vTiger CRM Review: Best CRM for Sales and Marketing (SMBs)

What is vTiger?

vTiger CRM has been around since 2004, offering a range of features to streamline sales, marketing, and customer support. With over 300,000 users globally, vTiger stands out for its One View feature, which provides a comprehensive snapshot of customer interactions. It is packed with tools for managing sales pipelines, running marketing campaigns, and handling support, making it a popular choice for businesses looking to improve their customer relationships and overall efficiency.

Editor’s vTiger CRM Rating: 9.6/10
Features and functionalities: 9.9
Customer support and knowledge base: 9.6
Pricing: 9.5
Integrations: 9.4
Ease of Use and customisation capabilities: 9.6

vTiger CRM Features: Why It’s the Best CRM for Sales and Marketing?

Certain features are required so that we call a software as the best CRM. Let’s see what features are present in vTiger CRM that make it the best CRM for sales and marketing:

I. Sales Automation and Management

Since vTiger CRM is feature-rich, let’s divide the sales related features under 3 sections

Sales Automation

vTiger CRM makes managing leds and contacts super easy. You can capture leads from your website or social media with just a few clicks and import contacts from Google Contacts, CSV files, and more. It even captures leads automatically from emails, chats, and calls. Lead scoring helps you target your marketing better, and Vtiger Enrich gives you extra insights from social media.

Contact records in vTiger hold a lot of information, like customer details, interactions, deals, and notes. The smart search feature helps you find contacts quickly, even with limited info. Communicating is simple with options to email, SMS, call, or WhatsApp directly from contact records. Plus, you can tag teammates with @Mentions for easy collaboration.

Playbooks guide sales reps through each stage with predefined tasks, ensuring smooth deal progress. They identify successful patterns in won and lost deals, automate task creation, and send alerts for stalled tasks. This keeps the sales process on track and helps reps focus on the right deals, simplifying the buying process and providing reliable forecasts.

Sales Funnels in vTiger are great for generating and nurturing leads. You can use landing pages, web forms, email campaigns, and personalized sequences to turn leads into deals easily. AI-enabled lead scoring and deal recommendations ensure you focus on the right prospects.

Lastly, the Process Designer is a standout tool. It lets you automate business processes across departments with a simple drag-and-drop interface. It automates tasks, ensures timely interactions, reduces errors, and boosts productivity by breaking down data silos and streamlining approval workflows.

Pipeline Management

vTiger CRM helps you boost sales by identifying and fixing bottlenecks while forecasting future revenue. You’ll get alerts about potential sales dips and growth.

Vtiger supports multiple sales pipelines for different products, deal sizes, or customer types. You can easily manage deals with a drag-and-drop Kanban view. Calculus AI offers smart insights to enhance customer interactions and ensure satisfaction.

The One View feature highlights the most promising deals with advanced scoring.

Sales teams can outline activities for each stage to keep deals moving smoothly. Vtiger offers List and Kanban views for deal management. Quick Create allows for fast deal creation, and syncing quotes with deals ensures consistency.

Vtiger’s sales forecasting tools help set targets, measure team performance, and create accurate forecasts. Plan for busy and slow periods, set forecasts, and monitor team productivity with key metrics.

You can customize forecast scenarios, adjust deal amounts, and ensure no detail is missed with the Target Mismatch feature. The Deal Room feature provides a digital sales space for engaging with potential clients, storing critical documents, and tracking the buyer’s journey.

Sales Enablement

Vtiger CRM offers powerful tools for managing documents, email templates, and appointments. It lets you store, search, and share documents effortlessly, with real-time tracking to see how contacts engage with your content. The document viewer supports private collaboration, and integration with Dropbox and Google Drive offers extensive storage options.

Email creation is streamlined with over 80 preloaded templates, a drag-and-drop editor, and mobile optimization. Personalize emails with unique details for each contact without extra effort. Appointment scheduling is hassle-free with customizable pages, email reminders, and seamless calendar integration, ensuring you never miss a meeting.

