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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 2000

100 Reviews of Vtiger Cloud

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  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Alejandro from Aluna Formación y Educación S.A.S.

    Number of employees: 2-10 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    May 2018

    Totally Friendly Cloud CRM!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Emmah from GREEN KENYA CORPORATION LIMITED

    May 2018

    Highly customizable

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    May 2018

    Great customization options.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Migdelia Meriyela from GB Advisors, Inc.

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • benard from nls global solutions

    May 2018

    Customer relations at its best

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Love Vtiger, easy to use and great CS

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jose A from GB Advisors, Inc.

    Number of employees: 11-50 employees

    April 2018

    CLoud based CRM for Everyone with some hints and tweaks

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mario from Dillon Health

    Specialty: Insurance

    Number of employees: 11-50 employees

    April 2018

    Employee Benefits Broker

    Ease-of-use
    Functionality
    Quality
    Support

    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

    This review was submitted organically. No incentive was offered
    Review Source
  • Surabhi from Sagittarius Peripherals

    April 2018

    vTiger Open Source version is a pretty good CRM

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    April 2018

    You get what you pay for

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rickell from port authority of jamaica

    Number of employees: 201-500 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Andrew from Uncle Gus Marina and Resort

    Specialty: Hospitality / Travel

    Number of employees: 2-10 employees

    April 2018

    Beginner

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Joanne from Brighter Futures

    Specialty: Education

    Number of employees: 2-10 employees

    April 2018

    Vtiger is phenomenal

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Vivienne from Code Blue Mix

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Dirk from Trescal

    Specialty: Maintenance / Field Service

    Number of employees: 1,001-5,000 employees

    April 2018

    Vtiger introduction

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I would like to praise customer service agent and also the rest of the support team for their help and dedication

    Pros

    Ease of use and the flexibility to tailor it to the company's needs. Quick Support. Good reporting possibilities

    Cons

    I haven't come across any so far apart the Outlook plug in doesn't work always very well and recently it doesn't work anymore if you have a high resolution screen

    This review was submitted organically. No incentive was offered
    Review Source
  • Russell from Mockup Science Inc.

    Number of employees: 51-200 employees

    April 2018

    Great CRM for SME

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • James from MSP Remote

    Specialty: Consulting

    Number of employees: 1 employee

    April 2018

    VTiger from Open Source to The Cloud is a Huge Benefit

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    VTiger in the Cloud gives enterprise crm solution on a small business budget. The options and functionality are amazing.

    Cons

    I wish they had more options of combining the support and sales features on a smaller plan but the all in one plan is great.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jose from overseas supplier

    April 2018

    Versatile and customizable

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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