CRM Vtiger

Avaliações: 75 | Classificação geral: Boa
Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process from helping you capture & identify top leads, nurture deals via automated email & SMS campaigns, collaborate with teammates, analyse & forecast revenue, streamline meetings, spot deals at risk, manage proposals & quotes, and ultimately win more deals.
Comentário deixado em 04/10/2020
Ola Mittag

It is very easy to set and to configure for people who have limited sofware / IT skills. Tipical processes related to B2B sales can be quickly implemented using the main features of the basic package. vTiger gave our company freedom to change databases, relations between them and front-end layout inside the same sales team.

Sometimes the application gets stucked and we need to restart / re-login to keep working. Linking employees inbox mail accounts to the vTiger to have everything syncronized gave us some troubles and was harder than we expected.
Comentário deixado em 04/10/2020
Carson Niziolek

The possibility of using a smartphone app has solved several problems especially when you are out of the office

We have been using VTiger for over a year, with the passage of time it has become a very useful tool as well as easy to use already in the first use.

Some missing features in the marketing module like the ability to manage multiple mailing lists in a single Marketing list
Comentário deixado em 04/07/2020

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.

Its really easy to use and there are many options to customize the user experience

As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited
Comentário deixado em 04/06/2020
Mabel Bevilaqua

generally easy to use. individually graphics and good widgets for dashboard. support always ready to help.

1. After implementation some features are not changeable anymore. When we create new contact it doesn't overtake the whole address block from organization.
Comentário deixado em 04/05/2020

We initialy came to vTiger as a cheaper alternative to Salesforce. We found not only a valid and much more easily customizable CRM but we have developed the modules to handle internal Cases, as a Project Management tool, as a simple DB to keep track of products, as a Quote & shipping

Can be customized without being a programmer. It is flexible enough to do many things well enough for a small company that does not need very specialist applications. It is intuitive enough for my users to take up without pushback

I would love better integration with Google Sheets. Poor (non existent) formatting of reports. No community forums or "vote for function"
Comentário deixado em 04/04/2020

Great CRM... a no brainer implementation for any organization.

Lots of functionalities, automation of processes via workflows, many modules, fully customizable, the customer support is simply excellent (from live chat on the fly, to one-to-one skype calls with screen sharing and hands-on support)

the tool allows for the integration of processes for all areas and (best of all) automatization of functions to make all process flow... the issue: number of workflows may be limited and the custom options are not enough.
Comentário deixado em 04/03/2020

Generally speaking the experience is positive. For us, it's a way to keep track of sales opportunities. We don't rely on it for anything else, but that's only because we have other systems also running internally. Overall Vtiger really helps with keeping on track of potential sales.

The main reason I use Tiger is for the sales opportunities section. This really is instrumental in us keeping a check of promising leads. I also like the simplicity of attaching an opportunity to an individual contact rather than the company as a whole.

The general usability isn't great, whilst the dashboard is customisable it doesn't flow and there are sections where text doesn't display properly. My opinion is that it could benefit from a complete refresh in that respect. As a business owner, I often struggle to find simple thing like where copy invoices for the subscription are stored etc.
Comentário deixado em 04/02/2020

Vtiger allow met to have a complete data base, I can quote, forecast, and email market from one program. Easy to get started especially if you are using google

Most complete package for the price, email marketing and sales, quoting email ect in on package

Google email link could be better, there are filters in gmail that do not port, email links to main contact not necessarily what you want to link the contact to
Comentário deixado em 04/02/2020
Nessa Jacckson

Excellent. We think we can manage everything using excel workbooks. But once we start using something like Vtiger, we understand the difference in productivity.

1) Features, UI, all improved in the last two years

1) Customization capabilities on UI could be little more improved, which I am sure will happen very soon
Comentário deixado em 04/01/2020

We are using vtiger to support most of our business process, from sales, to supoort contract services and G&A processes rrelated to expenses and Managing HR issues

Vtiger is a easy to use system, for customizing and for end users. The functionality provided allows us to support our sales cycle and other business process (support services, revenues and expense invoices and other G&A processes.

We hope other modeules related to procurement and inventory mangemement will be deployed soon.
Comentário deixado em 04/01/2020
Nefen Mccaffree

My general experience has been good. As a on the road accounts manager, I needed something that could work with me on the road, cutting out late night pipeline updates. It removed the way our company reported; We usually had separate excel sheets and paper trails to update management on pipeline and sales, this removed late night spreadsheet updates and calculations and I can spend more time with the family.

