Vtiger CRM Erfahrungen

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.

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.

Cost ease of use and functionality...easy to set up and use and it cost about 10% of what we were using

there really isn't anything we don't like about it

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

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

It covers all of our business needs. It's easy to adapt the system to your exact process and the reporting functionality is comprehensive, allowing you a full overview of all aspects you require.

It comes with a small learning curve. But their support helps you understand it quickly.

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.

For beginners that only need to log in basic information, manage a few accounts and products this CRM software will work just fine. It is affordable to boot.

It does come with some great hookups to other apps and software, and the app is useful.

After use. i realize that this software may be better for wholesale product management and general sales, rather than outbound sales.

Because I am managing over 200+ accounts (more like 1,000+) this software didn't cut it for me. It did not readily provide the functions that I needed, nor did I ever receive adequate help when it came to building out my workflows. I found myself going down rabbit holes searching for ways to make the workflows work, only to find that the last step was non-existent.

It was stressful and took away a lot of time that I should have spent closing sales.

The customer tracking feature is very useful, as we can interact with them on different platforms such as Gmail and social networks. It has a free version which helped us in the beginning and we were able to adapt to the main functions easily. I use all the alerts and reminders and it is a great tool that helps me not to forget pending activities and clients I need to call and visit.

All the functions are easier to use in its web version, making it cumbersome and not very useful on the mobile app. The fields for customer information are very few, it should have more options for information or leave a blank space to fill it manually, so that all the information that is required is stored in the system.

What I like the most about Vtiger is that I can manage my business activities in one place specially the ones involved in sales & marketing.
VTiger has evolved in the last years, bringing a better user experience, and making it more intuitive.
VTiger has helped our sales team to have all the quotes and proposal documents updated and centralized.
I like the way that you can collaborate with all the sales team, sharing contacts information, and always knowing the status of the opportunities.

Although VTiger has evolved a lot in the last years, the follow up activities could be more intuitive. It would be great that the notifications and reminders always appeared on screen until they have been completed.

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.

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.

We use the free self install edition and have great integration with 3rd party adding which allow us to get our invoices and documents signed digitally.

There were some small bugs we had to fix ourselves relating to email attachments.

Vtiger is feature rich. Reporting is great especially when you can build your own custom metrics to report on.

Kind of a steep learning curve but once you get it down its awesome.

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.

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’.

vTiger is a cost effective CRM. It provides many of the features of high spec and high cost equivalents. In theory you do not have to purchase the plethora of other CRM tools

It requires a programmer's mindeset to get it to work properly. You need to know HTML well do get things like e-mail to work (unlike Mailchimp). The templates and examples feel like they have been developed at speed to tick the box rather than designed as a user would use them. So none of them quite do the job.

For example, if you want the system to organise appointments, then the appointment e-mails sent by it require significant work in HTML to make them brand consistent. So it might have default text e-mails but they look techy, and you have to build them from scratch to make them professional.

It has things like Outlook synchronisation, but we spend 12 months trying to get this to work and ended up finding the it couldn't cope with changes to appointments in outlook synchronising with vTiger - so it was effectively useless. You cannot have the whole team working with a single customer database and appointment calendar in their Office 365 accounts.

It does basic synchronisation with FullContact - but you cannot seem to synchronise images, or social media profiles to augment customer records by default.

I like the fact that you can start use it fast, possibility to create custom module
For who work in php, mysql environment is almost easy find solution to troubles.
Not so much help online but emough for help you

Workflow is tricky, need some tries and knowledge for use it, theorically seem simple, but some troubles to execute it

For the price, it is definitely the best CRM around.

Even though the team fixes bugs quickly and responds to support requests quickly, their software updates noticeably break other features as they continually improve the website. This can be a bit annoying at times. Other than that, the uptime is excellent and our whole organization uses VTiger as much as possible.

Easy user interface. Regular software tweaks & updates. Plenty of online help docs and tutorials. Friendly help desk consultants.

That it can't really accommodate an automation process for more than one brand. That you need to employ a 3rd party developer to customise the platform to suit your business needs.

Simple to use with all the features that enable me to track, update any record pertaining to client, organization and its opportunities
We have automated the quote requisition to our design team from VTiger itself
The dashboard gives great insight into the overall summary of my opportunities

Sometimes the linking of the documents from G-Suite or uploading the same becomes time-consuming since there is a word title limit. Our files have huge names and cannot cut down on the word limit. This is a drawback that I would like to highlight

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.

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

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.

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

Once you get the hang of it it can be quite good. Reporting can be fast and powerful. There are still some gaps I'm having to learn to live with but they can and should improve this. It seems to be designed to favor the marketing where more focus could be placed on managing organizations and identifying and executing on major account strategies.
Data capture is also more challenging than it needs to be.

I find the mobile app needs to be radically improved, at least for the Android version I use. I live on the road from my phone and the idea is good but the execution is weak. Finding a person and phoning them, Scanning business cards ? (really seems to be a picture capture with on OCR), etc.
Revenue management really could be improved to speed the identification of needed focus.

Easy to use, free, adaptable to any need, lead generation, use in cloud

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

It used to be a great fit for our business...

Corporate intelligence determines what they "think" is best for your business without asking. Then when you complain they tell you, you don't know what you are talking about even when you own the company. Their latest blunder is blocking the number of browsers you can use to log in. I run tech support and personally will have 4 computers logged in. They now only allow two and block you from using more, plus stupidly say use mobile device. Their mobile app is terrible for tech support. We are actively moving to another CRM. Really bad company. Don't like them bullying me.

It's easy to use and an extremely value. I like the ability to be able to insert records from my website.

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.

Vtiger is very straight forward and easy to use. You can chose which features and categories you use the most and prioritize them on your screen based on your needs.

The reports features could use some work. I've worked with other software systems where it was easier to get a big-picture view of what your database consists of. You can build out different reports based on what you're looking for, but the analytics could be better.

Software is very user friendly to operate and also has a mobile app through which we can use to fill the activity so on the go also we can fill the data.

On laptop or desktop, all features are good but when using with Mobile app then all features are not available, some improvement needed on app.