Vtiger All-In-One CRM Reviews & Product Details

I have all the clients info in vtiger but the more important info that I save are quotes and invoices, when I want to plan some strategy I just have to prepare some reports form the tool so I know how was the interaction with a specific client the last quarter. Review collected by and hosted on G2.com.

Taping next or simply turning the page over to the next page is exhausting and it is something that is easily forgotten, also copying the numbers from the Crm is not something that can be enjoyed so far I feel like the dialer was omitted. Review collected by and hosted on G2.com.

It is very easy to track cases on a daily basis Review collected by and hosted on G2.com.

Sometimes we feel it is bit slow to respond to our commands Review collected by and hosted on G2.com.

We thought we would like the ability to customize fields so we could add subcategories of customers - we are a training company and need to track employee certifications within each customer field. If we'd been able to set up the system, this would have been a valuable feature. Review collected by and hosted on G2.com.

We spent eight months trying to set up this system. Vtiger assured us they could migrate our data from the open-source version we had been using for many years. During those eight months, however, there were constant lapses in response and customer service from their team, repeated requests to us to send them information we had already sent, follow-up emails unanswered for weeks or even months, and one account rep not knowing what another had done. After eight months, the migration was finally completed but was full of errors and our comment fields were not in line with one another. We finally gave up and asked for our money back but were told we could only have a small fraction of what we had spent for the system (the three months remaining on the subscription), despite the fact that the system was never usable. Review collected by and hosted on G2.com.

The platform is very intuitive. The ability to design and modify workflows in a graphic nature was quite nice. Review collected by and hosted on G2.com.

When a change is made to a workflow, I have not found where the updates are applied to existing instances of the structor being edited. Review collected by and hosted on G2.com.

It is a great product, totally intuitive and functional, Vtiger has brought excellent results to our company through its novel functions of analysis and enhancement of sales through marketing that today is useful and necessary. Review collected by and hosted on G2.com.

I have nothing to highlight in this aspect, this software has left me a wonderful impression and the results obtained with Vtiger prove it. Review collected by and hosted on G2.com.

First of all is the best thing about this product is easy to use there is no need to more complex training. Also it is affordable to the small organisation also. Review collected by and hosted on G2.com.

There is no any dislikes but there is some upgradation still required as per the latest CRM software like SAP. But all over experience is very good Review collected by and hosted on G2.com.

I like vTiger because is qute helpful to manage my clients and potential clients database

The best thing is that vTiger allows you to customize its modules and also create your very own ones

vTiger has enough features to take your CRM to requeriments you need, this includes:

*Following a sales funnel from the opportunity until the Invoicing process

*Capability to integrate easily with another platforms

*Print adn email templates where you can use the default ones or develop your own using advacing text editors or, if you are well skilled, in HTML using basic CSS you can get awesome templates.

*Backtrack: You can always know what your users do in each record

*Customer and employee portals: here you can allow to your clientes and also to your employees to have an external access to vTiger platform where you can control and manage what do they see there and they have the chance to create tickets or cases aswell.

*Chat support: Its easy to get support via chat without having to deal with an I.A. which in most cases are useless or not helpfull at all Review collected by and hosted on G2.com.

From my experience there are few features which can actually be upgraded to another level:

*Print templates: It is right you can do awesome print templates using HTML and CSS, but it would be even better if it allowed you to use more advanced CSS features

*Changes in new features: Sometimes it happens when a new feature is deployed for testing purposes it has certain capabilities, these capabilities change without any notification when the feature its officially launched.

*More functions in print templates, workflows and process desginer: Nowindays you can take to another level your print templates using additional functions like sums, if, date functions, etc. But it would be helpful to have a "CASE" statement or several if's (which this feature exist only in workflows). Review collected by and hosted on G2.com.

It is open source software with historymore that 10 years. Review collected by and hosted on G2.com.

Features and plugins are not many as other open source software like suiteCRM for ex. Review collected by and hosted on G2.com.

The Best thing i liked about Vtiger is its One Pilot version which is totally free and very easy to use Review collected by and hosted on G2.com.

Vtiger is good for Small and Medium businesses but not suitable for large enterprises due to its limited features Review collected by and hosted on G2.com.

Its a friendly user CRM i use in managing accounts. Like, When I need to get the client details. Creating a proposals for clients. Also, extracting funnel reports gives a lot of convenience. Review collected by and hosted on G2.com.

The only issue that I can see is. I have a difficulty in editing my proposals once I downloaded it, its already a PDF. I hope, theres an option to download it in Word, so I can edit necessary details. Review collected by and hosted on G2.com.