TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CoPilot

    Score8.4 out of 10
    N/ACoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.

    $29

    per month

    Vtiger

    Score8.2 out of 10
    N/AVtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

    $28

    per month per user

    Pricing
    CoPilotVtiger
    Editions & Modules
    Pay Yearly - Starter
    $29
    per month per user
    Pay Monthly - Starter
    $39
    per month per user
    Pay Yearly - Professional
    $69
    per month per user
    Pay Monthly - Professional
    $89
    per month per user
    Pay Yearly - Advanced
    $119
    per month per user
    Pay Monthly - Advanced
    $139
    per month per user
    Supersonic
    Custom
    One Professional - Single App
    $28
    per month per user
    One Professional - Standard
    $42
    per month per user
    One Enterprise - Single App
    $42
    per month per user
    One Enterprise - Standard
    $58
    per month per user
    Offerings
    Pricing Offerings
    CoPilotVtiger
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup fee$10 / user / month
    Additional Details—Discounts are provided for both annual subscriptions, and for high volume users.
    More Pricing Information
    Features
    CoPilotVtiger
    Sales Force Automation
    Comparison of Sales Force Automation features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    10.0
    8 Ratings
    26% above category average
    Customer data management / contact management00 Ratings10.08 Ratings
    Workflow management00 Ratings10.08 Ratings
    Opportunity management00 Ratings10.08 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings10.08 Ratings
    Contract management00 Ratings10.06 Ratings
    Quote & order management00 Ratings10.06 Ratings
    Interaction tracking00 Ratings10.06 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    9.5
    6 Ratings
    23% above category average
    Case management00 Ratings10.06 Ratings
    Help desk management00 Ratings9.06 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    10.0
    6 Ratings
    28% above category average
    Lead management00 Ratings10.06 Ratings
    Email marketing00 Ratings10.06 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    10.0
    8 Ratings
    27% above category average
    Task management00 Ratings10.06 Ratings
    Billing and invoicing management00 Ratings10.07 Ratings
    Reporting00 Ratings10.07 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    9.7
    7 Ratings
    25% above category average
    Forecasting00 Ratings10.06 Ratings
    Pipeline visualization00 Ratings10.06 Ratings
    Customizable reports00 Ratings9.07 Ratings
    Customization
    Comparison of Customization features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    9.3
    8 Ratings
    22% above category average
    Custom fields00 Ratings9.08 Ratings
    Custom objects00 Ratings10.07 Ratings
    API for custom integration00 Ratings9.06 Ratings
    Social CRM
    Comparison of Social CRM features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    10.0
    5 Ratings
    31% above category average
    Social engagement00 Ratings10.05 Ratings
    Platform
    Comparison of Platform features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    5.0
    5 Ratings
    38% below category average
    Mobile access00 Ratings5.05 Ratings
    Security
    Comparison of Security features of CoPilot and Vtiger
    Feature
    CoPilot
    -
    Ratings
    Vtiger
    9.0
    8 Ratings
    8% above category average
    Role-based user permissions00 Ratings9.08 Ratings
    Best Alternatives
    CoPilotVtiger
    Small Businesses
    No answers on this topic
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    No answers on this topic
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    No answers on this topic
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CoPilotVtiger
    Likelihood to Recommend
    9.0
    (1 ratings)
    10.0
    (8 ratings)
    Usability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (2 ratings)
    User Testimonials
    CoPilotVtiger
    Likelihood to Recommend
    Ortto
    I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
    Incentivized
    Read full review
    Vtiger
    vTiger packs a ton of functionality and capability, but the challenge is getting there. In today's day where everyone is doing more with less, having a solution that meets a couple specific needs and does that well is essential. To me, at times I feel as though vTiger is trying to be a "jack of all trades" solution which ultimately ends up making it more confusing to use. However, on the flip side of that, if you take the time to learn everything about vTiger, I am sure it is an awesome tool but there is a learning curve associated with it. Finally, I would like to see more integrations with other vendors moving forward so if we cannot use vTiger for everything, at least it would have the ability to "talk" with other programs.
    Incentivized
    Read full review
    Pros
    Ortto
    • Examines a syllabus for errors or contradictions in grading
    • It works as a great starting point for doing research
    • We use it to aid in developing classroom instruction
    Incentivized
    Read full review
    Vtiger
    • User-friendly interface.
    • Reliable tracking system and alerts to maintain overall control of the proceses.
    • Meets all the needs of the average company.
    Incentivized
    Read full review
    Cons
    Ortto
    • I would like to see better image creation tools
    • More tools in creating custom GPTs
    • Easier tools to limit and create the data used for the LLM
    Incentivized
    Read full review
    Vtiger
    • Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
    • It's still very simple. There is room for improvement with the setup of the admin panel.
    • The dropdowns function funny when scrolled down. It's picky but it's frustrating.
    • The search function could be improved.
    Incentivized
    Read full review
    Usability
    Ortto
    No answers on this topic
    Vtiger
    In the Last versions they have done a strong effort in creating a powerful data screen. Inside the screen you have access to signing, communications with multiple tools integration and connections with all modules related. With a single view you have all control over your data relations. It is similar to a control managing.
    Incentivized
    Read full review
    Support Rating
    Ortto
    No answers on this topic
    Vtiger
    It is as good as you could expect for a company that operates from another continent. Emails are quickly responded to and do not usually require additional questions or answers. It is quite rare for a company of their size to be as responsive as they are and that makes them a sound choice to deal with.
    Incentivized
    Read full review
    Alternatives Considered
    Ortto
    The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
    Incentivized
    Read full review
    Vtiger
    VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a lot of time exporting and importing between different services. Quoting, invoicing, and payments all had to be manually transferred to our accounting system. It was very frustrating
    Incentivized
    Read full review
    Return on Investment
    Ortto
    • It is too early to tell at the moment but I can see it as a positive moving forward
    • The amount of time saved in creating content will be a huge asset for faculty
    • The same holds true for students as they to will be able to safe a lot of time
    Incentivized
    Read full review
    Vtiger
    • Integration Across the Organization - What started out as just a CRM tool for sales is now being used for ticket management and project management.
    • Steep Learning Curve - It is not as intuitive out of the box and really requires a dedicated person to be a vTiger expert which can be challenging and time consuming.
    • Reliability - Sometimes features that worked yesterday don't work today, thus causing more time to complete the same exact task that was done previously. The thing that comes to mind specifically is the main search box as 1/2 the time it works, 1/2 the time it doesn't work.
    Incentivized
    Read full review
    ScreenShots

    Vtiger Screenshots

    Screenshot of Vtiger's home page dashboardScreenshot of A typical contact record in Vtiger