Vtiger vs ClientLook

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

Vtiger Software Tool
ClientLook Software Tool

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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ClientLook is a specialized software designed to streamline customer relationship management (CRM) tasks, making it an ideal solution for professionals seeking to enhance their client interactions and manage their business operations more efficiently. It is particularly well-suited for real estate professionals who require a tailored approach to managing their contacts, deals, and properties. One of the key benefits of ClientLook is its ability to consolidate various tasks into a single platform, offering features such as deal tracking, project collaboration, and integrated email marketing. Users appreciate its user-friendly interface and the efficiency it brings to managing client data and communications. When compared to similar products, ClientLook stands out for its focus on the real estate sector, providing specific tools and functionalities that cater to the unique needs of this industry. Pricing considerations for ClientLook involve a subscription model, with costs typically based on the number of users, making it a scalable option for businesses of different sizes. Payment is usually required on a monthly or annual basis, allowing for flexibility based on budget and usage needs.

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$12 Monthly
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Tailored to your specific needs
$900 Monthly
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Tailored to your specific needs
Small 
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Small 
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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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  • Cloud-Based Deployment: No need to invest in hardware, as cloud-based deployments are handled by the service provider. 
  • Intuitive Interface: A simple, intuitive interface ensures all information is organized systematically. 
  • Stakeholder Organization: Manage all stakeholders like builders, developers, brokers, investors, owners and tenants right from the platform with dedicated portals for each group. 
  • Mobile Apps:  Fully-featured mobile apps are available on both Android and iOS devices with an auto-sync feature to manage work efficiently while on the go. 
  • Time Management: Manage time efficiently as well as more properties. Book more sales and lease agreements with centrally managed data and activities, virtual assistants and a mobile app. 
  • Integrations: Integrate with tools like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, Buildout, and Google apps to create a powerful, interconnected resource. 
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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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  • Contact Management: Manage a central record of all contact data. Import and export contact data files, scan business cards and record voicemail on the move to update contact data with the help of a virtual assistant team so that no information is left behind. 
  • Lead Capture: Capture online leads from multiple resources and sync them directly into the platform. Once synced, these leads are checked for duplication by virtual assistants and are routed through standard, user-defined operating procedures. 
  • Property Tracking: Manage a commercial real estate database by maintaining a central record of properties, images, contacts, availability and other features. 
  • Deal Management: Record deals with a summary of activities, files and updates in one place. Aids client collaboration to facilitate deal progress. 
  • Pipeline Tracking: Stay ahead of every opportunity by tracking deal value, projected close date, sales stage and more. Search for deals and opportunities by type, group and other custom filters to categorize them better. 
  • Listing Management: Manage listings with detailed information on availability, pricing and expiration. Publish these listings online to various service providers and use virtual assistants to update listings later. 
  • Activity Management: Schedule activities related to contacts, deals, properties and comps. Sync them to the calendar to get notifications about calls, meetings, tours, lease expiration, option renewals and more. 
  • Email Integration: Connects an email program to ClientLook to enhance communication. Once integrated, associate emails and attachments with a specific deal to improve organization and make information easier to track. 
  • Client Collaboration: Provide better services to clients using dedicated client portals to: 
    • Communicate with clients to share offers, brochures and reports.
    • Record insights from calls, marketing campaigns and tours.
    • Maintain a real-time activity feed.
    • Search and download files and add comments.
    • Stay engaged and get a better chance at closing a deal.
  • Virtual Assistant: A team of virtual assistants can manage time-consuming workflows for clients. These include contact management, listing management, manual data entry and data enrichment, tenant verification, email marketing, research liaison and tour verification. 
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Product Ranking

#32

among all
CRM Software

#23

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 748 reviews
Good User Sentiment 13 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.

74%
of users recommend this product

ClientLook has a 'good' User Satisfaction Rating of 74% when considering 13 user reviews from 2 recognized software review sites.

5.0 (9)
3.6 (12)
4.3 (338)
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5.0 (1)
4.3 (292)
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4.4 (85)
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3.6 (24)
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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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Targeted Search: Users praise ClientLook's ability to quickly pinpoint specific properties and contacts using its robust search filters. This allows them to efficiently identify potential leads and opportunities.
Simplified Data Management: ClientLook's intuitive interface makes it easy to input, organize, and track client and property data. This streamlines workflows and reduces the time spent on administrative tasks.
Effective Deal Tracking: The platform's deal management features provide a clear overview of all active deals, allowing users to monitor progress, identify potential roadblocks, and close deals more efficiently.
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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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Limited Customization: Users express frustration over the inflexibility of customizing certain features, particularly reporting and data visualization. This lack of adaptability can make it challenging to tailor the platform to specific business needs.
Steep Learning Curve: The platform's user interface, while considered clean, is not particularly intuitive for new users. Many find the initial learning curve to be quite steep, requiring significant time investment to become proficient.
Occasional Performance Issues: Some users report experiencing occasional slow loading times and system glitches, particularly when dealing with large datasets. These performance hiccups can disrupt workflow and impact productivity.
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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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Let's take a closer look at what users have to say about ClientLook. ClientLook users appreciate its simplicity and ease of use, especially compared to more complex CRM systems. The interface is clean and intuitive, making it easy to find the information you need. Users also praise ClientLook's customer support, which is known for being responsive and helpful. However, some users find that ClientLook lacks certain features that are available in other CRM systems, such as marketing automation and social media integration. Additionally, ClientLook's reporting capabilities are somewhat limited. These limitations may not be dealbreakers for smaller businesses or those who don't need a lot of bells and whistles. But for larger businesses or those with more complex needs, a more comprehensive CRM system might be a better fit. ClientLook seems to be a good fit for commercial real estate professionals who need a simple, easy-to-use CRM system with excellent customer support. If you're looking for a CRM system with all the bells and whistles, ClientLook might not be the best choice. But if you need a solid CRM system that's easy to use and gets the job done, ClientLook is worth considering. Keep in mind that the CRM landscape is constantly evolving, so it's always a good idea to check for the latest information and reviews before making a decision.

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