Vtiger CRM Reviews

“An affordable and user-friendly platform

Pros

Vtiger CRM stands out as an incredibly cost-effective solution that doesn't compromise on usability. Its intuitive design makes it accessible for teams at any skill level, while still providing the powerful features needed to manage customer relationships effectively.

Cons

I noticed it has some integration restrictions and can be slow at times.

“Brings sales, marketing and support together

Pros

this tool brings sales, marketing and support together in one place. It is simple to use, customizable and we can access it from any device since it is cloud-based.

Cons

Setting up some of the more advanced features can get pretty complicated. The free version also comes with major limitations.

“Easy to set up

Pros

I really like how easy it is to set up and adapt to different ways of working.

Cons

It's been good for my needs so far. Since I am on the free plan, my options are limited but I will probably need to upgrade my subscription soon.

“Versatile and scalable

Pros

I value the ability to customize the CRM precisely to align with our business requirements, ensuring it seamlessly integrates with our operational strategies and enhances our efficiency. This flexibility allows us to optimize workflows and functionalities according to our specific needs, empowering us to achieve our business objectives more effectively and adapt swiftly to changes in the market landscape.

Cons

Connecting modules together can pose a challenge for beginners.

“Vtiger CRM is a Game Changer

Pros

Vtiger has revolutionized our operations, particularly for our sales team. Its diverse features enhance sales and marketing effectiveness, and using it is a pleasure. The standout feature is its automated sales and email marketing options, which facilitate seamless online sales and expand our customer reach, boosting productivity. It's also cost-effective, saving on marketing expenses, and the mobile app installation capability is a definite plus, enabling us to work from anywhere and achieve higher yields.

Cons

Honestly, this software has been incredibly beneficial for us. I would not rate this tool below 8/10.

“The great app

Pros

It offers a variety of features tailored for smaller companies, making it simple to use.

Cons

It's an excellent application without any drawbacks.

“Multilingual tutorials

Pros

Vtiger stands out among CRMs with its numerous management tools that greatly aid in management and tracking. Their accompanying tutorials on YouTube further enhance usability.

Cons

However, these tutorials, designed for users of different languages, are only available in English, which favors one language. What will French-speaking users who want to use it do?

“Good System, but free version is hardly to handle

Pros

While the basic features are available in the standard edition, additional addons like PDF export are necessary for daily operations. The community edition seems less popular, making it challenging to find free resources despite extensive research.

Cons

The GUI appears somewhat outdated and lacks user-friendliness. Translations are present but of poor quality. Upgrading is complex for non-tech-savvy individuals.

“A insight full review on vtiger an unmastered crm Vtiger

Pros

The CRM's ability to handle large databases and its easy funnel system ensure smooth data flow and upgrades.

Cons

The page load time is excessively long, consuming too much time. The homepage is outdated and requires significant improvement.

“Manage your customers in the best way

Pros

Vtiger CRM excels as a powerful tool for driving sales, enhancing customer support, and improving overall business efficiency.

Cons

I'm satisfied with vitager CRM so far.

“Vtiger everything you are looking for in a single app

Pros

It has proven invaluable for our marketing efforts, enabling us to manage sales and maintain customer databases effectively.

Cons

Your Android version might not be compatible with certain system versions or mobile device models.

“Interesting option, which can be improved in terms of sales management

Pros

The customization options are extensive, and the analytics provided are excellent.

Cons

I'm not convinced by the sales management and follow-up.

“Increasing business productivity with Vtiger CRM

Pros

Its competitive pricing, compared to other CRMs, makes it a standout choice. It's a comprehensive tool that simplifies everything from customer management to marketing automation.

Cons

One drawback that could be addressed in the future is the technical support, which can sometimes be slow or ineffective in solving issues.

“CRM manager

Pros

Vtiger offers extensive configuration possibilities and is known for its reliability.

Cons

For administrators, configuring and implementing it can be complicated.

“CRM platform that is used by businesses of all sizes to manage their sales, marketing, and more

Pros

Highly customizable, it allows us to tailor the system to our business's unique needs. The user-friendly interface reduces training time and boosts productivity, with comprehensive tools for managing sales, marketing, and customer service all in one place.

Cons

It can be costly. While there's a free version of Vtiger CRM available, advanced features require a paid subscription. This might not be feasible for smaller businesses on a tight budget. Another potential issue with Vtiger CRM is its complexity in setup and configuration. Although the interface is intuitive, the initial setup can be challenging, possibly requiring technical expertise or consultant assistance.

“Vtiger Satisfied

Pros

The graphical interface is intuitive, and the input forms are easy.

Cons

The beginning was a bit rushed, but it became very smooth afterward.

“Maximizing Business Efficiency with Vtiger CRM

Pros

Vtiger CRM has transformed our business by streamlining customer service and sales processes, creating a more efficient workflow. With its powerful features and intuitive interface, managing contacts, projects, tasks, and more has become effortless. Our efficiency has increased significantly since adopting Vtiger CRM, and we highly recommend it.