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.
Comentário deixado em 04/01/2020
Drida Nawara

The customized dashboard is really good to keep track of every thing. Love the report generation tools, where I can pull the team's record and their performance easily. Scheduled email is what I liked the most in the software, I can send the email at the convenience of the customer. Overall a very good tool for keeping track, getting notification of the tasks, and this really helps team to grow.

There is a lack in the system between 11:30 pm IST to 12:00 pm IST. It doesn't support grammerly well.
Comentário deixado em 03/29/2020

With Vtiger our turn-around-time has improved. Our sales review has been very effective and cases are resolved on time. The tool is easy to use and cost effective. Extremely supportive staff is a cherry on the cake. Kudos to rep. from India's Team are very impromptu to resolve any queries.

1. Easy adoption and customization

1. The dashboard view can be improved. 2. Reports can be more customizable.
Comentário deixado em 03/27/2020
Clova Cirota

My company has been using vTiger for the past 2 years. To give a little background, we are a 25 person company that provides IT Security Services to clients. Within those 25 employees, we have sales reps, marketing reps, and auditors who provide the services to our clients. We use vTiger for our CRM as well as our project management tool for our active engagements with clients.

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
Comentário deixado em 03/27/2020
Rosenblatt Ota

It does what we need it to do. Would be great if we could tie it to our accounting software, but we are in Thailand and have to use a specific program that doesn't play nicely with other programs.

Whenever I have an issue, the live chat is almost always immediately available to assist me. Even with dumb questions, they will quickly show me what I was missing and I'll be back in business. For special requests, like custom reports or things that require coding they are also very quick to make this happen. If I need something, they can do what it takes to make it happen for me.

Historical visit feature (for customers) had to be manually added. Needs a better section for dealings with customers.
Comentário deixado em 03/26/2020
Monteith Winklepleck

Unified our different teams on the overall vision as well as daily activity of the company. It quickly took the place of internal email threads. having all the comms on a client in their account space was very helpful - to see their past interactions with Tech Support as I was preparing to expand our services with the client.

The customizable dashboard. Able to make my daily agenda/screen look the way I wanted and feed me the info I needed for Sales.

we were the first users of our biz type (in 2013) so there were not many 'best practices' to be followed.
Comentário deixado em 03/25/2020
Yonit Basnti

I own and run 2 companies, one together with a good friend and she has also one more company. Since we started in 2010/2011 we have been working more and more closely together and when starting to use Vtiger in… think 2013…. We share all our business information in Vtiger. This gives our small companies a great advantage and brings security to our customers. Sometime in 2014 I got sick and started to get more and more fatigued and in the end of November 2017 I was diagnosed with ME/CFS. This means my head get tired and I have problems remember things and plan my work. Without Vtiger I would have had to stop working. No, it is really the truth! From the start we have created new modules, new checklists, new ways of project management because we wanted to hire more people and wanted them to work like we do. We have modules for customer updates of Wordpress sites, for SEO management and for support. We haven’t hired a lot of people but all these adapted workflows is now an enormous help due to my cognitive issues. I can still work, not as much as before but still working. So, thank you 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.
Comentário deixado em 03/24/2020

So far all's good, going for better!

the best part is the accessibility: beyond the fact that you can connect via any web browser, there's the mobile app ( with offline option and other awesome features ) and the Gmail addon which is superb; i mean with just 2 3 clicks you create the opportunity and link the conversation directly from your inbox ( genius!) overall the accessibility and overview of the data is really really good.

the only downside i can think of is the slow chat - internal communication tool seems to be "on standby" or still under development, but it exists .
Comentário deixado em 03/24/2020
Green Kleiber

Great way of tracking current orders, quotes, opportunities, possible leads. Statistcs tools that can help you a lotboth for accounting and strategy purposes.

Great way to follow company's quotes, orders, leads. You can customize it easily, so it can serve your needs. It can be synchronized with losts other apps. Perfect customer support 24/7

Still there are some futures that can be improved - for ex we have some issues with orders that has both taxed and non-taxed items. You can add sales quotas for opportunities, but not for smaller scale - monthly orders for ex..
Comentário deixado em 03/23/2020

We used vTiger CRM for some of our call center solutions to collect customer information and integrate with the dialer systems.

It is a solid basic CRM. It provides all of the essentials for capturing customer data and sending it off the the next step in the sales cycle.

The system is rigid, so making changes to match your internal workflow may not be super easy to accomplish. Also, integrating a payment solution may be more work than necessary.
Comentário deixado em 03/23/2020

I can confidently say implementation of this software has significantly increased the sales and marketing efficiencies of the business in which i have implemented this software.

