Vtiger CRM Reviews

Pros

Its ADAPTABLE!
On the first look you might get surprised of all the functions but when you start using it you will realize there are even more functions and you will love it. I do realize that if you want a CRM, support system or project management and do not want to adapt anything to your organization - then the Vtiger might not be for you. But I have never worked with a system that I didn't want to adapt.

There is always some process, some pipeline that you do different than other businesses and I was so happy when I found out that I could make the Vtiger – to be my system – adapted for my needs. And I love the fact that even if we are small companies, we get good support from Vtiger.

Cons

Well actually the fact that is so adaptable and still very powerful do requires that you think and plan before you start to create new pipelines, modules. Because there are so many functions that you can create a module that serves even the most complicated process. And so even if you can make anything – take the time so write done and plan the process.

Pros

- functionality
- customizability
- stability

Cons

- often many clicks to the destination
- many open windows
- restricts clarity

Alternatives Considered

Zoho CRM, Dynamics 365, SuperOffice CRM and Salesforce Sales Cloud

Reasons for Choosing Vtiger CRM

We have introduced vtiger from the decision date in rolling planning. This enabled us to cover 90% of our needs within a very short time (less than 1 month). An unequalled value, which I was not able to realize with other solutions.

Switched From

Zoho CRM, Dynamics 365, SuperOffice CRM and Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM

- best price and performance ratio - rapid implementation - simple user guidance - little user training necessary - variety of functions

Pros

one of the most reasons was the accessibility of the data from wheresoever, that'S absolutely given. Another one is the Independence from Software-Systems. We are using MS and also Apple-Systems, no Problem.
Helpful is also the VT 360 App. whereever you are, and you spare time, just check for a customer or also call via mobile. the inside Team will see your activities immediately. Information that Counts.

Cons

The Adoption of the System towards some specific needs is somewhat poore. no custom Buttons available, the print-templates Editor is poor on formating and sometimes you also Need a work around for list variables to be shown.
It should have a customize package as from VT-Experts provided for teh serverbased solution (https://www.vtexperts.com/)

Alternatives Considered

SugarCRM

Reasons for Choosing Vtiger CRM

Salesforce was to expensive for the small Business we are on

Switched From

Salesforce Sales Cloud

Reasons for Switching to Vtiger CRM

Cloud based System, pricing, easy maintainable

Pros

The modularity. You can mix and match modules as you see fit. You can build a great variety of workflows for different teams to work together on a centralized, highly customized build.

Cons

There is a lot of freedom on pretty much everything, except from some vital funcitonalities missing from some modules and some modules contain 'standard' settings that you cant work around. Two examples, the Mailroom module can only update some types of records. It can create contacts but can not update contacts. The quote module for instance can only work once your inventory is in vTIger. It doesn't allow you much customization.

Alternatives Considered

Salesflare, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Vtiger CRM

Peer recommendation, versatility, low cost, wide range of options

Pros

- Easy to configure
- Easy to modify
- Easy to use
- Easy to adapt to your need
- Complete software

Cons

- The email template could be more complete with more design

Pros

Its very powerful for use, understand an customize, One of the best CRM's open source from 2004-2014, that cover the income and outcome process of any mid-size organization. with tools provided by community that complement it and make it strength and powerful.

Cons

the manufacturer forget the community and focus its work in On Demand version and it set aside the community that helped develop and grow globally. Today it is positioned as a standard CRM that hardly provides valuable characteristics to the market, as it is no longer open source

Alternatives Considered

Odoo, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Vtiger CRM

open source, community, functionality, flexibility and power are some of its main characteristics undoubtedly

Pros

Cost ease of use and functionality...easy to set up and use and it cost about 10% of what we were using

Cons

there really isn't anything we don't like about it

Pros

It covers all of our business needs. It's easy to adapt the system to your exact process and the reporting functionality is comprehensive, allowing you a full overview of all aspects you require.

