Paulo R. Especialidade: Serviços e tecnologia da informação Número de funcionários: 11-50 funcionários
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.
Its really easy to use and there are many options to customize the user experience
As a CRM I would like more tools to show some specific info to my clients but in this field they are very limited
Carlos G. Especialidade: Software Número de funcionários: 11-50 funcionários
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.
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.
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.
Anabelle D. Especialidade: Serviços ao consumidor Número de funcionários: 11-50 funcionários
It made the sales team work very easy and it helped management to see how the team was working each lead. The reports are clear and very easy to personalize and setup.
The lead import and management. It’s very easy to keep track on who’s doing what and have a history of the lead.
If you are not precise with loading the leads it can be difficult to load new leads. The duplicate feature does not work too well as it’s case sensitive and I would get many duplicated leads
Thomas E. Especialidade: Automação industrial Número de funcionários: 11-50 funcionários
See section pros
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.
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/)
Arturo L. Especialidade: Serviços e tecnologia da informação Número de funcionários: 2-10 funcionários
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
What I like the most about Vtiger is that I can manage my business activities in one place specially the ones involved in sales & marketing.
VTiger has evolved in the last years, bringing a better user experience, and making it more intuitive.
VTiger has helped our sales team to have all the quotes and proposal documents updated and centralized.
I like the way that you can collaborate with all the sales team, sharing contacts information, and always knowing the status of the opportunities.
Although VTiger has evolved a lot in the last years, the follow up activities could be more intuitive. It would be great that the notifications and reminders always appeared on screen until they have been completed.