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Vtiger

Vtiger

Overview

What is Vtiger?

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

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Recent Reviews

TrustRadius Insights

vTiger has become the go-to CRM system for many users, serving as a comprehensive solution for managing sales-related activities with both …
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Popular Features

View all 23 features
  • Customer data management / contact management (8)
    10.0
    100%
  • Workflow management (8)
    10.0
    100%
  • Opportunity management (8)
    10.0
    100%
  • Integration with email client (e.g., Outlook or Gmail) (8)
    10.0
    100%
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Pricing

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One Professional - Single App

$28

Cloud
per month per user

One Professional - Standard

$42

Cloud
per month per user

One Enterprise - Single App

$42

Cloud
per month per user

Entry-level set up fee?

  • $10 / user / month
    Optional
For the latest information on pricing, visithttps://www.vtiger.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $28 per month per user
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

10
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

10
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

10
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

9.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.3
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

10
Avg 7.2

Platform

5
Avg 7.5
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Product Details

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 Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Social CRM Features

  • Supported: Social engagement

Platform Features

  • Supported: Mobile access

Vtiger Screenshots

Screenshot of Vtiger's home page dashboardScreenshot of A typical contact record in Vtiger

Vtiger Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

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

Vtiger starts at $28.

Salesforce Sales Cloud, Zoho CRM, and Sugar Sell (SugarCRM) are common alternatives for Vtiger.

Reviewers rate Customer data management / contact management and Workflow management and Opportunity management highest, with a score of 10.

The most common users of Vtiger are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(31)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

vTiger has become the go-to CRM system for many users, serving as a comprehensive solution for managing sales-related activities with both clients and prospective clients. Its ticketing system has proven effective in creating workflows between departments, ensuring smooth project assignment and management. By utilizing the projects section, users have successfully overseen client projects from start to finish through constant notifications and collaboration between auditors and the sales team. In addition to its CRM capabilities, some users have found vTiger to be a valuable alternative to MailChimp for their newsletter needs. One notable example is a membership society that integrated vTiger with their website, leveraging it to run their organization efficiently.

GB Advisors, after extensive research, selected vTiger as their all-in-one CRM solution, implementing it across all departments for sales, support, and marketing. This decision has been instrumental in managing logistics, internal processes, and project organization within GB Advisors. Moreover, users heavily rely on vTiger to pull and match up product data while using it as a source of truth for accurate product information. Integrating vTiger with Syndigo further enhances data extraction and reporting capabilities. The versatility of vTiger is exemplified by its usage across the entire organization at GB Advisors – from marketing campaigns and leads to post-sales activities, customer success, technical support, and even HR functions. With features like phone system integration, call recording, call logs, and mail management, vTiger enables seamless customer-facing activities and other crucial transactions.

Whether managing sales leads, tracking communication history, or facilitating appointments for their sales and marketing team, users have found vTiger CRM to be invaluable. A small business especially benefits from the combination of email integration, email campaign tools, quoting abilities, invoicing capabilities, and payment functionalities offered by vTiger – streamlining the sales and marketing process while avoiding duplication of efforts.

Overall, vTiger's robust features address the diverse needs of businesses across different industries, providing users with a reliable solution for managing sales, projects, customer relationships, and various other operations within their organizations.

Helpful Automatic Updates: Many users have found the automatic updates feature in vTiger to be incredibly helpful. It ensures that all parties involved are on task and well-informed about the progress of projects, resulting in improved collaboration and efficiency.

Flexible Customization Options: Numerous reviewers have praised vTiger for its impressive flexibility and customization options. They appreciate being able to tailor different fields in the sales, tickets, and projects sections to meet their specific needs. This level of customization allows for a more personalized user experience.

Valuable Customized Reports: Users highly value the ability to create customized reports in vTiger. These reports provide management with valuable insights into various aspects of their business operations. By identifying areas that require attention, these reports enable better decision-making and help drive overall improvement.

Confusing Information Placement: Some users have found it confusing to locate where to input information within the software, leading to frustration during their usage. The lack of clear guidance or intuitive design elements can make it difficult for users to quickly find the right place to enter their data, impacting their overall experience with the system.