This is an enterprise level ERP package that offers practically every feature of Salesforce, and structured to allow for SME type admins to build this via custom modules and flexible dev environments. It is a highly practical package that allows non-qualified programmers to get the equivalent bespoke style functionality out of the system/

Project mangement is clunky. I cant drag/drop task bars in the gantt chart. the reality is i need to use smartsheet to get the flexibility i need here, together with the highly useful linking between the subtasks - i.e. STart to start lines the task bars from the start. End-to-Start is the typical 'cant start task 2 until task 1 is finished', plus the multiple day delays and advancement options with these relationships
Comentário deixado em 03/22/2020
Sosthenna Kuczynski

It's a software for everyone who's looking for a good initial start of streamlining the processes in organisation. It's intuitive to use, simple to learn and easy to access.

It's ease of use and the interface. Given easy plugins to get reports and have a track of each and every event with details which are customizable as required. It's cloud management and security is another thing which could be counted on.

Prompt of billing will stop you from updating , which they shall give some grace features/time for at least a few days to keep it running. Also inventory is quite limited, but shall do the course.
Comentário deixado em 03/22/2020

Trackability and accountability within my company is the biggest benefit. And ease of use for non technical users.

Ease of use, storage capacity, privacy, application add ons and customer service. Allowing the different roles within my company certain accessibility parameters, but does have limitations.

Separate modules don't easily connect for systemic workflows. Customer service. Amount needed to spend to get extra storage and flexibility for workflows. Accessibility to block groups of users from doing certain things.
Comentário deixado em 03/21/2020

Vtiger has been vital for our business development, since we were able to configure an easy to follow workflow for our agents that acts as a guide for them, from prospecting to end of travel cycle of our customers. Also, having access to all of our customer’s important travel data in a central, secure environment adds a great feature to our business.

Its very easy to use and configurate, and highly customizable, so it was very adaptable to our business

It should be great if Vtiger could add a Facebook integration. Also, since lot of our customer’s interaction happens via Whatsapp it’s a needed integration.
Comentário deixado em 03/21/2020

I'm very happy with vTiger although it is not SalesForce. You feel you are working with a company who cares about you and try for all means to help you to improve your business.

It has a lot of resources. For a small company with low budget it's a great choice. The customer support is great, they are always at your service with a lot of patience and dedication. They are constantly adding new features and improving the software.

Some of the features are complicated to adopt, like the project module and it is not very friendly. Although the email campaign module is quite good it needs some improvements when you try to resend a campaign, it needs to generate a URL of the campaign like MailChimp does.
Comentário deixado em 03/20/2020
Wolenik Sosbee

I've never worked with CRM before working with vtiger, I found it very easy to use and very friendly. It really helps me have everything under control and in time to fulfill our team and customer needs.

I like how everything is organized and separated. Each module is set out to improve your productivity. The search bar is great, I love the way it shows me the results, I'm pretty sure that if I don't have any result, it's not on vtiger! The customization of reports allows me to follow up with opportunities. I really enjoy working with vtiger.

I wish I could move columns according to what I'd like to see when performing a search. Sometimes when filling a field it takes too long to save. Other than that, it's awesome.
Comentário deixado em 03/19/2020
Lohman Karina

Overall the objective of using VTiger is getting fulfilled. No more forgetting about the opportunities as a Sales Person. You can keep track of all your client data.

Simple to use with all the features that enable me to track, update any record pertaining to client, organization and its 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
Comentário deixado em 03/18/2020

sales planing and automation, from leads development, sales process, post sales, support, help desk for internal and external customer, projects, case studies, and renewals. collaboration across the teams from support, finance, quoting, purchases and approvals.

Easy to use environment

sometimes it freezes
Comentário deixado em 03/18/2020

vTiger has a slight learning curve, but once you get into it, you will see that it was created by people who know the ins and outs of what it takes to run and manage a business. This CRM software is full of features that make record-keeping, customer relations, and everything that you need to keep running efficiently; easier. We were one of the first users; and since the early days, they've consistently made upgrades and updates to follow the times. That gives us confidence in sticking with them for the long haul.

We have no complaints overall. Keep up the good work!
Comentário deixado em 03/18/2020
Grissel Malla

I have now brought Vtiger multiple companies to better help there IT staff keep track of there processes. Weather it's Operational tasks, Projects, or Inventory. Vtiger blows similar systems like spice-works out of the water and i'm looking forward to use it for years to come.

