Vtiger offers a single, unified CRM for sales, customer support and marketing teams. Vtiger can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resulting deals and support teams to access complete customer history and provide support.
Key features include web forms, email & SMS campaigns, lead scoring, sales insights, appointment scheduling, approvals, team mailbox, document tracking, automated workflows, work orders, inventory management, case routing, surveys and project management.
All customer data is stored in a single database that offers a unified view for marketing, sales and support teams. The system can be customized to suit the needs and preferences of the business. 24/5 customer support is offered via phone email, and chat.
Anna L. Branche: Marketing & Werbung Mitarbeiteranzahl: 2-10 Mitarbeiter
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!
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.
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.
Paulo R. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 13-50 Mitarbeiter
I have all the clients info in vtiger but the more important info that I save are quotes and invoices, when I want to plan some strategy I just have to prepare some reports form the tool so I know how was the interaction with a specific client the last quarter.
Its really easy to use and there are many options to customize the user experience
As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited
Ashley T. Branche: Informationsdienst Mitarbeiteranzahl: 51-200 Mitarbeiter
Excellent. We think we can manage everything using excel workbooks. But once we start using something like Vtiger, we understand the difference in productivity.
1) Features, UI, all improved in the last two years
2) Instant access to lead information for monitoring sales cycle status
3) Alerts in email the way we wANT
4) Customization to PO formats and Reports
1) Customization capabilities on UI could be little more improved, which I am sure will happen very soon
Elena P. Branche: Logistik & Lieferkette Mitarbeiteranzahl: 2-10 Mitarbeiter
Great way of tracking current orders, quotes, opportunities, possible leads. Statistcs tools that can help you a lotboth for accounting and strategy purposes.
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..
Thomas E. Branche: Industrieautomation Mitarbeiteranzahl: 13-50 Mitarbeiter
See section pros
one of the most reasons was the accessibility of the data from wheresoever, that'S absolutely given. Another one is the Independence from Software-Systems. We are using MS and also Apple-Systems, no Problem.
Helpful is also the VT 360 App. whereever you are, and you spare time, just check for a customer or also call via mobile. the inside Team will see your activities immediately. Information that Counts.
The Adoption of the System towards some specific needs is somewhat poore. no custom Buttons available, the print-templates Editor is poor on formating and sometimes you also Need a work around for list variables to be shown.
It should have a customize package as from VT-Experts provided for teh serverbased solution (https://www.vtexperts.com/)