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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

View all 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 / 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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Nomar Norono | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
ResellerIncentivized
The selection of Vtiger as CRM wasn't on my hands. The decision was made before I arrived to the company. Nevertheless, I know that the pricing was one of the main reasons and the overall performance of Vtiger. It was feature on the top of Gartner's Magic Quadrant. And the reviews were very helpful.
Ellen Evans | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Synaptica is mainly for taxonomy, but it stores our product attribution as well, just like Vtiger. Vtiger is a more robust software, and stores product data beyond selling attributes. At our organization size, we like a program like Vtiger because it's more broad with more capabilities. We will continue to use Vtiger even though we are also onboarding Syndigo.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a lot of time exporting and importing between different services. Quoting, invoicing, and payments all had to be manually transferred to our accounting system. It was very frustrating.
Jose A Garcia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Just being a user of Vtiger since I got hired at GB Advisors. Used those solutions on previous experiences, Microsoft Dynamics was deployed in my previous job for opportunity management, it was not so friendly as Vtiger, not sure if it was a bad deployment. Salesforce was used by ISR for quoting and budgeting to customers. Base CRM just used the smartphone app before the dynamic CRM and we offer Freshsales along with Vtiger in our company to other customers
Thomas Olesen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
SugarCRM is a very powerful CRM let down by a complex UI which means that most organizations would have trouble self-managing the database. leading to a high cost of ownership.
MailChimp is a great email marketing tool for databases below 2000 contacts as that is the point at which they start charging for emails. However, there are no data manipulation tools available (such as mass update) which renders MailChimp unsuitable for holding the central database for any organization.
Nimble is a socially connected CRM which integrates with systems like MailChimp but it is not a pure database and Vtiger would be preferable from a pure data management perspective.
Sk Tariqul Islam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have used MS Excel to manage such kind of operations but during reporting I faced lots of difficulties. Where in Vtiger CRM I got the most advantage out of MS Excel. It has a dynamic communication history system and a real time activity log where I can track the real time activity of my users.
Geoff Yeagley | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The selection of vTiger was done by my management team to be able to see invoicing status in Quickbooks. Unfortunately, this feature has never worked but I think this might be a problem on our end, not a vTiger issue. We looked at Salesforce, HubSpot CRM, and ACT before making the switch to vTiger.
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