Everything has the ability to be customized and you don't need to be a rocket scientist to figure it out. I spent a week on this system and had it scanning emails, making cases, and notifying staff and users. Once you have a valid ticketing system you wonder how you lived with out it. KEY WORD " Accountability"

What everyone else wants. Cheaper prices, more features, ect. The reality is i wouldn't trade this CRM for anything it gets the job done in the best way.
Comentário deixado em 03/15/2020

Consolidate in one applications the differents need of the process to interacts with our customers since the sales stage until the service and support side.

You can consolidate multiples process in a single platform (sales, product catalog, contacts, project management, service contracts, case management). Integration with gsuites lets you sinc calendar, add new contacts based on emails, email features. Integration with twilio lets you start phone call based on the contact information and record this activities. Dashboard features to obtain of your differents tasks. Easy to setup and customize. You can add new modules if you needs.

The interactions between the differents modules can be improve, in order to relate the differents entities of the interactions with our customers.
Comentário deixado em 03/15/2020

Using Vtiger 6.5 Opensource to revamp our entire CRM ticketing system. The software is super easy to use with a few added (paid) extensions the customization is very easy and can be modified nicely for anything you want. More advanced features are available at a cost but are great. Few features i would like to see added in the future to create a more robust all in one software but overall would recommend it for anyone in need of a simple to semi complex crm. Not the prettiest UI but functions great.

Easy to use and to customize

Open source needs a paid extension to sync with Accounting software
Comentário deixado em 03/15/2020

We have introduced vtiger from the decision date in rolling planning. This enabled us to cover 90% of our needs within a very short time (less than 1 month). An unequalled value, which I was not able to realize with other solutions.

- functionality

- often many clicks to the destination
Comentário deixado em 03/13/2020

I mostly work with Vtiger as an admin and sales support. Most times, when I have a project or idea to improve our processes, Vtiger lacks the functionality for me to follow through without the need to utilize some outside tool or service. Many times I've wanted to add a feature, establish a process, or some other task to improve our sales/marketing methods, but I find that I cannot do so in Vtiger - it isn't a lack of my knowledge of the product, because several times, after consulting the documentation, I've contacted Vtiger support and was told that the task cannot be done.

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.
Comentário deixado em 03/13/2020

I use it for a few years and I can say that it is a complete, easy to use. The free download version already has modules for the standard usage. With the support of companies that develop solutions on vtiger it is possible to adapt the product to their professional needs of all levels. I enjoyed the opportunity to create lead generation modules interacting with social media (facebook, twitter, google +, etc), that guarantee to increase your business opportunities. With the setting of the policy correct workflow is guaranteed and serves the objectives to be achieved. Installing it in the cloud, you can access the data at any time, increasing efficiency and decreasing the time

Easy to use, free, adaptable to any need, lead generation, use in cloud

For professional use, you must rely on companies able to develop solutions vtiger
Comentário deixado em 03/12/2020

We have been using vtiger for more than a year now and although we had many challenges in the beginning because of language issues as this is an india-based CRM. This is not a good or bad thing just something to be aware of! I will say I have noticed the team that now answers the phone understands our concerns much better. However as a user of this CRM and working with their staff I have come to realize I must be patient and very carefully explain the challenges we are having so they can be fixed. If you have the patience to work with the V tiger team they seem always willing to help. Although I have been frustrated number of times my overall rating described Within. I would and have recommended vtiger as a quality CRM. I do always mention that you must be patient when I'm referring somebody. They are up and coming and have lots to do however the price at which the CRM is available is Affordable and reasonable based on what you were getting and where they are going. Use them and enjoy them as a CRM provider just be sure to be patient.

it does many things, has many modules many of which I still don't use, I look forward to using them!

Language barrier, training is poor because they already know their CRM & talk to us like we know it
Comentário deixado em 03/12/2020
Schaeffer Rudd

overall, it's been great! The biggest bang for the buck for sure. It's still expensive but you get what you pay for and I highly recommend it.

The best thing I liked about this software was the ability to do sales, marketing and support all in one program. Our sales team is able to track opportunities and view sales funnel reports. The marketing team is able to email and tag the contacts to specific target audiences. The support team is able to use a ticket system in order to keep all projects and assistance notes in one place.

