Vtiger CRM Features

Vtiger CRM

All-in-one CRM for small businesses

4.35/5 (292 reviews)

Vtiger CRM Feature Summary

  • Lead management
  • Account & contact management
  • Customer support & service
  • Campaign management
  • Mass mailing
  • Inventory management
  • Integrated calendar, activity & notification management
  • Email integration and extensions
  • Performance reporting
  • Product customization
  • Security management
  • Opportunity prioritization
  • Automatic lead capture
  • FAQ creation
  • Teams and access control
  • Integrations
  • Customer portal
  • Subscription management
  • Quoting, invoicing, sales orders, purchase orders
  • Case management
  • Project management
  • Approval Management
  • SLA and Business Hours

Competitor Feature Comparison

@mentions
API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Approval Process Control
Auto-Responders
Automated Billing
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Tracking
Call Transfer
Campaign Management
Campaign Scheduling
Chat
Chat Transcript
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact Management
Conversion Rate Optimization
Currency Conversion
Custom Charts
Custom Fields
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Data Synchronization
Deadline Management
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Engagement Analytics
Event Triggered Actions
Filtered Views
Forecasting
Gantt Charts
Image Library
Inbox Management
Inventory Management
Invoice Management
Issue Tracking
Lead Capture
Lead Management
Lead Scoring
Microsoft Outlook Integration
Milestone Tracking
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Tagging
Task Management
Task Scheduling
Third Party Integration
Visitor Management
Visual Analytics
Web Forms
Workflow Management
Learn moreCompare App
@mentions
API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Approval Process Control
Auto-Responders
Automated Billing
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Tracking
Call Transfer
Campaign Management
Campaign Scheduling
Chat
Chat Transcript
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact Management
Conversion Rate Optimization
Currency Conversion
Custom Charts
Custom Fields
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Data Synchronization
Deadline Management
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Engagement Analytics
Event Triggered Actions
Filtered Views
Forecasting
Gantt Charts
Image Library
Inbox Management
Inventory Management
Invoice Management
Issue Tracking
Lead Capture
Lead Management
Lead Scoring
Microsoft Outlook Integration
Milestone Tracking
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Tagging
Task Management
Task Scheduling
Third Party Integration
Visitor Management
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
@mentions
API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Approval Process Control
Auto-Responders
Automated Billing
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Tracking
Call Transfer
Campaign Management
Campaign Scheduling
Chat
Chat Transcript
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact Management
Conversion Rate Optimization
Currency Conversion
Custom Charts
Custom Fields
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Data Synchronization
Deadline Management
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Engagement Analytics
Event Triggered Actions
Filtered Views
Forecasting
Gantt Charts
Image Library
Inbox Management
Inventory Management
Invoice Management
Issue Tracking
Lead Capture
Lead Management
Lead Scoring
Microsoft Outlook Integration
Milestone Tracking
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Project Management
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
SLA Management
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Scheduled Reporting
Social Media Integration
Tagging
Task Management
Task Scheduling
Third Party Integration
Visitor Management
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


6 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


157 reviews

Vtiger CRM Feature Reviews

25 reviewers had the following to say about Vtiger CRM's features:

Antonio Acosta

vTiger User for CRM activities in a Reseller Partner

2018-03-20

Consolidate in one applications the differents need of the process to interacts with our customers since the sales stage until the service and support side.

Pros

Integration with gsuites lets you sinc calendar, add new contacts based on emails, email features.

Cons

The interactions between the differents modules can be improve, in order to relate the differents entities of the interactions with our customers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Palak Hotha

One of the best budget CRM solution

2019-04-19

The tool is easy to use and cost effective.

Pros

Easy adoption and customization 2. Extremely good support staff. 3.

Cons

Reports can be more customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Lewis

Well Designed CRM Solution

2019-04-19

Searchable data allows us to see the progress of a sale over time and manage tasks and activities while ensuring we keep integrity of our customer data.

Pros

Well designed front end with easy to use functionality. Customizable to our needs.

Cons

Like every software app you need to understand the process and how each function works to ensure that new data entries of new accounts are not duplicated in the data entry side

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Norton

Flexible and complete package

2019-10-09

We found not only a valid and much more easily customizable CRM but we have developed the modules to handle internal Cases, as a Project Management tool, as a simple DB to keep track of products, as a Quote & shipping

Pros

Can be customized without being a programmer.

Cons

I would love better integration with Google Sheets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Irving Sosaya

Our experience with Vtiger

2019-04-19

Also, having access to all of our customer’s important travel data in a central, secure environment adds a great feature to our business.

Pros

Its very easy to use and configurate, and highly customizable, so it was very adaptable to our business

Cons

It should be great if Vtiger could add a Facebook integration. Also, since lot of our customer’s interaction happens via Whatsapp it’s a needed integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian Hayes

Fantastic Service and Support

2018-03-19

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Health, Wellness and Fitness company, 51-200 employees)

Good tool

2019-04-20

Pros

Software is very customizable and allows you to track and record different things and make changes easily.

Cons

When uploading data into a particular module you have to be certain of the field name or it can become a mess quite easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jose A Garcia

CLoud based CRM for Everyone with some hints and tweaks

2018-04-30

sales planing and automation, from leads development, sales process, post sales, support, help desk for internal and external customer, projects, case studies, and renewals. collaboration across the teams from support, finance, quoting, purchases and approvals.

