Saved my working life!

I own and run 2 companies, one together with a good friend and she has also one more company. Since we started in 2010/2011 we have been working more and more closely together and when starting to use Vtiger in think 2013. We share all our business information in Vtiger. This gives our small companies a great advantage and brings security to our customers. Sometime in 2014 I got sick and started to get more and more fatigued and in the end of November 2017 I was diagnosed with ME/CFS. This means my head get tired and I have problems remember things and plan my work. Without Vtiger I would have had to stop working. No, it is really the truth! From the start we have created new modules, new checklists, new ways of project management because we wanted to hire more people and wanted them to work like we do. We have modules for customer updates of Wordpress sites, for SEO management and for support. We havent hired a lot of people but all these adapted workflows is now an enormous help due to my cognitive issues. I can still work, not as much as before but still working. So, thank you Vtiger!

Pros

Its ADAPTABLE! On the first look you might get surprised of all the functions but when you start using it you will realize there are even more functions and you will love it. I do realize that if you want a CRM, support system or project management and do not want to adapt anything to your organization - then the Vtiger might not be for you. But I have never worked with a system that I didn't want to adapt. There is always some process, some pipeline that you do different than other businesses and I was so happy when I found out that I could make the Vtiger to be my system adapted for my needs. And I love the fact that even if we are small companies, we get good support from Vtiger.

Cons

Well actually the fact that is so adaptable and still very powerful do requires that you think and plan before you start to create new pipelines, modules. Because there are so many functions that you can create a module that serves even the most complicated process. And so even if you can make anything take the time so write done and plan the process.

Great value for money, great customization options

We realised a big added value but for some issues the development time takes quite long.

Pros

The modularity. You can mix and match modules as you see fit. You can build a great variety of workflows for different teams to work together on a centralized, highly customized build.

Cons

There is a lot of freedom on pretty much everything, except from some vital funcitonalities missing from some modules and some modules contain 'standard' settings that you cant work around. Two examples, the Mailroom module can only update some types of records. It can create contacts but can not update contacts. The quote module for instance can only work once your inventory is in vTIger. It doesn't allow you much customization.

Vtiger is excellent now

Excellent. We think we can manage everything using excel workbooks. But once we start using something like Vtiger, we understand the difference in productivity.

Pros

1) Features, UI, all improved in the last two years 2) Instant access to lead information for monitoring sales cycle status 3) Alerts in email the way we wANT 4) Customization to PO formats and Reports

Cons

1) Customization capabilities on UI could be little more improved, which I am sure will happen very soon

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.

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/)