There are certain areas where you have to click here and there just to reroute you back to where you were. Like going from an opportunity to quotes and if you want to add notes, you have to go back to the opportunity and them go to your comments. Also the enterprise search tab doesn't always find everything you're looking for so you have to specifically go to contacts or organizations to find them.
Comentário deixado em 03/11/2020
Tayib Glave

It has solved by business problem perfectly. I wanted to manage a sales funnel with 5 active salespeople and +/-100 active opportunities per month

ease of implementation; I was able to configure the software myself, in my spare time in a couple of weeks, with limited input from the Vtiger help desk.

response time is a little slow. If I had to guess it is 3-4 seconds to re-fresh a screen when it would be better if it was 1.5-2.0 seconds
Comentário deixado em 03/11/2020

See section pros

one of the most reasons was the accessibility of the data from wheresoever, that'S absolutely given. Another one is the Independence from Software-Systems. We are using MS and also Apple-Systems, no Problem.

The Adoption of the System towards some specific needs is somewhat poore. no custom Buttons available, the print-templates Editor is poor on formating and sometimes you also Need a work around for list variables to be shown.
Comentário deixado em 12/05/2019
Amandie Phong

Overall poor experience. Maybe if I have not used better CRM software prior to giving this a go, I would feel a different way. They added a lot of things to make the program pretty, but the meat and potatoes was just not there.

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.
Comentário deixado em 12/03/2019

The customer support is very helpful and they always strive to improve the system.

You can literally do everything on this software by just a few clicks, it enables you to analyze and improve your team and pipeline performance.

Well because of the time difference I am barely available for their trainings, but the team does try to accommodate everyone.
Comentário deixado em 10/28/2019

Overall i am very satisfied with the software. Since it can be customized according to our requirements , it will be very helpful to suit our needs. Also since all data is stored in cloud, it can be accessed from anywhere though login or app which is really very helpful

The user interface is clean and easy to use icons

The widgets available are very less and the customer portal options are limited
Comentário deixado em 10/25/2019

We realised a big added value but for some issues the development time takes quite long.

The modularity. You can mix and match modules as you see fit. You can build a great variety of workflows for different teams to work together on a centralized, highly customized build.

There is a lot of freedom on pretty much everything, except from some vital funcitonalities missing from some modules and some modules contain 'standard' settings that you cant work around. Two examples, the Mailroom module can only update some types of records. It can create contacts but can not update contacts. The quote module for instance can only work once your inventory is in vTIger. It doesn't allow you much customization.
Comentário deixado em 10/15/2019

daily customer contacts and follow up, opportunities, quotes and invoicing

Cost ease of use and functionality...easy to set up and use and it cost about 10% of what we were using

there really isn't anything we don't like about it
Comentário deixado em 10/10/2019

Streamlined Sales and Support Process

1. User-friendly software, not much effort required to learn

1. User-friendliness of the mobile app and an in Mobile Browser 2. Advanced reporting requires external plugin
Comentário deixado em 10/09/2019

My overall experience has been very positive. In the years I have been using it I have only needed to reach out to support a few times and I was promptly assisted and my issues were always resolved. Most of the time they were just training questions.

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.
Comentário deixado em 10/09/2019

We are using VTiger to manage our sales pipeline, set targets and track our ability to meet targets based on our weighted pipeline.

This product contains all of the vital CRM features, and is still easier to use than most other CRMs. Possibly the best part of the system, however, is the ability to export and import most information easily.

Automating the export of data is difficult and painful, and the API is extremely limiting in both functionality and usage limits. The cloud version of the software suffers for this reason, as well as the inability to edit some records due to a lack of access to the backend.
Comentário deixado em 10/09/2019
Darnall Lecznar

I like the software . Support needs to be better

This software has great function but difficult to configure

Troubleshooting and support is terrible. We tried to contact many times
Comentário deixado em 10/09/2019

We use vtiger for all back end functionalities of our products and services business. Vtiger helps us achive all of our goals. When we find an issue with vtiger, we simply email the customer service team who really go above and beyond to see that our issues are solves and our needs met.

Vtiger is very customizable which allows us to adapt all of its features to our specific business model in a relatively simple way. There are so many possibilities to vtiger, that it makes it nearly confusing! This isn't a fault though. We really like vtiger.

Design seems a little dated, can be confusing at times.
Comentário deixado em 10/09/2019
Kristine Monz

you can add a lot of things yourself

lots of trial & error needed when trying out new things (takes some time to have everything work well)
Comentário deixado em 04/23/2019

We organize everything with vtiger. From the customer inquiry to the offers, order and invoice. We also organize the entire purchase of goods via vtiger. Finally we do the financial accounting in a different solution.

vtiger is the best choice for a small to medium-sized company. The range of functions and possibilities is enormous. The system can also be easily adapted by less experienced people and integrated into existing business processes. The workflow function is extensive and gives a considerable additional benefit in the daily work.

vtiger has weaknesses when it comes to designing communication by normal mail. Templates can be created for all order documents, but when it comes to a simple letter, the processing is very cumbersome. In itself, vtiger is not suitable for normal mail.
Comentário deixado em 04/22/2019
Par Coggsdale

Vtiger allows us to manage in an organized way the sales cycle of our organization, from a lead, to the administration of a project when the opportunity is closed.