Pros

Easy to use environment GUI Easy integration with 3rd party apps for email, calendar, contacts, telephones Always improving products on the cloud version Collaboration with ease workflows across the whole sales process, including post sales

Cons

sometimes it freezes after every update there could be a hiccup sometimes sync settings and integrations got lost invasive notifications annoying sounds change of buttons placement tend to confuse after you get used to it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
E. van der Garde

Complex

2019-04-19

But we ended up by only using the database of the customers and notice sales reports.

Pros

A lot of features/fields. To set up new customers/leads takes a lot of time.

Cons

Slow system. No easy connection with other software programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Magnus Larsson

MedTech

2019-04-23

Documentation and customer library.

Pros

Easy to use, quick access and good search function

Cons

Difficult to create reports, contact person separate from organisation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Harshavardhan Prasad

Easiest CRM interface

2019-10-14

It has been wonderful to use this CRM interface which keeps the track of all my customer assets and register all my daily activities . Helps in reviewing and visibility of my credentials for the higher management.

Pros

Calendar events wonderful with all activities recorded in sequence.

Cons

Customer Portal capabilities is minimal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
sanjay maddila

A good ready to go management software for industries and teams

2019-10-09

It's intuitive to use, simple to learn and easy to access.

Pros

Given easy plugins to get reports and have a track of each and every event with details which are customizable as required.

Cons

Prompt of billing will stop you from updating , which they shall give some grace features/time for at least a few days to keep it running. Also inventory is quite limited, but shall do the course.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
naveen Reddy

Easy to Setup, Use and Customize

2019-10-28

Since it can be customized according to our requirements , it will be very helpful to suit our needs.

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Geoff Yeagley

Jack of Too Many Trades?

2017-01-26

While not a big deal, I would prefer an alert (pop-up notification) in the system at the day and time I scheduled it.

Pros

Pleasant user interface, customizable, easily accessible, awesome support

Cons

Overwhelming at times, possibly tries to be too much to everyone as opposed to being focused on a couple of specific areas

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Oil & Energy company, 501-1000 employees)

Tremendous System

2019-04-19

The system has improved our image, it has allowed us to centralise our data storage and provide valuable analytics.

Pros

Very Fkexible system that allows you to configure to your business needs.

Cons

Report templates, but only because they are less flexible than data exports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jose Capurro

Versatile and customizable

2018-04-04

Pros

Just throw data to vTiger via API and give the managers some vTiger acoounts and i was set. 8/10

Cons

Maybe the permission system for updating resources via API: you need to be in a specific group and you can't customize it, for one.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Ron Collins

Best Kept Secret for Best of Breed CRM

2017-12-03

Vtiger CRM is a well designed CRM that's fast, easy to understand, pleasing to the eye and very customizable. For the monthly subscription price you get a lot of value for this much power.

Pros

Beautiful User Interface Fast Intuitive Fully functional apps for iOS & Android Good value for cost of subscription Excellent customer & technical support

Cons

More videos would assist the user base and relieve the support team Needs more external integrations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Vaibhav Srivastava

Vtiger _ usage over other CRM softwares

2019-04-19

Data storage and customized to my needs were very easy .

Pros

User Friendly Ease to customize Covers all aspect of any business Easy to Import and export the required fields Good customer service Price is reasonable

Cons

No options to change the graph chart Not much options for displayed fields Does not automatically send the mails

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Damasia Ferra

Very Customizable Option, great value for the money

2017-06-08

Would highly recommend this product.

Pros

Reporting was also customizable and really allowed us to analyze the data.

Cons

May need to get IT involved in some of the customization depending on how advance you want to get with the available features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mujahid Pasha

Good Solution for any organization looking to streamline sales and support processes

2019-10-10

Streamlined Sales and Support Process

Pros

Easy to set up with the help of simple and intuitive customization and implementation tools 3.

Cons

User-friendliness of the mobile app and an in Mobile Browser 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric Anderson

Quick and easy way to use a CRM!

2019-04-23

Manage your daily contacts of clients

Pros

Flexibility, easy of use, very personalized for customer needs.

Cons

Difficult to connect through third-party if you don't have any technical people in your organization

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Defense & Space company, 1-10 employees)

Mixed Experience

2019-04-23

We'd like to see more "templated" workflows, better user documentation including "getting started" documentation and swifter customer support when significant problems are discovered.

Pros

Extensive Features Flexible and Customizable Interfaces

Cons

Documentation Training Guidance Absence of built-in simplified workflows

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
steve Hutch

Great product and support team

2017-12-11

Great support team, always there to assist. Have a good understanding of protocols and procedures

Pros

User interface is very easy to use, customisation is relatively simple Workflows are easy to follow/setup.

Cons

Some higher level integrations are not possible at this time Payment integrations etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Boris Nose

Vtiger user review

2019-04-19

Pros

I can customize it with my demands instantly.

Cons

Easy to use very intuitive self customizable stable solution.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joanne Schopf

The More Use vTiger, The More You'll Appreciate It

2017-11-21

I'd like to receive notification when the latest version of vTiger is available.

Pros

Every level of management in our firm is comfortable with the overall capabilities offered by vTiger.

Cons

Tutorials could be easier to find.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more