Vtiger Reviews &amp; Insights

CEO in Sales at TicTop Sales (1-10 employees)

May 19, 2025

Use Cases and Deployment Scope

Managing sales, leads, customer support. Most processes in my company are supported by the capacities of Vtiger. At present we are algo managing our marketing activities, social networks integration and marketing automático. Best of all is the capacity of the integration of all these business processes in an only screen.

Pros

Marketing
Sales processes
Customer support
Leads management

Cons

Digital invoice
Design templates
Workflows

Likelihood to Recommend

Vtiger has evolved in the interfaces design. You can access all required data from one screen, similar to a control data. You have also sales and support dashboards predefined, but you can create your own. As less appropriate the templates design, it has not evolved from old versions of Vtiger.

Salvador Arauzo

Vetted Review

Account Manager in Sales at Datumstruct Philippines, Inc. (11-50 employees)

10 years of experience

Verified on LinkedIn

The Software in Managing Clients that is very user friendly.

Rating: 10 out of 10

September 16, 2022

Use Cases and Deployment Scope

We use Vtiger in managing our client. From Database, to quote creation up to orders and collection. One software from Sales to Operation to Collection. Also, we use this in extracting data for our reporting.

Pros

Managing Clients
Dashboards and funneling
Fulfilling orders
Proposal creation

Cons

editing the proposal created

Likelihood to Recommend

It's the CRM that's very easy to use. Not too complicated and easy to extract data. Easy to understand. Very user-friendly.

Janet Ramos

Vetted Review

1 year of experience

Vtiger All-In-One is fast, user-friendly, and customizable

Rating: 8 out of 10

Inbound Leads Team Lead in Sales at GB Advisors, Inc. (11-50 employees)

June 4, 2019

Use Cases and Deployment Scope

Since day one, GB Advisors did an extended research in finding the best CRM for them. They decided to go with Vtiger All-In-One. They use it on all the departments and areas. From sales to support and even marketing. It manages all the logistics and internal proceses. It really helps with the organization and coordination of the projects, specially keeping the track of ticketing, leads, and opportunities.

Pros

User-friendly interface.
Reliable tracking system and alerts to maintain overall control of the proceses.
Meets all the needs of the average company.

Cons

Switching among subgroups could be a bit simpler.
The Mobile App should have more options.
Document customization is difficult sometimes.

Likelihood to Recommend

In my area, Sales, it is very effective, especially if you want to track if a link or an email was opened. I can organize and customize all the stages of the sales cycle. I find the reports very useful. Each month I can visualize the record of my team through graphics and statistics. And to be honest, with Vtiger you can run the entire process. From the initial call, booking demos, implementation and more.

Nomar Norono

Vetted Review

4 years of experience

Vtiger will continue to be used at our company, even with Syndigo Onboarding

Rating: 7 out of 10

Marketing Analytics & Sales Planner in Marketing at Positec (1001-5000 employees)

April 25, 2019

Use Cases and Deployment Scope

VTiger is used for our company's CRM. I use Vtiger to pull product data and to match up product groups across the organization. I also input the keywords for other teams to use when setting up the products for retail. It's the piece of collaborative software that holds all of our true, this-is-it source-of-truth product information. We are still using this while we are also using Syndigo.

Pros

I love reporting. I can build a custom report using all or any of the dimensions of my choice. This is great when other programs often limit this ability.
I like that is a source of truth across the organization. We can all go in and see the same thing.
This also works for communication with our teams in other countries. We are a global organization.

Cons

Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
It's still very simple. There is room for improvement with the setup of the admin panel.
The dropdowns function funny when scrolled down. It's picky but it's frustrating.
The search function could be improved.

Likelihood to Recommend

It is well suited for reporting and looking at product data item by item. I am not sure if it's just the way we have it set up, but using the search function at the top after filling out the data for one product is frustrating because you have to scroll back up for the drop-down select to be presented correctly.

Ellen Evans

Vetted Review

2 years of experience

Vtiger: a wonderful compromise

Rating: 7 out of 10

Sales Representative in Sales at GB Advisors, Inc. (11-50 employees)

January 31, 2019

Use Cases and Deployment Scope

We have used three different CRMs in our small business. We currently use VTiger because it combines email integration, email campaign tools, quote capability, invoicing, and payment capability into one tool. This avoids a lot of duplication and allows our salespeople to carry the customer through the entire process. Other CRMs required add-ons and exporting to other services in order to meet our sales and marketing needs.

