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 …
Starting at $28 per month per user
View PricingOverview
What is Vtiger?
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
Recent Reviews
Popular Features
- Customer data management / contact management (8)10.0100%
- Workflow management (8)10.0100%
- Opportunity management (8)10.0100%
- Integration with email client (e.g., Outlook or Gmail) (8)10.0100%
Pricing
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 / monthOptional
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Vtiger Integrations
- Google Drive
- Microsoft Exchange
- QuickBooks Online
- Plivo
- Authorize.net
- Adobe Commerce (Magento Commerce)
- Mailchimp
- Xero
- Dropbox
- DocuSign
- Google Calendar
- Twilio
- Clickatell
- Tally
- Zapier
- Google Contacts
- Gmail
- Microsoft Outlook
- PayPal
- Asterisk
- Office 365
- Textanywhere
Vtiger Competitors
Vtiger Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple 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.
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).
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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)Companies can't remove reviews or game the system. Here's why
September 21, 2022
The Software in Managing Clients that is very user friendly.
Score 10 out of 10
Vetted Review
Verified User
- Managing Clients
- Dashboards and funneling
- Fulfilling orders
- Proposal creation
- editing the proposal created
- 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.
- 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.
January 31, 2019
Vtiger: a wonderful compromise
- 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.
May 04, 2018
Cloud Based CRM for Everyone
- 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
Vtiger takes on MailChimp for the serious email marketer
- 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 26, 2016
Vtiger CRM makes my business opretion easy.
Score 10 out of 10
Vetted Review
Verified User
- Finding prospects from big data.
- Keep real time track
- The dynamic reports can help make future decisions
- Graphical report
- Search is tough
September 13, 2016
vTiger - Everything to Everyone or Just Something to Someone?
- 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.