Cons

So far, I haven't encountered any negative consequences.

“Perfect Solution

Pros

We utilize the self-install edition for free and seamlessly integrate third-party add-ons for digital invoicing and document signing.

Cons

We had to fix some minor bugs ourselves related to email attachments.

“Reliable CRM system

Pros

The product is user-friendly, though some sections may initially seem complex.

Cons

It offers fewer features compared to other CRM platforms.

“Vtiger Crm

Pros

In my experience, Vtiger CRM ranks among the best CRM software I've used. It's intuitive, ensuring data entry is always easy, customizable for various form needs.

Cons

The initial setup is time-consuming.

“That's great

Pros

Its excellent capabilities for data and contact management stand out.

Cons

Maybe some tutorials for inexperienced users would be helpful.

“Pros and cons of Vtiger CRM

Pros

Vtiger CRM's contact management feature is particularly useful, especially for managing numerous global contacts efficiently. Its alert feature ensures smooth task processing.

Cons

The customer support service of Vtiger CRM doesn't meet expectations; there have been instances where our issues were not systematically resolved and took longer than expected.

“Great Crm

Pros

A fantastic CRM, easy to set up even with minimal software knowledge. Almost all fields can be customized as needed, and compatibility issues with Android systems in earlier versions have been resolved from version 7 onwards. The free version is superior to many paid options.

Cons

I faced difficulties in migrating the database from the previous version to the current one as the fields didn't match perfectly, causing incorrect storage. I resolved it by manually adjusting the parameters.

“Amazing software!

Pros

It's incredibly easy to learn and use daily at work.

Cons

It's been glitchy some days, especially with simple tasks like copying a number.

“CRM for SMB

Pros

The streamlined management of all our contacts in one tool, prospects, contacts, deals,is a game-changer.

Cons

There's a lack of flexibility in its features.

“For the management of active contracts

Pros

It effortlessly adjusts to meet any specific requirement, accommodating a wide range of needs with seamless flexibility and ease of customization. Whether for small tweaks or comprehensive overhauls, it remains versatile and responsive, ensuring it can evolve alongside evolving business demands without unnecessary complexity. Its adaptability makes it a reliable choice for businesses aiming to tailor their CRM solution precisely to their unique operational workflows and strategic goals, fostering efficiency and scalability in equal measure.

Cons

Nothing to complain about; it has been working well for years, generating good reports and fulfilling its purpose.

“It's the best "cheap start-up" CRM

Pros

Vtiger CRM covers all bases effortlessly; its extensive modules cater to diverse needs. With recent updates, it remains up-to-date, allowing customization of fields, occurrences, properties, and forms.

Cons

I tried it many years ago and switched to something less restrictive, but looking back, I think I would choose Vtiger again as a starting point for my projects.

“A powerful SaaS software but not adapted to all needs

Pros

We use it internally for creating quotes, purchase orders, invoices, and managing suppliers. Its powerful, customizable nature, coupled with robust reporting tools, supports our hardware and software production management needs effectively.

Cons

It lacks stock management and requires significant investment in development to obtain a customized version that meets specific needs.

“A solid CRM held back by clunky updates

Pros

If you have used a SugarCRM-based system before, the interface will feel familiar but it is one of the better implementations out there.

Cons

Upgrading to new versions is a clunky process that often has errors. Also the interface is not very friendly for our team members who are not very tech-savvy.

“Excellent contact management

Pros

The contact management and database features are excellent. I used the customer tracking to connect with people across different platforms. It handles support, sales and marketing all together. Whether you are on a team or working solo, you can get a lot done without switching between apps. The forms are somewhat customizable and while there is a free version to start, the paid plans are very reasonably priced.

Cons

I could not figure out how to format reports and exporting data was both slow and difficult. The platform just is not user-friendly as I spent extra hours at the office trying to get it working properly.

“Handled our sales automation needs well

Pros

When we were getting started, Vtiger handled almost all our sales automation needs right out of the box, requiring very little custom work which was perfect for learning the system.

Cons

The initial setup had some quirks and I had to redo it a few times. Though it is not hard but you have to follow very specific steps.

“helpful for tracking customer interactions

Pros

The customer tracking is incredibly helpful for managing interactions across Gmail and social media. The free version gave us a great start and we found the core features easy to learn. Plus I rely heavily on the alerts and reminders to keep track of pending tasks and client follow-ups.

Cons

All the features work much better on the web version which makes the mobile app pretty clunky and not very helpful. Also there are not enough fields for customer info as it needs more options or a free-text area to store all the data we need.

“all-in-one platform

Pros

Being able to monitor all sales processes and projects in a single application is its biggest strength. I love that it is cloud-based and does not slow down our computers. The ticketing system is also reliable and efficient and the marketing tools make email campaigns simple to manage.