Pros

VTiger doesn't do anything exceptionally well, but it is adequate for about everything.
The price for VTiger is quite good.
It is reasonably easy to configure and use.

Cons

The user interface is sometimes cumbersome. It is definitely evident that UI maturity is not top-of-mind to the developers.

Likelihood to Recommend

If you need a full CRM on a reasonable budget, VTiger should be a top consideration. The complexity and cost of their integrated system is typically cheaper than a simple CRM with function add-ons for email campaigns and quoting. However, if you have deep pockets, a large team of sales staff, and dedicated CRM IT, you might be better off with one of the big CRMs.

Verified User

General Manager in Engineering (1-10 employees)

Vetted Review

2 years of experience

Cloud Based CRM for Everyone

Rating: 9 out of 10

May 4, 2018

Use Cases and Deployment Scope

Vtiger is used in GB Advisors across the whole organization. starting on marketing campaigns, leads and demand development, Opportunities & Pipeline conversion in sales, Post Sales, integrated with quoting and invoicing systems, customer success. Technical support for internal and external customers and HR, help desk, contract management etc. Daily activities are concentrated on the platform, the customer base is handled in the software, sales reps do customer facing with Vtiger. integrated with our phone system, the call recording, the call logs, mail management and other transactions.

Pros

Easy to use environment
Easy integration with 3rd party apps for email, calendar, contacts, telephones
Always improving products on the cloud version
Workflows across the whole sales process, including post sales
Collaboration with ease

Cons

Sometimes it freezes
After every update, there could be a hiccup
Sometimes sync settings and integrations got lost
Invasive notifications with annoying sounds
Change of buttons placement tend to confuse after you get used to it

Likelihood to Recommend

Feel free to automate your sales process with this great platform, you can send triggered and targeted emails. set campaigns, receive and develop leads, automate the sales process, quoting and then the rest of the post-sales process, including the assets management of every customer and the renewals of it if you sell subscription-based products Less appropriate I do not consider Vtiger inappropriate for anything. It is a software with robust capabilities for any size organizations. cloud architecture makes it very flexible and handy

Jose A Garcia

Vetted Review

2 years of experience

Vtiger takes on MailChimp for the serious email marketer

Rating: 9 out of 10

Consultant in Marketing at mylocal.org.uk (1-10 employees)

December 20, 2017

Use Cases and Deployment Scope

I have a demo copy of Vtiger and several of my clients use Vtiger. In the case of my clients, they generally use vTiger as a better solution than MailChimp for their newsletters. In the case of one client, they use vTiger to run their organization as they are a membership society, and they have integrated Vtiger with their website.

Pros

Vtiger is a sophisticated database similar to SugarCRM but easy to use for people who are not computer experts. SugarCRM has a very complex user interface compared with Vtiger. It is easy to add fields and to create rules or pick lists and thereby tailor the system to your requirements.
Vtiger is a powerful email marketing system with more facilities than MailChimp and considerably less expensive per email sent once your database reaches the size at which MailChimp begins to charge. Vtiger, therefore, represents a good upgrade path from MailChimp.
It is very easy to import and export data to and from Vtiger, which has excellent deduplication tools built in. It is also easy to manipulate data within Vtiger, something that is almost impossible with MailChimp.

Cons

Although Vtiger integrates well with email, like most CRM systems it assumes that you have one email system and therefore it is less suitable for use cases where multiple email systems need to be supported.
Although Vtiger supports Twitter it does not support other social media systems in the same way. You can tailor the system to hold the URLs of your contacts' social media profiles but if SM is a big thing for your organization then there are better systems available.

Likelihood to Recommend

Vtiger is well suited to any organization that manages large databases because it is very quick to populate, deduplicate and categorize the contact records. It is a very good way to manage your mailing campaigns because each record can be held in one place only and then belong to as many mailing lists as you like. You can even have website sign up forms adding people to your lists based on their interests.

Thomas Olesen

Vetted Review

3 years of experience

Co Founder in Corporate at AIO TECHNOLOGIES (51-200 employees)

Vtiger CRM makes my business opretion easy.

