Likelihood to Recommend VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Read full review 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.
Read full review Pros Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately. Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately. Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors. Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities. Read full review User-friendly interface. Reliable tracking system and alerts to maintain overall control of the proceses. Meets all the needs of the average company. Read full review Cons It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over. This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier. Read full review 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. Read full review Likelihood to Renew We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Read full review Usability The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Read full review I love this CRM, very user friendly. Not conflict and easy to generate the date for reporting.
Read full review Reliability and Availability It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
Read full review Performance I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Read full review Support Rating Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review 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.
Read full review In-Person Training It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Read full review Implementation Rating Our implementation was very easy.
Read full review Alternatives Considered VanillaSoft stacks up against
Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and
Microsoft Power BI are a great bundle for the report and analytics team.
Read full review 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
Read full review Scalability VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
Read full review Return on Investment Ability to contact more clients each day. The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking. Increased sales from the calendar setting and saving my notes. Read full review 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. Read full review ScreenShots