Who Uses This Software?

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.


Average Ratings

165 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/year/user
    See pricing details
  • Pricing Details
    Starts from $10/user/month to $42/user/month
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Vtiger
  • www.vtiger.com
  • Founded 2003
  • India

About Vtiger CRM

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.


Vtiger CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Vtiger CRM Reviews Recently Reviewed!


Vtiger CRM Review - Support and Overall

Jan 05, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

The technical support provided via the Live Chant is excellent. They are always so helpful and patient. Even when the additional research was needed on their end to help me they always get back to me in a timely manner.

Cons: 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.

If anything I would say the contact module, I wish when opening cases only contacts tied to the merchant dba would appear and just not anyone with a related name. I am currently digging into this further.

Overall: 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.

The technical support provided via the Live Chant is excellent. They are always so helpful and patient. Even when the additional research was needed on their end to help me they always get back to me in a timely manner.

Recommendations to other buyers: This is a very hands-on tool that requires you to have an understanding of what your company needs and tweaking to make it work. This is not out of the box ready to be used by a company. It needs to be customized to fit needs. It takes a support employee to work with and set up. Be prepared to take time to set this up to your company needs, it is worth the work!

vTiger for B2B sales

Aug 11, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Pros: 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.

Cons: 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.

Recommendations to other buyers: 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.

Great customer support and really good value

Nov 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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. Our building company has a fair bit of complexity around ordering, scheduling and project management as well as the usual lead generation and sales functions. Vtiger is our third system since 2007 and definitely the best for flexibility and customization it's also easily the best value. API Integration with other systems like accounting packages and project management tools is quite good but sometimes has to use web hooks which can have a delay. 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. Logging calls even mobiles has been really useful especially for project management.

Cons: 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'.

best there is

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: 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 other great feature present in almost every part is the flexibility with which you can create the reports, the templates, the way you store the documents, etc.

i'm not sure about the other CRM solutions out there, but so far VTiger CRM proved to be a great adaptable solution, which ( at least on the sales representative side of our business) has brought us much improvement especially on the time : no more need to dedicate hours to update the system at least a few hours each week, it can be done instantly and in a few clicks you can even track the doubles and merge the data, but also the reaction time - easy to prepare the quote and send it directly to the customer/partner.

Cons: 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 .

Overall: So far all's good, going for better!

Open source CRM for sales business

Mar 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: It's a handy thing if you have resources and open source. If you do not have enough technical support, you should consider an extended application with the provision of assistance. In general, this is a convenient CRM system, compared with other options.

Pros: This software improves monitoring of all customers and partners with whom we cooperate. It definitely sped up our work. We track letters and calls, visualize the sales picture in real time, make deals. The interface is simple and clear, updates come out often and improve the work of the program. Vtiger manages marketing campaigns, automates and monitors sales, provides customer support. Our business is fully built on this program. With its help, we advise, create marketing projects, make sales. Vtiger is integrated into our site, the system is automated. It helps us a lot!

Cons: One of the disadvantages of Vtiger is that it does not allow you to create mass mailings, and this marketing tool is important for effective sales. I want to mention poor integration with Outlook, with Gmail it's better. I would also like to have a direct link with Google and Excel. There is no structure in work with duplicates. Extended functions for working with documents need some improvement. At the beginning, we hired a consultant to teach us the program.

Fast, efficient and easy to use

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

vTiger, a CRM company that tries harder

Nov 28, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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 support@mycompany.com (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. THIS MATTER IS EXTREMELLY IMPORTANT!!! Best regards, Eduardo

Pros: Compare with other CRM option is a great value for money (especially for a small company like ours). You work very hard and steadily to improve your product (we witnessed it over the years) The support is great.

Cons: 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) A better way to order the email templates and the email campaigns.

Fantastic Software

Nov 03, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and to customize

Big community of developers and support community

Continued development and updating with new features

A lot of out of the box features

on demand and open source available

Inventory tracking

Cons: Open source needs a paid extension to sync with Accounting software

Needs a few features to be a more all in one solution (not including accounting)

Overall: 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.

Seems to have a pretty active community of developers as well as a supportive community to troubleshoot any issues.

Not all crm's have an out of the box inventory tracking built in. this was the big seller for me. again some more out of the box features could be added to this for a more robust solution.

Overall after testing a few crm's, vtiger had its limitations but its simple to use, easily customized, lots of available extensions, and inventory tracking is what won me over.

Easy, smart and time saving

Apr 19, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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

Cons: 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.

Overall: 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.

A very adoptable CRM

Mar 24, 2016
5/5
Overall

3 / 5
Ease of Use

5 / 5
Value for Money

Comments: 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.

