Vtiger vs Freshworks CRM

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Our analysts compared Vtiger vs Freshworks CRM 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

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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Freshworks CRM is a comprehensive software solution designed to streamline customer relationship management tasks. It is particularly well-suited for small to medium-sized businesses seeking to enhance their sales processes and customer interactions. The platform offers a range of features, including lead management, contact management, email tracking, and workflow automation, which collectively help businesses manage their customer data more efficiently.

One of the standout benefits of Freshworks CRM is its user-friendly interface, which allows for easy navigation and quick adoption by teams. Users often highlight the software's robust reporting and analytics capabilities, which provide valuable insights into sales performance and customer behavior. Additionally, the integration with various third-party applications enhances its functionality, making it a versatile tool for diverse business needs.

In terms of pricing, Freshworks CRM offers several tiers, typically ranging from $9 to $59 per user per month, billed annually. This flexible pricing structure makes it accessible to businesses with varying budgets. Compared to similar products, users appreciate its affordability and the balance it strikes between cost and feature set, often noting its superior customer support and ease of use.

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$12 Monthly
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$9/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Linux
Android
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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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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting tools.
  • Improved Sales Efficiency: Automate repetitive tasks and streamline sales processes, allowing your team to focus on closing deals.
  • Seamless Integration: Connect with other essential business tools like email, calendars, and social media platforms to create a unified workflow.
  • Personalized Customer Engagement: Use segmentation and targeted communication to deliver personalized experiences that resonate with individual customers.
  • Real-Time Collaboration: Facilitate better teamwork with shared access to customer information and collaborative tools, ensuring everyone is on the same page.
  • Scalable Solutions: Adapt the CRM to grow with your business, offering flexible plans and features that can be customized to meet evolving needs.
  • Enhanced Data Security: Protect sensitive customer information with robust security measures and compliance with industry standards.
  • Increased Customer Retention: Utilize tools for tracking customer satisfaction and proactively addressing issues to foster long-term loyalty.
  • Actionable Insights: Leverage AI-driven analytics to uncover trends and make data-driven decisions that enhance business performance.
  • Cost Efficiency: Reduce operational costs by automating workflows and minimizing the need for manual data entry and management.
  • Mobile Accessibility: Access CRM features on-the-go with mobile apps, ensuring your team can work efficiently from anywhere.
  • Enhanced Lead Management: Track and nurture leads through the sales funnel with tools designed to optimize lead conversion rates.
  • Customizable Dashboards: Create personalized dashboards that display key metrics and insights relevant to your specific business needs.
  • Improved Customer Support: Provide timely and effective customer service with integrated support tools and ticketing systems.
  • Streamlined Marketing Campaigns: Plan, execute, and analyze marketing campaigns within the CRM to ensure cohesive and effective marketing strategies.
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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: Centralized repository for storing and managing customer information, including interaction history and social profiles.
  • Lead Scoring: Automated scoring system to prioritize leads based on their engagement and likelihood to convert.
  • Sales Pipeline Management: Visual representation of sales stages, allowing for easy tracking and management of deals through customizable pipelines.
  • Email Integration: Seamless integration with popular email services like Gmail and Outlook, enabling email tracking, scheduling, and template usage directly within the CRM.
  • Workflow Automation: Automate repetitive tasks and processes using a drag-and-drop interface to create custom workflows.
  • AI-Powered Insights: Freddy AI provides predictive analytics and actionable insights to help sales teams make data-driven decisions.
  • Customizable Dashboards: Tailor dashboards to display key metrics and performance indicators relevant to your business needs.
  • Mobile App: Access CRM functionalities on-the-go with a fully-featured mobile app available for both iOS and Android devices.
  • Collaboration Tools: Built-in features like team inboxes and shared calendars to enhance team collaboration and communication.
  • Reporting and Analytics: Generate detailed reports and analytics to monitor sales performance, track KPIs, and identify trends.
  • Third-Party Integrations: Integrate with a wide range of third-party applications such as Slack, Zapier, and QuickBooks to extend CRM capabilities.
  • Customer Support Module: Integrated support features including ticketing, knowledge base, and live chat to manage customer inquiries efficiently.
  • Territory Management: Define and manage sales territories to optimize resource allocation and improve sales coverage.
  • Custom Fields and Modules: Add custom fields and modules to tailor the CRM to your specific business requirements.
  • Data Import and Export: Easily import and export data in various formats to ensure seamless data migration and backup.
  • Security and Compliance: Robust security measures including role-based access control, data encryption, and compliance with GDPR and other regulations.
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Product Ranking

#32

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#265

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User Sentiment Summary

Great User Sentiment 748 reviews
Excellent User Sentiment 19 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.

100%
of users recommend this product

Freshworks CRM has a 'excellent' User Satisfaction Rating of 100% when considering 19 user reviews from 1 recognized software review sites.

5.0 (9)
5.0 (19)
4.3 (338)
n/a
4.3 (292)
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4.4 (85)
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3.6 (24)
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Awards

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Freshworks CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Ease of Use: Freshworks CRM is praised for its intuitive interface, making it easy for users to navigate and find the information they need. Many users find it simple to set up and customize, even for those without extensive CRM experience.
Affordable Pricing: Freshworks CRM offers a variety of pricing plans, making it accessible to businesses of all sizes. Users appreciate the value for money, especially compared to other CRM solutions.
Strong Customer Support: Freshworks CRM provides responsive and helpful customer support, both through online resources and direct contact. Users appreciate the quick resolution of issues and the availability of knowledgeable support staff.
Integration Capabilities: Freshworks CRM integrates seamlessly with a wide range of popular business applications, such as email marketing platforms, social media tools, and payment gateways. This allows users to streamline their workflows and manage all their customer interactions in one place.
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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: Some users have found the customization options to be limited, making it difficult to tailor the CRM to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: The interface can be complex and overwhelming for new users, requiring significant time and effort to learn the system. This can be particularly challenging for smaller businesses with limited resources.
Integration Challenges: While Freshworks offers integrations with various third-party applications, some users have reported difficulties in setting up and maintaining these connections. This can lead to data inconsistencies and workflow disruptions.
Customer Support Issues: Some users have expressed dissatisfaction with the responsiveness and quality of customer support. They may experience long wait times or receive unhelpful responses to their inquiries.
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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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Is Freshworks CRM actually refreshing, or does it leave a bad taste in your mouth? Recent user reviews paint a somewhat mixed picture. While many appreciate its user-friendly interface and affordability, some find its features less robust compared to competitors like Salesforce. For instance, users praise Freshworks CRM's intuitive layout, which makes navigating and managing contacts a breeze, especially for smaller businesses. However, larger enterprises might find its reporting and customization options limited. Its value for money is a major plus, particularly for startups and growing businesses, as it offers a good balance of features at a competitive price point. Yet, some users have expressed frustration with occasional glitches and limited third-party integrations, hindering seamless workflows. Essentially, Freshworks CRM emerges as a user-friendly and budget-friendly option, ideal for businesses seeking a straightforward CRM solution. Its simplicity, while a strength for some, can be a limitation for those requiring advanced features.

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