages while we figured out the cause. Ultimately, we migrated away from it in favour of Insightly which is a lot more forgiving of less technically able users.

Pluspunten:

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

Minpunten:

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.

Convenient as SaaS, but not designed as SaaS

Opmerkingen: My overall experience is acceptable. It works, the sales force uses it, and it has the important information. But it is not a satisfactory experience for the reasons explained above.

Pluspunten:

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.

Minpunten:

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.

A solution for new, small or medium-sized companies

Opmerkingen: I recommend its use for small companies, as in the places I have supported to implement it, its results have been visible in less than the first quarter after implementation.

Pluspunten:

The main advantage is that its free version has high features such as project management, contact management, marketing and others. In addition, being customizable, one can modify the workspace to improve the speed and flow in which you work.

Minpunten:

As for its limitations, there is the fact that it is perfect for small and medium-sized companies, but not for large ones. This is because its ability to analyze large amounts of data and users is limited.

Vtiger assets and limitations for informed decision making

Pluspunten:

Vtiger CRM helps me generate leads, create campaigns and track results, effectively manage customer support requests, track tickets and resolve issues quickly.Vtiger CRM can be integrated with other tools and services to provide a seamless and connected working experience.

Minpunten:

I find that the free version of Vtiger CRM has limited functionality. also I have found customer support issues with slow response times or unsatisfactory assistance with problems or questions.

Funnel and Forecast Inprovement

Opmerkingen: Overall a good tool for sales team!

Pluspunten:

Initially it looks complicated but over a period of time, its easy to use and adapt to its environment.

Minpunten:

The Funnel can't be selected individually for a particular user in the Dashboard. Also it would be better if we can create an Forecast report in the Dashboard w.r.t individual Sales Engineers.

An affordable yet capable CRM for businesses of all kinds

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

Pluspunten:

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.

Minpunten:

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

Too many feature gaps

Opmerkingen: I mostly work with Vtiger as an admin and sales support. Most times, when I have a project or idea to improve our processes, Vtiger lacks the functionality for me to follow through without the need to utilize some outside tool or service. Many times I've wanted to add a feature, establish a process, or some other task to improve our sales/marketing methods, but I find that I cannot do so in Vtiger - it isn't a lack of my knowledge of the product, because several times, after consulting the documentation, I've contacted Vtiger support and was told that the task cannot be done.

Pluspunten:

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

Minpunten:

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.

Easy, Customizable, Always present to help you

Opmerkingen: The possibility of using a smartphone app has solved several problems especially when you are out of the office

Pluspunten:

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.

Minpunten:

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

Fast, efficient and easy to use

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Well Designed CRM Solution

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Easy, smart and time saving

Opmerkingen: My general experience has been good. As a on the road accounts manager, I needed something that could work with me on the road, cutting out late night pipeline updates. It removed the way our company reported; We usually had separate excel sheets and paper trails to update management on pipeline and sales, this removed late night spreadsheet updates and calculations and I can spend more time with the family.

Pluspunten:

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

Minpunten:

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.

Price versus functions

Opmerkingen: We organize everything with vtiger. From the customer inquiry to the offers, order and invoice. We also organize the entire purchase of goods via vtiger. Finally we do the financial accounting in a different solution.

Pluspunten:

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.

Minpunten:

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.

Positive development over the years

Opmerkingen: Since migrating from the local to the cloud version, we have added features that we use, we like the internal integrations between the elements and the ease of producing meaningful reports.

Pluspunten:

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.

Minpunten:

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.

Health are office

Opmerkingen: I like the software . Support needs to be better

Pluspunten:

This software has great function but difficult to configure

Minpunten:

Troubleshooting and support is terrible. We tried to contact many times

Sales User Perspective

Opmerkingen: Neutral to positive.

Pluspunten:

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.

Minpunten:

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.

easy to use, complete, free

Opmerkingen: I use it for a few years and I can say that it is a complete, easy to use. The free download version already has modules for the standard usage. With the support of companies that develop solutions on vtiger it is possible to adapt the product to their professional needs of all levels. I enjoyed the opportunity to create lead generation modules interacting with social media (facebook, twitter, google +, etc), that guarantee to increase your business opportunities. With the setting of the policy correct workflow is guaranteed and serves the objectives to be achieved. Installing it in the cloud, you can access the data at any time, increasing efficiency and decreasing the time

Pluspunten:

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

Minpunten:

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

Frustrating company to work with

Opmerkingen: Used to be ok. Now it's bad.

Pluspunten:

It used to be a great fit for our business...

Minpunten:

Corporate intelligence determines what they "think" is best for your business without asking. Then when you complain they tell you, you don't know what you are talking about even when you own the company. Their latest blunder is blocking the number of browsers you can use to log in. I run tech support and personally will have 4 computers logged in. They now only allow two and block you from using more, plus stupidly say use mobile device. Their mobile app is terrible for tech support. We are actively moving to another CRM. Really bad company. Don't like them bullying me.

Comprehensive CRM at an Excellent Price

Opmerkingen: I keep all my customer data in Vtiger. I love having one place to update customer data. I used Constant Contact for a few years but eventually migrated my newsletter into Vtiger. Vtiger provides a wide range of capabilities so that I'm confident it will provide what I need as my company grows.

Pluspunten:

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

Minpunten:

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.

Easy to use!

Opmerkingen: I use Vtiger mainly for recruiting (others in my company use it for sales.) It's easy to enter customers (candidates) and track them based on company name or location. I've had a very positive experience with Vtiger overall and would recommend it. However, if you are looking for something highly analytical, it might not be the best option.

Pluspunten:

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.

Minpunten:

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.