Pros: 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. Vtiger is complex and can be adopted to all your needs but then you need someone within the organisation that would love to get into the system and make the changes. The vtiger support are great to. I have been able to create a CRM that works for me, all my companies and partners and help us give create customer service and of course keep up with leads, projects, email campaigns and todos.

Cons: 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.

easy to use, complete, free

Dec 06, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, free, adaptable to any need, lead generation, use in cloud

Cons: For professional use, you must rely on companies able to develop solutions vtiger

Overall: 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

Recommendations to other buyers: The advice is to try it, has nothing less than more popular and expensive products

Positive development over the years

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

No worries i track everything

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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"

Cons: 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.

Overall: 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.

Fantastic Service and Support

Mar 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: Business reporting is somewhat limited for our needs. Third party solutions exist, but don't work with the cloud hosted version, which we use.

vTiger is great

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: Historical visit feature (for customers) had to be manually added. Needs a better section for dealings with customers.

Overall: 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.

Great product for micro and large businesses. Excellent Support from Vtiger.

Jun 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

User friendly with lots of additional features

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has great customer support, and it allows you to adopt the features according the needs of your company

Cons: Due to the lack of time, I cannot check all add-ons, and I believe there are lots of which we can use..

There are several issues we have - with the billing (we cannot add on 1 order both items with and without VAT, and in reality we do have such sometimes) and withe the analytics (we can analyse our orders only based on opportunities, and as they develop at really long time base, we can not get easily monthly analysis, except using Reports)

Overall: Vtiger helped us to follow our contacts and business opportunities, easily turn the quotation to sales orders and follow the development of the order at each stage.

The most agile CRM software for small companies with basic tech knowledge

Aug 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Comprehensive CRM at an Excellent Price

Apr 19, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use and an extremely value. I like the ability to be able to insert records from my website.

Cons: 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.

Overall: 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.

Review

Apr 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Generally easy to use to track leads and new cases (contacts).

Cons: 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.

Overall: Good

Jack of Too Many Trades?

Jan 26, 2017
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Pleasant user interface, customizable, easily accessible, awesome support

Cons: Overwhelming at times, possibly tries to be too much to everyone as opposed to being focused on a couple of specific areas

Overall: 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.

On the CRM side, I find vTiger to be okay. Not great, not terrible, just okay. Some of these reasons include a lack of intuitiveness to the system and the alert system is not good. The biggest sticking point for me is the alert system. When I set a task to follow up with a client or prospect, I want to get a reminder, not an email. I get hundreds of emails per day to the point where I shut my email down or it will consume my entire day. Thus, when vTiger sends me an email telling me to follow up with someone, I may not get it till the following day. While not a big deal, I would prefer an alert (pop-up notification) in the system at the day and time I scheduled it. I know that I could go into the tasks area and see what is due each day, but I am busy and need something in my face to remind me, not something I need to search for. Also, I don't find the system to be incredibly intuitive overall but honestly, this might be how my company has the system configured.

On the positive side, the system is highly configurable to meet the needs of your business and whatever you need which is great. The only caution that I would have is that you can over customize the system which can become a challenge later down the road.

Overall I would recommend vTiger but you have to know what you are getting into and if you can handle the limitations with the product!

Capterra loader

CLoud based CRM for Everyone with some hints and tweaks

Apr 30, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use environment

GUI

Easy integration with 3rd party apps for email, calendar, contacts, telephones

Always improving products on the cloud version

Collaboration with ease

workflows across the whole sales process, including post sales

Cons: sometimes it freezes

after every update there could be a hiccup

sometimes sync settings and integrations got lost

invasive notifications

annoying sounds

change of buttons placement tend to confuse after you get used to it

Overall: 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.

Our experience with Vtiger

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its very easy to use and configurate, and highly customizable, so it was very adaptable to our business

Cons: 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.

Overall: 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.

A quality CRM with his challenges, however good value for your dollar.

Nov 22, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

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

Cons: Language barrier, training is poor because they already know their CRM & talk to us like we know it

Easy to use and does almost everything I need

Feb 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: 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.

Cons: 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.

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

Capterra loader

Used it for a SaaS biz CRM

Dec 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The customizable dashboard. Able to make my daily agenda/screen look the way I wanted and feed me the info I needed for Sales.

Cons: we were the first users of our biz type (in 2013) so there were not many 'best practices' to be followed.

Overall: 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.

Excellent value for money, lots of functionalities, all the tools to automate all your company processes

Aug 10, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great CRM... a no brainer implementation for any organization.

Pros: 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)

Cons: 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.

