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Vtiger is perfect for small to medium businesses that have agile sales, customer support, and marketing teams focused on boosting growth, marketing ROI, and customer satisfaction.
Not provided by vendor
In general I am satisfied with this software since it fulfills its functions according to a low subscription price and even its free version is very useful.
The manufacturer forget the community and focus its work in On Demand version and it set aside the community that helped develop and grow globally.
Integration with web forms and chat is excellent and some really good analytics is available. Document storage is great in VT – super easy access to plans and documents even for people in the field.
Layout, and poor integration with Google sheets.
After trying out several different CRM's, we decided to go with vtiger's CRM Software. Not only is it affordable, easy to use and customizable, the customer support is outstanding.
Here it is difficult to find the organisation with the short names.
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.
If you are not precise with loading the leads it can be difficult to load new leads. The duplicate feature does not work too well as it’s case sensitive and I would get many duplicated leads.
A beneficial tool to use and best in customer relationship management for my business needs, it has a feature where you can make your marketing campaigns perfect and accessible.
The biggest problem with it is continuous functionality. When you have database errors it can be a nightmare.
It helps to organize sales contacts better than Microsoft Excel. I also enjoy the shared documents feature so our company can share our important and most updated documents from branch to branch.
The training is very limited and minimal. All around terrible product for these reasons.
Sage CRM is a great product Ease of use, simple to manage, ability to update. It gives an ability to update customer/prospect information and track sales.
That in itself is the MOST counter productive frustration - i have ever had to deal with.
The software was very easy to use, very user friendly and layout was simple. Sage consistenly bring great products to the table we are so happy for a vendor like them.
The more people on it, the worse it gets. Cannot use remotely through a VPN.
Barbara H.: Hello, I'm Barbara. I am a human capital manager. I would rate Vtiger CRM about a two out of five. For more information, click on the link below. On a regular basis, we used Vtiger for inventory management. We used it for our ERP. We also used it as our CRM. It did house all of our inventory, all the costs, the vendors. It also housed all of our policies, procedures, anything that happened within the facility and anything that could happen within the future. My favorite part of Vtiger would be the inventory management. Once you entered in your vendor information and your general project inventory information, it was very simple to manage that, to adjust the quantities and where they were at within the warehouse or within another facility. It also kept track of that inventory. So as long as you as a brand or a company were on top of plugging in that information, Vtiger would track that for you. It could also tell you when to anticipate another purchase, if you have inventory running low. It did keep notes on all of your vendors. So if you were wondering about a vendor or if it was approved or not, Vtiger did have that information saved for you. Vtiger's areas of opportunity would definitely be time sheets for one. Their time sheets are tracked in seconds. When we put in a request to have this adjusted to minutes, we were told that that was not possible. So all of our time sheets for 40 hours per week times 35 people were tracked in seconds and had to be manually manipulated, so we could get those hourly rates available to us. Furthermore, when entering information into Vtiger, you cannot just enter a handful of lines. You do to fully enter all information. Vendors have to be selected. If a vendor is not an option, you have to go in, create the vendor, then go back to your inventory or your CRM, and then select that vendor. Then be able to carry out the rest of the work on that page. Furthermore, when you are trying to export information from Vtiger to place it elsewhere, it will only export in an Excel spreadsheet, which is not ideal for digital transformation. Their customer service is not local. So if you are within Canada or US, you are working on India time, which is not ideal when you are in a bit of a predicament and do require that timely reply.
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