Vtiger CRM

Vorteile

Vtiger CRM's contact management feature is very much helpful and most used feature of this CRM as maintaining multiple contacts across the globe is very much hectic thing to operate and Vtiger CRM does it quite efficiently.Along with that the alert/notification feature of the same is something that we can rely on for smooth processing of task.

Nachteile

Customer support service of Vtiger CRM is not upto the mark there have been time where our issues was not resolved in a systematic manner as it took time way more as we expected.

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Vorteile

For ease of use .It offers a range of features for smaller companies

Nachteile

A very good application in which there are no downsides

Vorteile

Basic features are all here - also in the standard edition. But you have to buy many addons to get this working (e.g. pdf-Export) for daily work. Also the interest in the community edition seems not to be that high from Vtiger. Difficult to get free know how, also with extensive research.

Nachteile

Gui looks somewhat outdated and is not intuitive. Translations are there, but of bad quality. Upgrade is difficult for non-techies.

Vorteile

The ability to customise the CRM to your business requirements.

Nachteile

Connecting modules together can be tricky for beginners.

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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.

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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

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

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Vorteile

Its really easy to use and there are many options to customize the user experience

Nachteile

As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited

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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

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.

Nachteile

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

Vorteile

The bulk database holding capacity and simple system of a funnel which has a good flow of data and upgradation .

Nachteile

The page open loop which takes too much of time to load is consuming too much of time . Homepage is too backward and needs a lot of improvement .

Vorteile

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

Nachteile

Workflow is tricky, need some tries and knowledge for use it, theorically seem simple, but some troubles to execute it

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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 lead import and management. It’s very easy to keep track on who’s doing what and have a history of the lead.

Nachteile

If you are not precise with loading the leads it can be difficult to load new leads. The duplicate feature does not work too well as it’s case sensitive and I would get many duplicated leads

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

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.

Nachteile

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’.

Vorteile

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.

Nachteile

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.

Vorteile

The customizable dashboard. Able to make my daily agenda/screen look the way I wanted and feed me the info I needed for Sales.

Nachteile

we were the first users of our biz type (in 2013) so there were not many 'best practices' to be followed.

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

You can consolidate multiples process in a single platform (sales, product catalog, contacts, project management, service contracts, case management). Integration with gsuites lets you sinc calendar, add new contacts based on emails, email features. Integration with twilio lets you start phone call based on the contact information and record this activities. Dashboard features to obtain of your differents tasks. Easy to setup and customize. You can add new modules if you needs.

Nachteile

The interactions between the differents modules can be improve, in order to relate the differents entities of the interactions with our customers.

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.

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Vorteile

Once you get used to the info requirements/page, the system is user friendly. Uploaded documents are easy to search for.

Nachteile

The time tracking feature only measures time in seconds. This can't be adjusted, even on the platform development side. The amount of info required/page is ridiculous and rather unnecessary. There should be a preference setting to adjust this, there is not. The platform cannot be individualized and makes scaling up next to impossible.

Vorteile

The Software is very easy to use and can be customized as per our requirement. We were looking for something which we can customized as and when we require. And our search ended here.
Now I am so impressed with the applicability of the software that I am looking forward for Real-Estate module too and would request you to help out there too.

Nachteile

Just adding some dynamic fields for more control on entries can be like a cherry on the cake otherwise it seems superb so cheers to the Team.

Vorteile

Adaptability and support

Nachteile

very little at all,
One bad shortcoming is that we have to save documents locally and then upload,rather than being able to save directly into V Tiger - this is time consuming and seems totally illogical. For invoicing, you also need to have a spreadsheet structure as opposed to having to enter each line of the invoice individualyy and do all of the maths manually

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

Su facilidad de uso, configuración y adaptabilidad a diferentes modelos de trabajo.

Nachteile

Bueno hasta el momento me ayudado con lo que he necesitado. Y ya que estoy usando la versión gratuita obviamente estoy un poco limitado, sin embargo, creo que dentro de pronto voy a necesitar mejorar la suscripción

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Vorteile

Vtiger CRM integra vendite, marketing e assistenza in un'unica piattaforma. Facile da usare, personalizzabile e accessibile da qualsiasi dispositivo grazie al cloud.

Nachteile

Alcune funzionalità avanzate di Vtiger CRM possono risultare complesse da configurare. La versione gratuita ha limitazioni significative.

Vorteile

Vtiger est l'un des grands CRM avec de multiples outils de gestion qui favorisent grandement la gestion et le suivi. Et ces outils sont accompagnés de multiples tuto sur leur chaine Youtube.

Nachteile

Cependant ces tutos qui sont reservés aux utilisateurs de diverses langues ne sont disponibles qu'en anglais et favorisant ainsi une unique langue. Que ferons les francophones desireux d'utiliser ?

Vorteile

Elle permet de gérer la relation clientèle qui offre des fonctionnalités telles que la gestion des contacts, des leads, des opportunités, des campagnes marketing

Nachteile

le manque de flexibilité dans la personnalisation de l'interface utilisateur, des fonctionnalités complexes ou difficiles pour les nouveaux utilisateurs, des bugs occasionnels et des performances parfois lentes

Vorteile

Vitager CRM se destaca como una herramienta poderosa para impulsar las ventas, mejorar la atención al cliente y aumentar la eficiencia empresarial.

Nachteile

Satisfecho hasta el momento con vitager CRM

Vorteile

Ha sido un aplicativo muy útil para nuestra área de marketing ya que permite gestionar las ventas y cuenta con bases de datos de los clientes.

Nachteile

Su vercion para Android puede no ser compatible con algunas verciones del sistema o modelos de dispositivos móviles.

Vorteile

Muchas opciones de personalización y unas métricas realmente buenas

Nachteile

No me termina de convencer para la gestión y el seguimiento de las ventas

Vorteile

Ottimo CRM, facilmente impostabile con un minimo di conoscenza del software. Tutti i campi, eccetto alcuni obbligati che si possono comunque spostare, sono personalizzabili a piacere. Qualche difficoltà di compatibilità con sistemi android per utilizzare appieno le funzioni nelle versioni precedenti, ora risolte dalla versione 7 in poi.La versione freeware è già decisamente migliore di molte altre anche a pagamento.

Nachteile

Ho trovato alcune difficoltà nella migrazione del database dalla versione precedente all'attuale poichè i campi non coincidevano perfettamente e quindi non venivano memorizzati correttamente. Poi risolto modificando manualmente i parametri.

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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

One of its main advantages is the price, which compared to its CRM peers is relatively lower. It is also a complete tool that allows you to do simple things like managing customers to marketing automation.

Nachteile

A disadvantage that can be improved in the medium term is the technical support, which at times is not fast or does not solve the problem.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

The best thing I liked about this software was the ability to do sales, marketing and support all in one program. Our sales team is able to track opportunities and view sales funnel reports. The marketing team is able to email and tag the contacts to specific target audiences. The support team is able to use a ticket system in order to keep all projects and assistance notes in one place.

Nachteile

There are certain areas where you have to click here and there just to reroute you back to where you were. Like going from an opportunity to quotes and if you want to add notes, you have to go back to the opportunity and them go to your comments. Also the enterprise search tab doesn't always find everything you're looking for so you have to specifically go to contacts or organizations to find them.

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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])

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

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

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Vorteile

It allows you to record all the operations carried out with your clients by user. And carry out the corresponding follow-up. As well as keeping track of the work done by your employees.

Nachteile

What I liked the least is that it does not leave the user time of who managed the client. It must be done manually.

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

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 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

Nachteile

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

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

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

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"

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Vorteile

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.

Nachteile

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.