Recommendations to others considering Vtiger All-In-One CRM:
Make sure to spend adequate time to review the broad module and feature set before considering customizing the system at all, because usually there is a system-based feature already to accomplish what you may seek. Review collected by and hosted on G2.com.
What problems is Vtiger All-In-One CRM solving and how is that benefiting you?
Scheduling and tracking appointments, service calls, and all other prospect and customer interaction. Quoting, Billing, Inventory control, asset tracking, marketing campaigns, equipment service histories, and customer contracts and service related documentation. Vendor information and purchasing, receipts and payments are utilized. Accounts Receivable and cash receipts are performed. We solved prior problems of lack of integration between customer information and calendaring. We also solved prior problems of not having adequate inventory and services database support for the billing process. It was refreshing to overcome the need for importing and exporting prospect and customer data in and out of email marketing system by having it all included behind one common user interface. Tracking multiple calendars for field service was difficult until we implemented the built-in calendaring system. We have saved time related to customer response and interaction across the entire relationship spectrum, from tracking custom site information to automated quote generation to automated invoice generation. Review collected by and hosted on G2.com.