Versatile Open-Source CRM Management and More

VTiger began as a collective of former Sugar CRM technicians that “went rogue”.
Since then, it has become one of the largest forces of worldwide specialists in any given CRM system.

Strengths

A Market-Leading Global Solution

VTiger does everything you would expect of a CRM and more. VTiger is effective before the sale, during the sale, and after the sale. It tracks and converts leads into opportunities into sales and finally invoices. VTiger also provides multiple interface language options, including Spanish, Mandarin, Vietnamese, Portuguese, French, German, Japanese and more, for companies with multilingual speakers or divisions separated by language. VTiger also interfaces with Google Calendar and Google Contacts directly, in turn allowing for interfacing with iPhone and iPad. Outlook interface is available for connecting appropriate email messages to VTiger Contacts.

Powerful Measurement Capabilities

Nothing measured, nothing gained. With VTiger, you can track and manage your business’ most important and telling metrics to improve the way you operate. This includes highly accurate sales and revenue forecasts so you know where you are today and where you will be in the near future.

Robust Workflow Management

Schedule calls, emails, popup notification reminders for expiration dates and other business events so everyone on your team gets the message they need, greatly improving your workplace accountability.

Lower Long-Term Cost for Expanding Companies

No per user monthly licensing fees can dramatically reduce overall CRM software costs when the need to add a significant number of new users arises.

Open Source for Ongoing Improvement

VTiger releases new versions once to twice per year. It’s coded in PHP and uses a MySQL database, both of which are common and license-free. The Open Source version can be installed inhouse on a linux server or Windows Server. None of the code is proprietary, so modifications to any or all of the underlying code may be made at any time.

Expansive Storage Capabilities

Document Storage is limited only by your web hosting memory/storage availability. If your leads, contacts and other valuable information pile up, you can keep it all in one place.

Service Management

VTiger also has a complete trouble ticketing module, allowing companies to track and manage service, too. This feature comes complete with a customer web portal. If you want a tool that addresses service as well as sales, VTiger may be very attractive to you.

Multiple Options

VTiger is a robust CRM system with both a hosted and an open source/general license free version. This presents you with the option of something lower cost and more tailored to your business needs.

Weaknesses

No Realtime Support for Open Source Users

VTiger focuses on companies using their paid version. The paid version is a solid product and may be worth the price of purchase; it has extra features such as email blasts and a free interface to Quickbooks.

Customer Upload Unavailable

Customers will not have the option to upload documents in the customer portal.

Limitations on Contact Description

An individual contact can only be associated with one organization.

No Mass Calendar Entry Changes

If you have multiple meetings pending, you can’t change all of the events with one click. You will have to do this individually.

One outbound mail server

Each email user must be on the same email domain.