Assistive CRM vs. Vtiger

Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue

vTiger packs a ton of functionality and capability, but the challenge is getting there. In today's day where everyone is doing more with less, having a solution that meets a couple specific needs and does that well is essential. To me, at times I feel as though vTiger is trying to be a "jack of all trades" solution which ultimately ends up making it more confusing to use. However, on the flip side of that, if you take the time to learn everything about vTiger, I am sure it is an awesome tool but there is a learning curve associated with it. Finally, I would like to see more integrations with other vendors moving forward so if we cannot use vTiger for everything, at least it would have the ability to "talk" with other programs.

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• Lead Management
• Advance Analytics
• Workflow automations
• Streamlining the sales funnel

• User-friendly interface.
• Reliable tracking system and alerts to maintain overall control of the proceses.
• Meets all the needs of the average company.

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• Marketing
• OCR
• No improvement as such

• Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
• It's still very simple. There is room for improvement with the setup of the admin panel.
• The dropdowns function funny when scrolled down. It's picky but it's frustrating.
• The search function could be improved.

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Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team No coding needed Helped us streamline our sales Process Automated tasks and reminders through prompt notifications Helps to close deals and no lead leakage Better customer support team who helped us in every step Reduce time spent on manual tracking and helped to get actionable insights

In the Last versions they have done a strong effort in creating a powerful data screen. Inside the screen you have access to signing, communications with multiple tools integration and connections with all modules related. With a single view you have all control over your data relations. It is similar to a control managing.

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The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.

It is as good as you could expect for a company that operates from another continent. Emails are quickly responded to and do not usually require additional questions or answers. It is quite rare for a company of their size to be as responsive as they are and that makes them a sound choice to deal with.

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Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity

VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a lot of time exporting and importing between different services. Quoting, invoicing, and payments all had to be manually transferred to our accounting system. It was very frustrating

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• Assistive helped us automating multiple processes
• Increasing the ROI
• Increased Business productivity

• Integration Across the Organization - What started out as just a CRM tool for sales is now being used for ticket management and project management.
• Steep Learning Curve - It is not as intuitive out of the box and really requires a dedicated person to be a vTiger expert which can be challenging and time consuming.
• Reliability - Sometimes features that worked yesterday don't work today, thus causing more time to complete the same exact task that was done previously. The thing that comes to mind specifically is the main search box as 1/2 the time it works, 1/2 the time it doesn't work.

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