Vtiger CRM Reviews

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.

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

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.

Great way to follow company's quotes, orders, leads. You can customize it easily, so it can serve your needs. It can be synchronized with losts other apps. Perfect customer support 24/7

Still there are some futures that can be improved - for ex we have some issues with orders that has both taxed and non-taxed items. You can add sales quotas for opportunities, but not for smaller scale - monthly orders for ex..

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.

Easy user interface. Regular software tweaks & updates. Plenty of online help docs and tutorials. Friendly help desk consultants.

That it can't really accommodate an automation process for more than one brand. That you need to employ a 3rd party developer to customise the platform to suit your business needs.

This software has great function but difficult to configure

Troubleshooting and support is terrible. We tried to contact many times

Once you get the hang of it it can be quite good. Reporting can be fast and powerful. There are still some gaps I'm having to learn to live with but they can and should improve this. It seems to be designed to favor the marketing where more focus could be placed on managing organizations and identifying and executing on major account strategies. Data capture is also more challenging than it needs to be.

I find the mobile app needs to be radically improved, at least for the Android version I use. I live on the road from my phone and the idea is good but the execution is weak. Finding a person and phoning them, Scanning business cards ? (really seems to be a picture capture with on OCR), etc. Revenue management really could be improved to speed the identification of needed focus.

This product contains all of the vital CRM features, and is still easier to use than most other CRMs. Possibly the best part of the system, however, is the ability to export and import most information easily.

Automating the export of data is difficult and painful, and the API is extremely limiting in both functionality and usage limits. The cloud version of the software suffers for this reason, as well as the inability to edit some records due to a lack of access to the backend.

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.

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.

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

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

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.

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.

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.

the best part is the accessibility: beyond the fact that you can connect via any web browser, there's the mobile app ( with offline option and other awesome features ) and the Gmail addon which is superb; i mean with just 2 3 clicks you create the opportunity and link the conversation directly from your inbox ( genius!) overall the accessibility and overview of the data is really really good. the...

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the only downside i can think of is the slow chat - internal communication tool seems to be "on standby" or still under development, but it exists .

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

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

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

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

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.

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.

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.

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

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

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.

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.

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.

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.