Vtiger All In One CRM Reviews

Miguel Angel O.Small-Business(50 or fewer emp.)

5.0

*Chat support: Its easy to get support via chat without having to deal with an I.A. which in most cases are useless or not helpfull at all Review collected by and hosted on G2.com.

Yahya M.Business Development Manager

4.0

The Best thing i liked about Vtiger is its One Pilot version which is totally free and very easy to use Review collected by and hosted on G2.com.

Janet R.Account Manager

5.0

Its a friendly user CRM i use in managing accounts. Like, When I need to get the client details. Creating a proposals for clients. Also, extracting funnel reports gives a lot of convenience. Review collected by and hosted on G2.com.

Andrew L.Customer Success - Consultant

0.0

Very confusing product and no google analytics and ad words tracking like they state on their website. Review collected by and hosted on G2.com.

American Safety A.Safety Suppplies For ALL Working Environments

0.0

phone customer service, hard to implement Review collected by and hosted on G2.com.

Verified User in Computer SoftwareMid-Market(51-1000 emp.)

0.0

- Overall sanity Review collected by and hosted on G2.com.

Kostadinka M.Transportation/Trucking/Railroad

5.0

My overall experience is pretty great!

Claudio B.Information Technology and Services

5.0

No Comments

Paolo C.Information Technology and Services

5.0

Stavamo progettando un nostro crm interno per documentazione, avanzamento progetti, anagrafiche clienti...abbiamo scelto altro tanti anni fa ma credo che vtiger sia uno dei crm migliori in assoluto

Barbara H.Information Technology and Services

1.0

The platform itself is ok. The customer service provided is subpar.

Vicky M.Building Materials

1.0

The only easy thing there is to do is a Search for a Customers info. Beyond that - its painful.

Daniel R.Writing and Editing

2.0

I've been installing Vtiger CRM on Linux servers for the best part of six years. Unfortunately, I recently had to bid a fond goodbye to the technology in favor of the much more powerful breed of SaaS CRM that most companies are now using. Installing Vtiger, whether manually or through Softaculous, is a fairly straightforward process. I used to make extensive use of field customization and developing workflows and they would work fine so long as the Cron job would go off on time. Recently, however, key features have just stopped working for me across various web hosts. In my most recent instance, I couldn't send manual email, and neither I nor my host could debug the server-side issue. I still think that Vtiger open source has a lot to offer, but for those that need a seamless and advanced solution then this is, in my opinion, not the right tool for the job.

Janet RamosAccount Manager

10.0

We use Vtiger in managing our client. From Database, to quote creation up to orders and collection. One software from Sales to Operation to Collection. Also, we use this in extracting data for our reporting.
Managing Clients Dashboards and funneling Fulfilling orders Proposal creation

Sk Tariqul IslamCo Founder

10.0

I use Vtiger CRM in my company to manage sales leads. I have call center where agents make calls to potential customers. Once they find prospects, they in put data in Vtiger CRM. Not only that, they also follow up with them. Finally they make appointment for our sales and marketing team. As there is a history of communication it becomes easy to understand the customer. Finally after making the sale this leads converts into a conversion. Management can keep real time monitors on daily activity.
Finding prospects from big data. Keep real time track The dynamic reports can help make future decisions

Jose A GarciaSales Representative

9.0

Vtiger is used in GB Advisors across the whole organization. starting on marketing campaigns, leads and demand development, Opportunities & Pipeline conversion in sales, Post Sales, integrated with quoting and invoicing systems, customer success. Technical support for internal and external customers and HR, help desk, contract management etc. Daily activities are concentrated on the platform, the customer base is handled in the software, sales reps do customer facing with Vtiger. integrated with our phone system, the call recording, the call logs, mail management and other transactions.
Easy to use environment Easy integration with 3rd party apps for email, calendar, contacts, telephones Always improving products on the cloud version Workflows across the whole sales process, including post sales Collaboration with ease

Verified UserGeneral Manager

7.0

We have used three different CRMs in our small business. We currently use VTiger because it combines email integration, email campaign tools, quote capability, invoicing, and payment capability into one tool. This avoids a lot of duplication and allows our salespeople to carry the customer through the entire process. Other CRMs required add-ons and exporting to other services in order to meet our sales and marketing needs.
The user interface is sometimes cumbersome. It is definitely evident that UI maturity is not top-of-mind to the developers.

Geoff YeagleySr. Account Manager and Marketing Manager

7.0

We are using several facets of vTiger in several different areas of the company. In the beginning and through to this day, we use vTiger as our primary CRM system for managing all of our sales related activities for both our clients and prospective clients. Recently, since we are a professional services organization, we have started to use the ticketing system to create workflows between the sales and audit department to ensure projects are created and assigned appropriately. In addition, we use the projects section to manage the client projects from beginning through to the end, with constant notifications from the auditors to the sales team.
Confusing - Finding where to put information can be confusing at times and can lead to frustration. Reporting - While the ability to create a ton of reports is nice, navigating the reporting tool is a bit overwhelming, especially in the beginning. CRM Notifications - I am a bit old school in that I want to be able to schedule a time to follow up with someone in our CRM system at a specific data and time and receive a pop-up notification when that time comes. With vTiger, I have not found a way to do this and when I ask to be notified, I get notified instantly, not at the time I want to follow up.

Ellen EvansMarketing Analytics & Sales Planner

7.0

VTiger is used for our company's CRM. I use Vtiger to pull product data and to match up product groups across the organization. I also input the keywords for other teams to use when setting up the products for retail. It's the piece of collaborative software that holds all of our true, this-is-it source-of-truth product information. We are still using this while we are also using Syndigo.
Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated. It's still very simple. There is room for improvement with the setup of the admin panel. The dropdowns function funny when scrolled down. It's picky but it's frustrating. The search function could be improved.

Geoff Y.Sr. Account Manager

3.0

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!

AnnA L.Verified LinkedIn UserCEO

5.0

Overall: I own and run 2 companies, one together with a good friend and she has also one more company. Since we started in 2010/2011 we have been working more and more closely together and when starting to use Vtiger in think 2013. We share all our business information in Vtiger. This gives our small companies a great advantage and brings security to our customers. Sometime in 2014 I got sick and started to get more and more fatigued and in the end of November 2017 I was diagnosed with ME/CFS. This means my head get tired and I have problems remember things and plan my work. Without Vtiger I would have had to stop working. No, it is really the truth! From the start we have created new modules, new checklists, new ways of project management because we wanted to hire more people and wanted them to work like we do. We have modules for customer updates of Wordpress sites, for SEO management and for support. We havent hired a lot of people but all these adapted workflows is now an enormous help due to my cognitive issues. I can still work, not as much as before but still working. So, thank you Vtiger!

Juerg H.Sales Manager

5.0

Overall: We have introduced vtiger from the decision date in rolling planning. This enabled us to cover 90% of our needs within a very short time (less than 1 month). An unequalled value, which I was not able to realize with other solutions.

Eduardo Z.CEO

4.0

Overall: I'm very happy with vTiger although it is not SalesForce. You feel you are working with a company who cares about you and try for all means to help you to improve your business.

Jim C.Verified LinkedIn UserConsultant

5.0

Overall: Excellent, would recommend it.

michael111

0.0

if you just need a CRM, its easier to install and use from the beginning