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Reviews (1-8 of 8)
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June 04, 2019
Since day one, GB Advisors did an extended research in finding the best CRM for them. They decided to go with Vtiger All-In-One. They use it on all the departments and areas. From sales to support and even marketing. It manages all the logistics and internal proceses. It really helps with the organization and coordination of the projects, specially keeping the track of ticketing, leads, and opportunities.
- User-friendly interface.
- Reliable tracking system and alerts to maintain overall control of the proceses.
- Meets all the needs of the average company.
- Switching among subgroups could be a bit simpler.
- The Mobile App should have more options.
- Document customization is difficult sometimes.
April 25, 2019
VTiger is used for our company's CRM. I use Vtiger to pull product data and to match up product groups across the organization. I also input the keywords for other teams to use when setting up the products for retail. It's the piece of collaborative software that holds all of our true, this-is-it source-of-truth product information. We are still using this while we are also using Syndigo.
- 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.
- 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.
Personally, I think that Vtiger is one of the best CRM out there, it has many pros. I think that the biggest one is that it is cloud based so you don't have to worry about maintenance and such.
We use Vtiger to manage our customers, from the organizational point of view to opportunities management, using almost all modules, we even use the interviews module to keep track of our HR process.
We have also integrated our calendars to show our important meetings in Vtiger, and the dashboard give us great insight information on our internal processes.
We use Vtiger to manage our customers, from the organizational point of view to opportunities management, using almost all modules, we even use the interviews module to keep track of our HR process.
We have also integrated our calendars to show our important meetings in Vtiger, and the dashboard give us great insight information on our internal processes.
- Easy of use.
- Configuring custom dashboards with information that is important to you.
- The Contact & Organization module is very well built with a lot of useful information.
- Custom fields to any type of module.
- Services Module: Project Management is very plain with not much use.
- Internal Tickets & Cases: all the information is really clogged they could use a better segmentation.
- Appointments page: you can create your custom appointment page but it needs more work.
Vtiger is used in GB Advisors across the whole organization. starting on marketing campaigns, leads and demand development, Opportunities & Pipeline conversion in sales, Post Sales, integrated with quoting and invoicing systems, customer success. Technical support for internal and external customers and HR, help desk, contract management etc. Daily activities are concentrated on the platform, the customer base is handled in the software, sales reps do customer facing with Vtiger. integrated with our phone system, the call recording, the call logs, mail management and other transactions.
- 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
- 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
December 20, 2017
I have a demo copy of Vtiger and several of my clients use Vtiger. In the case of my clients, they generally use vTiger as a better solution than MailChimp for their newsletters. In the case of one client, they use vTiger to run their organization as they are a membership society, and they have integrated Vtiger with their website.
- It is very easy to import and export data to and from Vtiger, which has excellent deduplication tools built in. It is also easy to manipulate data within Vtiger, something that is almost impossible with MailChimp.
- Although Vtiger integrates well with email, like most CRM systems it assumes that you have one email system and therefore it is less suitable for use cases where multiple email systems need to be supported.
- Although Vtiger supports Twitter it does not support other social media systems in the same way. You can tailor the system to hold the URLs of your contacts' social media profiles but if SM is a big thing for your organization then there are better systems available.
September 13, 2016
We are using several facets of vTiger in several different areas of the company. In the beginning and through to this day, we use vTiger as our primary CRM system for managing all of our sales related activities for both our clients and prospective clients. Recently, since we are a professional services organization, we have started to use the ticketing system to create workflows between the sales and audit department to ensure projects are created and assigned appropriately. In addition, we use the projects section to manage the client projects from beginning through to the end, with constant notifications from the auditors to the sales team.
- Automatic Updates - Notifications when updates are made to projects helps all parties stay on task and understand where each project stands in terms of completion.
- Flexibility and Customization - We have been successful in customizing the different fields in vTiger to match our specific needs, whether in the sales section, tickets section, and projects section.
- Reporting - The ability to create customized reports is great and very useful to management to understand areas that may need attention.
- Support - If you have a question, the vTiger support team is outstanding in terms of responses and ensuring that your issues is resolved. In addition, they are frequently releasing updates and upgrades to the product.
- Confusing - Finding where to put information can be confusing at times and can lead to frustration.
- Reporting - While the ability to create a ton of reports is nice, navigating the reporting tool is a bit overwhelming, especially in the beginning.
- CRM Notifications - I am a bit old school in that I want to be able to schedule a time to follow up with someone in our CRM system at a specific data and time and receive a pop-up notification when that time comes. With vTiger, I have not found a way to do this and when I ask to be notified, I get notified instantly, not at the time I want to follow up.
September 26, 2016
I use Vtiger CRM in my company to manage sales leads. I have call center where agents make calls to potential customers. Once they find prospects, they in put data in Vtiger CRM. Not only that, they also follow up with them. Finally they make appointment for our sales and marketing team. As there is a history of communication it becomes easy to understand the customer. Finally after making the sale this leads converts into a conversion. Management can keep real time monitors on daily activity.
- Finding prospects from big data.
- Keep real time track
- The dynamic reports can help make future decisions
- Graphical report
- Search is tough
January 31, 2019
We have used three different CRMs in our small business. We currently use VTiger because it combines email integration, email campaign tools, quote capability, invoicing, and payment capability into one tool. This avoids a lot of duplication and allows our salespeople to carry the customer through the entire process. Other CRMs required add-ons and exporting to other services in order to meet our sales and marketing needs.
- VTiger doesn't do anything exceptionally well, but it is adequate for about everything.
- The price for VTiger is quite good.
- It is reasonably easy to configure and use.
- The user interface is sometimes cumbersome. It is definitely evident that UI maturity is not top-of-mind to the developers.
Vtiger Scorecard Summary
Feature Scorecard Summary
What is Vtiger?
Vtiger makes free open source and subscription based cloud CRM software that is designed to help businesses better engage with their customers across the entire customer life cycle through integrated marketing, sales, and customer support software. According to the vendor, their solution helps grow marketing ROI, sales, and customer satisfaction. Vtiger software also includes collaboration, project management, inventory management, process automation, and a range of other tools.
The vendor says, Vtiger is trusted by more than 100,000 organizations, from small businesses to teams at Fortune 500 companies, across 106 countries.
Vtiger Screenshots
Vtiger Integrations
Google Drive, Microsoft Exchange, QuickBooks Online, Plivo, Authorize.Net, Magento Commerce, part of Adobe Commerce Cloud, Mailchimp, Xero, Dropbox, DocuSign, Google Calendar, Google Contacts, Gmail, Microsoft Outlook, Twilio, PayPal, Asterisk, Office 365, Clickatell, Textanywhere, Tally, Zapier
Vtiger Competitors
Vtiger Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Optional
| Edition | Pricing Details | Terms |
|---|---|---|
| Sales Starter | $10 | / user / month |
| Sales Professional | $20 | / user / month |
| Support Starter | $10 | / user / month |
| Support Professional | $20 | / user / month |
| Ultimate | $30 | / user / month |
Discounts are provided for both annual subscriptions, and for high volume users.
Vtiger Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| FAQ/Knowledgebase | ||
| Video Tutorials / Webinar |
Vtiger Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |
Frequently Asked Questions
What is Vtiger?
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
What are Vtiger's top competitors?
What is Vtiger's best feature?
Reviewers rate Pipeline visualization highest, with a score of 10.
Who uses Vtiger?
The most common users of Vtiger are from Mid-size Companies and the Computer Software industry.