Functionality and Flexible: Vtiger default CRM is very powerful with almost all modules you need and suitable for any industry. In Module Settings and Automation Settings, it is so flexible to configure as many as workflows you want, and the conditions also free to edit. The account Roles setting up makes the CRM more security for different department and users to access, the “Update” field provide fully tracking history of every change.
Documentations and Support: On Vtiger website, we almost can find every module set up manual and coaching documents, the Vtiger Help Center makes the beginner easy to follow and success set up the new CRM. In addition, the technical support is always helpful and patient.
The Vtiger CRM system is one of the best CRM systems I have used, it almost suitable
However, if Vtiger can consider and solve the following suggestions, then I believe it will be the best CRM system in my experience.
1. Backup, it will be great if Vtiger provides backup function to let the customer do their own configuration backup and documentations backup, it is very important due to sometimes we are testing new automation or change the relationships, without backup and restore module, we are taking the risks if any mistake happen.
2. Login identify, now Vtiger provides login history check, which is great, however, if Vtiger can provide Static IP address mapping, that’s will be great, so the company can prevent the remote access by unknown work environment, more security for the system;
3. Password change history, this was found when I did mistake change wrong account password, currently, there is no password change history, if I cannot login, Vtiger only shows “authentication error”, if Vtiger can provide the reminder such as “your password has been changed last 2 days” or similarly reminder will be greatly helpful.
4. Customer Portal: it is great Vtiger has this function, however, it is very basic function and not flexible as other modules.
In AICA Group, we have two Vtiger CRMs, one is for migration and education industry and another is for Engineering and Energy industry. With last few years effort with Vtiger Technical support, now the group business is conducting perfect. Vtiger provides great flexible automation settings, so we are able to setup lot of workflows to save the admin works to match the automation.