Vtiger CRM Erfahrungen

In general I am satisfied with this software since it fulfills its functions according to a low subscription price and even its free version is very useful.

daily customer contacts and follow up, opportunities, quotes and invoicing

I mostly work with Vtiger as an admin and sales support. Most times, when I have a project or idea to improve our processes, Vtiger lacks the functionality for me to follow through without the need to utilize some outside tool or service. Many times I've wanted to add a feature, establish a process, or some other task to improve our sales/marketing methods, but I find that I cannot do so in Vtiger - it isn't a lack of my knowledge of the product, because several times, after consulting the documentation, I've contacted Vtiger support and was told that the task cannot be done.

We use vTiger in our manufacturing B2B company. We have two offices (Australia/USA) and local and remote workers. vTiger gives all of us access to the information we need at anytime, even when we don't have an internet connection (thanks to the iPhone/iPad app).
The web interface is generally very easy to use and the speed is quite good, even on a slow connection.
There is a heap of features we don't need or use, and a couple of areas where it would nice to get new features that meet our needs, but given the price we can live with these.

It is a quite complete software for the whole sales line of the company, because it includes not only the crm for the management of projects and tasks, but we can from there better understand our customers and create marketing campaigns, which allow us to increase our sales. VTiger is ideal for companies that need to have everything at hand, a software that covers all stages of the project. Start-up companies will find in this software the tools they need to efficiently organize their sales and projects, achieving an increase in their performance.

Overall poor experience. Maybe if I have not used better CRM software prior to giving this a go, I would feel a different way. They added a lot of things to make the program pretty, but the meat and potatoes was just not there.

Overall a good tool for sales team!

It is a very intuitive and dynamic program that has helped us to increase our sales, through different channels such as sending advertising and offers of our services by email. Also the project management is very easy to use planning and executing sales successfully. This software has helped us a lot to increase sales, the organization of the marketing department and bring in an orderly manner all the activities that must be done to close business and projects. A very useful tool that everyone uses in almost all departments of the company and that relieves the workload.

I have been using VTiger in its community edition for about 3-4 years. It is a good software to keep track with the commercial activities. It helps me manage my leads, customers, and activities all in one place. I think that it could be more intuitive and more straight forward regarding the notifications and the activities done or to do with my leads/customers

Depending on your needs the Vtiger CRM might be the best CRM for you. I needed a CRM where I would be able to change fields, add fields, create my own templates for printing, add functions and checklists for my daily work. I also had one specific demand - I wanted one CRM but for 3 companies. I'm an entrepreneur so at present I'm involved in 3 companies and closely working with other entrepreneurs and we share customers. But we want to send quotes, sell orders and other information from different companies to each customer but have alla customers in one CRM. Vtiger solved this.

My overall experience has been very satisfactory.

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!

So far all's good, going for better!

VERY IMPORTANT!!! and I asked for it many times, especially for small companies, is mandatory to be able to sign with different names (and different signatures) in each of the different mailboxes that we are able to have. For instance: I'm the CEO but sometimes I have to reply an email as if I were the woman at [email protected] (the solution that suggested me is to change my name and last name in the preferences, this is not a way to solve this problem). I'm sure that many small companies have the same problem. I have at least 4 different domains and almost 10 mailboxes in my account.
THIS MATTER IS EXTREMELLY IMPORTANT!!!
Best regards, Eduardo

What's most important is how it improved our customer experience. We stayed better connected and made every interaction count. Sales accelerated and complaints declined.

sales planing and automation, from leads development, sales process, post sales, support, help desk for internal and external customer, projects, case studies, and renewals. collaboration across the teams from support, finance, quoting, purchases and approvals.

Trackability and accountability within my company is the biggest benefit. And ease of use for non technical users.

Wellington, first we integrate thecompany. Now, salers can know what products we have in our storage.
The Sales Assisntant can create quites easily.
The After Sales Support Área, can manage the visits todo our customers when they have to install, repair, training some of our products.
The owners can now how much the Sales Area are selling monthly.
Logistic can manage better the storage.

The possibility of using a smartphone app has solved several problems especially when you are out of the office

We used vTiger CRM for some of our call center solutions to collect customer information and integrate with the dialer systems.

Overall experience is good, i the CRM in my bussines and helps to the follow, and track the oportunity, with the wrkflow the agents keep informed about yours oportunities.

I have now brought Vtiger multiple companies to better help there IT staff keep track of there processes. Weather it's Operational tasks, Projects, or Inventory. Vtiger blows similar systems like spice-works out of the water and i'm looking forward to use it for years to come.