Vtiger CRM Review - Support and Overall

My experience with the support staff has been unmeasurable. They are extremely patient and work with me to meet my business needs. They also take the time to explain issues to me so I can increase my knowledge base. What I like best is 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.

Pros

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.

Cons

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.

vTiger for B2B sales

We use vTiger in our manufacturing B2B company. We have two offices (Australia/USA) and local and remote workers. vTiger gives all of us access to the information we need at anytime, even when we don't have an internet connection (thanks to the iPhone/iPad app). The web interface is generally very easy to use and the speed is quite good, even on a slow connection. There is a heap of features we don't need or use, and a couple of areas where it would nice to get new features that meet our needs, but given the price we can live with these.

Pros

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.

Cons

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.

Great customer support and really good value

Pros

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.

Cons

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’.

vTiger, a CRM company that tries harder

VERY IMPORTANT!!! and I asked for it many times, especially for small companies, is mandatory to be able to sign with different names (and different signatures) in each of the different mailboxes that we are able to have. For instance: I'm the CEO but sometimes I have to reply an email as if I were the woman at support@mycompany.com (the solution that suggested me is to change my name and last name in the preferences, this is not a way to solve this problem). I'm sure that many small companies have the same problem. I have at least 4 different domains and almost 10 mailboxes in my account. THIS MATTER IS EXTREMELLY IMPORTANT!!! Best regards, Eduardo

Pros

Compare with other CRM option is a great value for money (especially for a small company like ours).
You work very hard and steadily to improve your product (we witnessed it over the years)
The support is great.

Cons

Email campaigns need to be improved (for ex.: is very complex to resend an email campaign to those who unopened it. I would like to operate on the list of people in the email campaign reports as the list of emails that bounced or clicked without having to open one by one each contact)
A better way to order the email templates and the email campaigns.

Fantastic Software

Using Vtiger 6.5 Opensource to revamp our entire CRM ticketing system. The software is super easy to use with a few added (paid) extensions the customization is very easy and can be modified nicely for anything you want. More advanced features are available at a cost but are great. Few features i would like to see added in the future to create a more robust all in one software but overall would recommend it for anyone in need of a simple to semi complex crm. Not the prettiest UI but functions great. Seems to have a pretty active community of developers as well as a supportive community to troubleshoot any issues. Not all crm's have an out of the box inventory tracking built in. this was the big seller for me. again some more out of the box features could be added to this for a more robust solution. Overall after testing a few crm's, vtiger had its limitations but its simple to use, easily customized, lots of available extensions, and inventory tracking is what won me over.

Pros

Easy to use and to customize
Big community of developers and support community
Continued development and updating with new features
A lot of out of the box features
on demand and open source available
Inventory tracking

Cons

Open source needs a paid extension to sync with Accounting software
Needs a few features to be a more all in one solution (not including accounting)

A very adoptable CRM

Depending on your needs the Vtiger CRM might be the best CRM for you. I needed a CRM where I would be able to change fields, add fields, create my own templates for printing, add functions and checklists for my daily work. I also had one specific demand - I wanted one CRM but for 3 companies. I'm an entrepreneur so at present I'm involved in 3 companies and closely working with other entrepreneurs and we share customers. But we want to send quotes, sell orders and other information from different companies to each customer but have alla customers in one CRM. Vtiger solved this.

Pros

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.

Cons

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.

easy to use, complete, free

I use it for a few years and I can say that it is a complete, easy to use. The free download version already has modules for the standard usage. With the support of companies that develop solutions on vtiger it is possible to adapt the product to their professional needs of all levels. I enjoyed the opportunity to create lead generation modules interacting with social media (facebook, twitter, google +, etc), that guarantee to increase your business opportunities. With the setting of the policy correct workflow is guaranteed and serves the objectives to be achieved. Installing it in the cloud, you can access the data at any time, increasing efficiency and decreasing the time

Pros

Easy to use, free, adaptable to any need, lead generation, use in cloud

Cons

For professional use, you must rely on companies able to develop solutions vtiger

Fantastic Service and Support

Pros

vtiger has been great for us because it is more comprehensive than many CRM solutions we have tried or used in the past, allowing us to handle sales, support, billing, and ongoing customer interactions. We have also found it to be very flexible and customizable, eliminating some of the other software services we have used outside the CRM, like project management software.
However, the very best thing we have found about vtiger is that they pay close attention to our requests for support and our feedback for product improvement.

Cons

Business reporting is somewhat limited for our needs. Third party solutions exist, but don't work with the cloud hosted version, which we use.

Great product for micro and large businesses. Excellent Support from Vtiger.

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.

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.

Jack of Too Many Trades?

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

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

A quality CRM with his challenges, however good value for your dollar.

We have been using vtiger for more than a year now and although we had many challenges in the beginning because of language issues as this is an india-based CRM. This is not a good or bad thing just something to be aware of! I will say I have noticed the team that now answers the phone understands our concerns much better. However as a user of this CRM and working with their staff I have come to realize I must be patient and very carefully explain the challenges we are having so they can be fixed. If you have the patience to work with the V tiger team they seem always willing to help. Although I have been frustrated number of times my overall rating described Within. I would and have recommended vtiger as a quality CRM. I do always mention that you must be patient when I'm referring somebody. They are up and coming and have lots to do however the price at which the CRM is available is Affordable and reasonable based on what you were getting and where they are going. Use them and enjoy them as a CRM provider just be sure to be patient.

Pros

it does many things, has many modules many of which I still don't use, I look forward to using them!

Cons

Language barrier, training is poor because they already know their CRM & talk to us like we know it

Used it for a SaaS biz CRM

Unified our different teams on the overall vision as well as daily activity of the company. It quickly took the place of internal email threads. having all the comms on a client in their account space was very helpful - to see their past interactions with Tech Support as I was preparing to expand our services with the client.

Pros

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

Cons

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

Easy to use and does almost everything I need

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.

Excellent value for money, lots of functionalities, all the tools to automate all your company processes

Great CRM... a no brainer implementation for any organization.

Pros

Lots of functionalities, automation of processes via workflows, many modules, fully customizable, the customer support is simply excellent (from live chat on the fly, to one-to-one skype calls with screen sharing and hands-on support)

Cons

the tool allows for the integration of processes for all areas and (best of all) automatization of functions to make all process flow... the issue: number of workflows may be limited and the custom options are not enough.

vTiger User for CRM activities in a Reseller Partner

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.

generally easy to use

Pros

generally easy to use. individually graphics and good widgets for dashboard. support always ready to help.

Cons

1. After implementation some features are not changeable anymore. When we create new contact it doesn't overtake the whole address block from organization.
2. sometimes it needs to many clicks to save an update
3. we have problems to implement Vtiger "Add-ins" in Citrix
4. When I added email to a contact it is not possible to delete it anymore

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.

The GOLD Standard

Overall I'm extremely satisfied with service and plan a long relationship with vtiger.

Pros

*Non-Stop customization (The standard work flows were good, but the new EXPRESSION options are PHENOMENAL!)
*Excellent and able customer service team
*Representatives available via phone, chat, or email
*Excellent help and tutorial documents
*Phone System integration
*API Integration (Utilizing our billing / Ticket System / Router infrastructure to manage a clients account)

Cons

*We would prefer a test site before we make options or customization go live. Currently the only option is to start a free trial or host my own internal site while testing.
*To much customization (I would like to see more examples of traditional setups and how you envision items to work besides us making our own SOP that works for us. )