Pipeline CRM vs. Vtiger

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.

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

• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

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

• I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

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

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

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

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

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.

We are currently using HubSpot for one of our other companies and it has been great. The marketing integrations that come with it blow PipelineDeals out of the water. On top of that, it also has a ticketing system in it where you can tie customer issues to a customer in the CRM.

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

• Visibility. Tracking and seeing our activity increased our productivity.
• Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
• Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
• Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.

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