Overview
What is Vtiger?
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
The Software in Managing Clients that is very user friendly.
Vtiger All-In-One is fast, user-friendly, and customizable
Vtiger will continue to be used at our company, even with Syndigo Onboarding
Vtiger: a wonderful compromise
Cloud Based CRM for Everyone
Vtiger takes on MailChimp for the serious email marketer
Vtiger CRM makes my business opretion easy.
vTiger - Everything to Everyone or Just Something to Someone?
Popular Features
- Customer data management / contact management (8)10.0100%
- Workflow management (8)10.0100%
- Opportunity management (8)10.0100%
- Integration with email client (e.g., Outlook or Gmail) (8)10.0100%
Pricing
One Professional - Single App
$28
One Professional - Standard
$42
One Enterprise - Single App
$42
Entry-level set up fee?
- $10 / user / monthOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $28 per month per user
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 10Customer data management / contact management(8) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 10Workflow management(8) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 10Opportunity management(8) Ratings
Users can track deals and create quotes.
- 10Integration with email client (e.g., Outlook or Gmail)(8) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 10Contract management(6) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 10Quote & order management(6) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 10Interaction tracking(6) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 10Case management(6) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 9Help desk management(6) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 10Lead management(6) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 10Email marketing(6) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 10Task management(6) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 10Billing and invoicing management(7) Ratings
This includes automated invoice creation and billing.
- 10Reporting(7) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 10Forecasting(6) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 10Pipeline visualization(6) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9Customizable reports(7) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9Custom fields(8) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 10Custom objects(7) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 9API for custom integration(6) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9Role-based user permissions(8) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 10Social engagement(5) Ratings
The software can facilitate and track engagement with customers via social channels.
Platform
- 5Mobile access(5) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Vtiger?
Vtiger makes free open source and subscription based cloud CRM software that is designed to help businesses better engage with their customers across the entire customer life cycle through integrated marketing, sales, and customer support software. According to the vendor, their solution helps grow marketing ROI, sales, and customer satisfaction. Vtiger software also includes collaboration, project management, inventory management, process automation, and a range of other tools.
The vendor says, Vtiger is trusted by more than 100,000 organizations, from small businesses to teams at Fortune 500 companies, across 106 countries.
Vtiger Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Social CRM Features
- Supported: Social engagement
Platform Features
- Supported: Mobile access
Vtiger Screenshots
Vtiger Integrations
- Google Drive
- Microsoft Exchange
- QuickBooks Online
- Plivo
- Authorize.net
- Adobe Commerce (Magento Commerce)
- Mailchimp
- Xero
- Dropbox
- DocuSign
- Google Calendar
- Twilio
- Clickatell
- Tally
- Zapier
- Google Contacts
- Gmail
- Microsoft Outlook
- PayPal
- Asterisk
- Office 365
- Textanywhere
Vtiger Competitors
Vtiger Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(31)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
vTiger has become the go-to CRM system for many users, serving as a comprehensive solution for managing sales-related activities with both clients and prospective clients. Its ticketing system has proven effective in creating workflows between departments, ensuring smooth project assignment and management. By utilizing the projects section, users have successfully overseen client projects from start to finish through constant notifications and collaboration between auditors and the sales team. In addition to its CRM capabilities, some users have found vTiger to be a valuable alternative to MailChimp for their newsletter needs. One notable example is a membership society that integrated vTiger with their website, leveraging it to run their organization efficiently.
GB Advisors, after extensive research, selected vTiger as their all-in-one CRM solution, implementing it across all departments for sales, support, and marketing. This decision has been instrumental in managing logistics, internal processes, and project organization within GB Advisors. Moreover, users heavily rely on vTiger to pull and match up product data while using it as a source of truth for accurate product information. Integrating vTiger with Syndigo further enhances data extraction and reporting capabilities. The versatility of vTiger is exemplified by its usage across the entire organization at GB Advisors – from marketing campaigns and leads to post-sales activities, customer success, technical support, and even HR functions. With features like phone system integration, call recording, call logs, and mail management, vTiger enables seamless customer-facing activities and other crucial transactions.
Whether managing sales leads, tracking communication history, or facilitating appointments for their sales and marketing team, users have found vTiger CRM to be invaluable. A small business especially benefits from the combination of email integration, email campaign tools, quoting abilities, invoicing capabilities, and payment functionalities offered by vTiger – streamlining the sales and marketing process while avoiding duplication of efforts.
