Karandeep V
This Vtiger CRM review will take you through its key features, integrations, pricing plans, and specifications. Read more to find out what Vtiger CRM has to offer.
What is Vtiger CRM?
Vtiger CRM is a software solution that allows organizations to organize their business operations by providing a bunch of powerful tools. The platform is ideally suited for small businesses and startups.
The vendor has taken into consideration the feedback received from users to design a system that caters to their needs. The platform offers impressive email marketing, sales automation, inventory management solutions.
The solution has been used by users to enhance interactions with potential customers and turn them into paying customers. It is also an excellent software to collect contact information and use it to make informed business decisions.
Vendor Details
- Company: Vtiger
- Website: https://www.vtiger.com/
- Founded in 2004
- Country of origin: United States of America
Vtiger CRM Important Features
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Contact management
With contact management, users get a 360-degree view of contacts stored in their database. Users can easily view and access information about each contact such as phone number, name, email address, account history, etc.
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Opportunity management
Opportunity management enables users to keep track of all their deals. They can view current status, cases in hand, past conversations, and scheduled meetings.
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Schedule appointments
Users have full control over how and when they schedule appointments. They can schedule appointments with just a few clicks and also share them with clients and prospects.
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Forecasts & quotas
Vtiger CRM enables users to plan their sales cycle, monitor team performance, and also manage targets by setting up quotas and forecasts.
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Quote management
With quote management, users can easily create quotes with all the important information such as prices, taxes, product details, discounts, terms, and more. They can use Vtiger’s pre-built templates and tailor them according to a client’s requirements.
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Customer journey view
This feature provides a comprehensive view of a customer’s journey map. It allows users to view different sales phases, interactions, queries, tasks, and transactions to ensure a simplified workflow.
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Email sequences
Email sequences allow users to improve their outbound sales campaigns by delivering pre-defined email sequences to customers.
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Reports
The tool allows users to use important data and generate reports to better view all customer-related activities. Filters can be used to analyze data at the microscopic level and also to keep a track of all key performance indicators.
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Sales dashboard
The visually appealing sales dashboards offer deeper insights into the performances of each sales member in real-time. Dashboards can be easily customized to display sales and performance metrics.
Vtiger Features Overview
- Unified deal view
- Deal contract role
- Document engagement
- Quote discount approvals
- Vtiger Calculus AI
- Group mailboxes
- Smart alerts
- Reports
- Sales dashboards
- Vtiger Enrich
- eSign integration
- Automated chatbot
- Case management
- Workflow management
- Self-service portal
- Email marketing
- Targeted campaigns
- Performance insights
- Real-time reporting
- Team inbox
- Calendar and tasks
- Project management
- Inventory control
Vtiger CRM Pricing
Sales plan
Starter
- Price: $10 per month/user
Professional
Price: $20 per month/user
Enterprise
Price: $30 per month/user
Help Desk plan
Starter
Price: $10 per month/user
Professional
Price: $20 per month/user
All-in-one plan
Pilot
Price: Free
One Professional
Price: $30 per month/user
One Enterprise
Price: $40 per month/user
Vtiger Pros and Cons
ToolsMetric’s Vtiger review highlights its pros and cons. With this information, readers can quickly look at the tool’s best features and areas requiring improvement.
- Excellent tracking and alert system to ensure users have complete control of their operations
- Degree of customization available in reports
- Ease-of-use
- Creating custom dashboards is easy
- Vtiger can easily be integrated with other third-party applications
- Very easy tool to use for users who have very basic computer skills and knowledge
- Importing and exporting data is smooth
- Finding prospects from a large database
- Users have complained that the tool tends to freeze at times
- Very basic project management module
- Admin panel requires some work
- Document customization is not very easy
- Integration with Google Sheets
- Requires system/cloud backup regularly
Vtiger Integrations
- Zapier
- Gmail
- Microsoft Outlook
- Microsoft Exchange
- Office 365
- DocuSign
- Mailchimp
- QuickBooks
- Xero
- Tally
- Twilio
- Plivo
- Asterisk
- Telzio
- ViciDial
- Exotel
- TextAnywhere
- SMS 99
- India SMS
- PayPal
- Magento
Vtiger Specifications
Free Trial – Yes
Free Version – Yes
Deployment
- On-premise
Devices supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Training
- In-person
- Live online
- Webinars
- Documentation
- Videos
Typical customers
- Small-sized businesses
- Medium-sized businesses
Vtiger pricing
The pricing listed below is for the all-in-one package. For more information, visit the vendor’s website.
- Pilot: Free
- One Professional: $30 per month/user
- One Enterprise: $40 per month/user
Languages supported
- English
Vtiger support
- FAQs
- Knowledge base
- Phone support
- 24/7 (live rep)
- Chat
Vtiger Alternatives
- Salesforce Essentials
- Accelo
- HarmonyPSA
- SuiteCRM
- Zendesk Sell
- Salesforce Sales Cloud
- Creatio CRM
- Pipeliner CRM
- Zoho CRM
- Insightly
- Commence
- Marketing 360
- EngageBay
- Odoo
- Freshworks CRM
- HubSpot CRM
- zigihub CRM
