Overview
Vtiger is a robust and comprehensive CRM(Customer Relationship Management) tool, handling sales and helping 300,000+ established businesses namely, lenskart and propel.
The tool uses best in class sales lead grading and identification system, helping businesses prioritise converting leads, its feature suite ranges from sales automation, sales enablement, analytics artificial intelligence, engagement support and administrative/ integrated tools. Vtiger offers a complete platform, with multi-channel chat support and smart push notifications and alerts making sure no lead is left hanging, timely responses with automated SMS and mail responses, allowing for targeted communication and campaigning.
Vtiger simplifies scheduling client meetings, with timely alarms and reminders making sure no meeting is missed amidst the mailing chaos, fixing and finding leads is easier too, as the tool forages forums, groups, social media platforms, websites and calls to find sales leads.
Vtiger’s smart recommendation tool powered by artificial intelligence helps boost performance, opens up new options for business and detailed insights help better understand the customer base. Being open source, Vtiger appeals to astonishing customer support.
Introduction
Vtiger connects the company and its customers. The main motive is to grow small businesses, and their revenue and help them with different challenges, especially in sales and marketing software. They focus on CRM, which stands for Customer Relationship Management and connecting them to new businesses and projects for better growth of sales.
They have three products to offer with various services. The first one is Vtiger One. It is for market support and sales with all-in-one CRM services. The second one is Integrations, which connects you with 500 apps to make your work easier. And the last one is VTAP, which is for CRM only but in a low-code form. The prices vary from INR 2100 to INR 3000 on a monthly basis. You can also go for annual packs, which will cost you a little cheaper. The company also provides you with leverage to pay only for the applications you use by Single App licence. They also give a 15-day free trial. From sales automation, management and enablement to pipeline management and Analytics and intelligence, Vtiger will handle all your problems. Pharma, Real Estate, BFSI and many more such industries are a part of their problem-solving program. They also publish articles, informative video tutorials, blogs, newsletters and ebooks. The webinars that they organise are very useful for business owners and their marketing and IT teams. One of the most interesting features on their site is the Product Tour. It takes you on a detailed tour through the services the program provides and the benefits, by explaining exactly how to use them for your needs, in the best way. Video Conferencing is one of the features that is rarely found in CRM-providing software, but Vtiger has your back.
Vtiger’s most popular services are related to Calculus AI and Mobile apps. The company has introduced Vtiger Cloud CRM V9. It is more enhanced and has a faster UI. It helps you make your work faster and easier with its intuitive navigation and comprehensive action views. Even if the user feels the software to be complex for them, it can easily be customised according to them. Time is easily saved as all the data is in one place and the user doesn’t have to shuffle from one application to another. Vtiger gives their customers a proper guide to CRM through their website and is also available for help from Monday to Friday between 12 am to 7 pm and 10 pm to 12 am EST. Vtiger is also a part of Lenskart, Prapel, HackerEarth, breezeway etc.
Vtiger is a cloud-based CRM suite that offers all the tools needed by a business to grow its sales tenfold. The open-sourced, consumer-friendly pricing combined with essential services such as automation of allotting sales executives to leads, scheduling meetings and follow-ups with clients and grading on how likely a lead is going to yield enables Vtiger to be the likely Customer Relationship Management Platform of choice. Vtiger caters to a plethora of industries and markets including, SMB, Pharmaceuticals, Real Estate, SaaS, BFSI and other salesforce and departments. Vtiger also enables education and awareness, by partnering up with SMBs and offering tutorial videos, lectures, lessons, ebooks, blogs, webinars, and newsletters. Artificial intelligence, performance insights through graphics, and visually appealing.
Services
Vtiger has the following services to offer:
- Sales CRM: Vtiger provides a lot of benefits in their sales CRM. The sales CRM focuses on tracking the performance regarding sales. Through Vtiger users can track their sales funnel, create new contacts and details, make remainders and review the performance of the campaign. Sales CRM is also integrated with marketing tools. Hence users save an enormous amount of time as Viger automatically detects the data of new users interacting on the marketing platforms.
- Marketing Automation: Vtiger Marketing suit is loaded with features. They have provided email services, web forms, social modules, landing pages etc. For email, Vtiger is integrated with pre-loaded email templates. Customization of templates is also easy and users can select the type of email template. Their marketing suite is also integrated with web forms. Users can choose A/B testing of forms, edit them and save time in coding. For Social Media Marketers, Vtiger gives a social module feature. It helps in scheduling posts, analysing metrics, communication and many more.
- Management service: Project Management tool of Vtiger gives immense support to users. Users can track, analyse and check the productivity of multiple projects through the project management feature. Project management is also enabled with a notification option. So it will help users be on time by notifying the deadlines and milestones. Not only project but it is also enabled with a Task management feature. Users can collaborate with the team for better task assignment and management. The status of a particular task can also be checked with its task management feature.
- Help Desk Integration: What makes Vtiger stands out is its help desk automation in CRM. The help desk is also divided into various steps for faster resolution of user problems. The help desk is divided into- Cases, SLAs, faqs, mail room, agent support and customer portal. Users can also get faq service in their project or website through their Faq access portal.
- Learning Management System. LMS is a new service included in Vtiger. Many organisations prefer training for new employees. So Vtiger LMS helps in creating and publishing learning courses. A user can also create certification courses. Overall LMS helps in better engagement, higher retention and better sales performance.
- Analytics: Analytics is important for a business to check its growth at different stages. To facilitate easy analysis Vtiger brought calculus AI, performance insight, reporting and a dashboard. These analytics help in better decision-making and overall productivity check.
Pros and Cons
Pros
- One-stop solution: Vtiger is famous for its single CRM platform for organisation and collaboration tools. It centralised all user information in one place. This saves time and facilitates quick decision-making.
- Easy Email creation and editing: Email creation with Vtiger is much easier. It is loaded with tons of email templates which can be edited easily. Vtiger preloaded email templates are equipped with customizable campaigns.
- Integrated with tons of software. Vtiger is integrated with more than 500 business software. A user gets the benefit of important software in one place.
- Feature Loaded: Vtiger CRM is loaded with all necessary functions and features. All features a business needs are integrated with the tool.
- Solution feature: Vtiger is enabled with a solution feature for business. They have divided it into two parts- By Industry and By services. So if a business faces any issue with CRM they can connect with them easily.
Cons
- UI Issues: Many users face issues with the UI of Vtiger. Its mobile UI lacks needed features.
- Glitches: The user may find glitches in Vtiger. After updates, users may encounter some issues in the working of Vtiger but they prove to tackle it or solve it.
Conclusion
Vtiger is one of the finest CRM tools available. Its aim is to change the way of managing sales, marketing, and customer care of the organisation. To enable this they are integrated with all necessary tools and software. Their UI is also simple to use with training videos and blog support. To connect with users they even provided free ebooks. Their video tutorial acts as a lifesaver for a new CRM user or handler. They even added new LMS services which enable better sales and connect with users. They mostly target small and medium size organisations and enable them to endure fruitful relations with their customers. They are one of the oldest CRM software providers established in 2004 with its offices in San Francisco, California and Bangalore, India. There are more than 3,00,000 companies that integrated Vtiger into their businesses and got a hike in sales. Overall Vtiger is an excellent CRM software provider with easy-to-use integration.