Vtiger CRM Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

This is an enterprise level ERP package that offers practically every feature of Salesforce, and structured to allow for SME type admins to build this via custom modules and flexible dev environments. It is a highly practical package that allows non-qualified programmers to get the equivalent bespoke style functionality out of the system/

Nachteile

Project mangement is clunky. I cant drag/drop task bars in the gantt chart. the reality is i need to use smartsheet to get the flexibility i need here, together with the highly useful linking between the subtasks - i.e. STart to start lines the task bars from the start. End-to-Start is the typical 'cant start task 2 until task 1 is finished', plus the multiple day delays and advancement options with these relationships

In Betracht gezogene Alternativen

Zoho Desk

Gründe für den Wechsel zu Vtiger CRM

I was introduced via the Open source installer offered through Go daddy website management. The pricing makes the commercial version of the software highly reliable and a no brainer.

Vorteile

Pleasant user interface, customizable, easily accessible, awesome support

Nachteile

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

Vorteile

We use the free self install edition and have great integration with 3rd party adding which allow us to get our invoices and documents signed digitally.

Nachteile

There were some small bugs we had to fix ourselves relating to email attachments.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM, Insightly und Copper

Warum Vtiger CRM gewählt wurde

Salesforce charges double and you still had to pay extra to third parties for basic things like Edit in grid, etc

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Vtiger CRM

Greater flexibility, price to function ratio

Vorteile

It has a lot of resources. For a small company with low budget it's a great choice. The customer support is great, they are always at your service with a lot of patience and dedication. They are constantly adding new features and improving the software.

Nachteile

Some of the features are complicated to adopt, like the project module and it is not very friendly. Although the email campaign module is quite good it needs some improvements when you try to resend a campaign, it needs to generate a URL of the campaign like MailChimp does.
As a small company I would like it to allow us to adopt different identities (as an example, I'm the CEO but sometimes I'm acting like a support agent so I will like the CRM to allow me to change my name in that case to pretend we are a bigger company, it is not nice to sign with the name of the CEO from the email address of [email protected])

In Betracht gezogene Alternativen

Salesforce Sales Cloud, SugarCRM und Hootsuite

Warum Vtiger CRM gewählt wurde

I switched like 10 years ago, at that time I was using the OpenSource version of both

Gründe für den Wechsel zu Vtiger CRM

I find that the price is affordable for our size of business

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Vtiger CRM gewählt wurde

Silly limits imposed on e.g. number of records, automations, number of pipelines, number of email outs, etc.

Zuvor genutzte Software

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Vtiger CRM

Price, usability, multifunctionality, UI.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesflare, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Vtiger CRM

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

Vorteile

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

Nachteile

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.

Vorteile

The product works, it has everything a CRM needs to have. The basic features are all there, and many advanced ones as well. It is quite comfortable to use once you learn how to use it. It is 100% Cloud, so the sales force has it available from wherever they are.

Nachteile

It looks like software designed to be a desktop application (win32), rather than software as a service. That is, the user interface (UI) design, as well as the user experience (UX) is not good. It's not very user friendly, it's not fast, the graphic design is not sexy. In short, it looks like a product that is not intended to be 100% SaaS, but to run on the Windows desktop.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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..

Vorteile

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

Nachteile

Nothing much really. Because even new ideas are taken in to consideration by the team for future updates

Vorteile

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

Nachteile

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.