Karandeep V
This Vtiger CRM assessment will take you thru its key options, integrations, pricing plans, and specs. Learn extra to search out out what Vtiger CRM has to supply.
What’s Vtiger CRM?
Vtiger CRM is a software program resolution that permits organizations to prepare their enterprise operations by offering a bunch of highly effective instruments. The platform is ideally suited to small companies and startups.
The seller has considered the suggestions obtained from customers to design a system that caters to their wants. The platform presents spectacular e-mail advertising, gross sales automation, stock administration options.
The answer has been utilized by customers to boost interactions with potential clients and switch them into paying clients. Additionally it is a wonderful software program to gather contact info and use it to make knowledgeable enterprise selections.
Vendor Particulars
- Firm: Vtiger
- Web site: https://www.vtiger.com/
- Based in 2004
- Nation of origin: United States of America
Vtiger CRM Essential Options
Contact administration
With contact administration, customers get a 360-degree view of contacts saved of their database. Customers can simply view and entry details about every contact comparable to cellphone quantity, title, e-mail handle, account historical past, and so forth.
Alternative administration
Alternative administration allows customers to maintain monitor of all their offers. They’ll view present standing, circumstances in hand, previous conversations, and scheduled conferences.
Schedule appointments
Customers have full management over how and after they schedule appointments. They’ll schedule appointments with just some clicks and in addition share them with shoppers and prospects.
Forecasts & quotas
Vtiger CRM allows customers to plan their gross sales cycle, monitor group efficiency, and in addition handle targets by organising quotas and forecasts.
Quote administration
With quote administration, customers can simply create quotes with all of the essential info comparable to costs, taxes, product particulars, reductions, phrases, and extra. They’ll use Vtiger’s pre-built templates and tailor them in line with a consumer’s necessities.
Buyer journey view
This function supplies a complete view of a buyer’s journey map. It permits customers to view completely different gross sales phases, interactions, queries, duties, and transactions to make sure a simplified workflow.
E-mail sequences
E-mail sequences permit customers to enhance their outbound gross sales campaigns by delivering pre-defined e-mail sequences to clients.
Reviews
The device permits customers to make use of essential knowledge and generate studies to higher view all customer-related actions. Filters can be utilized to research knowledge on the microscopic stage and in addition to maintain a monitor of all key efficiency indicators.
Gross sales dashboard
The visually interesting gross sales dashboards supply deeper insights into the performances of every gross sales member in real-time. Dashboards could be simply personalized to show gross sales and efficiency metrics.
Vtiger Options Overview
- Unified deal view
- Deal contract position
- Doc engagement
- Quote low cost approvals
- Vtiger Calculus AI
- Group mailboxes
- Good alerts
- Reviews
- Gross sales dashboards
- Vtiger Enrich
- eSign integration
- Automated chatbot
- Case administration
- Workflow administration
- Self-service portal
- E-mail advertising
- Focused campaigns
- Efficiency insights
- Actual-time reporting
- Crew inbox
- Calendar and duties
- Venture administration
- Stock management
Vtiger CRM Pricing
Gross sales plan
Starter
- Value: $10 monthly/person
Skilled
Value: $20 monthly/person
Enterprise
Value: $30 monthly/person
Assist Desk plan
Starter
Value: $10 monthly/person
Skilled
Value: $20 monthly/person
All-in-one plan
Pilot
Value: Free
One Skilled
Value: $30 monthly/person
One Enterprise
Value: $40 monthly/person
Vtiger Execs and Cons
ToolsMetric’s Vtiger assessment highlights its professionals and cons. With this info, readers can rapidly have a look at the device’s finest options and areas requiring enchancment.
- Glorious monitoring and alert system to make sure customers have full management of their operations
- Diploma of customization out there in studies
- Ease-of-use
- Creating customized dashboards is straightforward
- Vtiger can simply be built-in with different third-party functions
- Very straightforward device to make use of for customers who’ve very primary laptop abilities and information
- Importing and exporting knowledge is clean
- Discovering prospects from a big database
- Customers have complained that the device tends to freeze at instances
- Very primary undertaking administration module
- Admin panel requires some work
- Doc customization just isn’t very straightforward
- Integration with Google Sheets
- Requires system/cloud backup repeatedly
Vtiger Integrations
- Zapier
- Gmail
- Microsoft Outlook
- Microsoft Change
- Workplace 365
- DocuSign
- Mailchimp
- QuickBooks
- Xero
- Tally
- Twilio
- Plivo
- Asterisk
- Telzio
- ViciDial
- Exotel
- TextAnywhere
- SMS 99
- India SMS
- PayPal
- Magento
Vtiger Specs
Free Trial – Sure
Free Model – Sure
Deployment
- On-premise
Gadgets supported
- Home windows
- Android
- iPhone/iPad
- Mac
- Internet-based
Coaching
- In-person
- Stay on-line
- Webinars
- Documentation
- Movies
Typical clients
- Small-sized companies
- Medium-sized companies
Vtiger pricing
The pricing listed under is for the all-in-one bundle. For extra info, go to the seller’s web site.
- Pilot: Free
- One Skilled: $30 monthly/person
- One Enterprise: $40 monthly/person
Languages supported
- English
Vtiger help
- FAQs
- Data base
- Telephone help
- 24/7 (stay rep)
- Chat
Vtiger Alternate options
- Salesforce Necessities
- Accelo
- HarmonyPSA
- SuiteCRM
- Zendesk Promote
- Salesforce Sales Cloud
- Creatio CRM
- Pipeliner CRM
- Zoho CRM
- Insightly
- Begin
- Advertising 360
- EngageBay
- Odoo
- Freshworks CRM
- HubSpot CRM
- zigihub CRM