Rating: 10 out of 10

September 26, 2016

Use Cases and Deployment Scope

I use Vtiger CRM in my company to manage sales leads. I have call center where agents make calls to potential customers. Once they find prospects, they in put data in Vtiger CRM. Not only that, they also follow up with them. Finally they make appointment for our sales and marketing team. As there is a history of communication it becomes easy to understand the customer. Finally after making the sale this leads converts into a conversion. Management can keep real time monitors on daily activity.

Pros

Finding prospects from big data.
Keep real time track
The dynamic reports can help make future decisions

Cons

Graphical report
Search is tough

Likelihood to Recommend

For any kind of sales and marketing it a very good tool. Since the tool is online it can be managed from any where. But the desktop application is not helpful. For small and medium organizations it is really helpful but in case of a big organization I do not recommend it.

Sk Tariqul Islam

Vetted Review

3 years of experience

vTiger - Everything to Everyone or Just Something to Someone?

Rating: 7 out of 10

Sr. Account Manager and Marketing Manager in Marketing at Compass IT Compliance, LLC (11-50 employees)

September 13, 2016

Use Cases and Deployment Scope

We are using several facets of vTiger in several different areas of the company. In the beginning and through to this day, we use vTiger as our primary CRM system for managing all of our sales related activities for both our clients and prospective clients. Recently, since we are a professional services organization, we have started to use the ticketing system to create workflows between the sales and audit department to ensure projects are created and assigned appropriately. In addition, we use the projects section to manage the client projects from beginning through to the end, with constant notifications from the auditors to the sales team.

Pros

Automatic Updates - Notifications when updates are made to projects helps all parties stay on task and understand where each project stands in terms of completion.
Flexibility and Customization - We have been successful in customizing the different fields in vTiger to match our specific needs, whether in the sales section, tickets section, and projects section.
Reporting - The ability to create customized reports is great and very useful to management to understand areas that may need attention.
Support - If you have a question, the vTiger support team is outstanding in terms of responses and ensuring that your issues is resolved. In addition, they are frequently releasing updates and upgrades to the product.

Cons

Confusing - Finding where to put information can be confusing at times and can lead to frustration.
Reporting - While the ability to create a ton of reports is nice, navigating the reporting tool is a bit overwhelming, especially in the beginning.
CRM Notifications - I am a bit old school in that I want to be able to schedule a time to follow up with someone in our CRM system at a specific data and time and receive a pop-up notification when that time comes. With vTiger, I have not found a way to do this and when I ask to be notified, I get notified instantly, not at the time I want to follow up.

Likelihood to Recommend

vTiger packs a ton of functionality and capability, but the challenge is getting there. In today's day where everyone is doing more with less, having a solution that meets a couple specific needs and does that well is essential. To me, at times I feel as though vTiger is trying to be a "jack of all trades" solution which ultimately ends up making it more confusing to use. However, on the flip side of that, if you take the time to learn everything about vTiger, I am sure it is an awesome tool but there is a learning curve associated with it. Finally, I would like to see more integrations with other vendors moving forward so if we cannot use vTiger for everything, at least it would have the ability to "talk" with other programs.

Geoff Yeagley

Vetted Review

2 years of experience

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vTiger - Everything to Everyone or Just Something to Someone?

Rating: 7 out of 10

Sr. Account Manager and Marketing Manager in Marketing at Compass IT Compliance, LLC (11-50 employees)

September 13, 2016

Use Cases and Deployment Scope

Pros

Automatic Updates - Notifications when updates are made to projects helps all parties stay on task and understand where each project stands in terms of completion.
Flexibility and Customization - We have been successful in customizing the different fields in vTiger to match our specific needs, whether in the sales section, tickets section, and projects section.
Reporting - The ability to create customized reports is great and very useful to management to understand areas that may need attention.
Support - If you have a question, the vTiger support team is outstanding in terms of responses and ensuring that your issues is resolved. In addition, they are frequently releasing updates and upgrades to the product.

Cons

Confusing - Finding where to put information can be confusing at times and can lead to frustration.
Reporting - While the ability to create a ton of reports is nice, navigating the reporting tool is a bit overwhelming, especially in the beginning.
CRM Notifications - I am a bit old school in that I want to be able to schedule a time to follow up with someone in our CRM system at a specific data and time and receive a pop-up notification when that time comes. With vTiger, I have not found a way to do this and when I ask to be notified, I get notified instantly, not at the time I want to follow up.

Likelihood to Recommend

Geoff Yeagley

Vetted Review

2 years of experience