What are the Limitations of Vtiger CRM?
Vtiger is one of our favorite CRMs at SBB, but that doesn’t mean it’s perfect.
Some limitations of Vtiger CRM include the following:
- The site can be clunky to use at times – While using Vtiger CRM, we found that the site would consistently open up new tabs (we had about 20 open without ever clicking “new tab”). This could potentially be a barrier to entry, considering we’ve tested some CRMs that are incredibly user-friendly compared to Vtiger.
- The mobile app needs some work – We found the mobile app to be difficult to use at times and not nearly as intuitive as we would have liked. For example, there was a navigation menu that just wouldn’t go away no matter how hard we tried. It made navigating the mobile app a challenge overall.
How to Get Started with Vtiger CRM
We got started with Vtiger CRM by first navigating to the homepage. We were initially greeted with a colorful graphic and a call to action to start a 15-day free trial with the service.
We signed up for a trial by inputting our Small Business Bonfire email. We confirmed our email address by simply clicking a link, and we were in.
Then, we filled out a few fields, including:
- Name
- Business name
- Password
The last step was selecting the number of users and what we’d be using the platform for. For the purposes of our testing, we selected all of them.
From there, we were taken to our dashboard, where we got started adding our affiliate marketing deals, managing our leads/contacts, and the rest is history!
All in all, Vtigeter was easy to get started with, but the platform did have a bit of a learning curve as we got into it.
It wasn’t the best onboarding process we’ve ever experienced, but overall it got the job done—4/5 stars in our book.
Is Vtiger CRM Easy to Use?
Let’s be honest; Vtiger has a bit of a learning curve. There are a lot of powerful features here, and as a result, it can be overwhelming for new users.
We noticed that as we navigated the site, it would consistently open new tabs, leaving our browser cluttered with tabs that we were switching back and forth.
It’s kind of like a game of whack-a-mole. You think you’ve got everything sorted out, only to find that you’re missing something important.
However, after navigating the platform for a while and getting more familiar with Vtiger’s features, we were able to get the hang of it and begin leveraging its power.
The good news is that the platform has a ton of help documentation and tutorials to help you get started.
But if you choose Vtiger as your CRM solution, don’t expect a quick setup process. It will take time and effort, but it’s definitely worth the investment once you get up to speed.
Vtiger CRM Integrations
Vtiger offers a ton of helpful add-ons and integrations (shown below) to help customize the CRM to fit your business.
Some popular add-ons include:
- MailChimp
- Magento
- Xero
- Microsoft Outlook
We use MailChimp for most of our email marketing efforts Small Business Bonfire, so we were happy to see it included.
With just a few clicks, we were able to download and integrate MailChimp with Vtiger CRM.
Vtiger also allows you to easily upload documents from the following locations:
- Google Drive
- Dropbox
- One Drive
Once your documents are uploaded, Vtiger integrates seamlessly with DocuSign and Zoho Sign to streamline the signing process—making it easier to close deals.
At the end of the day, when it comes to integrations, Vtiger delivers the goods.
Vtiger CRM Customer Service Review
Customer service is one area where Vtiger shines. During our testing, we reached out via live chat with a simple question (about MailChimp integration) to check the responsiveness of their support team.
We heard back within 30 minutes, which was great. The agent provided a detailed response, complete with helpful links.
However, we were actually able to answer the question ourselves (within less than a minute) using Vtiger’s vast knowledge base.
The search bar allowed us to easily find the information we needed in a helpful article.
Regarding customer service, we thought Vtiger was great across the board!
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