II. Marketing and Customer Engagement

Sales Engagement

Vtiger Inbox streamlines email management by centralizing multiple accounts with 2-way sync. Team collaboration is easy with group mailboxes where members can comment and assign emails directly. Completed and deleted emails are automatically sorted to keep the inbox organized. You can dynamically select reply-to addresses and sync all emails perfectly with your CRM. Vtiger CPQ simplifies product configuration and pricing, generates professional quotes, and automates approval processes, speeding up sales.

Marketing Automation

Vtiger CRM offers powerful marketing tools like personalized email campaigns with detailed analytics, webforms to capture leads, and social media engagement across multiple platforms. Create responsive landing pages with drag-and-drop ease, send SMS campaigns via preloaded gateways, and use preloaded email templates for efficient communication. A secure URL shortener with a UTM code builder is also included.

Helpdesk Automation

Vtiger automates helpdesk tasks to ensure excellent customer support. Cases are prioritized automatically, meeting SLAs for response times. The customer portal allows users to submit issues, check FAQs, and track updates. Mailroom automates ticket creation from incoming emails, and live chat enables real-time engagement with website and social media visitors.

Analytics and Intelligence

Analytics and Intelligence

vTiger CRM’s analytics features shine with Calculus AI, which predicts and recommends next steps based on conversations, making team efforts smarter and improving customer experiences. The Performance Insights dashboard showcases team and pipeline statistics, motivating top agents and visualizing sales health with clear charts. Reports from real-time data track products, sales targets, and team performance, with easy export and scheduling options. The Dashboard provides a real-time view of sales activities, showing key metrics for better decision-making.

Communication and Collaboration

vTiger CRM enhances teamwork with excellent communication and collaboration tools. Internal Collaboration features allow team members to work together seamlessly. The Calendar and Events tool simplifies scheduling and reminders. Centralized Documents make important sales and marketing materials accessible to all. The shared Inbox improves team communication by making emails visible to all sales reps. Actions – Alerts & Reminders gather notifications and reminders in one place for timely actions. Plus, Video Conferencing Integration with Google Meet, Zoom, Microsoft Teams, and Webex ensures effective customer meetings.

Productivity and Tools

Boosting Productivity

vTiger CRM helps you stay productive with tools to manage projects, assign tasks, and track progress using Gantt charts. It simplifies task management, ensuring tasks are completed on time. For inventory, it handles vendors, stock levels, quotes, and invoices efficiently. You can also manage work orders and service appointments seamlessly. The mobile app lets you access CRM data on the go, even offline, and plan your day by viewing nearby prospects. Additionally, the Targets Add-on helps you set and achieve performance goals.

Essential Tools

vTiger CRM offers useful tools like easy import/export of data, customizable print and email templates, and extensive customization options for labels, logos, and more. The Vtiger Aide Chrome extension helps with meeting management and note-taking, while Vtiger Enrich turns LinkedIn profiles into CRM contacts. Field sales tools, QR code integration, and real-time stock updates streamline various tasks. You can also create custom scripts and layouts, and use the AI assistant for various tasks.

Learning Management System (LMS)

Vtiger LMS allows you to create and publish training courses easily. The Instructor Console helps you build and track courses with content like PDFs, presentations, and videos. Courses can be customized with dependencies and categories. Certification courses and quizzes ensure your team and customers are well-trained. The LMS Portal delivers training throughout the sales cycle, improving customer engagement, retention, and satisfaction while reducing support costs.

vTiger CRM Pricing

There are 5 levels in the vTiger CRM pricing structure. Since it is feature-based, the number of features keeps increasing as the vTiger cRM pricing increases. As seen in the comparison table below, we have covered most of the vTiger CRM features in the review above.

