Vtiger CRM

Saved my working life!

주석: I own and run 2 companies, one together with a good friend and she has also one more company. Since we started in 2010/2011 we have been working more and more closely together and when starting to use Vtiger in… think 2013…. We share all our business information in Vtiger. This gives our small companies a great advantage and brings security to our customers. Sometime in 2014 I got sick and started to get more and more fatigued and in the end of November 2017 I was diagnosed with ME/CFS. This means my head get tired and I have problems remember things and plan my work. Without Vtiger I would have had to stop working. No, it is really the truth! From the start we have created new modules, new checklists, new ways of project management because we wanted to hire more people and wanted them to work like we do. We have modules for customer updates of Wordpress sites, for SEO management and for support. We haven’t hired a lot of people but all these adapted workflows is now an enormous help due to my cognitive issues. I can still work, not as much as before but still working. So, thank you Vtiger!

장점:

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.

단점:

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.

Flexible and complete package

주석: We initialy came to vTiger as a cheaper alternative to Salesforce. 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

장점:

Can be customized without being a programmer. It is flexible enough to do many things well enough for a small company that does not need very specialist applications. It is intuitive enough for my users to take up without pushback

단점:

I would love better integration with Google Sheets. Poor (non existent) formatting of reports. No community forums or "vote for function"

Jack of Too Many Trades?

주석: My company has been using vTiger for the past 2 years. To give a little background, we are a 25 person company that provides IT Security Services to clients. Within those 25 employees, we have sales reps, marketing reps, and auditors who provide the services to our clients. We use vTiger for our CRM as well as our project management tool for our active engagements with clients. On the CRM side, I find vTiger to be okay. Not great, not terrible, just okay. Some of these reasons include a lack of intuitiveness to the system and the alert system is not good. The biggest sticking point for me is the alert system. When I set a task to follow up with a client or prospect, I want to get a reminder, not an email. I get hundreds of emails per day to the point where I shut my email down or it will consume my entire day. Thus, when vTiger sends me an email telling me to follow up with someone, I may not get it till the following day. While not a big deal, I would prefer an alert (pop-up notification) in the system at the day and time I scheduled it. I know that I could go into the tasks area and see what is due each day, but I am busy and need something in my face to remind me, not something I need to search for. Also, I don't find the system to be incredibly intuitive overall but honestly, this might be how my company has the system configured. On the positive side, the system is highly configurable to meet the needs of your business and whatever you need which is great. The only caution that I would have is that you can over customize the system which can become a challenge later down the road. Overall I would recommend vTiger but you have to know what you are getting into and if you can handle the limitations with the product!

장점:

Pleasant user interface, customizable, easily accessible, awesome support

단점:

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

Vtiger is excellent and affordable, with less limits even at the lower costs

주석: Excellent, would recommend it.

장점:

Excellent UI, very low learning curve, attractive to use and navigate around. Well integrated with the other apps I use. Workflows are excellent, and with few limits. Generally there are very few limits imposed even for low price plans, unlike many other CRMs I tried.

단점:

Workflows could be made easier for beginners. The project management side on my plan is fairly basic, but it's nice to have it there. Generally nothing, I really like it. The only reason I would change is if I could get a cheaper deal elsewhere.

Best for money

주석: 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.

장점:

- functionality - customizability - stability

단점:

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

CRM whose strength was the community forgotten by the manufacturer

주석: In general terms, the CRM is good, but without community collaboration is hardly to make it better and adaptable to current time

장점:

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.

단점:

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

One of the better Open Source CRM platforms

주석: We moved from Suite CRM (another Sugar based CRM) to Vtiger based on one of the sales people we'd employed at the time. The interface was slightly better but otherwise there was not a huge difference with it. However, we did find that some of the administration was a little clunky and the process of upgrading between versions was not trivial and often resulted in issues resulting in long outages while we figured out the cause. Ultimately, we migrated away from it in favour of Insightly which is a lot more forgiving of less technically able users.

장점:

The interface is familiar to those who have used Sugar-based CRM platforms before and is probably one of the better ones of them.

단점:

The process of upgrading between versions is clumsy and error prone. The UI is not particularly friendly for less technically able members of the team.

One of the best!

주석: We adapt CRM to our recruitment process and we install also VTiger to manage our prospect and sales department. All's just perfect!

장점:

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

단점:

- The email template could be more complete with more design

Vtiger review

주석: daily customer contacts and follow up, opportunities, quotes and invoicing

장점:

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

단점:

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

Vtiger CRM is a Game Changer

장점:

Vtiger has been a game changer for us especially the sales team. it has various features that makes sales and marketing more profitable and its very enjoyable to work with. The best feature in Vtiger is the sales automation and emails marketing options. We are able to conduct sales online with ease which makes us reach more customers which increases productivity. This too is also very affordable which reduces marketing cost on other avenues. The ability to install this tool in our phones is also an advantage for us. We work from anywhere with this app which leads to higher yields.

