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Vtiger

Score9 out of 10

31 Reviews and Ratings

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What is Vtiger?

Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

Categories & Use Cases

Media

Vtiger's home page dashboard
A typical contact record in Vtiger

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Key Features

Learn about the best (and worst!) features Vtiger has to offer, as determined by TrustRadius' reviewers.
Based on 31 ratings of Vtiger's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8.3

  • Pipeline visualization

    Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

    Category average: 8.3

Areas for Improvement

  • Forecasting

    The software helps users accurately forecast sales based on volume and conversion metrics.

    Category average: 7.9

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

  • Email marketing

    This involves the ability to send mass email to groups of people based on particular qualifications.

    Category average: 8.2

Reviews

What users are saying about Vtiger.
View all reviews

Vtiger complete sales solution

Incentivized
Salvador ArauzoView profile
CEO in Sales at TicTop Sales (1-10 employees employees)

Use Cases and Deployment Scope

Managing sales, leads, customer support. Most processes in my company are supported by the capacities of Vtiger. At present we are algo managing our marketing activities, social networks integration and marketing automático. Best of all is the capacity of the integration of all these business processes in an only screen.

Pros

  • Marketing
  • Sales processes
  • Customer support
  • Leads management

Cons

  • Digital invoice
  • Design templates
  • Workflows

Return on Investment

  • Automation
  • ROI
  • Processes
  • Data management

Usability

Alternatives Considered

Vbout, Proactive Campaigns and Formstack for Salesforce

Other Software Used

DocuSign, Google Meet, Microsoft Teams

The Software in Managing Clients that is very user friendly.

Janet RamosView profile
Account Manager in Sales at Datumstruct Philippines, Inc. (11-50 employees employees)

Use Cases and Deployment Scope

We use Vtiger in managing our client. From Database, to quote creation up to orders and collection. One software from Sales to Operation to Collection. Also, we use this in extracting data for our reporting.

Pros

  • Managing Clients
  • Dashboards and funneling
  • Fulfilling orders
  • Proposal creation

Cons

  • editing the proposal created

Return on Investment

  • save time
  • save the data of the customer
  • sink to other departments
  • data integration

Other Software Used

Zoom, Teams Manager for Microsoft Teams, Google Meet, Google Drive, Webex App, Extreme Network Subscription, SalesOutlook CRM

Usability

Vtiger All-In-One is fast, user-friendly, and customizable

Incentivized
Nomar Norono
Inbound Leads Team Lead in Sales at GB Advisors, Inc. (11-50 employees employees)

Pros

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

Cons

  • Switching among subgroups could be a bit simpler.
  • The Mobile App should have more options.
  • Document customization is difficult sometimes.

Return on Investment

  • I managed to increase my production by 20% each month.
  • We increased the number of new clients each year.
  • Clients were satisfied by our support team.

Alternatives Considered

HubSpot

Other Software Used

HubSpot Sales, Freshcaller, Slack, Zoom, Freshdesk

Vtiger will continue to be used at our company, even with Syndigo Onboarding

Incentivized
Ellen EvansView profile
Marketing Analytics & Sales Planner in Marketing at Positec (1001-5000 employees employees)

Pros

  • I love reporting. I can build a custom report using all or any of the dimensions of my choice. This is great when other programs often limit this ability.
  • I like that is a source of truth across the organization. We can all go in and see the same thing.
  • This also works for communication with our teams in other countries. We are a global organization.

Cons

  • 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.

Return on Investment

  • I look at this from a skewed perspective. I am happy I can share search terms, and that has improved ROI for products on other platforms.
  • I like the collaboration aspect. Many teams use Vtiger here.
  • I like that it's able to be a source of truth program for us.

Other Software Used

Monetate, Google Ads (formerly AdWords), Google Data Studio

Cloud Based CRM for Everyone

Jose A GarciaView profile
Sales Representative in Sales at GB Advisors, Inc. (11-50 employees employees)

Pros

  • Easy to use environment
  • Easy integration with 3rd party apps for email, calendar, contacts, telephones
  • Always improving products on the cloud version
  • Workflows across the whole sales process, including post sales
  • Collaboration with ease

Cons

  • Sometimes it freezes
  • After every update, there could be a hiccup
  • Sometimes sync settings and integrations got lost
  • Invasive notifications with annoying sounds
  • Change of buttons placement tend to confuse after you get used to it

Return on Investment

  • I'm just one user
  • Not related to know about the ROI

Alternatives Considered

Microsoft Dynamics CRM, Base CRM, Freshsales CRM and Salesforce.com

Other Software Used

Zoom, Google Drive, SetMore, Trend Micro Worry-Free Business Security

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