Vtiger offers a single, unified CRM for sales, customer support and marketing teams. Vtiger can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resulting deals and support teams to access complete customer history and provide support.
Key features include web forms, email & SMS campaigns, lead scoring, sales insights, appointment scheduling, approvals, team mailbox, document tracking, automated workflows, work orders, inventory management, case routing, surveys and project management.
All customer data is stored in a single database that offers a unified view for marketing, sales and support teams. The system can be customized to suit the needs and preferences of the business. 24/5 customer support is offered via phone email, and chat.
Anna L. Especialidade: Publicidade e marketing Número de funcionários: 2-10 funcionários
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!
On the first look you might get surprised of all the functions but when you start using it you will realize there are even more functions and you will love it. I do realize that if you want a CRM, support system or project management and do not want to adapt anything to your organization - then the Vtiger might not be for you. But I have never worked with a system that I didn't want to adapt.
There is always some process, some pipeline that you do different than other businesses and I was so happy when I found out that I could make the Vtiger – to be my system – adapted for my needs. And I love the fact that even if we are small companies, we get good support from 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.
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).
The web interface is generally very easy to use and the speed is quite good, even on a slow connection.
There is a heap of features we don't need or use, and a couple of areas where it would nice to get new features that meet our needs, but given the price we can live with these.
Cloud based, access from anywhere.
Central database with all the details we need for dealing with Companies, Contacts, mailouts, tech support and training.
Powerful automation options (eg. automatically send out a follow up e-mail one week after sending a quotation).
Easy to learn.
Great Tech support. Always get an answer to an email within the same day, and usually within 1-2 hours. They will go the extra mile to help you sort out an issue. We recently wanted some customisation of a PDF template for our quotes and they spent many hours sorting through what we wanted and did the changes for us.
You get a lot more than you pay for. Don't let the low price (compared to most other hosted CRM packages) fool you, vTiger does 90% of what the others do, for far less money.
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.
You can also get the 'freeware' version and host it yourself, which we tried at the beginning. Don't bother, the online hosted version is well priced and has continual updates with new features.
Elena P. Especialidade: Logística e cadeia de fornecimento Número de funcionários: 2-10 funcionários
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..
Eduardo Z. Especialidade: Editoras Número de funcionários: 2-10 funcionários
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.
As a small company I would like it to allow us to adopt different identities (as an example, I'm the CEO but sometimes I'm acting like a support agent so I will like the CRM to allow me to change my name in that case to pretend we are a bigger company, it is not nice to sign with the name of the CEO from the email address of [email protected])
Thomas E. Especialidade: Automação industrial Número de funcionários: 13-50 funcionários
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.
Helpful is also the VT 360 App. whereever you are, and you spare time, just check for a customer or also call via mobile. the inside Team will see your activities immediately. Information that Counts.
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.
It should have a customize package as from VT-Experts provided for teh serverbased solution (https://www.vtexperts.com/)