Vtiger: a wonderful compromise
Anonymous | TrustRadius Reviewer
January 31, 2019

Vtiger: a wonderful compromise

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Vtiger

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.
  • The reasonable cost and integrated features have made our sales process much more efficient than disparate CMR, email campaign, quoting, invoicing, and payment systems.
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.
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.

Vtiger Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
3
Quote & order management
9
Interaction tracking
8
Case management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
8
Task management
Not Rated
Billing and invoicing management
10
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
4
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Social engagement
Not Rated
Mobile access
Not Rated