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.
Paulo R. Especialidade: Serviços e tecnologia da informação Número de funcionários: 13-50 funcionários
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
Carlos G. Especialidade: Software Número de funcionários: 13-50 funcionários
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.
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/)
Manish K. Especialidade: Hospitais e Saúde Número de funcionários: 2-10 funcionários
It eases our business tremendously. We are always exploring newer ways of using it,
Very easy to use. It simplifies the tasks a lot. It also captures the relevant information. The best feature is the ability to send quotations directly from within the software.
Nothing as such. We use quite a lot of the modules available and have upgraded to the newest version too.
John T. Especialidade: Construção Número de funcionários: 13-50 funcionários
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