Vtiger CRM On Demand: Review

What is Vtiger?

Vtiger was founded in 2004 as a Customer Relationship Management (CRM) software that was designed to integrate and offer features beyond those of standard CRM systems. The software has grown better since and is now a unique CRM with tools and improved technology for businesses to stay informed, avoid duplication, and become more productive.

What is Vtiger On Demand?

In July of 2010, Vtiger CRM On Demand was finally released. In an effort to make Vtiger CRM better for SMB’s, “On Demand” has made this customer relationship management software more convenient for businesses.

You can choose to deploy Vtiger CRM on-premise or in the cloud.

What makes Vtiger On Demand different from other CRM SaaS offerings is that other softwares are based on proprietary platforms and do not allow companies to customize their cloud version — they also don’t offer flexibility to move their CRM on site at a later date — Vtiger On Demand CRM does this.

Intended Users

Vtiger is best utilized by SMBs (Small-Medium Businesses).

 

Deployment / Platform(s)

  • On-Premise
  • Cloud, Web, Saas

Platforms:

  • Mac OS
  • Windows
  • Web Browser (OS agnostic)
  • Mobile

Mobile

  • Mobile Applications Available

If you have support reps that spend a lot of time out of the office, no worries — Vtiger is cloud-based and offers mobile applications for users who are on-the-go.

Features

Vtiger offers strong inventory management, invoicing, help desk, sales automation capabilities, email marketing functionality, and more in addition to the CRM features.

The Vtiger On Demand CRM is a solution that provides businesses with superior functionality when it comes to managing current clients. With the support portal, customers can search through past issues and their resolutions before needing to contact you, saving you valuable time.

Better Customer Support Options

This fully customizable CRM also has a variety of features on the back end. Support agents are able to document, create, and track any customer issues with automated follow-ups. Your customers can monitor the status of their issues from open to close — this gives you a huge leg up on the competition, who are often silent for days before responding to customer problems.

You can share documents, files, quotes, and invoices through the client portal, as well.

Among the intuitive features Vtiger offers, this CRM integrates seamlessly with Microsoft Outlook, and is a complete CRM that can support the entire customer lifecycle.

Customize

As we stated in this beginning of this review, Vtiger On Demand CRM allows users to customize their CRM instances and tailor them to your own business needs. Vtiger CRM gives SMB’s all of the benefits of true open source and cloud computing. This combination allows you to do more than just use this as a regular CRM — you can customize it, use this as a true open source cloud-based software, and even have the opportunity to move your cloud CRM on-premise in the future.

Benefits of True Open Source

With this “true” open source cloud computing, you benefit from the following:

  • Clients, partners, resellers, and system integrators can change, customize, or extend an individual CRM instance.
  • Clients can take advantage of third-party components and add-ons in order to extend the base functionality. Integrations, extensions, and other services are simple and easy.
  • Clients are not locked into a vendor offering. YOu can migrate from cloud-based to on-premise/in-house version of this CRM at any time in the future, because both versions use the same application code and data schema.

CRM

  • Never lose sight of deals with an actionable, real-time map of your sales pipeline
  • Reach out to contacts, clients, and customers through recorded and tracked emails or calls — in a single click
  • Schedule appointments quickly with built-in automated scheduling tools
  • Pre-built and custom insights and analytics
  • View a 360-degree history of your contacts

Integrations

Explore integrations and connect with third-party apps.There are a wide range of integrations that allow Vtiger to import data and automate actions in the other apps that you use. Google, PayPal, Office 365, MailChimp, QuickBooks, Twilio, Outlook and Dropbox are just a few of these integrations.

You can view full information on integrations here: https://www.vtiger.com/crm/integrations/

Additional On Demand Features

  • No Installation — Just a few minutes after signup, the client instance is provisioned automatically on an Amazon server
  • Upgrades are included in your price — Each instance will be upgraded to the latest version of Vtiger as soon as it is released publicly — at no additional cost
  • Full Range of CRM Features — all of the Vtiger CRM features and functions are included in the On Demand version
  • Security — Vtiger’s CRM database, files, and documents are backed up on a daily basis
  • Customization — Users can take advantage of custom Vtiger CRM instances
  • No Vendor Lock-In — If you choose to stop using Vtiger, you can still install the Vtiger application locally on your server and take your data with you

Plans & Pricing

There are three categories of Vtiger to choose from, and five “tiers” or plans, overall

You can choose from:

  • Sales
  • Support
  • Ultimate CRM

Sales

  • Starter Plan ($10 a month / user, billed annually) OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Support

  • Starter Plan ($10 a month / user, billed annually OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Ultimate CRM Plan

  • $30 a month / user, billed annually OR $36 a month / user, billed monthly

Each plan offers a range of features in the following categories (some plans include these features and some do not:

  • Contact Management
  • Sales Process Management
  • Support Management
  • Inventory Management
  • Social
  • Project Management
  • Users & Access Control
  • Analytics
  • Document Collaboration
  • Collaboration
  • Marketing Automation
  • Integrations
  • Customization
  • Automation
  • Web Forms
  • Telephony Integrations
  • Data Administration
  • Mobile Apps
  • Gmail Extension

 

** To view the entire list of comprehensive features included in each CRM plan, take a look at the plan comparison chart at the following link: https://www.vtiger.com/complete-pricing-table/ **

 

Free Trial

You can try a free 15-day trial of Vtiger CRM at: https://www.vtiger.com/begin-free-trial/.

All you need is your name, email address, company name, and a password.

Support

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