Feature	One Pilot (Free Plan)	One Growth (SMBs)	One Professional (Complete CRM)	One Enterprise (Enterprise Grade CRM)	One AI (AI Enhanced CRM)
Price (INR/user)	0	350	350	350	350
Max Users	10	15	15	15	15
Max Records	3000	100,000	100,000	100,000	100,000
Contact Management	One View, Idle Alerts	One View, Idle Alerts	One View, Idle Alerts	One View, Idle Alerts	One View, Idle Alerts
Contact Engagement	Emails & Phone Integration, Document Engagement, Zoom & Google Meet	Adds Best Time to Contact	Adds Multiple Pipelines, Profile & Engagement Scoring, Lead Scoring	Adds Multi Currencies	Includes Predictive AI, Generative AI capabilities, Natural Language Querying, Voice Assistants Integration, AI Prompt Builder, AI Query Analytics, AI Bot Management
Internal Collaboration	Meeting Aide in Vtiger Buzz, Actions Page, Comments	All One Pilot features	Adds Internal Team Collaboration, Live Web Chat	Adds Internal Ticketing, Internal Ticket Insights	All One Enterprise features
Marketing	Lists and Segments, Profile Scoring, 1000 Emails/month, Autoresponders, Consents for compliance, Web to Lead Forms, Email Template Builder, List Reports, Email Campaign Reports	All One Pilot features	All One Growth features	All One Professional features	All One Enterprise features
Project Management	Tasks & Milestones, Subtasks, Gantt View, Kanban Board	All One Pilot features	Adds Task dependencies (Finish to Start), Automated task end times (User business hours)	Adds Automated Time Tracking and Billing	All One Enterprise features
Sales Pipeline	Customize Sales Stages, Deal Kanban View, Idle Deal Alerts, Time Spent in every Stage	All One Pilot features	Adds Multiple Pipelines	All One Professional features	All One Enterprise features
Sales Enablement	Email Sequences, Google + O365 Add-ins, Enrich LinkedIn Extension, Appointment Pages, Workflows	All One Pilot features	All One Growth features	All One Professional features	All One Enterprise features
Help Desk	Email to Case, First Response SLA, Resolution SLA, Business Hours	Adds Organization matching with Email domain, Agent level business hours, Case satisfaction survey	Adds Social Ticketing, Round Robin Ticket Assignment, Least Loaded Ticket Assignment	Adds Work order management	All One Enterprise features
Mobile App	Real-time Notifications, Actions Page, Business Card Scanner, Leads, Contacts, Deals, Quotes, Cases, Voice Notes	All One Pilot features	All One Growth features	All One Professional features	All One Enterprise features
Storage	3 GB	3 GB	3 GB	3 GB	3 GB
Additional Features	None	Lead Management, Action Center, Salesforce Automation, Inventory Management, Reports & Analytics, Automation	Adds Conversations, Dashboards, LMS Portal, Process Designer	Adds Internal Ticketing, Multi Currencies	Includes Advanced AI features

Who is vTiger CRM Best Suited For?

Given its full-featured nature, including the One View tool, vTiger is the best CRM for sales and marketing. It’s perfect for the following companies and teams:

Sales Teams

vTiger helps sales teams manage their deals, track progress, and close sales faster. Key tools include customizable sales stages, deal Kanban view, email sequences, and comprehensive sales insights.

Support Teams

With features like email to case management, first response SLA, resolution SLA, and service level agreements (SLAs), vTiger allows support teams to handle customer issues quickly and efficiently. The help desk module also includes social ticketing, round-robin ticket assignment, and business hours management.

Marketing Teams

vTiger offers tools for running email campaigns, managing leads, and tracking engagement. Marketing teams can easily segment their lists, score profiles, and see how well their campaigns are doing. Other features include web-to-lead forms, autoresponders, consents for compliance, and a wide range of email templates.

Small and Medium-sized Businesses (SMBs)

vTiger is affordable and scalable, making it a great choice for SMBs. It helps manage customer relationships, track sales, and improve overall efficiency with features like lead auto-assignment, multiple sales pipelines, invoicing, and customizable dashboards.