The best CRM

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: With Vtiger I can integrate all the company. Logistic, Sales, After Sales support, customers

Cons: Nothing. All Is perfect. I don't have anuncio problem with this CRM

Overall: Wellington, first we integrate thecompany. Now, salers can know what products we have in our storage.

The Sales Assisntant can create quites easily.

The After Sales Support Área, can manage the visits todo our customers when they have to install, repair, training some of our products.

The owners can now how much the Sales Area are selling monthly.

Logistic can manage better the storage.

Very Effective

Dec 07, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Prices are good. User friendly. Easy setup.

Cons: Mobile App not very great. Should improve mail templates and experience.

Overall: 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.

Overall its a great experience.

Things that can improve -

1) Mobile app dashboards are not as flexible as the web app. Since we are on the move we would like to view certain info or have ready access to our lists. The app functions very slow, keeps you wondering if it will crash.

2) Email campaign and templates can get better. Although an integration with Mailchimp is available. Having better designs and user experience on existing templates would help.

One of the major reasons why we are limiting our use on the mail campaign on vtiger and continue with a thirdparty provider.

V tiger sales director U.K.

Apr 19, 2019
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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

Cons: 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

THe outlook integration doesn't seem to work

Overall: 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 !

Capterra loader

vTiger User for CRM activities in a Reseller Partner

Mar 20, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: The interactions between the differents modules can be improve, in order to relate the differents entities of the interactions with our customers.

Overall: 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.

generally easy to use

Nov 30, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: generally easy to use. individually graphics and good widgets for dashboard. support always ready to help.

Cons: 1. After implementation some features are not changeable anymore. When we create new contact it doesn't overtake the whole address block from organization. 2. sometimes it needs to many clicks to save an update 3. we have problems to implement Vtiger "Add-ins" in Citrix 4. When I added email to a contact it is not possible to delete it anymore

Too many feature gaps

Apr 19, 2019
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: It has a lot of customization features. Support answers promptly.

Cons: 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.

Overall: 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.

Capterra loader

A good baseline CRM with capability to add advanced funtionality

Aug 21, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

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

An flexible CRM

Apr 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: VTiger is very flexible and adaptable to any situation. I implemented this CRM in more than 4 companies with different configurations.

Cons: VTiger could improve the marketing campaign module in order to provide more features like Videos, more graphical tool, templates...

Overall: VTiger is the right tool to concentrate and record all information's around a lead or Account. it keeps a database of all communications and help to remind / Track calls & meetings.

The GOLD Standard

Nov 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Overall I'm extremely satisfied with service and plan a long relationship with vtiger.

Pros: *Non-Stop customization (The standard work flows were good, but the new EXPRESSION options are PHENOMENAL!) *Excellent and able customer service team *Representatives available via phone, chat, or email *Excellent help and tutorial documents *Phone System integration *API Integration (Utilizing our billing / Ticket System / Router infrastructure to manage a clients account)

Cons: *We would prefer a test site before we make options or customization go live. Currently the only option is to start a free trial or host my own internal site while testing. *To much customization (I would like to see more examples of traditional setups and how you envision items to work besides us making our own SOP that works for us. )

A Great Value Enterprise-grade CRM

Apr 19, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Clean and easy to use User Interface. It really is a fully featured platform and it is available from absolutely anywhere.

Cons: Not much at all really! If I had to say something it would probably be that sometimes it is possible to have too much information in one place.

Overall: We have been working with vtiger for many, many years. It's a great product and the company behind it is stable and committed to continuous improvement.

Without Vtiger my company would have not survived

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: After my partner quite, I had to find a solution to manage all my quote, invoice, opportunities etc. that would be as easy & automated as possible. Vtiger was the solution that saved me

Pros: the solution is perfectly working the first day and you can customize with great help from the team for it to be perfectly tailored to your needs

Cons: some plugins are missing... The plugin marketplace is quite new, and there are a few plugins missing.

Adds great value to my business, it's easy to set up, easy to use and cost effective.

Nov 24, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have been using CRM systems since the mid 90's and also sold them for a few years. Vtiger can do everything we used to promise customers CRM systems would do for them 15 years ago and couldn't deliver, while charging them a million dollars

Pros: 1. Cloud architecture 2. Easy to re-configure as the needs of my business changes. 3. Has all the function and more that I need 4. Great support

Cons: 1. Editing the calendar can be "glitchy". 2. It's challenging to get up custom fields with calculations in it. Unless you are doing it frequently it's too complex to remember how to add and edit them. 3. I believe support is based on India business hours...so there is a gap in coverage early in the day in Australia. It would also be great to have weekend support...as a business owner I don't tend to work on Vtiger during "normal" business hours.

vtiger CRM

Apr 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have a great result from CRM software and team:

1.- have all the options that our company need.

