Vtiger CRM Review 2023: Best CRM for SMBs?

Vtiger CRM provides a helpful ticketing system to manage customer service cases all in one place.

The system allows you to create and track tickets, as well as assign specific tasks to team members.

Within each ticket, it's super easy to customize the following:

• Status
• Priority
• Contact name
• Group
• Assigned user

We found it especially helpful to easily assign and message our contacts all in one place.

This made it especially easy to handle the service and post-sales aspects of each of our clients without navigating multiple platforms.

Plus, Vtiger's case management capabilities extend to internal ticketing, meaning your employees can easily create tickets as well.

Overall, Vtiger makes it easy to make sure both client and employee concerns are heard and promptly handled.

During our testing of Vtiger CRM, we were able to create and track several projects seamlessly.

We had numerous tasks and projects ongoing at SBB, and Vtiger was able to keep up with our demanding work style.

Here's an example of a project we were able to create on Vtiger.

As we were onboarding new members to our team, we had several tasks involved, such as:

• Orientation
• Training videos
• Setting up accounts
• Connecting to Slack

We were pleased to discover that Vtiger provided us with all the tools we needed for project management.

We could easily assign tasks to team members, set priorities, due dates, and track the progress of each team member.

Great lead management can be the key to a successful sales team and, as a result, an improved sales process across the board.

Luckily, Vtiger provides a ton of tools to help you succeed in this regard.

You can easily accomplish the following with Vtiger:

• Create and manage leads
• Create web forms for lead capture
• Set up automated lead capture rules
• Nurture leads by phone, email, or SMS
• Assign leads to specific users
• Track data in custom fields

You can also filter your leads based on criteria like location and industry and even import leads from other sources.

We got started by adding leads for our affiliate marketing deals at Small Business Bonfire.

The process was incredibly intuitive, and took us less than 10 minutes to get everything squared away.

We especially liked how much information we could easily add for each lead under the "lead details" section (shown below).

From there, we could easily email, call, or message (through WhatsApp) each of our leads.

This helps sales reps stay on top of the entire sales cycle by having every aspect of their customer data in one convenient location.

Workflow automation is one feature we always get excited about at Small Business Bonfire—we love working smarter, not harder.

Naturally, we were ecstatic to learn that Vtiger provides a ton of automation capabilities.

Vtiger allows you to set up automated triggers for various tasks, including the following:

• Send emails when notes are added to cases
• Create alerts when deals move from one stage to another
• Notify users of assigned tasks
• Streamline inventory management
• Send a notification when a new lead is added
• Send out thank-you or follow-up emails

We tested this feature by setting up an automated follow-up email sequence that would start after we made contact with a potential affiliate lead.

The sequence would essentially wait a week and then send our follow-up email automatically.

It took just a couple of minutes to get everything squared away, and we were especially happy with the level of customization available.

Once it was up and running, we saved a ton of time and effort by not having to remember to follow up with each client the following week.

If you're looking for a way to streamline your sales, marketing, and service efforts, look no further than Vtiger.

Deal tracking is a necessary part of any sales process, and Vtiger makes it easy (even for beginners).

The platform automatically tracks progress on deals in real time, allowing you to keep tabs on your team's performance.

You can easily customize deal stages and create custom fields to track data like estimated close dates and key contacts.

For the purposes of our testing, we put in some of the affiliate marketing deals we manage at Small Business Bonfire.

We especially liked how (with the Kanban view) we could easily click each card to view all the tasks related to that deal. Here's how the interface looked to give you a better idea.

Vtiger provides powerful insights with its comprehensive reports feature.

With this tool, you can easily create customized reports based on a ton of useful criteria, including the following:

• Leads by source
• Monthly activities
• Sales insights
• Invoice reports
• Activity trends
• Contacts emailed

We'll admit we went a little report-crazy during our three months of testing (to really get a feel for the analytics capabilities of Vtiger).

Here are some of the many reports we were able to create.

At SBB, we're firm believers in learning from data and adjusting as we go, and Vtiger allowed us to do just that.

Our takeaway: Vtiger provides all the insights you need to make informed choices for your business, allowing you and your team to feel confident in your decisions.

You probably know what we'll say here at this point, right?

That Vtiger provides great task management and an easy way to view your day-to-day activities with a calendar view.

Well, you'd be correct! We loved how easy adding and managing tasks with Vtiger CRM was.

We got started by adding typical tasks at Small Business Bonfire.

We were able to customize each task with the following info:

• Stage
• Priority
• Milestone
• Task type
• Project name
• Description

Here's a calendar view of all the tasks we put in across one month (out of three months of testing).

Vtiger makes communication with clients (and your sales and marketing teams) a breeze with their Inbox feature.

With this feature, it's easy to create and manage multiple inboxes—one for personal emails and a group inbox for each of your teams.

From the Inbox feature, we were able to:

• Handle customer interactions
• Announce new products
• Send out follow-up emails to our B2B contacts
• Create email campaigns

We found it extremely helpful in streamlining our communication process across the board.

The best thing about the Inbox is that you don't have to leave Vtiger to have all of your messages in one place.

Who doesn't love having all of their data on the go? At Small Business Bonfire, we appreciate a good mobile app, and Vtiger (somewhat) delivers in this regard.

They offer a mobile app that's available for both IOS and Android. For our testing, we downloaded it on IOS and got started.

We were a bit discouraged by the fact that it only had one star (out of five) on the App Store.

Full transparency here—the app isn't the best we've seen in terms of the user (UX).

It does offer some great features, such as:

• Dashboard view
• Event management
• Contacts management
• Task tracking

However, if you want to track and manage your deals on the go, you're out of luck.

Overall, it's not a bad app; it just could use some work (especially regarding user interface).

Here's our view of our contacts from mobile.