Minimal Efficiency

Easy to use and customizable

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.

Pros

Its really easy to use and there are many options to customize the user experience

Cons

As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited

Vtiger CRM vs Competition

overall, it's been great! The biggest bang for the buck for sure. It's still expensive but you get what you pay for and I highly recommend it.

Pros

The best thing I liked about this software was the ability to do sales, marketing and support all in one program. Our sales team is able to track opportunities and view sales funnel reports. The marketing team is able to email and tag the contacts to specific target audiences. The support team is able to use a ticket system in order to keep all projects and assistance notes in one place.

Cons

There are certain areas where you have to click here and there just to reroute you back to where you were. Like going from an opportunity to quotes and if you want to add notes, you have to go back to the opportunity and them go to your comments. Also the enterprise search tab doesn't always find everything you're looking for so you have to specifically go to contacts or organizations to find them.

Vtiger is excellent and affordable, with less limits even at the lower costs

Excellent, would recommend it.

Pros

Excellent UI, very low learning curve, attractive to use and navigate around. Well integrated with the other apps I use. Workflows are excellent, and with few limits. Generally there are very few limits imposed even for low price plans, unlike many other CRMs I tried.

Cons

Workflows could be made easier for beginners. The project management side on my plan is fairly basic, but it's nice to have it there. Generally nothing, I really like it. The only reason I would change is if I could get a cheaper deal elsewhere.

QTE Training likes VTiger

See section pros

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.

Cons

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/)