2.- it is a great value for the money

3.- they have great support end-to-end process

4.- is a very stable and scalable system

Cons: at this moment our company have no cons

Overall: We solved our Leads management issues at the same time have great sales control and overall we have a great system for our company

Above and beyond

Jan 05, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: The customer support is amazing and always super knowledgeable. They really go the extra mile. The application in its entirety is quite impressed and continues to grow.

Pros: Near unlimited capabilities with what you can make it do and track for your business

Cons: The site can be a little slow sometimes bogging you down with all the information it is storing.

Recommendations to other buyers: it is a one stop shop for all your needs. I believe the sales and support insights are the most attractive.

Great CRM! Great Value!

Nov 22, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the fact that there are management modules for multiple domains outside of sales. Project management, Customer Support, Marketing, all within one system.

Cons: Some of the modules do not work well with each other so the workflows are always as smooth as they can be. Whenever this is the case I let Vtiger support know and they usually generate an update to fix the issue.

Easy to use but could use a better interface.

Jan 11, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This is a very affordable program that does the job. It's easy to add new customers and to keep up with tasks. My most used feature is the calendar - it's very helpful that there's both a shared calendar and a personal calendar.

Cons: I'm not a fan of the user interface. It always looks like it's still loading. They could do a better job of organizing the dashboard.

Capterra loader

Very customizable CRM Tool

Mar 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I can create module from the ground and relate to existing info in the CRM, is very simple to use and have the necessary features that a CRM Tool needs.

Cons: Their mobile app needs to improve and there's no integration with Mac Mail, but they have an integration with Gmail.

Overall: I can create quotes, make invoices, the support is really fast and they improve the software monthly

Totally Friendly Cloud CRM!

May 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is extremely configurable, easy to use and Cloud, which means access from anywhere with an internet connection. There are 3 different versions that vary according to the organization needs.

Cons: The free version is quite limited in comparison with the subscription version, as well as is not a Cloud version but an on-premise solution.

Very Customizable Option, great value for the money

Jun 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Would highly recommend this product.

Pros: We needed a system that would help us to track our customer service issues. Vtiger allowed us to customize the tickets created in order to identify the key issues. Reporting was also customizable and really allowed us to analyze the data. Helped to improve our customer support significantly and allowed us to be more proactive on issues.

Cons: May need to get IT involved in some of the customization depending on how advance you want to get with the available features.

OUR CUSTOMIZED CRM

Jun 23, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We are big FAN of your product now as it is solving all the problems with ease. Everyone in our team is using it with comfort and it can be updated very easily because of the mobile App. Special mention of your Analyst as She is very helpful and she sorted our Inventory Module which was a big task and that's working very well for us now.. I guess this is a perfect product for us.. few tweaking and customization is still going on but whatever we are working on. its working absolutely fine Thanks Team and Vtiger

Pros: The Software is very easy to use and can be customized as per our requirement. We were looking for something which we can customized as and when we require. And our search ended here. Now I am so impressed with the applicability of the software that I am looking forward for Real-Estate module too and would request you to help out there too.

Cons: Just adding some dynamic fields for more control on entries can be like a cherry on the cake otherwise it seems superb so cheers to the Team.

Daily support

Apr 19, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a good memo tool for daily work. It stores communication wit the customer and reminds me by smart phone.

Cons: sometimes is a server very slow. Also the mail application should have more functions (like MS office).

Overall: I can store all customers, potential customers and update information. Then I can use is with exporting data to csv format in my office-.

Capterra loader

Easy To use and customize CRM Tool!

Mar 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: *- Easy to Use, intuitive and not much traininig needed.

*- Easy to customize to your needs.

*- Alot of very interesting modules.

*- Dashboards and mail integration is one of my favorite modules.

Cons: *- Bad Support.

*- Updates sometimes messes with your configurations.

*- Search module can improve alot.

Overall: Better understanding fo client needs and a more indepth knowledge of the stages in where an oportunity sits, i find very useful the cases module it help us to keep track of incidents regarding our customers.

Using V Tiger

Jun 26, 2016
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We keep finding new depths to the V Tiger system as we develop use of it in our system and as a result are using it far more than we anticipated. The support from V tiger has been nothing less than superb and we could not have made the use of it that we now are without that support First class company and first class product

Pros: Adaptability and support

Cons: very little at all, One bad shortcoming is that we have to save documents locally and then upload,rather than being able to save directly into V Tiger - this is time consuming and seems totally illogical. For invoicing, you also need to have a spreadsheet structure as opposed to having to enter each line of the invoice individualyy and do all of the maths manually