Overall, vTiger's robust features address the diverse needs of businesses across different industries, providing users with a reliable solution for managing sales, projects, customer relationships, and various other operations within their organizations.
Helpful Automatic Updates: Many users have found the automatic updates feature in vTiger to be incredibly helpful. It ensures that all parties involved are on task and well-informed about the progress of projects, resulting in improved collaboration and efficiency.
Flexible Customization Options: Numerous reviewers have praised vTiger for its impressive flexibility and customization options. They appreciate being able to tailor different fields in the sales, tickets, and projects sections to meet their specific needs. This level of customization allows for a more personalized user experience.
Valuable Customized Reports: Users highly value the ability to create customized reports in vTiger. These reports provide management with valuable insights into various aspects of their business operations. By identifying areas that require attention, these reports enable better decision-making and help drive overall improvement.
Confusing Information Placement: Some users have found it confusing to locate where to input information within the software, leading to frustration during their usage. The lack of clear guidance or intuitive design elements can make it difficult for users to quickly find the right place to enter their data, impacting their overall experience with the system.
Overwhelming Navigation: Several reviewers have expressed that navigating the reporting tool can be overwhelming, especially for new users who are not familiar with its interface. The complexity of the navigation becomes particularly daunting in the initial stages of using the software, potentially resulting in a steep learning curve and slower adoption.
Lack of Follow-up Scheduling and Notifications: Users have frequently mentioned that they desire the ability to schedule follow-ups with specific dates and times, as well as receive pop-up notifications as reminders. However, this feature is currently missing from the system's functionality. Without these capabilities, users may struggle to effectively manage their tasks and keep track of important deadlines within a single platform.
Users have made several recommendations for VTiger based on their experiences. Firstly, users highly appreciate how VTiger improves the organization of activities and customer service. This is seen as a valuable feature that helps businesses streamline their operations and provide better support to their customers. Secondly, many users recommend VTiger for its great customization capabilities. Users find it easy to tailor the software to meet their specific needs and create personalized workflows. This flexibility allows businesses to adapt VTiger to their unique requirements. Lastly, users mention that VTiger is user-friendly and easily customizable. The intuitive interface and straightforward setup process make it accessible even for non-technical users. Additionally, the ability to customize various aspects of the software contributes to a seamless user experience. Furthermore, multiple users highlight the support from the open-source community. This community-driven environment provides users with resources, documentation, and forums where they can seek assistance, share knowledge, and collaborate with other VTiger users. Overall, users believe that VTiger is a good platform for Sales CRM due to its ability to improve organization, customizable features, user-friendliness, and the support it receives from the open-source community.
Attribute Ratings
Reviews
(1-5 of 5)- I love reporting. I can build a custom report using all or any of the dimensions of my choice. This is great when other programs often limit this ability.
- I like that is a source of truth across the organization. We can all go in and see the same thing.
- This also works for communication with our teams in other countries. We are a global organization.
- Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
- It's still very simple. There is room for improvement with the setup of the admin panel.
- The dropdowns function funny when scrolled down. It's picky but it's frustrating.
- The search function could be improved.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 50%5.0
- Opportunity management
- 50%5.0
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Contract management
- 70%7.0
- Quote & order management
- N/AN/A
- Interaction tracking
- N/AN/A
- Reporting
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Mobile access
- 50%5.0
- I look at this from a skewed perspective. I am happy I can share search terms, and that has improved ROI for products on other platforms.
- I like the collaboration aspect. Many teams use Vtiger here.
- I like that it's able to be a source of truth program for us.
Vtiger: a wonderful compromise
- VTiger doesn't do anything exceptionally well, but it is adequate for about everything.
- The price for VTiger is quite good.
- It is reasonably easy to configure and use.
- The user interface is sometimes cumbersome. It is definitely evident that UI maturity is not top-of-mind to the developers.
- Customer data management / contact management
- 80%8.0
- Workflow management
- 60%6.0
- Opportunity management
- 60%6.0
- Integration with email client (e.g., Outlook or Gmail)
- 30%3.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 80%8.0
- Case management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 70%7.0
- Email marketing
- 80%8.0
- Task management
- N/AN/A
- Billing and invoicing management
- 100%10.0
- Reporting
- N/AN/A
- Forecasting
- N/AN/A
- Pipeline visualization
- N/AN/A
- Customizable reports
- N/AN/A
- Custom fields
- 40%4.0
- Custom objects
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 70%7.0
- Social engagement
- N/AN/A
- Mobile access
- N/AN/A
- The reasonable cost and integrated features have made our sales process much more efficient than disparate CMR, email campaign, quoting, invoicing, and payment systems.
