Vtiger All-In-One CRM Reviews & Product Details

The VTiger crm platform greatly optimizes the traceability of the information in the sales reports. Vtiger accurately tracks the entire life cycle of customers within each of the operations they have performed with us since its inception. Vtiger can be integrated with email messaging services. Review collected by and hosted on G2.com.

We don't like that when working with ad hoc reports you can't add content from past reports, as this would be a way not only to speed up the work, but also to standardize the formats used for each log document. Review collected by and hosted on G2.com.

If you have any questions, the VTiger support team will provide you with answers and ensure that your problem is resolved. In addition, they often release product updates and improvements. The ability to create custom reports is very powerful and helpful for management to understand the areas that may require attention. We have successfully customized the various fields of VTiger to meet our specific needs, whether it is the sales part, the input part or the project part. Notifications when projects are updated can help all parties to continue to perform tasks and understand where each project is in terms of completion. Review collected by and hosted on G2.com.

I am a little out of date, I hope to be able to schedule a time to follow up with someone in our CRM system at a specific time and data, and receive a pop-up notification when that time comes. When I use VTiger, I have not found a way to receive notifications immediately when I request notifications, not when I want to follow up. While the ability to create a large number of reports is good, navigating the reporting tool is somewhat difficult, especially at first. Finding out where to put the information can sometimes cause confusion and can lead to frustration. Review collected by and hosted on G2.com.

Importing or exporting data from Vtiger is very easy, Vtiger has an excellent duplication tool built in. Manipulating data in Vtiger is also very easy, while Mailchimp is almost impossible. Vtiger is a powerful email marketing system, it is easier than Mailchimp, and once the database reaches the size that Mailchimp starts charging, the cost of each email sent will be greatly reduced. Therefore, Vtiger represents a good upgrade path for Mailchimp. Vtiger is a complex database similar to SugarCRM, but easy to use for non-IT experts. Compared to Vtiger, SugarCRM's user interface is very complicated. It is easy to add fields, create selection rules or lists to adapt the system to your needs. Review collected by and hosted on G2.com.

Although Vtiger is compatible with Twitter, it is not compatible with other social networking systems in the same way. You can adjust the system to include the contact's social networking profile URL, but if SM is important to your organization, you can use a better system. Although Vtiger integrates well with email, but like most CRM systems, it assumes you only have one email system, so it's not suitable for use cases that need to support multiple email systems. Review collected by and hosted on G2.com.

Customer feedback, support queries and ticket improvisation integration are very useful. In this way, the support sales cycle has been effectively developed. Integration between modules is good. Introduction to the mobile application provides better mobility.Comprehensive functions covering more required features in a CRM. Everything inside an interface easy to leran and work with Review collected by and hosted on G2.com.

The initial splash screen interface can be more simple and convenient. System control can be more effective and user-friendly. You should get support by a specialist before use.sometimes it freezes

after every update there could be a hiccup, something to fix, something got broke. sometimes sync settings and integrations got lostinvasive notifications annoying sounds on notifications. I called them zombie notifications. change of buttons placement tend to confuse after you get used to it after GUI updates. Review collected by and hosted on G2.com.

Vtiger CRM is great. I've used it since version 6.3. It is an ever changing system where they keep adding lots of new features, you get add-ons for needed customizations and more. Review collected by and hosted on G2.com.

The user forum kind of sucks. There are some weird things that require you to have an IT guy or be savvy yourself that I think could be made more accessible to novice type users. For example, adding new fields to a drop-down menu that also trigger some type of events like marking a task as completed or done" rather than relying on a lot of default values. I actually like the older version (6.5) a lot more than the V7+. Their new fancy interface I find is just buggy and overly complex. Its like they tried to reorganize to simply, but it was simpler before. Review collected by and hosted on G2.com.