The tool is very friendly, it adapts easily to the internal processes of each company. It is flexible, allows you to confirm it according to the needs of the business.

The programming of workflows is a bit complicated. The offer of mathematical and statistical functions should be strengthened.
Comentário deixado em 04/22/2019

I use Vtiger mainly for recruiting (others in my company use it for sales.) It's easy to enter customers (candidates) and track them based on company name or location. I've had a very positive experience with Vtiger overall and would recommend it. However, if you are looking for something highly analytical, it might not be the best option.

Vtiger is very straight forward and easy to use. You can chose which features and categories you use the most and prioritize them on your screen based on your needs.

The reports features could use some work. I've worked with other software systems where it was easier to get a big-picture view of what your database consists of. You can build out different reports based on what you're looking for, but the analytics could be better.
Comentário deixado em 04/22/2019

Our company was seeking for a CRM simple and easy, we found out Vtiger was the best option. It is feasible for any size company. Once you get to use it, you will never leave it.

Vtiger is very easy to use, you can set alarms too followup and is fully customizable. Yo may create different pipelines according to your needs.

Since it requires a lot of information, at firts it will take you some time to add all your client DB. Once you start using Vtiger you will never regret
Comentário deixado em 04/20/2019

From my experience with vtiger I can say that it has simplified all the critical processes of my company, not only the commercial division that has been the most beneficial but also our support unit that today is more efficient and under control.

ease and functionality, the administration is simple and its tools are very powerfu

the restrictions of flows and other resources
Comentário deixado em 04/20/2019
Mitzl Stdenis

We are a human resources company with 24 years in the market, and use the CRM to manage our commercial business and always have worked. We still need to learn new options to optimize the use, but are extremely happy.

It is user friendly, fast and very accesible of the price. We have been using the free trial for several years, and decided to upgrade to the payed version and it was a perfect decision.

No cons for us, we have always been very happy with this software.
Comentário deixado em 04/19/2019
Parke Koshy

Since migrating from the local to the cloud version, we have added features that we use, we like the internal integrations between the elements and the ease of producing meaningful reports.

The vendor is really good at developing the platform and bringing those changes to our awareness. This has been in the creative approach to sales and the adaptations around the new GDPR regulations.

There is an integration that would be really useful but it hasn't been written yet with Quickbooks for UK Tax office program, 'Making Tax Digital'. It would be really useful to have the integration written, however this is above and beyond the rest of the application suite, we use if for sales and account management along with project and support services.
Comentário deixado em 04/19/2019
Giess Nero

I am glad to have found this online software. Our efficiency has increased; we do more work in less time. It helps us make better decisions with the reports. It is accessible from anywhere as long as we have access to the internet, it doesn't require any installations and can be accessed from a PC, tablet, smartphone or laptop. in conclusion, I can happily recommend it.

Never have I been more efficient when doing tedious tasks, Vtiger surely helps me accomplish this work by allowing me to create detailed daily or weekly report templates. These parameters can be modified at any time to satisfy future needs. It helps us stay under established SLAs with its management tickets interface and notifications. The management console or interface it is very easy to understand, detailed information about any new case is displayed to conveniently. Any other necessary information can be located in different tabs of the menu.

Overall, this CRM software has delivered all of the required needs I have for my organization, however, just like any other software out there you will always stumble across a learning curve. If Vtiger documentation was easier to locate and have it always in a link inside the interface management console to reach to, I would not ask any more from this CRM software.
Comentário deixado em 04/19/2019
Parthena Corliss

We utilize Vtiger to manage our entire sales, order processing and invoicing processes. Searchable data allows us to see the progress of a sale over time and manage tasks and activities while ensuring we keep integrity of our customer data. Many of our customers are budget driven and we may engage with them one year and not complete the sales agreement for one or two years later. Vtiger allows us to continue to track and prioritize accounts so we can continue to manage the sale to the completion of an agreement and beyond.

Well designed front end with easy to use functionality. Customizable to our needs. Automated reporting, Includes the ability to track the entire sales process from beginning to receipt of payments. Easy to store documents with search function.

