Vtiger CRM reviews

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.

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.

- functionality
- customizability
- stability

- often many clicks to the destination
- many open windows
- restricts clarity

Its very powerful for use, understand an customize, One of the best CRM's open source from 2004-2014, that cover the income and outcome process of any mid-size organization. with tools provided by community that complement it and make it strength and powerful.

the manufacturer forget the community and focus its work in On Demand version and it set aside the community that helped develop and grow globally. Today it is positioned as a standard CRM that hardly provides valuable characteristics to the market, as it is no longer open source

- Easy to configure
- Easy to modify
- Easy to use
- Easy to adapt to your need
- Complete software

- The email template could be more complete with more design

Cost ease of use and functionality...easy to set up and use and it cost about 10% of what we were using

there really isn't anything we don't like about it

For beginners that only need to log in basic information, manage a few accounts and products this CRM software will work just fine. It is affordable to boot.

It does come with some great hookups to other apps and software, and the app is useful.

After use. i realize that this software may be better for wholesale product management and general sales, rather than outbound sales.

Because I am managing over 200+ accounts (more like 1,000+) this software didn't cut it for me. It did not readily provide the functions that I needed, nor did I ever receive adequate help when it came to building out my workflows. I found myself going down rabbit holes searching for ways to make the workflows work, only to find that the last step was non-existent.

It was stressful and took away a lot of time that I should have spent closing sales.

It covers all of our business needs. It's easy to adapt the system to your exact process and the reporting functionality is comprehensive, allowing you a full overview of all aspects you require.

It comes with a small learning curve. But their support helps you understand it quickly.

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.

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.

The customer tracking feature is very useful, as we can interact with them on different platforms such as Gmail and social networks. It has a free version which helped us in the beginning and we were able to adapt to the main functions easily. I use all the alerts and reminders and it is a great tool that helps me not to forget pending activities and clients I need to call and visit.

All the functions are easier to use in its web version, making it cumbersome and not very useful on the mobile app. The fields for customer information are very few, it should have more options for information or leave a blank space to fill it manually, so that all the information that is required is stored in the system.

Amazing contact database and contact management systems. I used customer tracking to reach more customers on more platforms.
Manage support and sales in addition to marketing.
If you have teams everyone can work together, if you're managing on your own you can get a lot of work done within Vtiger. Less running back and forth between systems.
Forms can be customized *to an extent*. The pilot version is free, the paid version won't break the bank.

I couldn't find a way to format reports and exporting data was a slow and difficult process. As I mentioned in the review title, Vtiger CRM is not user friendly. I stayed late in the office doing my best to get it up and running.

Vtiger is feature rich. Reporting is great especially when you can build your own custom metrics to report on.

Kind of a steep learning curve but once you get it down its awesome.

the best part is the accessibility: beyond the fact that you can connect via any web browser, there's the mobile app ( with offline option and other awesome features ) and the Gmail addon which is superb; i mean with just 2 3 clicks you create the opportunity and link the conversation directly from your inbox ( genius!)
overall the accessibility and overview of the data is really really good.

the other great feature present in almost every part is the flexibility with which you can create the reports, the templates, the way you store the documents, etc.

i'm not sure about the other CRM solutions out there, but so far VTiger CRM proved to be a great adaptable solution, which ( at least on the sales representative side of our business) has brought us much improvement especially on the time : no more need to dedicate hours to update the system at least a few hours each week, it can be done instantly and in a few clicks you can even track the doubles and merge the data, but also the reaction time - easy to prepare the quote and send it directly to the customer/partner.

the only downside i can think of is the slow chat - internal communication tool seems to be "on standby" or still under development, but it exists .

This product contains all of the vital CRM features, and is still easier to use than most other CRMs. Possibly the best part of the system, however, is the ability to export and import most information easily.

Automating the export of data is difficult and painful, and the API is extremely limiting in both functionality and usage limits. The cloud version of the software suffers for this reason, as well as the inability to edit some records due to a lack of access to the backend.

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.

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.

One of the best option is the "SLA clock" which keeps on reminding you that we haven't acknoledged the query of the customer and this helps a lot in getting a prompt response and it shows how company is willing that our clients get the resolution with in no time and they can work with us swiftly.

This software should even come up with the soft-phone facility which can display the client detail on the screen whenever they call.
Which will reduce the time for finding up the detail of client and get straight to the track and help them with the best possible option rather than waiting the first 3 minutes of the call in pulling up what was are the order placed by the client and what was his las email to us.

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

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)

Case/ticket tracking and administration on VTiger is extremely useful. VTiger has a fantastic reporting system with a wide variety of charts that can be used to display statistics. Case referencing is near flawless when combined with email responses/notifications.

Only down part to VTiger is that it has to do some system/cloud backup on a daily basis wherein the system completely locks up and you are unable to do anything. The site becomes unreachable for about 20 minutes and restores thereafter.

Everything has the ability to be customized and you don't need to be a rocket scientist to figure it out. I spent a week on this system and had it scanning emails, making cases, and notifying staff and users. Once you have a valid ticketing system you wonder how you lived with out it. KEY WORD " Accountability"

What everyone else wants. Cheaper prices, more features, ect. The reality is i wouldn't trade this CRM for anything it gets the job done in the best way.

It allows you to activate the various business flows easily and in a modular way

The use of the PHP language can sometimes create problems in case of security developments

This software has great function but difficult to configure

Troubleshooting and support is terrible. We tried to contact many times

Once you get the hang of it it can be quite good. Reporting can be fast and powerful. There are still some gaps I'm having to learn to live with but they can and should improve this. It seems to be designed to favor the marketing where more focus could be placed on managing organizations and identifying and executing on major account strategies.
Data capture is also more challenging than it needs to be.

I find the mobile app needs to be radically improved, at least for the Android version I use. I live on the road from my phone and the idea is good but the execution is weak. Finding a person and phoning them, Scanning business cards ? (really seems to be a picture capture with on OCR), etc.
Revenue management really could be improved to speed the identification of needed focus.

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

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

It used to be a great fit for our business...

Corporate intelligence determines what they "think" is best for your business without asking. Then when you complain they tell you, you don't know what you are talking about even when you own the company. Their latest blunder is blocking the number of browsers you can use to log in. I run tech support and personally will have 4 computers logged in. They now only allow two and block you from using more, plus stupidly say use mobile device. Their mobile app is terrible for tech support. We are actively moving to another CRM. Really bad company. Don't like them bullying me.

It's easy to use and an extremely value. I like the ability to be able to insert records from my website.

Sometimes it is hard to figure out how to do something. There are a lot of possible configurations (like the drop down list values for certain fields) and sometimes it takes me a bit to remember where to make changes.

Vtiger is very straight forward and easy to use. You can chose which features and categories you use the most and prioritize them on your screen based on your needs.

The reports features could use some work. I've worked with other software systems where it was easier to get a big-picture view of what your database consists of. You can build out different reports based on what you're looking for, but the analytics could be better.