Vtiger's All-in-one CRM assists teams with creating brilliant encounters across the whole client lifecycle. Marketing teams to capture and sustain leads, Sales teams to score, track and close deals, Support teams to access total client history and offer exceptional help. The marketing team can email and tag the contacts to explicit target audiences. Vtiger is really an all-in-one framework that gives you a platform to create a space for the many diverse back end segments of your company and seamlessly associate them for optimal productivity. You can access from anywhere, it is cloud based. Revealing is great especially when you can construct your own custom measurements to provide details regarding. Vtiger encourages the company to have a place where all-important information can be integrated. From Sales to Human Resources, employees can discover a variety of tools and choices to work with, so the information can be reached by all levels inside the company. Email marketing platform, which underpins various Social Media platforms and other Automation items for marketing purposes. Review collected by and hosted on G2.com.

A portion of the navigation in discovering revealing was somewhat troublesome at times. Certainly the cost. Starting out with just 10 clients evaluating it, at that point climbing, it just got pricier. The client portal lacks current feel and there is practically no ability to appropriately manage finances through it. Other than minor bugs that moderate us down the service is great. Review collected by and hosted on G2.com.

Vtiger is an easy to use CRM application that provides the opportunity to significantly increase everything related to sales thereby achieving greater income within the organization as this is an application based on satisfying the best possible customers because it has the virtue of customizing and configuring the most important information for the client, In addition Vtiger also offers the opportunity to make customized reports of different guidelines of activities performed Review collected by and hosted on G2.com.

It is important to emphasize the versatility that this application has in its implementation process within the company but nevertheless it has several disadvantages that in the long term tend to be a little complicated for the ease of handling of the clients that handle as it is a situation that happened to us executing a configurations and integrations that after realized the synchronized information was lost due to the change of the buttons at the moment of the update of the application Review collected by and hosted on G2.com.

When I think of Vtiger the first thing that comes to my mind is a very productive software with extremely high capabilities that provides the opportunity to build strong and lasting relationships with customers through the use of collaboration and organization tools that allow you to track campaigns, collect sales data, make forecasts, manage cases and manage opportunities a whole arsenal of tools that help to reach or capture a greater number of potential customers that we could say is the main focus of this application other details I would like to add is its interface that is certainly fluid and quite pleasant for the user Review collected by and hosted on G2.com.

Within my experience as a user using the software Vtiger I could realize some details or negative points that I would like to be taken into account when a new version of this software as are their tools for reporting do not say that they are not useful but still have much to improve if they want to compete against other applications much more complete, data export can make a problem and even become a limitation and in conclusion I would like to add your chat which is slow and does not generate good results Review collected by and hosted on G2.com.

What we like the best is that we have all the information from all the areas of our company connected thanks to this user friendly software. From the first call to a prospect to the mailing of invoices we can register all the steps of the sales process and every member of each department can have access to that info. Review collected by and hosted on G2.com.

When you start customizing the tool to your needs and preferences you get a little bit addicted to the possibilities you have and sometimes you go further and think of areas you would like to change and then you realize it is not possible since Vtiger is not that complex. However we haven't faced a key need which hasn't been fulfilled. We create quotes with Vtiger and we also generate invoices with the specific module. We would like to have an integration with the Spanish official invoicing systems in order to issue valid electronic invoices and send them to our customers by email. Review collected by and hosted on G2.com.

There are different modules which is a good factor to keep information separately. Even documents can be saved for clients database. All my team can work together and no lag in the system apart from the daily 1 hour required to upgrade the system. Review collected by and hosted on G2.com.

Nothing as of now as it is good to use for us. Only glitch is the 1 hour backup time required to save the record everyday which results in the software to hang. The sla clock features sometimes doesn't work as expected and our tickets and cases get violated. This is highlighted to the team and they are still working on it and no resolution on it till now. Review collected by and hosted on G2.com.

Vtiger is truly an all-in-one system that gives us a platform to create a space for the many different back end sectors of our company and seamlessly connect them for optimal efficiency. We like that Vtiger is highly customizable, allowing us to tailor its functions to match our unique business functions. Review collected by and hosted on G2.com.

