Salesmate vs. Vtiger

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

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.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

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

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

• 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.

Incentivized

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

I love this CRM, very user friendly. Not conflict and easy to generate the date for reporting.

The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

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.

Incentivized

No - All very straightforward and simple.

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

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

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.

• 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.

Incentivized