Vtiger CRM Reviews

Very adoptable. Depending on which version you choose you will have different modules and the possibility to add modules of your own or deactivate modules you don't need. All records from the different modules can be printed out and you can change the templates.

Vtiger is complex and can be adopted to all your needs but then you need someone within the organisation that would love to get into the system and make the changes. The vtiger support are great to.

I have been able to create a CRM that works for me, all my companies and partners and help us give create customer service and of course keep up with leads, projects, email campaigns and todos.

Well Vtiger might not be the CRM for companies that only need to have a simple register of clients companies and leads. Since there are so many great modules you really have to set a aside time to get to know the system so if you don't have time or only need a few limited functions you maybe should not choose vtiger.

The customer tracking feature is very useful, as we can interact with them on different platforms such as Gmail and social networks. It has a free version which helped us in the beginning and we were able to adapt to the main functions easily. I use all the alerts and reminders and it is a great tool that helps me not to forget pending activities and clients I need to call and visit.

All the functions are easier to use in its web version, making it cumbersome and not very useful on the mobile app. The fields for customer information are very few, it should have more options for information or leave a blank space to fill it manually, so that all the information that is required is stored in the system.

It is easy to record and look up records for my team. The fields have been configured to capture all of the pertinent information I need.

It is easy to use and quite intuitive , I actually enjoy using it

Our quarter 1 is September and we have to work with this as q3 in v tiger as it cannot be amended.

Sometimes the total amount of the deal does not equal the total amount from the forecast summary screen , v tiger are aware of this as a bug.

It would be nice to have some trending data so I can review how my pipeline, upside , probable and commit goes up and down during a given quarter. This way I can say salesperson x had $100k in probable In month 1 yet $0 in month 3. This is because $50k moves to commit however you lost the other $50k

THe outlook integration doesn’t seem to work

I love the way it can be customized and is easy to use. The design keeps updating with many new features which are so awesome in the current price bracket when compared to other softwares. Many other softwares do not give the option of customizing it even at thrice the price of vtiger

Nothing much really. Because even new ideas are taken in to consideration by the team for future updates

For beginners that only need to log in basic information, manage a few accounts and products this CRM software will work just fine. It is affordable to boot.

It does come with some great hookups to other apps and software, and the app is useful.

After use. i realize that this software may be better for wholesale product management and general sales, rather than outbound sales.

Because I am managing over 200+ accounts (more like 1,000+) this software didn't cut it for me. It did not readily provide the functions that I needed, nor did I ever receive adequate help when it came to building out my workflows. I found myself going down rabbit holes searching for ways to make the workflows work, only to find that the last step was non-existent.

It was stressful and took away a lot of time that I should have spent closing sales.

I like how everything is organized and separated. Each module is set out to improve your productivity. The search bar is great, I love the way it shows me the results, I'm pretty sure that if I don't have any result, it's not on vtiger! The customization of reports allows me to follow up with opportunities. I really enjoy working with vtiger.

I wish I could move columns according to what I'd like to see when performing a search. Sometimes when filling a field it takes too long to save. Other than that, it's awesome.

With Vtiger I can integrate all the company. Logistic, Sales, After Sales support, customers

Nothing. All Is perfect. I don't have anuncio problem with this CRM

Vtiger is feature rich. Reporting is great especially when you can build your own custom metrics to report on.

Kind of a steep learning curve but once you get it down its awesome.

vTiger is a cost effective CRM. It provides many of the features of high spec and high cost equivalents. In theory you do not have to purchase the plethora of other CRM tools

It requires a programmer's mindeset to get it to work properly. You need to know HTML well do get things like e-mail to work (unlike Mailchimp). The templates and examples feel like they have been developed at speed to tick the box rather than designed as a user would use them. So none of them quite do the job.

For example, if you want the system to organise appointments, then the appointment e-mails sent by it require significant work in HTML to make them brand consistent. So it might have default text e-mails but they look techy, and you have to build them from scratch to make them professional.

It has things like Outlook synchronisation, but we spend 12 months trying to get this to work and ended up finding the it couldn't cope with changes to appointments in outlook synchronising with vTiger - so it was effectively useless. You cannot have the whole team working with a single customer database and appointment calendar in their Office 365 accounts.

It does basic synchronisation with FullContact - but you cannot seem to synchronise images, or social media profiles to augment customer records by default.

I like the fact that you can start use it fast, possibility to create custom module
For who work in php, mysql environment is almost easy find solution to troubles.
Not so much help online but emough for help you

Workflow is tricky, need some tries and knowledge for use it, theorically seem simple, but some troubles to execute it

One of the best option is the "SLA clock" which keeps on reminding you that we haven't acknoledged the query of the customer and this helps a lot in getting a prompt response and it shows how company is willing that our clients get the resolution with in no time and they can work with us swiftly.

This software should even come up with the soft-phone facility which can display the client detail on the screen whenever they call.
Which will reduce the time for finding up the detail of client and get straight to the track and help them with the best possible option rather than waiting the first 3 minutes of the call in pulling up what was are the order placed by the client and what was his las email to us.

Simple to use with all the features that enable me to track, update any record pertaining to client, organization and its opportunities
We have automated the quote requisition to our design team from VTiger itself
The dashboard gives great insight into the overall summary of my opportunities

Sometimes the linking of the documents from G-Suite or uploading the same becomes time-consuming since there is a word title limit. Our files have huge names and cannot cut down on the word limit. This is a drawback that I would like to highlight

The user interface is clean and easy to use icons
Not much of training is required
The software can be customized for required report such as monthly or weekly sales closures
All Activities can be captured can reproduced

The widgets available are very less and the customer portal options are limited

ease and functionality,
the administration is simple and its tools are very powerfu

the restrictions of flows and other resources