Vtiger

Score9 out of 10

31 Reviews and Ratings

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

Screenshot of Vtiger's home page dashboard

Screenshot of A typical contact record in Vtiger

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Screenshot of Vtiger's home page dashboard

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

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

#1 most frequent

Professional, Scientific, and Technical Services

29.0%

99 installations of 341

#2 most frequent

Information

12.0%

41 installations of 341

#3 most frequent

Manufacturing

9.1%

31 installations of 341

Salvador Arauzo View 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

Janet Ramos View 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

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

Ellen Evans View 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

Jose A Garcia View 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

Salesforce Agentforce Sales

Zoho CRM

Sugar Sell (SugarCRM)

Vtiger

What is Vtiger?

Categories & Use Cases

Media

Key Features

Top Performing Features

Customer data management / contact management

Interaction tracking

Pipeline visualization

Areas for Improvement

Forecasting

Custom objects

Email marketing

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Other Software Used

Usability

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Other Software Used

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

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