Cons

It comes with a small learning curve. But their support helps you understand it quickly.

Pros

Cloud based, access from anywhere.
Central database with all the details we need for dealing with Companies, Contacts, mailouts, tech support and training.
Powerful automation options (eg. automatically send out a follow up e-mail one week after sending a quotation).
Easy to learn.
Great Tech support. Always get an answer to an email within the same day, and usually within 1-2 hours. They will go the extra mile to help you sort out an issue. We recently wanted some customisation of a PDF template for our quotes and they spent many hours sorting through what we wanted and did the changes for us.
You get a lot more than you pay for. Don't let the low price (compared to most other hosted CRM packages) fool you, vTiger does 90% of what the others do, for far less money.

Cons

The search could be better. It always finds what you are looking for, but the order the results appear is strange. If you search for a person called "Smith" it might show Mr Jones first (who happens to live in Smith St), then show Mr Smith next. This means that sometimes you have to manually search through the 30-40 items listed to find the one you want.

Pros

The bulk database holding capacity and simple system of a funnel which has a good flow of data and upgradation .

Cons

The page open loop which takes too much of time to load is consuming too much of time . Homepage is too backward and needs a lot of improvement .

Pros

vTiger Functionality: Being able to create modules from scratch with correlating workflows. With a basic understanding and the help of the amazing support staff I have been able to do almost anything my business has needed and further my knowledge base. This has worked for my company which is a mix of service and sales.
The technical support provided via the Live Chant is excellent. They are always so helpful and patient. Even when the additional research was needed on their end to help me they always get back to me in a timely manner.

Cons

I think the software does an excellent job and most of the needs are solved by an available ad on. Most things I have disliked through the year with working with the CRM were from lack of knowledge. Once educated the system meets all needs thus far.
If anything I would say the contact module, I wish when opening cases only contacts tied to the merchant dba would appear and just not anyone with a related name. I am currently digging into this further.

Pros

It has a lot of customization features. Support answers promptly.

Cons

Features that I think should be standard are missing or inadequate. For example, there are almost no connectors to other software - from Vtiger or from other vendors/services; We use Constant Contact for email campaigns (Vtiger's email module is convoluted and unreliable), and there is no connector for it, so I have to manually import/export new or changed contacts to keep both databases current. And the import process is touchy - Vtiger often creates duplicate records. Getting from one screen/module to another is annoying - it takes too many steps, something a simple menu bar would solve. I could go on with the quirks, limitations, and missing features, but I think this sums it up: Vtiger feels like it started out as a simple app and has had features and modules dropped into it, not really incorporated to make the tools a seamless experience.

Pros

We have been using VTiger for over a year, with the passage of time it has become a very useful tool as well as easy to use already in the first use.

We appreciate the possibility of modifying and creating new modules to support those present to strengthen the traceability of information to the sales department that would not have only management software.

The sales department is able to keep its customer portfolio active with simplicity and to propose new solutions or opportunities during the bidding process by using the possibility of sending offers directly from VTiger.

Cons

Some missing features in the marketing module like the ability to manage multiple mailing lists in a single Marketing list

Pros

Never have I been more efficient when doing tedious tasks, Vtiger surely helps me accomplish this work by allowing me to create detailed daily or weekly report templates. These parameters can be modified at any time to satisfy future needs. It helps us stay under established SLAs with its management tickets interface and notifications. The management console or interface it is very easy to understand, detailed information about any new case is displayed to conveniently. Any other necessary information can be located in different tabs of the menu.

Cons

Overall, this CRM software has delivered all of the required needs I have for my organization, however, just like any other software out there you will always stumble across a learning curve. If Vtiger documentation was easier to locate and have it always in a link inside the interface management console to reach to, I would not ask any more from this CRM software.

Pros

For the price, it is definitely the best CRM around.

