Vtiger Cloud Software


Vtiger is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses and helps them to manage their interactions with existing and potential customers. It offers sales automation capabilities, email marketing functionality, help desk, invoicing and project and inventory management.

Vtiger's web-to-CRM forms capture contact information directly from site visitors. It includes custom reporting with filters that allow users to manage specific lead characteristics. The solution's support portal allows customers to search through a database of past issues and resolutions. On the back end, support agents can create, document and track issues with automated follow-ups. Customers can monitor the status of their issues from open to close. Files, documents, invoices and quotes can all be shared through a client portal. 

Vtiger integrates with Microsoft Outlook and has mobile applications available that enable users to access the solution remotely. Services offered are billed monthly. Support is available via phone, email and other online resources.

Contact view
Contact view
Contact view
Dashboard view
Dashboard view
Email campaign report
Email campaign report
Reports
Reports
Settings
Settings

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 2000



105 Reviews of Vtiger Cloud

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Functionality

October 2018

Competitor to Sugar CRM

We have been using this software for years now. Moved over from free edition of Sugar CRM. The UI can be improved.

Pros

Free to download and we have installed it on our web server. Easy to deploy.

Cons

The number of features is overwhelming and confusing. The UI should be overhauled completely.

Gabriela from Stone and Style

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Very good

I think that it is a very good tool. It is good and helps administrate the process of leads.

Pros

Very good lo track leads until they become clients or discard them.
Track the lead in every step.

Cons

When importing the lead sometimes they are not well transfered.

Olivia from K08 Sounds

Specialty:  Media

Number of employees:  2-10 employees

Ease-of-use

Functionality

September 2018

Great CRM for smaller companies

Pros

This is one of my favorite CRM softwares. I love that it is cloud based and it has many customizable features for organization purposes and customer ticket reporting. Highly recommended!

Cons

I really wouldn't change anything about Vtiger, except for updating the search bar. It could be a little more organized for efficiency.

William from Third Hatch Inc

Number of employees:  2-10 employees

Ease-of-use

Functionality

August 2018

A good baseline CRM with capability to add advanced funtionality

We used vTiger CRM for some of our call center solutions to collect customer information and integrate with the dialer systems.

Pros

It is a solid basic CRM. It provides all of the essentials for capturing customer data and sending it off the the next step in the sales cycle.

Cons

The system is rigid, so making changes to match your internal workflow may not be super easy to accomplish. Also, integrating a payment solution may be more work than necessary.

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

The most agile CRM software for small companies with basic tech knowledge

Pros

It is very easy to set and to configure for people who have limited sofware / IT skills. Tipical processes related to B2B sales can be quickly implemented using the main features of the basic package. vTiger gave our company freedom to change databases, relations between them and front-end layout inside the same sales team.

Cons

Sometimes the application gets stucked and we need to restart / re-login to keep working. Linking employees inbox mail accounts to the vTiger to have everything syncronized gave us some troubles and was harder than we expected.

Alejandro from Aluna Formación y Educación S.A.S.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Vtiger open source it's very easy to use and a lot easier to start with it.

Free product, and forums support.

Pros

Easy to feed it and very customizable filters to get the info that you need.

Simple Interfaz and fast menus.

Cons

If you need specific plugins you will need some support.

Open source can have personalized moduls installed, but its hard to do it by your own.

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Totally Friendly Cloud CRM!

Pros

The software is extremely configurable, easy to use and Cloud, which means access from anywhere with an internet connection. There are 3 different versions that vary according to the organization needs.

Cons

The free version is quite limited in comparison with the subscription version, as well as is not a Cloud version but an on-premise solution.

Emmah from GREEN KENYA CORPORATION LIMITED

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Highly customizable

Pros

The software is so easy to set up and get started with, i love it. One can filter how they want to view all their customers.

Cons

None. Vtiger is highly customizable and it s so simple to install add-ons to the software.colors can also be changed to match the needs of the user

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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Great customization options.

Pros

We use this tool to manage our leads and it has great customization options. The reports section is very helpful.

