Vtiger CRM reviews

It has a lot of customization features. Support answers promptly.

Features that I think should be standard are missing or inadequate. For example, there are almost no connectors to other software - from Vtiger or from other vendors/services; We use Constant Contact for email campaigns (Vtiger's email module is convoluted and unreliable), and there is no connector for it, so I have to manually import/export new or changed contacts to keep both databases current. And the import process is touchy - Vtiger often creates duplicate records. Getting from one screen/module to another is annoying - it takes too many steps, something a simple menu bar would solve. I could go on with the quirks, limitations, and missing features, but I think this sums it up: Vtiger feels like it started out as a simple app and has had features and modules dropped into it, not really incorporated to make the tools a seamless experience.

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.

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.

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.

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.

You can monitor all sales processes and projects in one program and that makes it the best. I love that it is cloud based, which doesn't crash computers. Its ticketing system is very stable and efficient. It has great marketing management, which makes it easy for us to do mailings.

It does not have the option to drag and drop tasks to place them in another space of the project. It is frustrating how many clicks you have to make to start a specific function. The software is very complete, for that reason it has too many functions and tools that tend to confuse the learning process.

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.

What I like the most about Vtiger is that I can manage my business activities in one place specially the ones involved in sales & marketing.
VTiger has evolved in the last years, bringing a better user experience, and making it more intuitive.
VTiger has helped our sales team to have all the quotes and proposal documents updated and centralized.
I like the way that you can collaborate with all the sales team, sharing contacts information, and always knowing the status of the opportunities.

Although VTiger has evolved a lot in the last years, the follow up activities could be more intuitive. It would be great that the notifications and reminders always appeared on screen until they have been completed.

Pleasant user interface, customizable, easily accessible, awesome support

Overwhelming at times, possibly tries to be too much to everyone as opposed to being focused on a couple of specific areas

vTiger is a cost effective CRM. It provides many of the features of high spec and high cost equivalents. In theory you do not have to purchase the plethora of other CRM tools

It requires a programmer's mindeset to get it to work properly. You need to know HTML well do get things like e-mail to work (unlike Mailchimp). The templates and examples feel like they have been developed at speed to tick the box rather than designed as a user would use them. So none of them quite do the job.

For example, if you want the system to organise appointments, then the appointment e-mails sent by it require significant work in HTML to make them brand consistent. So it might have default text e-mails but they look techy, and you have to build them from scratch to make them professional.

It has things like Outlook synchronisation, but we spend 12 months trying to get this to work and ended up finding the it couldn't cope with changes to appointments in outlook synchronising with vTiger - so it was effectively useless. You cannot have the whole team working with a single customer database and appointment calendar in their Office 365 accounts.

It does basic synchronisation with FullContact - but you cannot seem to synchronise images, or social media profiles to augment customer records by default.

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.

I love the way it can be customized and is easy to use. The design keeps updating with many new features which are so awesome in the current price bracket when compared to other softwares. Many other softwares do not give the option of customizing it even at thrice the price of vtiger

Nothing much really. Because even new ideas are taken in to consideration by the team for future updates

For the price, it is definitely the best CRM around.

Even though the team fixes bugs quickly and responds to support requests quickly, their software updates noticeably break other features as they continually improve the website. This can be a bit annoying at times. Other than that, the uptime is excellent and our whole organization uses VTiger as much as possible.

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.

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.

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

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.

Simple to use with all the features that enable me to track, update any record pertaining to client, organization and its opportunities
We have automated the quote requisition to our design team from VTiger itself
The dashboard gives great insight into the overall summary of my opportunities

Sometimes the linking of the documents from G-Suite or uploading the same becomes time-consuming since there is a word title limit. Our files have huge names and cannot cut down on the word limit. This is a drawback that I would like to highlight