Cloud Based CRM for Everyone
- Easy to use environment
- Easy integration with 3rd party apps for email, calendar, contacts, telephones
- Always improving products on the cloud version
- Workflows across the whole sales process, including post sales
- Collaboration with ease
- Sometimes it freezes
- After every update, there could be a hiccup
- Sometimes sync settings and integrations got lost
- Invasive notifications with annoying sounds
- Change of buttons placement tend to confuse after you get used to it
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 80%8.0
- Interaction tracking
- 90%9.0
- Case management
- 90%9.0
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 90%9.0
- Billing and invoicing management
- 70%7.0
- Reporting
- 100%10.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 70%7.0
- Custom fields
- 60%6.0
- Custom objects
- 60%6.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 90%9.0
- Social engagement
- 50%5.0
- Mobile access
- 40%4.0
- I'm just one user
- Not related to know about the ROI
Vtiger takes on MailChimp for the serious email marketer
- It is very easy to import and export data to and from Vtiger, which has excellent deduplication tools built in. It is also easy to manipulate data within Vtiger, something that is almost impossible with MailChimp.
- Although Vtiger integrates well with email, like most CRM systems it assumes that you have one email system and therefore it is less suitable for use cases where multiple email systems need to be supported.
- Although Vtiger supports Twitter it does not support other social media systems in the same way. You can tailor the system to hold the URLs of your contacts' social media profiles but if SM is a big thing for your organization then there are better systems available.
- Customer data management / contact management
- 100%10.0
- Workflow management
- 90%9.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 80%8.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 90%9.0
- Case management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 80%8.0
- Billing and invoicing management
- 70%7.0
- Reporting
- 90%9.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Social engagement
- 30%3.0
- Mobile access
- 90%9.0
- It has dramatically cut the cost of email marketing.
- It has enabled better segmentation of the database leading to better-targeted email campaigns.
- It has been a great central repository for data on contacts due to its ability to merge data on import.
MailChimp is a great email marketing tool for databases below 2000 contacts as that is the point at which they start charging for emails. However, there are no data manipulation tools available (such as mass update) which renders MailChimp unsuitable for holding the central database for any organization.
Nimble is a socially connected CRM which integrates with systems like MailChimp but it is not a pure database and Vtiger would be preferable from a pure data management perspective.
vTiger - Everything to Everyone or Just Something to Someone?
- Automatic Updates - Notifications when updates are made to projects helps all parties stay on task and understand where each project stands in terms of completion.
- Flexibility and Customization - We have been successful in customizing the different fields in vTiger to match our specific needs, whether in the sales section, tickets section, and projects section.
- Reporting - The ability to create customized reports is great and very useful to management to understand areas that may need attention.
- Support - If you have a question, the vTiger support team is outstanding in terms of responses and ensuring that your issues is resolved. In addition, they are frequently releasing updates and upgrades to the product.
- Confusing - Finding where to put information can be confusing at times and can lead to frustration.
- Reporting - While the ability to create a ton of reports is nice, navigating the reporting tool is a bit overwhelming, especially in the beginning.
- CRM Notifications - I am a bit old school in that I want to be able to schedule a time to follow up with someone in our CRM system at a specific data and time and receive a pop-up notification when that time comes. With vTiger, I have not found a way to do this and when I ask to be notified, I get notified instantly, not at the time I want to follow up.
- Customer data management / contact management
- 70%7.0
- Workflow management
- 90%9.0
- Opportunity management
- 60%6.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Case management
- 80%8.0
- Help desk management
- 80%8.0
- Lead management
- N/AN/A
- Email marketing
- N/AN/A
- Task management
- 30%3.0
- Billing and invoicing management
- 60%6.0
- Reporting
- 90%9.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 60%6.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 100%10.0
- Social engagement
- N/AN/A
- Mobile access
- N/AN/A
- Integration Across the Organization - What started out as just a CRM tool for sales is now being used for ticket management and project management.
- Steep Learning Curve - It is not as intuitive out of the box and really requires a dedicated person to be a vTiger expert which can be challenging and time consuming.
- Reliability - Sometimes features that worked yesterday don't work today, thus causing more time to complete the same exact task that was done previously. The thing that comes to mind specifically is the main search box as 1/2 the time it works, 1/2 the time it doesn't work.