Vtiger CRM

I have all the clients info in vtiger but the more important info that I save are quotes and invoices, when I want to plan some strategy I just have to prepare some reports form the tool so I know how was the interaction with a specific client the last quarter.

Vorteile

Its really easy to use and there are many options to customize the user experience

Nachteile

As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited

overall, it's been great! The biggest bang for the buck for sure. It's still expensive but you get what you pay for and I highly recommend it.

Vorteile

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.

Nachteile

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.

This is a follow up review on the very first Capterra review I did. VTiger is the foundation of my workflow; my Network Operations Center runs tracking and case management entirely off the VTiger platform. Overall experience is great, I have fully accustomed myself to the software and do not have any problems with it.

Vorteile

Case/ticket tracking and administration on VTiger is extremely useful. VTiger has a fantastic reporting system with a wide variety of charts that can be used to display statistics. Case referencing is near flawless when combined with email responses/notifications.

Nachteile

Only down part to VTiger is that it has to do some system/cloud backup on a daily basis wherein the system completely locks up and you are unable to do anything. The site becomes unreachable for about 20 minutes and restores thereafter.

See section pros

Vorteile

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.

Nachteile

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/)

We adapt CRM to our recruitment process and we install also VTiger to manage our prospect and sales department. All's just perfect!

Vorteile

- Easy to configure
- Easy to modify
- Easy to use
- Easy to adapt to your need
- Complete software

Nachteile

- The email template could be more complete with more design