Like every software app you need to understand the process and how each function works to ensure that new data entries of new accounts are not duplicated in the data entry side
Comentário deixado em 04/19/2019

From the time our company has purchased Vtiger, interacting with clients has become very easy, we can pull up the reports of our client from when he started using our product and what is the graph of his continued business with us. We can even keep the track of clients not placing an order with us. We can even keep a track of how often we call our clients to better our services and we can also come to know the trending complaints which are getting our business affected by pulling up the reports from the Vtiger which is a very good option.

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.
Comentário deixado em 04/19/2019

Well overall experience is very good with Vtiger CRM. As i explain it is very easy to generate reports and other activity for our business. By which we can easily monitor our goals.

V-tiger software is very use full for day to day activity. It also help to manage our weekly / month plans for customer visits. It also help to keep the data of our customer visit online, so anyone from any place can see the data. We have also see the prospect details and also monitor the same. We can generate weekly or month report engineer wise and also region wise as well. V-tiger is very helpful software and very easy to manage.

I did not see any cons on v-tiger sofrware.
Comentário deixado em 04/19/2019
Seafowl Viker

I have being designing/customizing this software since almost 4 years now as per our company's requirements. Love the customer service as they always have solutions to any queries and always give importance to reviews or feedback provided

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
Comentário deixado em 04/19/2019

I keep all my customer data in Vtiger. I love having one place to update customer data. I used Constant Contact for a few years but eventually migrated my newsletter into Vtiger. Vtiger provides a wide range of capabilities so that I'm confident it will provide what I need as my company grows.

It's easy to use and an extremely value. I like the ability to be able to insert records from my website.

Sometimes it is hard to figure out how to do something. There are a lot of possible configurations (like the drop down list values for certain fields) and sometimes it takes me a bit to remember where to make changes.
Comentário deixado em 04/19/2019
Pallas Skerl


Generally easy to use to track leads and new cases (contacts).

Chrome- really don’t like having to accept or reject changes to my leads before being able to move to a different box. Like, if I type in “notes” I have to save that change in order to put in an “address. “ it slows things down and is really unnecessary. Given that our addresses are broken into multiple boxes, it is impossible to keep up with someone giving their address on the phone. This is only a probable after the lead has initially been save. No problem when first opening a lead.
Comentário deixado em 04/19/2019
Binny Mcguirt

As to all my engineers fills the data regularly on Vtiger, for me it is very useful that any point of time i have the data from any engineer for his visits, for his jobs that how much attended, how much tickets are open so easier to find out the pending issues.

Software is very user friendly to operate and also has a mobile app through which we can use to fill the activity so on the go also we can fill the data.

On laptop or desktop, all features are good but when using with Mobile app then all features are not available, some improvement needed on app.
Comentário deixado em 04/19/2019

Wellington, first we integrate thecompany. Now, salers can know what products we have in our storage. The Sales Assisntant can create quites easily.

With Vtiger I can integrate all the company. Logistic, Sales, After Sales support, customers

Nothing. All Is perfect. I don't have anuncio problem with this CRM
Comentário deixado em 04/19/2019
Farrica Buist

We used an in house crm tool previously and using v tiger we have been able to transform the way we manage mql’s through to sql’s That are taken by inside sales and nurtured as leads all the way to opportunities forecasted. We are then able to create win and loss reports to understand why we are losing and winning business. Overall a simple and decent tool which has improved the way we do things. If we could get a bit more sophistication around trends of data and Fix the simple bug around adding totals correctly plus the quarters thing mentioned prior we are into a winner !

It is easy to record and look up records for my team. The fields have been configured to capture all of the pertinent information I need. It is easy to use and quite intuitive , I actually enjoy using it

Our quarter 1 is September and we have to work with this as q3 in v tiger as it cannot be amended. Sometimes the total amount of the deal does not equal the total amount from the forecast summary screen , v tiger are aware of this as a bug. It would be nice to have some trending data so I can review how my pipeline, upside , probable and commit goes up and down during a given quarter. This way I can say salesperson x had $100k in probable In month 1 yet $0 in month 3. This is because $50k moves to commit however you lost the other $50k
Comentário deixado em 03/19/2018

vtiger has been great for us because it is more comprehensive than many CRM solutions we have tried or used in the past, allowing us to handle sales, support, billing, and ongoing customer interactions. We have also found it to be very flexible and customizable, eliminating some of the other software services we have used outside the CRM, like project management software. However, the very best thing we have found about vtiger is that they pay close attention to our requests for support and our feedback for product improvement.

