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

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

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

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

- functionality
- customizability
- stability

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM, Dynamics 365, und Salesforce Sales Cloud

Warum Vtiger CRM gewählt wurde

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.

Zuvor genutzte Software

Zoho CRM, Dynamics 365, und Salesforce Sales Cloud

Gründe für den Wechsel zu Vtiger CRM

- best price and performance ratio - rapid implementation - simple user guidance - little user training necessary - variety of functions

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Odoo, Salesforce Sales Cloud und SugarCRM

Gründe für den Wechsel zu Vtiger CRM

open source, community, functionality, flexibility and power are some of its main characteristics undoubtedly

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

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

Nachteile

- The email template could be more complete with more design

Vorteile

Amazing contact database and contact management systems. I used customer tracking to reach more customers on more platforms.
Manage support and sales in addition to marketing.
If you have teams everyone can work together, if you're managing on your own you can get a lot of work done within Vtiger. Less running back and forth between systems.
Forms can be customized *to an extent*. The pilot version is free, the paid version won't break the bank.

Nachteile

I couldn't find a way to format reports and exporting data was a slow and difficult process. As I mentioned in the review title, Vtiger CRM is not user friendly. I stayed late in the office doing my best to get it up and running.

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

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 other great feature present in almost every part is the flexibility with which you can create the reports, the templates, the way you store the documents, etc.

i'm not sure about the other CRM solutions out there, but so far VTiger CRM proved to be a great adaptable solution, which ( at least on the sales representative side of our business) has brought us much improvement especially on the time : no more need to dedicate hours to update the system at least a few hours each week, it can be done instantly and in a few clicks you can even track the doubles and merge the data, but also the reaction time - easy to prepare the quote and send it directly to the customer/partner.

Nachteile

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 .

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Vtiger CRM

Price, ease of use.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Easy to use and to customize
Big community of developers and support community
Continued development and updating with new features
A lot of out of the box features
on demand and open source available
Inventory tracking

Nachteile

Open source needs a paid extension to sync with Accounting software
Needs a few features to be a more all in one solution (not including accounting)

Vorteile

Case/ticket tracking and administration on VTiger is extremely useful. VTiger has a fantastic reporting system with a wide variety of charts that can be used to display statistics. Case referencing is near flawless when combined with email responses/notifications.

Nachteile

Only down part to VTiger is that it has to do some system/cloud backup on a daily basis wherein the system completely locks up and you are unable to do anything. The site becomes unreachable for about 20 minutes and restores thereafter.

Vorteile

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"

Nachteile

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.

Vorteile

It allows you to activate the various business flows easily and in a modular way

Nachteile

The use of the PHP language can sometimes create problems in case of security developments

Vorteile

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.

Nachteile

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

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.

Vorteile

Green and white color background.
Opportunity naming format

Nachteile

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.