Vtiger CRM is a popular open source Customer Relationship Management Software. This is used by a large number of businesses around the world. In this post, we shall have an exclusive Vtiger review covering various aspects of vtiger. Get ready to know vtiger pricing, vtiger features and migration. You shall also go through Vtiger Open Source vs Paid comparison.
So, you can take it as a comprehensive Vtiger Review Guide. A great help for anyone considering vtiger for their organisation.
VTiger: An Introduction
The constantly growing business world requires the innovative solutions for skilful selling and effective customer service. Now, you wish order to be successful and competitive. But, for this, you have to clearly determine the business objectives. In addition to it, you have to place your primary focus on customers’ requirements.
CRM system is your staunch ally that helps you enhance the performance of the business processes. Not only this, CRM helps improve the client relationships.
But, there is an important question to answer in today’s era. How to select the right platform that can face and accomplish your company goals?
No doubt, the endless list of the Open Source CRM systems can drive you crazy. So, take a look at Vtiger CRM as an efficient alternative. With a number of the compelling capabilities and tools this might prove to be a good choice for your business.
Vtiger Review & Features: The Core Proposition
In case your organisation is just starting up and has a light budget, Vtiger is a great fit for managing the small and mid-sized businesses. Vtiger CRM was launched in 2004 and forked from SugarCRM.
The CRM platform provides you with the following features (please note that most of these features are listed from vtiger open source version):
1. Customers/Accounts Management:
View your customers from the different angles by means of a complete portfolio of their records. In addition to it, analyse their activities, interactions histories, as well as other documents and notes. The customer functionality is as exhaustive as it can get. You can further build the client profile with the help of the lead generation and scoring functionality.
So, Accounts management can integrate very well with third party applications. Moreover, you can funnel the accounts straight into Vtiger system.
2. Vtiger Marketing Features:
Vtiger is quite packed with features that can be useful for your product/services marketing. Use the marketing capabilities to create the email campaigns. So, build the specified lists, personalised templates and messages. Also, facilitate the process with scheduling their sending out.
3. Lead and Contact Management:
Lead and contact management is an integral part of any CRM. So much so that a whole new industry of lead and contact management Saas service providers have evolved over time. Vtiger doesn’t stay behind when it comes to lead and contact management.
You have host of features to save, upload via CSV, see the history, upload documents etc with regards to your leads and Contacts. You can create forms to embed in your website. So, you can save the lead information straight to your CRM instance.
4. Vtiger Workflow Implementation:
Vtiger allows you to create the workflow rules for optimisation of your team performance. This can be easily done by assigning the tasks and setting the data updating and alerts about meetings. Apart from meetings, you can set workflow processes for any other modules as well in vTiger.
5. Reports:
Vtiger provides exhaustive reports to analyse your business activity. Take advantage of the analytical tools with the specified filters for getting the detailed reports on the separate projects or departments. In addition to it, you can monitor the performance of the whole company.
6. Activity Management:
Activity Management is another useful tool in one’s armoury while working with Vtiger. You can manage daily tasks with your team and record useful customer calls and meetings.
7. Vtiger Customisation:
Customisation is one of the most important aspects when it comes to CRM. vTiger provides a host of options to customise the CRM. So, these customisation include but not limited to:
- Changing/adding drop downs
- Adding functionalities with the help of open source plugins
- Drag & drop functionality
- Many other user friendly features
Moreover, a lot of community support further makes the Vtiger CRM software more friendly for the users.
Vtiger Pricing:
Vtiger is considered one of the affordable solutions on the CRM market, includes a 15-Day free trial and offers the following payment plans:
1. Vtiger Help Desk Version:
- Free: You get Contact and case management, knowledge base, email-to-ticket, workflow automation. In addition, you have reporting, service-level agreement and 24-hour support through email.
- Starter at $10/month/billed annually: This includes features of the free Help Desk edition plus as the customer portal, web-to-ticket, phone functionality. You also get document sharing, workflow scheduling, and 24-support through the phone, email, chat.
