Vtiger CRM

Very adoptable. Depending on which version you choose you will have different modules and the possibility to add modules of your own or deactivate modules you don't need. All records from the different modules can be printed out and you can change the templates.

Vtiger is complex and can be adopted to all your needs but then you need someone within the organisation that would love to get into the system and make the changes. The vtiger support are great to.

I have been able to create a CRM that works for me, all my companies and partners and help us give create customer service and of course keep up with leads, projects, email campaigns and todos.

Well Vtiger might not be the CRM for companies that only need to have a simple register of clients companies and leads. Since there are so many great modules you really have to set a aside time to get to know the system so if you don't have time or only need a few limited functions you maybe should not choose vtiger.

It is easy to record and look up records for my team. The fields have been configured to capture all of the pertinent information I need.

It is easy to use and quite intuitive , I actually enjoy using it

Our quarter 1 is September and we have to work with this as q3 in v tiger as it cannot be amended.

Sometimes the total amount of the deal does not equal the total amount from the forecast summary screen , v tiger are aware of this as a bug.

It would be nice to have some trending data so I can review how my pipeline, upside , probable and commit goes up and down during a given quarter. This way I can say salesperson x had $100k in probable In month 1 yet $0 in month 3. This is because $50k moves to commit however you lost the other $50k

THe outlook integration doesn’t seem to work