Generated from real user reviews
easy approach for users, natural approach for sales users Review collected by and hosted on G2.com.
complicated setting of parameters and processes Review collected by and hosted on G2.com.
I think that hands down with all of the CRMs that I've tested, VTiger by far has the best user experience. We paid to have a company set the system up for us but I was able to find (on my own) where to make changes and modifications which has made this system very intuitive to use. Review collected by and hosted on G2.com.
I do not like that workflow emails do not allow for templates. Review collected by and hosted on G2.com.
It is an all-in-one review. Almost everything you needed can be found on the CRM though the options are very limited to free edition users. It is overall good for a free one. Review collected by and hosted on G2.com.
It is a nice free edition, however, you limited the email credits too little and it doesn't refresh. It would be nice if the credits will refresh every day. We haven't had spam complaints, unsubscribes etc but still stock to 1 email credit. We can't also delete email templates and add our own, we can just edit them and it takes time every time we do a campaign rather than send a customized saved template already. We should also be able to not include a footer "powered by vtiger" to make the email more personal. Review collected by and hosted on G2.com.
VTiger has great functionality for lead generation & conversion. The appointment pages allow our team to do all the work in one place without linking to other apps.
As a service business, Services, Projects, and Project Tasks make all the difference as we can keep all the information on a client in one place for a customer-centric view.
The system is so easy to set up and configure. We need to be flexible and we get that with VTiger. We can build our own modules, set up our own workflows, and configure the system ourselves.
The reporting tools and customizable dashboards are great and make it possible to really manage by trend and exception. Review collected by and hosted on G2.com.
Functionality for the creation and management of drip email campaigns would really help as we need to use a separate system for that. Review collected by and hosted on G2.com.
Vtiger has a standard set-ups, but can be easily customized by the users themselves answering to the specific needs and procedures of our company. The customer service is also fast and friendly. Review collected by and hosted on G2.com.
It's doesn't have the same add-ins or integrations like a salesforce or other, but they are working on it and their pricing is also more small enterprise-friendly. The mobile app isn't great however, out sales agents can't really follow-up incoming mails or clients from their phone. Laptop or PC seems required. Review collected by and hosted on G2.com.
Interact with other users, and have the relevant information of my clients, to be able to manage and manage the information. I can also record the information of my co-possession and make a comparison. Review collected by and hosted on G2.com.
The interfaces are perhaps not entirely user-friendly, perhaps because of the names, additionally there are not all users who require interaction with the platform. I would like there to be a way to establish reports where they can be mounted as news and information relevant to all areas of the company. Review collected by and hosted on G2.com.
Mighty CRM, lead follow-up is also great, automation work but could be better, and prospecting customers is also one of the strengths of Vtiger. It does what it stands for Review collected by and hosted on G2.com.
Customizations are challenging to set up, automation is in place but could work better, integrations are also an opportunity, and not having an embedded dashboard is something that should be in place Review collected by and hosted on G2.com.
The requirement to get a management system with all the Aftersales requirements ends with Vtiger. The platform has been prepared considering all the requirements of the customer. Review collected by and hosted on G2.com.
As of now, we couldn't find any lacune of the platform. All queries are also addressed by the Vtiger marketing team. Any problem faced by the customer are addressed by the Vtiger team instantly. Review collected by and hosted on G2.com.
I like how flexible Vtiger is when it comes to configuring different modules, I love how detailed reports can be when selecting different fields to obtain the information that you want. Review collected by and hosted on G2.com.
Administrating and configuring can be a little overwhelming if you are not familiar with it, so I suggest reading the documentation before doing something, this will help you greatly. Review collected by and hosted on G2.com.
It's amazing how easy it is to find and manage the company's clients and documents. And if you have any doubts, you can ask support and they will solve your questions quickly. Review collected by and hosted on G2.com.
The lack of a preview of a document inside a client's profile. When having a lot of documents attached to a client, it would be easier to have a quick look instead of having to open them one by one. Review collected by and hosted on G2.com.
