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’.

Open source CRM for sales business

It’s a handy thing if you have resources and open source. If you do not have enough technical support, you should consider an extended application with the provision of assistance. In general, this is a convenient CRM system, compared with other options.

Pros

This software improves monitoring of all customers and partners with whom we cooperate. It definitely sped up our work. We track letters and calls, visualize the sales picture in real time, make deals. The interface is simple and clear, updates come out often and improve the work of the program. Vtiger manages marketing campaigns, automates and monitors sales, provides customer support. Our business is fully built on this program. With its help, we advise, create marketing projects, make sales. Vtiger is integrated into our site, the system is automated. It helps us a lot!

Cons

One of the disadvantages of Vtiger is that it does not allow you to create mass mailings, and this marketing tool is important for effective sales. I want to mention poor integration with Outlook, with Gmail it’s better. I would also like to have a direct link with Google and Excel. There is no structure in work with duplicates. Extended functions for working with documents need some improvement. At the beginning, we hired a consultant to teach us the program.

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)

Easy, smart and time saving

My general experience has been good. As a on the road accounts manager, I needed something that could work with me on the road, cutting out late night pipeline updates. It removed the way our company reported; We usually had separate excel sheets and paper trails to update management on pipeline and sales, this removed late night spreadsheet updates and calculations and I can spend more time with the family.

Pros

I am a Channel Manager or accounts manager, with that being said, my job requires me to be on the road, seeing customers, following up on opportunities and just Managing general pipeline sales. I really do appreciate the Vtiger Mobile application. I can easily update my opportunities - "on the go". It is easy to use: Easy to track and update my opportunities with the simple user interface. It makes my life much easier

Cons

As we are based in South Africa Our connectivity and more specifically international connectivity is slow. Sometimes the loading of any function in the browser takes very long. Sometimes longer than others.

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