Startups

Startups will find vTiger’s free plan very appealing. It offers essential CRM features like contact management, task management, document engagement, and up to 1000 emails per month. As the startup grows, vTiger can scale up to meet their needs with advanced features such as predictive AI, lead scoring, and detailed analytics.

Ideal vTiger CRM Industries

• Agriculture
• BFSI (Banking, Financial Services, and Insurance)
• Construction
• Fishing
• Forestry
• IT and Technology
• Legal
• Mining
• Pharma
• Public Administration
• Real Estate
• Retail Trade
• Transportation and Public Utilities
• Wholesale Trade

Who Might Want to Look Elsewhere?

1. Large enterprises with complex needs.

2. Businesses requiring advanced AI capabilities.

3. Organizations needing extensive ERP integration.

4. Companies requiring extensive storage.

5. Firms needing comprehensive social media management.

Getting Started with vTiger CRM: Steps to Create an Account and Get Started

1. Visit the vTiger CRM Website

• Go to the vTiger CRM official website.

2. Sign Up for an Account

• Free Trial: Click on the “Start Free Trial” button.
• Free Plan: If you prefer the free plan, look for the “Get Your Forever Free Account” option.
• Fill out the required information:
  • Name
  • Email Address
  • Company Name
  • Phone Number
  • Choose a Password
• Click on “Sign Up” or “Create Account.”

3. Verify Your Email

• Check your email inbox for a verification email from vTiger CRM.
• Click on the verification link to activate your account.

4. Log In to Your Account

• Return to the vTiger CRM website and log in using your email and password.

5. Complete the Setup Wizard

• Follow the on-screen setup wizard to configure basic settings:
  • Company Details: Add your company name, address, and contact information.
  • User Setup: Invite team members by entering their email addresses.
  • Customize Fields: Customize the fields to match your business requirements.

6. Import Data

• Import Contacts and Records: Use the import tool to upload your existing contacts and records. Ensure data is in a compatible format (CSV or Excel).
• Map the fields correctly to ensure data is imported accurately.

7. Set Up Key Features

• Contact Management: Start adding and managing your contacts.
• Sales Pipeline: Customize your sales stages and start tracking deals.
• Project Management: Create projects, assign tasks, and set milestones.
• Marketing Automation: Set up email campaigns, autoresponders, and lead forms.
• Help Desk: Configure your help desk settings, including SLA and email to case.

8. Integrate Tools and Apps

• Connect vTiger with your email (Gmail, Outlook) and calendar.
• Integrate with third-party tools like Zoom, Google Meet, and LinkedIn using available add-ins and extensions.

9. Customize and Automate

• Use the customization options to tailor the CRM to your business needs:
  • Modify labels, add custom fields, and change views.
  • Set up workflows and automation rules to streamline processes.

10. Train Your Team

• Provide training to your team on how to use vTiger CRM effectively.
• Utilize vTiger’s support resources, tutorials, and documentation for additional guidance.

11. Start Using vTiger CRM

• Begin managing your contacts, sales, projects, and customer support through vTiger CRM.
• Regularly update and monitor your CRM to ensure it continues to meet your business needs.

With these steps, you’ll be well on your way to leveraging vTiger CRM to enhance your business operations and customer relationship management.

Conclusion

vTiger CRM stands out as the best CRM for sales and marketing, especially suited for small and medium-sized businesses. Its extensive features, like the One View tool, provide a 360-degree view of customer interactions, enabling seamless coordination across sales, marketing, and support teams. This comprehensive approach not only saves time but also accelerates the sales process and enhances customer satisfaction.

While vTiger CRM is rich in features and highly customizable, it may pose a learning curve for new users and may not fully cater to the needs of large enterprises or those seeking extensive AI functionalities at lower tiers. If you’re looking for a CRM that has powerful automation capabilities, check out our Keap CRM review.

Nonetheless, for SMBs and startups seeking a robust, scalable, and cost-effective CRM solution, vTiger CRM offers unparalleled value and functionality, making it an excellent choice for driving business growth and efficiency.