Cons

Nothing as of now. We are able to customize the tool according to our requirements. Totally hassle free

Migdelia Meriyela from GB Advisors, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

My experience has been good, I adapted quickly to his method despite being a bit complex

Pros

What I like most about vtiger is that it is very complete, flexible and adaptable to the needs of the company, since we have needed to adapt some modules at their opportunity and it has been possible, and it has been wonderful to take the sales opportunities of a orderly manner

Cons

In spite of being very complete, it is quite complex, it is difficult to adapt to your work method since it breaks with the traditional

benard from nls global solutions

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Customer relations at its best

Pros

Vtiger is highly cusomizable and has very many features that are useful in todays customer relation management softwares

Cons

The software is web based and so for one to access even clients contacts, one has to have an active internet connection

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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Love Vtiger, easy to use and great CS

ease of use

Pros

Easy to navigate
Create custom webforms instantly
Great Customer Service
Operates extremely smooth
Cheap to use
Easy to move prospects through sales process

Cons

no inventory management
didnt have a bookings calendar separate to the prospecting calender.
its a generic crm - is actually a pro for customisation to suit your own business

Jose A from GB Advisors, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

CLoud based CRM for Everyone with some hints and tweaks

sales planing and automation, from leads development, sales process, post sales, support, help desk for internal and external customer, projects, case studies, and renewals. collaboration across the teams from support, finance, quoting, purchases and approvals.

Pros

Easy to use environment

GUI

Easy integration with 3rd party apps for email, calendar, contacts, telephones

Always improving products on the cloud version

Collaboration with ease

workflows across the whole sales process, including post sales

Cons

sometimes it freezes

after every update there could be a hiccup

sometimes sync settings and integrations got lost

invasive notifications

annoying sounds

change of buttons placement tend to confuse after you get used to it

Mario from Dillon Health

Specialty:  Insurance

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

April 2018

Employee Benefits Broker

please have staffing employed with English speaking folks

Pros

Not sure...nothing presently- do not know or understand how to implement.the name.nothing presently i like about the product.

Cons

The inability to effectively communicate with your staff. Understanding the dialog and language is VERY DIFFICULT. Couple with the fact that your techs move too fast on the different platforms

Surabhi from Sagittarius Peripherals

Ease-of-use

Customer support

Functionality

April 2018

vTiger Open Source version is a pretty good CRM

Pros

It has all the basic features expected from a CRM. We are able to manage sales pipelines and sales person performance.

Cons

Hard to install and manage on your own. Many of the more useful features are paid plugins. But still worth it.

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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

April 2018

You get what you pay for

Pros

You are able to have your sales, products, and supply chain all under one software. Invoice creation was a huge asset

Cons

-Hard to customize
- You cannot customize the layout of the software or change the theme
-Troubleshooting with customer service was tricky
-extrapolating proper sales data was difficult

Rickell from port authority of jamaica

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

I can say that it is very productive and clear platform.

Near unlimited capabilities with what you can make it do and track for your business.

Pros

Most complete CRM solution with many features out-of-the-box, now even better with professional Breeze theme. Prices are good. User friendly. Easy setup. Easy to use, free, adaptable to any need, lead generation, use in cloud

Cons

The site can be a little slow sometimes bogging you down with all the information it is storing. Mobile App not very great. Should improve mail templates and experience.

Andrew from Uncle Gus Marina and Resort

Specialty:  Hospitality / Travel

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

April 2018

Beginner

I m excited to see how it can streamline our business over the next 6-12 months and we come to learn its full capabilities

Pros

I thought it had a very quick learning curve for a product with so much functionality. I worked on setting up the contact module for a day before scheduling a training to make changes and understand some of the functionality that I did not understand. The training was interactive, through a screen share, which was a huge plus. I am very happy we chose vTiger!

Cons

I was a little overwhelmed at first seeing all the functionality that comes with the program. It made me feel a little inadequate at first but the training helped ease my anxiety and I am confident we will be using vtiger to its full strength within the next 60-90 days.

Joanne from Brighter Futures

Specialty:  Education

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Vtiger is phenomenal

Since connecting with customer reps and the other support team via the telephone support line - I've been blown away at the level of technical support your team can provide. Prior to the phone line, we would use the chat line - but that was not very effective due to time lags. Now I'm very satisfied with the level of support and the product.

Pros

The workflow triggers and ability to customise
The filter views and ability to customise how the data gets viewed
The report views and ability to customise

Cons

Without Vtiger support - it's difficult to figure out the more complex workflows. But the support team have been phenomenal in helping troubleshoot where required.

Vivienne from Code Blue Mix

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Excellent software, which is nice and easy to work with.

Pros

With the support of this platform it was quite elementary and simple to plan meetings. The Vtiger platform contains a mobile application, which is always under the hand. I like working capacity. You can create what you need. I also like the price it is quite pleasant. Vtiger certainly helped me to become much more organized in my work. I can always plan ahead of my day. The mobile application allows me to manage and keep my personal business under control in real time and it's very convenient. Good and fast support that can help at any time.

Cons

I have difficulties with exporting data, but it's all possible to eliminate it and it's not so critical. In addition, notifications in the mobile application do not always work.


Displaying 1 - 20 of 105 reviews