Cons

Even though the team fixes bugs quickly and responds to support requests quickly, their software updates noticeably break other features as they continually improve the website. This can be a bit annoying at times. Other than that, the uptime is excellent and our whole organization uses VTiger as much as possible.

Pros

Easy to use and to customize
Big community of developers and support community
Continued development and updating with new features
A lot of out of the box features
on demand and open source available
Inventory tracking

Cons

Open source needs a paid extension to sync with Accounting software
Needs a few features to be a more all in one solution (not including accounting)

Pros

Case/ticket tracking and administration on VTiger is extremely useful. VTiger has a fantastic reporting system with a wide variety of charts that can be used to display statistics. Case referencing is near flawless when combined with email responses/notifications.

Cons

Only down part to VTiger is that it has to do some system/cloud backup on a daily basis wherein the system completely locks up and you are unable to do anything. The site becomes unreachable for about 20 minutes and restores thereafter.

Pros

The vendor is really good at developing the platform and bringing those changes to our awareness. This has been in the creative approach to sales and the adaptations around the new GDPR regulations.

Cons

There is an integration that would be really useful but it hasn't been written yet with Quickbooks for UK Tax office program, 'Making Tax Digital'. It would be really useful to have the integration written, however this is above and beyond the rest of the application suite, we use if for sales and account management along with project and support services.

Pros

vtiger has been great for us because it is more comprehensive than many CRM solutions we have tried or used in the past, allowing us to handle sales, support, billing, and ongoing customer interactions. We have also found it to be very flexible and customizable, eliminating some of the other software services we have used outside the CRM, like project management software.
However, the very best thing we have found about vtiger is that they pay close attention to our requests for support and our feedback for product improvement.

Cons

Business reporting is somewhat limited for our needs. Third party solutions exist, but don't work with the cloud hosted version, which we use.

Pros

Whenever I have an issue, the live chat is almost always immediately available to assist me. Even with dumb questions, they will quickly show me what I was missing and I'll be back in business. For special requests, like custom reports or things that require coding they are also very quick to make this happen. If I need something, they can do what it takes to make it happen for me.

Cons

Historical visit feature (for customers) had to be manually added. Needs a better section for dealings with customers.

Pros

Easy to use, free, adaptable to any need, lead generation, use in cloud

Cons

For professional use, you must rely on companies able to develop solutions vtiger

Pros

It used to be a great fit for our business...

Cons

Corporate intelligence determines what they "think" is best for your business without asking. Then when you complain they tell you, you don't know what you are talking about even when you own the company. Their latest blunder is blocking the number of browsers you can use to log in. I run tech support and personally will have 4 computers logged in. They now only allow two and block you from using more, plus stupidly say use mobile device. Their mobile app is terrible for tech support. We are actively moving to another CRM. Really bad company. Don't like them bullying me.

Pros

The tool is very friendly, it adapts easily to the internal processes of each company. It is flexible, allows you to confirm it according to the needs of the business.

Cons

The programming of workflows is a bit complicated. The offer of mathematical and statistical functions should be strengthened.

The reports are not so friendly, especially when you are working with two or more modules and you need to perform some mathematical operation.

Pros

It is very easy to set and to configure for people who have limited sofware / IT skills. Tipical processes related to B2B sales can be quickly implemented using the main features of the basic package. vTiger gave our company freedom to change databases, relations between them and front-end layout inside the same sales team.

Cons

Sometimes the application gets stucked and we need to restart / re-login to keep working. Linking employees inbox mail accounts to the vTiger to have everything syncronized gave us some troubles and was harder than we expected.

Pros

Generally easy to use to track leads and new cases (contacts).

Cons

Chrome- really don’t like having to accept or reject changes to my leads before being able to move to a different box. Like, if I type in “notes” I have to save that change in order to put in an “address. “ it slows things down and is really unnecessary. Given that our addresses are broken into multiple boxes, it is impossible to keep up with someone giving their address on the phone.
This is only a probable after the lead has initially been save. No problem when first opening a lead.