Home > CRM Software > Vtiger > Vtiger vs Cirrus Insight

Vtiger vs Cirrus Insight

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Our analysts compared Vtiger vs Cirrus Insight based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Vtiger Software Tool
Cirrus Insight Software Tool
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Product Basics

Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.

Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
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$12 Monthly
Free Trial is available →
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Tailored to your specific needs
$14/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • Unified Integration: Easily handle commonly used apps through one Gmail account by integrating all required apps on a single dashboard. This helps track all activities through one single page so no tasks are missed. Syncs with all Salesforce applications, along with a few other commonly used ones such as Adobe, Ambition, Eloqua, Drawloop, HubSpot and many more. 
  • Time Saver: Save hours of manual work by automatically syncing apps and useful data. It auto-updates data and sends notifications about tracked emails, scheduled meetings, upcoming follow-ups and a lot more. 
  • Enterprise-Centric: Leverage a range of services for enterprise-level companies to enhance productivity and performance. Capabilities include validation rules, custom objects, record types and dependent picklists, which aid smarter work. 
  • Free Trial: Use free for 14 days to gauge functionality and features and determine if the product is a good fit based on company needs. Doesn’t require entering credit card information. 
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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  • Sales Insights:
    • Offers detailed insight into the customer buying journey with features such as link tracking, quotes and reminders on upcoming proposals.
    • Supports scheduling client meetings that avoid time zone conflicts and other issues.
    • Presents company information right across emails, helping gain fruitful sales and marketing outcomes.
  • Salesforce Integration: Makes usability and data more reliable and uncluttered. 
    • Automatically sync inbox with Salesforce to create new leads, surface contact profiles while in the email interface and pull email templates from Salesforce.
    • Sync calendar events with Salesforce and updates contact records without having to log in to Salesforce.
  • Enterprise Scheduling: Simplifies the process of managing meetings and busy schedules. Allows scheduling meetings in advance and lets prospects choose a suitable date and time to reschedule another meeting. 
  • Flight Plans: Helps users of any technical skill engage with prospects using drip campaigns and set up a timeline for productive results. Has capabilities for nurturing client relationships, such as email tracking, customized messaging, and one-click calls and meetings. 
  • Attachment Tracking: Keeps sales and marketing teams aligned by providing a repository of approved content to use. Also provides analytics that measure reader engagement and allows taking back documents after they’ve been sent, making it easy to rectify errors. 
  • Analytics: Delivers insights into prospect data, which managers can use to build and share useful marketing and sales collaterals with their teams. 
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Product Ranking

#32

among all
CRM Software

#79

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 748 reviews
Great User Sentiment 1471 reviews
86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

84%
of users recommend this product

Cirrus Insight has a 'great' User Satisfaction Rating of 84% when considering 1471 user reviews from 4 recognized software review sites.

5.0 (9)
5.0 (11)
4.3 (338)
4.2 (1312)
4.3 (292)
4.2 (102)
4.4 (85)
n/a
3.6 (24)
4.1 (46)

Synopsis of User Ratings and Reviews

Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Integration: Connection with G Suite, Salesforce account management, streamlined admin assistance integrations and more make the product’s functionality easy, mention 100% of reviews about integrations.
Sync and Scheduling: Syncing with a calendar and adding client correspondence directly to Salesforce helps schedule meetings and collaborate with clients, according to 66% of reviews on this topic.
Navigation and Tracking: The software is easy to navigate and tracks emails opened, providing knowledge of engagement for the intended audience, note 87% of users mentioning these features.
Workflow: Aligned workflows help boost productivity in the experience of 80% of users mentioning workflows.
Automation: A map sync feature automatically records everything into Salesforce, saving time and making the application easy to use, according to 66% of users referring to automation.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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Difficult Customization: Users can only assign one standard object besides the contact, which makes it difficult to customize, according to 66% of users writing about customization.
Cumbersome: The platform keeps logging out after each session, making the system slow, suggest 61% of users reviewing this feature.
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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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Cirrus Insight helps Salesforce users track email activity and streamline tasks like scheduling calls. Its chief advantage is its extensive integrations, particularly with Salesforce, to help record data and provide actionable insights. The majority of users also cite its automation and workflows as key elements that save time and enhance productivity. However, customization is restricted and the system requires users to keep logging in for every session, which makes it tedious to use. It’s best for businesses looking to automate their operations and enhance their marketing and sales performance through seamless Salesforce integration.

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Screenshots

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