I seldom find an issue with Vtiger that the great customer service team cannot fix in a timely manner, but I have come across certain situations that are perhaps too complex for global integration on the platform. This is where perhaps developing your own CRM system would better fit your business model, but who has time for that... Review collected by and hosted on G2.com.

I really enjoy that we have our marketing, sales and support all in one CRM. It makes it so much easier than utilizing 3 different software apps. Review collected by and hosted on G2.com.

We get errors when we upload new contacts and it doesn't always say what the error is. It might say it imported 80 contacts and 20 have errors but what are they? So we just upload the contacts again and usually that'll fix it. Overall, we really haven't had any big bad issues with it. Review collected by and hosted on G2.com.

VTiger has become the corporate CRM, easy to use already in the first use.

You can access from anywhere, it is cloud based.

We appreciate the possibility to customize the product according to our needs directly via the web without having specific programming or other knowledge.

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

There is also an app that allows you to solve various problems in cases where a network connectivity is not always present. Technical support is always present at any time helping you solve the problems encountered Review collected by and hosted on G2.com.

Currently we have not found any particular difficulty in the use of the adopted modules, Some missing features on marketing module as the ability to manage multiple mailing lists in a single Marketing list Review collected by and hosted on G2.com.

Vtiger helps the company to have a place where all important information can be integrated. From Sales to Human Resources, employees can find a variaty of tools and options to work with, so the information can be reached by all levels within the company. The fact that you can find and create templates for internal communications, options to disclose information of our employees, customers and partners, and that it can be adapted to the company's needs regarding a software is always a plus. Review collected by and hosted on G2.com.

I have not find anything I would dislike as of yet. Review collected by and hosted on G2.com.

Dynamic, friendly, personalized, gather all the information you need of your customers. You can have all in one place. The technical support is amazing. Ideal for marketing and measuring customer satisfaction, managing the pipeline, customer segmentation. This is an online tool so anyone in the company can access no matter where you are, Review collected by and hosted on G2.com.

There is nothing to say about this tool, apart that has all you need for your company Review collected by and hosted on G2.com.

I use it for all the organization of the company, since a client need a quote, then we use the next part to crete a sales order, register the equipments, instruments that our storage has, it is incredible, its very funcional, We can organize all wit Vtiger.

Vtiger is very helpful for us because ir organize all the differents areas of the compane, for example, sales, support after sales, logistics. We have documents ordered in the cloud for example. If a seller wins a tender, he can upload the purchase orders to the cloud and we can all review it

I like for example, in case os the After sales support Area, I can create an asset (when a customer buy a medical equipment). I can create it with the serial number, then I cant create the guarantees, preventive maintenance, and I can also create incidents if something happens to the equipment, for example a failure and we have it as a record, so that other engineers have knowledge if something has happened to that equipment or not. Additionally I can assign a task to one of the engineers and tag it, so he is aware that he has a job to do with an asset. Review collected by and hosted on G2.com.

Phone calls is not helpful for us, we don´t use it because we use other system.

Conversations is not helpful for us because we use Hangouts.

In my opinion, Vtiger don´t have downsides Review collected by and hosted on G2.com.

The good organization and capabilities, basiccally I can make a good organization on everything related to my customers, and have a good tracking on them. You can customize the fields that you need, adding new fields, and configuring them to be able to be shown in the report that you can make later in the reporting section. The reporting section althoug is a bit confusing at first, once you get the handle of it, is a great tool to manage your departments and plenty of other things that you might find helpfull. Review collected by and hosted on G2.com.

still not optimized enough for email, meaning that, the email inbox or mail manager is still not well optimized and I still find myself using my mail provider instead of been able to link everything through my vtiger account, the reason behind this, is because the sync between both services takes a while, and most of the time vtiger is slow to be updated with the latest information of my mail provider, take this with a grain of salt as it may be my internet service provider, but I believe its not. Although it haves phone calling support, and you can link the phone calls to an opportunity, it still needs a bit of automotization, meaning that it would be really helpful and time saver if the software is able to link automatically the phone calls to (in my case) the opportunity. Review collected by and hosted on G2.com.