단점:

frankly the software has worked wonders for us. We cant dare rate this tool below 8/10.

Funnel and Forecast Inprovement

주석: Overall a good tool for sales team!

장점:

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

단점:

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.

An affordable yet capable CRM for businesses of all kinds

주석: I beleive vtiger was the reason we were really able to be comfortable in sales automation,

장점:

When starting out, Vtiger pretty much covered all the sales automation needs we had using the existing modules and very little custom work was required which is what you need as you get to know a piece of software.

단점:

The deployment process had quirks and had to redo it a couple of times, not difficult, just has to be done a certain way.

Great customer support and really good value

장점:

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 to get all the customization you need or worse a poorly implemented CRM. Our building company has a fair bit of complexity around ordering, scheduling and project management as well as the usual lead generation and sales functions. Vtiger is our third system since 2007 and definitely the best for flexibility and customization it’s also easily the best value. API Integration with other systems like accounting packages and project management tools is quite good but sometimes has to use web hooks which can have a delay. Integration with web forms and chat is excellent and some really good analytics is available. Document storage is great in VT – super easy access to plans and documents even for people in the field. Logging calls even mobiles has been really useful especially for project management.

단점:

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 - many features ... but requires a programmers mindeset

주석: In summary it has lots of promise and promises, but when you actually use them you realise each element doesn't seem to work with the user in mind, and you end up having to throw any standard template away and build from scratch. Thus the savings in license fee could easily be eaten up by developer cost and maintenance. You need to be a programmer to make it work properly. It doesn't connect well with other apps.

장점:

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

단점:

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.

vTiger, a CRM company that tries harder

주석: VERY IMPORTANT!!! and I asked for it many times, especially for small companies, is mandatory to be able to sign with different names (and different signatures) in each of the different mailboxes that we are able to have. For instance: I'm the CEO but sometimes I have to reply an email as if I were the woman at support@mycompany.com (the solution that suggested me is to change my name and last name in the preferences, this is not a way to solve this problem). I'm sure that many small companies have the same problem. I have at least 4 different domains and almost 10 mailboxes in my account.
THIS MATTER IS EXTREMELLY IMPORTANT!!!
Best regards, Eduardo

장점:

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.

단점:

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 CRM Solution

주석: We utilize Vtiger to manage our entire sales, order processing and invoicing processes. 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. Many of our customers are budget driven and we may engage with them one year and not complete the sales agreement for one or two years later. Vtiger allows us to continue to track and prioritize accounts so we can continue to manage the sale to the completion of an agreement and beyond.

장점:

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.

단점:

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

Easy, smart and time saving

주석: My general experience has been good. As a on the road accounts manager, I needed something that could work with me on the road, cutting out late night pipeline updates. It removed the way our company reported; We usually had separate excel sheets and paper trails to update management on pipeline and sales, this removed late night spreadsheet updates and calculations and I can spend more time with the family.

장점:

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

단점:

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.

Price versus functions

주석: We organize everything with vtiger. From the customer inquiry to the offers, order and invoice. We also organize the entire purchase of goods via vtiger. Finally we do the financial accounting in a different solution.

장점:

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.

단점:

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.

vTiger is great

주석: It does what we need it to do. Would be great if we could tie it to our accounting software, but we are in Thailand and have to use a specific program that doesn't play nicely with other programs.

장점:

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.

단점:

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

You will need a good IT person

장점:

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.

단점:

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.

Using of V-Tiger

주석: Well overall experience is very good with Vtiger CRM. As i explain it is very easy to generate reports and other activity for our business. By which we can easily monitor our goals.

장점:

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.

단점:

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

Vtiger configuration and reports

주석: Vtiger allows us to manage in an organized way the sales cycle of our organization, from a lead, to the administration of a project when the opportunity is closed. Benefits: Traceability
Order
Excellent query and analysis tool

장점:

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.

단점:

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.

No Tiger Visible

주석: Not good

장점:

Green and white color background. Opportunity naming format

단점:

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.

We love vtiger

주석: We use vtiger for all back end functionalities of our products and services business. Vtiger helps us achive all of our goals. When we find an issue with vtiger, we simply email the customer service team who really go above and beyond to see that our issues are solves and our needs met.

장점:

Vtiger is very customizable which allows us to adapt all of its features to our specific business model in a relatively simple way. There are so many possibilities to vtiger, that it makes it nearly confusing! This isn't a fault though. We really like vtiger.

단점:

Design seems a little dated, can be confusing at times.

vtiger the real solution

주석: From my experience with vtiger I can say that it has simplified all the critical processes of my company, not only the commercial division that has been the most beneficial but also our support unit that today is more efficient and under control.
Our project unit also has better follow-up and control with great reworking capabilities and alerts. The management has truthful information for the decision making and our experience has been so positive, that the other countries, where we have presence, are adopting the platform.

장점:

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

단점:

the restrictions of flows and other resources