Vtiger CRM

You can monitor all sales processes and projects in one program and that makes it the best. I love that it is cloud based, which doesn't crash computers. Its ticketing system is very stable and efficient. It has great marketing management, which makes it easy for us to do mailings.

It does not have the option to drag and drop tasks to place them in another space of the project. It is frustrating how many clicks you have to make to start a specific function. The software is very complete, for that reason it has too many functions and tools that tend to confuse the learning process.

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.

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.

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/)

Excellent UI, very low learning curve, attractive to use and navigate around. Well integrated with the other apps I use. Workflows are excellent, and with few limits. Generally there are very few limits imposed even for low price plans, unlike many other CRMs I tried.

Workflows could be made easier for beginners.
The project management side on my plan is fairly basic, but it's nice to have it there.
Generally nothing, I really like it. The only reason I would change is if I could get a cheaper deal elsewhere.