Vtiger

Vtiger is a robust, all-in-one CRM solution that gives marketing, sales, and support teams the ability to deliver better customer experiences and transactions throughout the entire customer lifecycle.

Vtiger is a cloud-based customer relationship management platform that has the capabilities to transform any business, regardless of size and scale, into a successful organization with increased revenue, growth, and customer satisfaction. While the CRM solution is certainly capable of serving medium-sized to large enterprises, it is better suited for small businesses and startups in need of an affordable and feature-rich platform for their marketing, sales, and support teams. Vtiger is primarily used throughout the entire customer lifecycle, adding much-needed value at every stage of the sales and marketing process.

The CRM software starts by providing marketing teams with the ability to capture and nurture casual site visitors with the goal of converting them into viable leads. The sales team will then use the platform to keep track of those leads, assign scores to each individual, and then potentially close deals. The support team can use the CRM software to access the entire customer history, assess situations, and provide adequate support wherever it’s needed. One of the best aspects of Vtiger is its customizability. Users can easily customize the system to meet the requirements, demands, and preferences of any business. It also comes with decent 24/5 customer support by phone, chat, or email.

The Vtiger CRM software is a type of cloud-based platform that enables businesses to effectively organize their operations by storing all customer data and other details in a secure, centralized database. This database then provides a unified view of all customer information for marketing, sales, and support teams. In addition, Vtiger is equipped with a wide range of powerful and very useful tools such as appointment scheduling, document tracking, inventory management, project management, web forms, email and SMS campaign solutions, survey management, sales insights, automated workflows, case routing, lead scoring, and a team mailbox, just to mention a few.

Vtiger Features

The following are a few of the more notable features and capabilities of Vtiger CRM that smaller businesses and teams should find interesting:

Solutions for sales automation

Vtiger’s sales automation module is equipped with several key functions and tools, such as leads and contacts, playbooks, sales funnels, and a process designer. The leads and contacts feature allows teams to get a comprehensive view of every single lead or customer, including specific details like their full name or company name, phone numbers and email addresses, prior communication logs, and account history.

The playbooks function, on the other hand, is a tool that lets users organize their task list and workflow in general. Each playbook that is created will contain a sequence of tasks that agents and sales reps must complete at every stage of the sales process. They have the option to add more tasks at different stages and then keep track of their progress throughout the lifecycle. The sales funnels can help users obtain leads and slowly build a strong and lasting relationship based on the data being collected. Teams can leverage web forms, landing pages, personalized sequences, and email campaigns to effectively generate and nurture leads.

The process designer facilitates several key business processes, such as design, automation, management, implementation, monitoring, and optimization. The goal is to streamline all these business processes and make them easier and more efficient for campaign managers, sales and marketing teams, and customer support personnel.

Solutions for pipeline management

Vtiger’s pipeline management module is all about optimizing your sales pipeline and effectively avoiding potential bottlenecks. The pipeline management solution is equipped with features such as deal management, forecasting, quotas, and a deal room. The deals function allows you and your team to keep track of all ongoing deals, i.e., it lets you determine where all your deals stand in real-time with opportunity management. With such a feature, users can quickly see the current status of all their deals,  prior conversations with potential leads, the status of individual cases, and the details of scheduled meetings.

The forecast and quota are functions that allow campaign managers to efficiently plan their sales cycle, manage their campaign goals and objectives, as well as keep track of the performance of their sales and marketing teams. They can intuitively and accurately set up forecasts and quotas for their team to ensure they remain focused on the defined targets. Additionally, the deal room serves as a customer-facing microsite designed to capitalize on opportunities, capture leads’ and buyers’ journeys, and optimize the overall sales process.

Solutions for sales enablement

The sales enablement module is designed to facilitate an organization’s sales processes through several tools and functionalities, such as document management, preloaded email templates, and appointment pages. The documents management function allows sales reps and agents to keep up with client engagement statistics by accessing crucial documents like emails, quotes, and/or marketing collateral. The CRM software also provides an extensive library of premade email templates, which helps users save time and energy when composing and sending personalized emails. The templates can also be customized when needed and are print-ready.

Vtiger’s appointment page feature allows users to take full control over their appointment scheduling process. With the software, they can easily schedule a meeting or an appointment with just a few clicks on the appointment page. They can also share the appointment or schedule information with their clients or prospects.

Other amazing features of Vtiger’s CRM platform include sales engagement, analytics and intelligence, communications and collaboration, helpdesk automation, marketing automation, productivity management, administration, and a built-in learning management system (LMS).

Vtiger Benefits

Vtiger’s cloud-based CRM software offers a plethora of features and capabilities for marketing, sales, and support teams, to help build stronger customer relationships and lasting business connections. The ultimate goal of this CRM solution is to provide small businesses and startups with a fully integrated and unified platform that stores a wide range of tools that can a wide variety of business processes, including the enhancement of customer experiences and satisfaction.

Vtiger CRM is equipped with the right tools and functionalities that empower businesses and teams to improve customer experiences, both prospective and existing ones. This is achieved by leveraging technology to automate the majority of marketing, sales, and support-related tasks, as well as gathering and analyzing a range of meaningful insights. In addition to automating repetitive tasks, the platform also helps users manage their contacts, keep track of their ongoing campaigns, and generate detailed reports regarding all the tasks being performed by the sales, marketing, and support teams.

The custom reporting function is useful for teams as it allows them to utilize multiple filters in order to focus on specific insights and lead characteristics, which can be accomplished by optimizing and automating the entire workflow. Users of the CRM software are able to minimize repetitive tasks and save time and effort as a result, thanks to the platform’s automation capabilities.

Vtiger has the ability to keep track of multiple marketing campaigns over time and can help identify the successful elements as well as the pain points of the campaign. Basically, the software can help campaign managers figure out which aspects of their strategy are working and which ones need improving. Vtiger’s robust client-base management functionality is arguably one of the most agile and beneficial solutions it is able to offer businesses and teams, regardless of size and scale.

A portal is also available, which greatly benefits businesses and customers as it allows them to streamline and customize the knowledge base for future operations. They have the ability to browse through past issues and discover how they were resolved. On the backend of the support portal, support customer teams and agents are able to record, store, and track issues with the help of a fully automated follow-up function, while customers are also capable of tracking the status of their issues from the moment they were filed until resolution.

Vtiger Pricing

Vtiger CRM is available with mixed pricing to ensure the lowest possible cost for small businesses and startups. The subscription plans are designed so businesses will only pay for the apps they need. They can go with the cheaper single app license or the more comprehensive standard license. An annual or monthly billing option is also available.

Vtiger offers two main subscription types: One Professional and One Enterprise. One Professional starts at $20 per user/month for the Single App and $30 per user/month for the Standard license, while One Enterprise starts at $30 per user/month for the Single App license and $42 per user/month for the Standard option. A free forever Pilot Edition is also available for 10 users or less. All values are based on an annual billing cycle. Interested parties can visit the vendor’s website for more pricing details.

Conclusion

Vtiger CRM is definitely a good all-in-one CRM solution for small businesses and startups especially. This is primarily due to the fact that the cloud-based solution is filled-to-the-brim with a wide variety of features and tools designed to help companies strengthen their customer relationships by improving customer experiences and satisfaction. However, Its user interface is quite unique and may require some users to get acclimated before they can be comfortable fully adopting the software.