Business reporting is somewhat limited for our needs. Third party solutions exist, but don't work with the cloud hosted version, which we use.
Comentário deixado em 11/29/2017

Great customer support, they offer email, chat and telephone support and the VT account manager (Sharavana) is great for keeping things on track. They also offer structured training and support packages which worked well for us and are good value. Customer service is definitely their strength, and is really important in selecting a CRM. Poor quality or expensive support just makes it too hard hard to get all the customization you need or worse a poorly implemented CRM.

Not many - The mandatory 2 column format for every page is a bit limiting, this can make the layout of data a clumsy. Most of the cons are overcome by working it through with VT – ring them, if they can’t fix it then they will give you a ‘ work around’.
Comentário deixado em 11/28/2017
Dyun Turowski

VERY IMPORTANT!!! and I asked for it many times, especially for small companies, is mandatory to be able to sign with different names (and different signatures) in each of the different mailboxes that we are able to have. For instance: I'm the CEO but sometimes I have to reply an email as if I were the woman at [email protected] (the solution that suggested me is to change my name and last name in the preferences, this is not a way to solve this problem). I'm sure that many small companies have the same problem. I have at least 4 different domains and almost 10 mailboxes in my account.

Compare with other CRM option is a great value for money (especially for a small company like ours).

Email campaigns need to be improved (for ex.: is very complex to resend an email campaign to those who unopened it. I would like to operate on the list of people in the email campaign reports as the list of emails that bounced or clicked without having to open one by one each contact)
Comentário deixado em 06/28/2017

The flexibility to add Modules and fields and change the name of fields. As I use this daily for managing my clients in the office and on the road the email functionality and the Mobile App are very very useful. Vtiger respond quickly to requests AND have over the years actually implemented ideas I have put forward.

Out of the box, the 15-day trial allows the user to see Everything that the product can do...This is fine if the user has some CRM experience however if the user is new to CRM then it is quite overwhelming...That said their Help system is very user-friendly and the new user can get the CRM going quickly. Or the User can get assistance from the Vtiger Partner Network.
Comentário deixado em 01/05/2017

My experience with the support staff has been unmeasurable. They are extremely patient and work with me to meet my business needs. They also take the time to explain issues to me so I can increase my knowledge base. What I like best is vTiger Functionality: Being able to create modules from scratch with correlating workflows. With a basic understanding and the help of the amazing support staff I have been able to do almost anything my business has needed and further my knowledge base. This has worked for my company which is a mix of service and sales.

vTiger Functionality: Being able to create modules from scratch with correlating workflows. With a basic understanding and the help of the amazing support staff I have been able to do almost anything my business has needed and further my knowledge base. This has worked for my company which is a mix of service and sales.

I think the software does an excellent job and most of the needs are solved by an available ad on. Most things I have disliked through the year with working with the CRM were from lack of knowledge. Once educated the system meets all needs thus far.
Comentário deixado em 12/07/2016

I have been using Vtiger for over six month. It is the best low cost CRM at the pricepoint. It is efficient and fairly easy to use once it's setup. The customer support team is very helpful, CRM's have a way of becoming complicated and they are happy to help you configure easily.

Prices are good. User friendly. Easy setup.

Mobile App not very great. Should improve mail templates and experience.
Comentário deixado em 08/12/2016

We use vTiger in our manufacturing B2B company. We have two offices (Australia/USA) and local and remote workers. vTiger gives all of us access to the information we need at anytime, even when we don't have an internet connection (thanks to the iPhone/iPad app).

Cloud based, access from anywhere.

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.
Comentário deixado em 03/24/2016

Depending on your needs the Vtiger CRM might be the best CRM for you. I needed a CRM where I would be able to change fields, add fields, create my own templates for printing, add functions and checklists for my daily work. I also had one specific demand - I wanted one CRM but for 3 companies. I'm an entrepreneur so at present I'm involved in 3 companies and closely working with other entrepreneurs and we share customers. But we want to send quotes, sell orders and other information from different companies to each customer but have alla customers in one CRM. Vtiger solved this.

Very adoptable. Depending on which version you choose you will have different modules and the possibility to add modules of your own or deactivate modules you don't need. All records from the different modules can be printed out and you can change the templates.

Well Vtiger might not be the CRM for companies that only need to have a simple register of clients companies and leads. Since there are so many great modules you really have to set a aside time to get to know the system so if you don't have time or only need a few limited functions you maybe should not choose vtiger.

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