Vtiger CRM Reviews

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Pros

It is a powerful, customizable system that I find easy to understand. It was one of the top open-source CRMs for a decade, perfectly handling the workflow for mid-sized companies especially with community add-ons that make it even stronger.

Cons

The company seems to have shifted focus from the open-source community to their paid cloud version, leaving behind the users who helped them grow. It now feels like a standard CRM without the unique features that made it special.

Pros

The software is very user-friendly and really organised our work. It captures all the important details and the best feature to me is being able to send quotes directly from the system.

Cons

We dont have any complaints. We are actively using multiple modules and have successfully upgraded to the latest version.

Pros

Vtiger CRM open-source version has all the essential features and the cloud version is very affordable. There are also plenty of add-ons available which makes it my fav.

Cons

The default features often don't meet real-world needs requiring extensive customization or development work that takes a lot of our time.

Pros

The interface is now excellent. I had dismissed it years ago because the design was outdated but it is completely changed now. Even with limited technical skills, it helps me present a professional image and I love how flexible and customizable it is.

Cons

Some tools could be more user-friendly. The Gantt chart feature in particular feels less polished to me compared to dedicated project management software.

Pros

this software's features and user interface have gotten much better recently. I get instant access to lead details to monitor the sales cycle, email alerts work exactly how I want and we can customize our purchase order formats and reports.

Cons

the interface customization options could be expanded though I expect this will be addressed in future updates.

Pros

It is open source and I like that the community version can be installed on our own servers.

Cons

The platform is very buggy and the community support for the free version has shrunk. The automation tools also feel outdated compared to modern CRM systems I used.

Pros

For beginners who just need to track basic info and manage a few accounts and products, this CRM works perfectly and is very affordable. It also connects well with other apps. After using it I feel it is better suited for wholesale product management and general sales rather than outbound sales.

Cons

Managing my large volume of accounts over 1,000+ was too much for this system. It lacked the functionality I needed and I never got proper help building workflows. I wasted countless hours trying to make things work, only to discover missing features at the final step. All this was incredibly stressful and took time away from actual selling.

Pros

It is a great system for tracking company quotes, orders and leads. Also we can easily customize it to fit our needs, sync it with many other apps and the 24/7 customer support is excellent.

Cons

Some features still need refinement. For example we have trouble with orders containing both taxed and non-taxed items. You can set sales targets for opportunities but not for smaller monthly orders.

Pros

I was impressed by its customer retention features.

Cons

So far I have not come across any noticeable issues.

Pros

You can handle almost any task with just a few clicks and I like that it provides great tools for analyzing and improving our team's performance.

Cons

The time zone difference makes it hard for me to attend live training though the team does try to accommodate different schedules.