Cloud Based CRM for Everyone
May 04, 2018

Cloud Based CRM for Everyone

Jose A Garcia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Vtiger

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
  • I'm just one user
  • Not related to know about the ROI
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
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

Vtiger Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Interaction tracking
9
Case management
9
Help desk management
10
Lead management
10
Email marketing
10
Task management
9
Billing and invoicing management
7
Reporting
10
Forecasting
8
Pipeline visualization
10
Customizable reports
7
Custom fields
6
Custom objects
6
API for custom integration
7
Role-based user permissions
9
Social engagement
5
Mobile access
4