Cons

You cannot drag and drop tasks to different parts of a project plus it is frustrating to me how many clicks it takes to perform simple actions. While the software is very comprehensive, the sheer number of tools can make it confusing to learn.

“Highly customizable and integrable

Pros

I love that it is open source which allowed me to customize it and connect it with my dialer software.

Cons

One thing I noticed is that there is not much support available for this product.

“excellent and easy-to-learn user interface

Pros

The user interface is excellent and very easy to learn. It is also visually appealing and simple to navigate, plus it integrates well with my other apps. Even the workflow automation is powerful with few restrictions and the lower-priced plans offer great functionality compared to other CRMs I have tested.

Cons

I feel like the workflow setup could be simpler for new users. And though the project management features on my plan are pretty basic, it is nice they are included. So overall I am quite happy with it and I'd only switch if I found a significantly cheaper alternative.

“Efficient for multi-client management

Pros

We can manage multiple clients within the same system while keeping their data separate which is great. Also adapting it to our workflow is very simple.

Cons

The latest release has quite a few bugs that are taking a while to resolve. Honestly the previous version ran more smoothly for us.

“A modular & flexible system

Pros

The thing I like a lot is that you can easily turn on different business processes one by one, just like building with modules.

Cons

Being built on PHP can sometimes lead to security concerns when new updates come out.

“Simple but has some constraints

Pros

One of the main reasons we chose this solution was its simplicity and how easy it was to get started.

Cons

Over time, we've noticed the platform has some limitations, mainly with the features that are available.

“A solid platform

Pros

I find it a solid CRM platform with useful features for handling company data like ticket management, reporting and invoicing.

Cons

The interface is feature-rich and looks nice but it is not always easy to navigate.

“Perfect for monitoring client history

Pros

We can log every client interaction by team member and track the follow-ups. It also helps monitor what our employees are working on.

Cons

My least favorite part is that it does not automatically track how much time we spend on each client so we have to log it manually.

“A deeply flawed and inflexible system

Pros

After we got familiar with the layout, the system became quite user friendly. Plus finding uploaded files is also a simple process.

Cons

The time tracker only counts in seconds and cannot be changed, even by developers. The amount of information required on each page is excessive and there is no setting to reduce it. Also the platform lacks customization options which makes it very difficult for us to scale with.

“Fully functional with all essential tools

Pros

Vtiger CRM is fully functional with all the essential tools, and it became very comfortable to use once we got the hang of it. Since it's entirely cloud-based, our sales team can access it from anywhere, which has been a huge advantage

Cons

The platform's interface has a more traditional feel compared to modern web applications. The user experience could be enhanced, as some users find the navigation less intuitive and the performance slower than preferred. A visual refresh would also help modernize its appearance.

“Extremely effective tool

Pros

Managing support cases and tickets is extremely effective. The reporting is also the best with a wide range of charts for statistics and linking cases to email responses works seamlessly.

Cons

The main drawback I noticed is the daily system backup which completely locks the platform for about 20 minutes and makes it completely unusable during that time.

“affordable solution that boosts productivity

Pros

It is an affordable solution that really boosts productivity. Also it is packed with features and can even be installed on our own company servers.

Cons

Well let me tell you that you need strong PHP and CSS knowledge to set it up especially if you are hosting it on your own company server which is very time-consuming.

“Excellent CRM

Pros

This is an excellent CRM that handles all our daily network support tasks. Customizing key fields is also simple and effective.

Cons

The system gets very slow whenever the servers are running backups which I do not like at all.

“Quick to start and highly customizable

Pros

You can get started quickly and I like being able to build custom modules. If you work with PHP and MySQL, it is usually easy to find solutions to problems and though there is not a huge amount of online help but it is enough to get you through.

Cons

Setting up workflows can be tricky and requires a few attempts to get right. While the concept seems simple let me tell you that implementing them can be frustrating.

“Simple to set up, modify and use

Pros

It is simple to set up, modify and use and the software is both adaptable to our needs and very comprehensive.

Cons

I feel like the email template editor could offer more design options and flexibility.

“works the best!

Pros

this CRM offers calendar management, useful stats and graphs, an easy-to-use interface, workflow tools and much more. In short it works the best for us and meets all our needs.

Cons

everything is working perfectly for us and we are completely satisfied.

“easy for importing and managing leads

Pros

Importing and managing leads is easy with it and it is simple to track everyone's tasks and see the complete history for each lead.

Cons

Keep in mind that importing leads requires very precise formatting, otherwise it fails. Also I noticed that the duplicate detection is not very effective since it's case-sensitive which creates many duplicate entries.

“powerful, all-in-one sales hub

Pros

My favorite part is managing all my sales and marketing activities in one spot. The platform has improved a lot over the years becoming much more user friendly. Plus it keeps our teams quotes and proposals organized and up-to-date and it is great for collaborating and tracking opportunity status.

Cons

While the platform has improved significantly, I still feel like the follow-up system could be more user friendly. Also I would prefer notifications and reminders to stay visible until they are actually addressed.