Vtiger Cloud Software

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

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.

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.

Pros

Vtiger CRM is very powerful with almost all modules you need and suitable for any team or company. The best part of the Vtiger CRM is that the opensource code that you can place on your own server and make any changes you need. On Vtiger website, we almost can find manual for every module and a lot of documents, the Help Center makes the beginner easy to follow and success set up the new CRM. In addition, the technical support is always helpful and patient.

Cons

More resource should be allocated for QA team, which I find lacking. I do not understand why you are creating a new function, but this function creates a regression for another function. Also, do not forget about support, sometimes my requests were not processed for a couple of weeks.

Pros

I liked the way it offers to integrate with other systems and the Dashboard.

In this case, a customer wanted some more visibility on the Sales and Marketing teams. More specific, how was the yield on a leads database.

I didn't need to reinvent anything. Just throw data to vTiger via API and give the managers some vTiger acoounts and i was set.

8/10

Cons

It's difficult to think in weaknesses in vTiger.

Maybe the permission system for updating resources via API: you need to be in a specific group and you can't customize it, for one.

Pros

I can say that it is very productive and clear platform. I can do all my working facilities faster. Vtiger CRM is an amazing simple system of tracking and recording emails or phone calls. Also it has intuitive and totally functional apps for iOS & Android. Vtiger is very useful for our daily needs and it also makes it easier for our auditors when they have to collect specific data from our administration and sales processes. It is very visual and they can see account names, dates, quotes, files... at a glance. Another area that is key for us is the one we use for our Technical Department. Also, their support team is great, always willing to help and their documentation is very complete.

Cons

Never had a problem with tools which I'm using all the time. Vtiger CRM is a perfect working software which doesn’t have any bad and big problems. I like to work with all of the tools which I can use. The platform is easy to understand.

Pros

Strongly recommended. Easy to install and use. Competitive price compared to others in the market. The best in support. I would like to say that this is really a very good and interactive solution for increasing your entire sales system. I would like to say that this is a stabilized solution and allows you to largely achieve the company's goals. With this program you can manage all your contacts. Makes work faster. An amazing simple system for tracking and recording e-mails or phone calls. I can say that this is a very productive and understandable platform. We improved our work with preconfigured and customizable analytics. Ideally suited for having the most open and understandable list of contacts, which makes it possible to find the right contact.

Cons

The postal manager is not so friendly, for example, when I receive a response in my letter, he does not automatically join the leadership or opportunity. Sometimes the synchronization and integration settings are lost. I would like to see stronger reporting capabilities built into free software.

Consolidate in one applications the differents need of the process to interacts with our customers since the sales stage until the service and support side.

Pros

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.

Cons

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

Better understanding fo client needs and a more indepth knowledge of the stages in where an oportunity sits, i find very useful the cases module it help us to keep track of incidents regarding our customers.

Pros

*- Easy to Use, intuitive and not much traininig needed.
*- Easy to customize to your needs.
*- Alot of very interesting modules.
*- Dashboards and mail integration is one of my favorite modules.

Cons

*- Bad Support.
*- Updates sometimes messes with your configurations.
*- Search module can improve alot.

I can create quotes, make invoices, the support is really fast and they improve the software monthly

Pros

I can create module from the ground and relate to existing info in the CRM, is very simple to use and have the necessary features that a CRM Tool needs.

Cons

Their mobile app needs to improve and there's no integration with Mac Mail, but they have an integration with Gmail.

Trackability and accountability within my company is the biggest benefit. And ease of use for non technical users.

Pros

Ease of use, storage capacity, privacy, application add ons and customer service. Allowing the different roles within my company certain accessibility parameters, but does have limitations.

Cons

Separate modules don't easily connect for systemic workflows. Customer service. Amount needed to spend to get extra storage and flexibility for workflows. Accessibility to block groups of users from doing certain things.

Pros

Wow was it customization friendly. Most everything is customizable. Had all the big features you would want.

Cons

I am unfamiliar with PHP and administering PHP software so it took me a while to catch on to how to do things.

Pros

This is a very affordable program that does the job. It's easy to add new customers and to keep up with tasks. My most used feature is the calendar - it's very helpful that there's both a shared calendar and a personal calendar.

Cons

I'm not a fan of the user interface. It always looks like it's still loading. They could do a better job of organizing the dashboard.

Pros

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.

Cons

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.

Price is affordable, and value is a lot once you get it going.

Pros

You can set it up for a huge company or an small one. It has tons of customizable features you can play with to set it exactly for what you need. The implementation can take a lot of time, but it is there. How every client/person is accounted for, with every action in their history is really useful. The Use of you own Email is also a great feature. Importing inventories in Bulk is also a huge help. Price is not bad considering all you get.

Cons

It takes forever to customize. And lots of literature to read just to do one thing. It is worth it once is going. But also with use it get bigger the system does not "flush" old data, so backups need to be supervised so you can manually flush or delete useless or old info/data. I personally would search for another app before agreeing on using this one. But if the company is big probably this is the one to use.

Pros

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.

Cons

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.

Pros

Product Scope, Easy to Use, Friedly, 3rd part features, Very good Workflow feature, and others. In fact one of the best cost benefit CRM in the world.

Cons

Implementing and configuring it is more difficult than not Open CRM's. Considering the user experience we need to use Power BI or another BI to complement the existing dashboards.

We are using Vtiger Crm two year, we knowed it in our hosting , intall it for free.

We never used CRM, but now we have a lot of information about our business process, customer, etc.. is very important that you can work in all different devices and (mobile, tablet, pc)

Is very flexible with user, super-user, etc...

Pros

Is very easy to install and in the first step y for free

Cons

The online version perhaps a little spensive

Advice to Others

The commencial team can use it without informatic experience

My company has been using vTiger for the past 2 years. To give a little background, we are a 25 person company that provides IT Security Services to clients. Within those 25 employees, we have sales reps, marketing reps, and auditors who provide the services to our clients. We use vTiger for our CRM as well as our project management tool for our active engagements with clients.

On the CRM side, I find vTiger to be okay. Not great, not terrible, just okay. Some of these reasons include a lack of intuitiveness to the system and the alert system is not good. The biggest sticking point for me is the alert system. When I set a task to follow up with a client or prospect, I want to get a reminder, not an email. I get hundreds of emails per day to the point where I shut my email down or it will consume my entire day. Thus, when vTiger sends me an email telling me to follow up with someone, I may not get it till the following day. While not a big deal, I would prefer an alert (pop-up notification) in the system at the day and time I scheduled it. I know that I could go into the tasks area and see what is due each day, but I am busy and need something in my face to remind me, not something I need to search for. Also, I don't find the system to be incredibly intuitive overall but honestly, this might be how my company has the system configured.

On the positive side, the system is highly configurable to meet the needs of your business and whatever you need which is great. The only caution that I would have is that you can over customize the system which can become a challenge later down the road.

Overall I would recommend vTiger but you have to know what you are getting into and if you can handle the limitations with the product!

Pros

Pleasant user interface, customizable, easily accessible, awesome support

Cons

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

The customer support is amazing and always super knowledgeable. They really go the extra mile. The application in its entirety is quite impressed and continues to grow.

Pros

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

Cons

The site can be a little slow sometimes bogging you down with all the information it is storing.

Advice to Others

it is a one stop shop for all your needs. I believe the sales and support insights are the most attractive.