Overwhelming Navigation: Several reviewers have expressed that navigating the reporting tool can be overwhelming, especially for new users who are not familiar with its interface. The complexity of the navigation becomes particularly daunting in the initial stages of using the software, potentially resulting in a steep learning curve and slower adoption.

Lack of Follow-up Scheduling and Notifications: Users have frequently mentioned that they desire the ability to schedule follow-ups with specific dates and times, as well as receive pop-up notifications as reminders. However, this feature is currently missing from the system's functionality. Without these capabilities, users may struggle to effectively manage their tasks and keep track of important deadlines within a single platform.

Users have made several recommendations for VTiger based on their experiences. Firstly, users highly appreciate how VTiger improves the organization of activities and customer service. This is seen as a valuable feature that helps businesses streamline their operations and provide better support to their customers. Secondly, many users recommend VTiger for its great customization capabilities. Users find it easy to tailor the software to meet their specific needs and create personalized workflows. This flexibility allows businesses to adapt VTiger to their unique requirements. Lastly, users mention that VTiger is user-friendly and easily customizable. The intuitive interface and straightforward setup process make it accessible even for non-technical users. Additionally, the ability to customize various aspects of the software contributes to a seamless user experience. Furthermore, multiple users highlight the support from the open-source community. This community-driven environment provides users with resources, documentation, and forums where they can seek assistance, share knowledge, and collaborate with other VTiger users. Overall, users believe that VTiger is a good platform for Sales CRM due to its ability to improve organization, customizable features, user-friendliness, and the support it receives from the open-source community.

Attribute Ratings

Reviews

(1-8 of 8)
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Janet Ramos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
  • Managing Clients
  • Dashboards and funneling
  • Fulfilling orders
  • Proposal creation
  • editing the proposal created
It's the CRM that's very easy to use. Not too complicated and easy to extract data. Easy to understand. Very user-friendly.
Nomar Norono | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
ResellerIncentivized
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.
In my area, Sales, it is very effective, especially if you want to track if a link or an email was opened. I can organize and customize all the stages of the sales cycle. I find the reports very useful. Each month I can visualize the record of my team through graphics and statistics. And to be honest, with Vtiger you can run the entire process. From the initial call, booking demos, implementation and more.
Ellen Evans | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
It is well suited for reporting and looking at product data item by item. I am not sure if it's just the way we have it set up, but using the search function at the top after filling out the data for one product is frustrating because you have to scroll back up for the drop-down select to be presented correctly.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
If you need a full CRM on a reasonable budget, VTiger should be a top consideration. The complexity and cost of their integrated system is typically cheaper than a simple CRM with function add-ons for email campaigns and quoting. However, if you have deep pockets, a large team of sales staff, and dedicated CRM IT, you might be better off with one of the big CRMs.
Jose A Garcia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
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
Feel free to automate your sales process with this great platform, you can send triggered and targeted emails. set campaigns, receive and develop leads, automate the sales process, quoting and then the rest of the post-sales process, including the assets management of every customer and the renewals of it if you sell subscription-based products Less appropriate I do not consider Vtiger inappropriate for anything. It is a software with robust capabilities for any size organizations. cloud architecture makes it very flexible and handy
Thomas Olesen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
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.
  • Vtiger is a sophisticated database similar to SugarCRM but easy to use for people who are not computer experts. SugarCRM has a very complex user interface compared with Vtiger. It is easy to add fields and to create rules or pick lists and thereby tailor the system to your requirements.
  • Vtiger is a powerful email marketing system with more facilities than MailChimp and considerably less expensive per email sent once your database reaches the size at which MailChimp begins to charge. Vtiger, therefore, represents a good upgrade path from MailChimp.
  • 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.
Vtiger is well suited to any organization that manages large databases because it is very quick to populate, deduplicate and categorize the contact records. It is a very good way to manage your mailing campaigns because each record can be held in one place only and then belong to as many mailing lists as you like. You can even have website sign up forms adding people to your lists based on their interests.
Sk Tariqul Islam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
For any kind of sales and marketing it a very good tool. Since the tool is online it can be managed from any where. But the desktop application is not helpful. For small and medium organizations it is really helpful but in case of a big organization I do not recommend it.
Geoff Yeagley | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
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