- Professional at $20/month/billed annually: Tools of the Starter version and support insights, twitter integration, custom modules and records, webhooks.
2. Vtiger Sales version:
- Starter at $10/month/billed annually: Contact, lead, opportunity and document management, visual sales pipe, workflow automation, quote builder, phone capabilities, mass email campaigns functionality (10,000 emails/month). Enjoy access to advanced analytical tools, web-to-lead forms, 24-hour support through email, chat, phone.
- Professional at $20/month/billed annually: Functionality of the Sales Starter subscription and auto responder emails, twitter integration. Invoice builder, accept payments, multiple currencies, sales forecasting and insights.
3. Vtiger All-in-one Package:
- Ultimate at $30/month/billed annually: All features from Support Professional and Sales Professional. Inaddition to it, enjoy additional features like project and inventory management & 25,000 email/month.
Vtiger Open Source vs Paid:
Please note that the paid versions of the Vtiger are the the cloud versions i.e. the versions that are hosted on the cloud by Vtiger itself. Off late, Vtiger cloud versions have also provided a free version which you can get started with immediately if your team size is less than 10 users.
| Feature | Open Source | Paid | ||
|---|---|---|---|---|
| CRM Pricing | Free | Starts from Free to 10 USD | ||
| Vtiger Installation | One click installs available with many hosting providers. You can take professional help as well | Included | ||
| Vtiger Support | You need an external provider to provide support | Included | ||
| Vtiger Hosting | You need to have your own hosting that will cost extra | Included | ||
| vtiger Backup | You need to take external help for setting up backups | Included | ||
| Mobile Access to Data | Free | Free | ||
| Marketing Features | Lesser than the paid version | All inclusive | ||
| External Integrations | Many of them available through plugins by community | Official Support for Google Calendar, Contact, Twitter, Gmail Sidebar, Xero, Office 365, Kanban for Project Management etc |
Vtiger Migration:
CRM Migration is one of the most important tasks once you have decided to use a CRM. Porting of existing contacts, accounts and opportunities from the existing CRM can be a daunting task. There are a few of ways to go about migrating data to Vtiger as enumerated below:
1. Manual Migration:
Manual Migration is one of the most crude migration strategies that one can follow. You need to have one of your team members wire the data records from one CRM to another. This can work with very small CRM systems with records lower than 1000 rows. However, with larger systems, you really stand the risk of losing the data. More importantly, the risk of losing the relationships between your CRM data.
2. Official Vtiger migration:
Vtiger officially provides a service to help you migrate the data from your existing CRM to the Vtiger CRM. The service comes at a price if you are migrating from some other CRM. The vtiger official migration service is free if you are migrating from Vtiger open source however.
3. Use Migration Services:
CRM migration is a very common task. There are some really good 3rd party services to help you migrate from your CRM to Vtiger or to any other CRM for that matter. Once such service is Data2CRM Vtiger Migration Service.
The service offers quite a few advantages including:
- Excludes the possibility of any data loss with security regulations and sign the Nondisclosure Agreement (NDA).
- Have the total control of users and fields mapping. Map the entities in accordance with your business requirements.
- Run a free Demo Migration. Explore the service in action and find out if the service satisfies your business demands.
- Eliminate the impact on your both CRMs up time as the SaaS excludes any interruptions of business processes.
Vtiger Review: A Final Take
If you are looking for a CRM and support platform for following reasons:
- Boosting your team performance and
- Enhancing the business processes at the right costing
Vtiger is an appealing CRM offering. The Vtiger community has been growing with huge leaps and bounds.
To conclude, we can say that Vtiger CRM system has been really doing well over the past few years. So, we wish to see the same ahead along with some more advanced features added to it.
Hope you enjoyed having a quick Vtiger Review. Are you using the Vtiger CRM for your business? Do share your feedback on the same in the comment section.
4.5