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.

Pleasant user interface, customizable, easily accessible, awesome support

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

The flexibility to add Modules and fields and change the name of fields. As I use this daily for managing my clients in the office and on the road the email functionality and the Mobile App are very very useful. Vtiger respond quickly to requests AND have over the years actually implemented ideas I have put forward.

Out of the box, the 15-day trial allows the user to see Everything that the product can do...This is fine if the user has some CRM experience however if the user is new to CRM then it is quite overwhelming...That said their Help system is very user-friendly and the new user can get the CRM going quickly. Or the User can get assistance from the Vtiger Partner Network.

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.

Initially it looks complicated but over a period of time, its easy to use and adapt to its environment.

The Funnel can't be selected individually for a particular user in the Dashboard. Also it would be better if we can create an Forecast report in the Dashboard w.r.t individual Sales Engineers.

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

You can monitor all sales processes and projects in one program and that makes it the best. I love that it is cloud based, which doesn't crash computers. Its ticketing system is very stable and efficient. It has great marketing management, which makes it easy for us to do mailings.

It does not have the option to drag and drop tasks to place them in another space of the project. It is frustrating how many clicks you have to make to start a specific function. The software is very complete, for that reason it has too many functions and tools that tend to confuse the learning process.

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.

Great customer support, they offer email, chat and telephone support and the VT account manager (Sharavana) is great for keeping things on track. They also offer structured training and support packages which worked well for us and are good value. Customer service is definitely their strength, and is really important in selecting a CRM. Poor quality or expensive support just makes it too hard hard...

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Not many - The mandatory 2 column format for every page is a bit limiting, this can make the layout of data a clumsy. Most of the cons are overcome by working it through with VT – ring them, if they can’t fix it then they will give you a ‘ work around’.

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...

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Compare with other CRM option is a great value for money (especially for a small company like ours). You work very hard and steadily to improve your product (we witnessed it over the years) The support is great.

Email campaigns need to be improved (for ex.: is very complex to resend an email campaign to those who unopened it. I would like to operate on the list of people in the email campaign reports as the list of emails that bounced or clicked without having to open one by one each contact) A better way to order the email templates and the email campaigns.

Well designed front end with easy to use functionality. Customizable to our needs. Automated reporting, Includes the ability to track the entire sales process from beginning to receipt of payments. Easy to store documents with search function.

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

I am a Channel Manager or accounts manager, with that being said, my job requires me to be on the road, seeing customers, following up on opportunities and just Managing general pipeline sales. I really do appreciate the Vtiger Mobile application. I can easily update my opportunities - "on the go". It is easy to use: Easy to track and update my opportunities with the simple user interface. It makes my life much easier

As we are based in South Africa Our connectivity and more specifically international connectivity is slow. Sometimes the loading of any function in the browser takes very long. Sometimes longer than others.

vtiger is the best choice for a small to medium-sized company. The range of functions and possibilities is enormous. The system can also be easily adapted by less experienced people and integrated into existing business processes. The workflow function is extensive and gives a considerable additional benefit in the daily work.

vtiger has weaknesses when it comes to designing communication by normal mail. Templates can be created for all order documents, but when it comes to a simple letter, the processing is very cumbersome. In itself, vtiger is not suitable for normal mail.

Everything has the ability to be customized and you don't need to be a rocket scientist to figure it out. I spent a week on this system and had it scanning emails, making cases, and notifying staff and users. Once you have a valid ticketing system you wonder how you lived with out it. KEY WORD " Accountability"

What everyone else wants. Cheaper prices, more features, ect. The reality is i wouldn't trade this CRM for anything it gets the job done in the best way.

What I like the most about Vtiger is that I can manage my business activities in one place specially the ones involved in sales & marketing. VTiger has evolved in the last years, bringing a better user experience, and making it more intuitive. VTiger has helped our sales team to have all the quotes and proposal documents updated and centralized. I like the way that you can collaborate with all the sales team, sharing contacts information, and always knowing the status of the opportunities.

Although VTiger has evolved a lot in the last years, the follow up activities could be more intuitive. It would be great that the notifications and reminders always appeared on screen until they have been completed.

Lots of features and options that can allow collaboration between different job functions and business areas. The ability to customize everything is at the same time the best and worst feature of the system.

User interface is not intuitive. It took forever to get everyone up to speed and even longer for people to really start using the system. We don't use half of the available functions because setting things up is so time consuming, and we don't have a dedicated programmer or IT person to troubleshoot when things are working the way they should. We spent so much money in paid tech support and add-ons that I think we would have been much better off shelling out a little more for a better CRM and having to do less to customize it. If you have too many chron workflows running at the same time it really slows things down.

V-tiger software is very use full for day to day activity. It also help to manage our weekly / month plans for customer visits. It also help to keep the data of our customer visit online, so anyone from any place can see the data. We have also see the prospect details and also monitor the same. We can generate weekly or month report engineer wise and also region wise as well. V-tiger is very helpful software and very easy to manage.

I did not see any cons on v-tiger sofrware.

Vtiger is a easy to use system, for customizing and for end users. The functionality provided allows us to support our sales cycle and other business process (support services, revenues and expense invoices and other G&A processes. It is very complete and the process proposed is suteble for us requiring very few customization for sales and other process. Follow&tracks functionality is very complete and useful.

We hope other modeules related to procurement and inventory mangemement will be deployed soon. Asset module is simmple bt it is ebough for carried an inventory of asest but accounting issues related to assets has to be more developed.

Green and white color background. Opportunity naming format

1. Very slow in starting up - mobile app 2. Often the app hangs or crashes in the midst of use 3. No standby mode. If we return to the app after working with any other app at background, this app has to be restarted 4. GPS NEVER WORKS ON TIME. APP HAS TO BE RESTARTED TO MAKE GPS WORK. 5. LOCATE NEARBY CLIENTS FEATURE DOESN'T WORK 6. Doesn't sync with the desktop version 7. Quotes stage edited in desktop version doesn't reflect on mobile version 8. Very ineffective Search option in the mobile app - it takes to find an information 9. Minutes of meeting option is placed improperly 10. Geofence option doesn't work. It shows violation even if check-in is 10 meters away.

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

Vtiger is very straight forward and easy to use. You can chose which features and categories you use the most and prioritize them on your screen based on your needs.

The reports features could use some work. I've worked with other software systems where it was easier to get a big-picture view of what your database consists of. You can build out different reports based on what you're looking for, but the analytics could be better.