vtiger CRM

CRM Software: Vtiger CRM at a glance

Vtiger CRM is a software company founded in 2004, whose mission is to use its software to help small and medium sized companies build lasting relationships with their customers. Vtiger wants to achieve this by helping companies to work smarter and more productive.

Variants/Prices/Functionalities

Vtiger’s cloud solution is available in three variants: as Sales CRM, with help desk functions only, or as an all-in-one solution. The All-in-One solution is available from $30 per user per month.

Since Vtiger CRM is developed as open source software, a free version is also available. However, since users have to take care of the data storage and security themselves, this is not an option for most companies.

The all-in-one solution is especially suitable for companies that need support in the areas of sales and service. In sales, the All-in-One solution provides a good overview of the sales pipeline with functionalities such as contact management or forecasting. Especially in the help desk, Vtiger has a comprehensive case management with functions for prioritization, setting up reminders and automatic escalation e-mails, so that the right person is always informed.

But also in the area of organization Vtiger offers many functions. Projects can be created where users can share documents with customers via a portal, for example. There are also functions for collaboration and workflow automation.

E-Mail/Interfaces

Outlook, Gmail and Office365 can be easily integrated. The interfaces to some important telephony providers like Twilio and Asterisk are special.

Scope / Training

In sales, service and organization Vtiger offers a wide variety of functions. However, it is questionable whether all companies need them. Due to the large selection, it can be difficult to keep an overview and users probably need more time for training than with other software.

Some important pros summarized:

  • Very wide range of functions
  • Especially for Sales & Service
  • Interfaces to telephone providers
  • Organizational and calloboration functions included
  • Good and simple structure
  • Available in 25 languages
  • Business card scanner

Some important contrasts summarized:

  • Longer training necessary
  • Often more functions than are needed

You can find a current provider comparison here.

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Note: This is a machine translation. It is neither 100% complete nor 100% correct. We can therefore not guarantee the result.

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