monday CRM vs. Vtiger

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

Incentivized

Vtiger has evolved in the interfaces design. You can access all required data from one screen, similar to a control data. You have also sales and support dashboards predefined, but you can create your own. As less appropriate the templates design, it has not evolved from old versions of Vtiger.

Incentivized

• It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
• It is very useful in automating the processes of relevant departments.
• The field names, types, and data you enter can be customized as per your organization's requirements.

Incentivized

• I love reporting. I can build a custom report using all or any of the dimensions of my choice. This is great when other programs often limit this ability.
• I like that is a source of truth across the organization. We can all go in and see the same thing.
• This also works for communication with our teams in other countries. We are a global organization.

Incentivized

• Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
• More color shades for groups and labels
• Keep adding new widgets for dashboards to provide an even greater overview

Incentivized

• Although Vtiger integrates well with email, like most CRM systems it assumes that you have one email system and therefore it is less suitable for use cases where multiple email systems need to be supported.
• Although Vtiger supports Twitter it does not support other social media systems in the same way. You can tailor the system to hold the URLs of your contacts' social media profiles but if SM is a big thing for your organization then there are better systems available.

Incentivized

The CRM is like clay and as long as the user has a productive and driven mind you can supplement your organization as well as your company.

Incentivized

It was a little tricky when I first set up all of my automations and to kind of navigate my board and create it initially. So now that it's set up it's super easy to use so that's why I gave a seven in this rating.

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

We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful

Incentivized

there is not much problem in using CRM. There were times it was lagging or bugging, but later on it will be fixed and I can use it again.

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to companies who have smaller teams and a simpler scope of project management, but for a company with the complexity of ours, monday's customizable features and ease of visibility was the better suited platform for our needs.

Incentivized

The selection of vTiger was done by my management team to be able to see invoicing status in Quickbooks. Unfortunately, this feature has never worked but I think this might be a problem on our end, not a vTiger issue. We looked at Salesforce, HubSpot CRM, and ACT before making the switch to vTiger

Incentivized

• Better convertion rates, decreasing marketing overall costs to close new oportunities
• Decreasing the sales team cost, because people are more productive and you can get more results with less people
• Increasing the business growth rate, by helping focusing on growth and not only on sales

Incentivized

• I managed to increase my production by 20% each month.
• We increased the number of new clients each year.
• Clients were satisfied by our support team.

Incentivized