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Vtiger vs SalesNow

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Our analysts compared Vtiger vs SalesNow 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
SalesNow 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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SalesNOW is a mobile and web-based platform that helps nurture customer relationships. Designed for sales and service reps, it helps increase management visibility, enhance the sales team’s effectiveness, optimize reporting and access visual reports. Customer service, lead management, its product database, consulting services and email integration are some of its notable strengths.
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$12 Monthly
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$19.95/User, Monthly
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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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  • Easy Implementation: Set up teams using multi-level team structure, determine security clearance for each individual and import data using custom utility or standard templates. The import tools help remove redundant records and share information about import progress, including which tools aren’t imported and why. 
  • Free Training: Free web-based training is available for team members. Resources include personalized web training for new hires and pre-recorded training sessions. 
  • Affordable: For a low price-per-user, its wide range of offerings include unlimited custom fields, 2 GB document storage, geolocation, advanced admin controls and in-depth sales insights. 
  • Improved Sales Performance: Provide a framework for collaborative sales efforts and improve productivity by eliminating redundancy, delays and confusion. Notify team members while assigning and sharing deals, tasks, cases and leads with them. 
  • Compact Lead Import: Gather leads from trade shows, purchased lists, seminars and web capture. Perform deduping to ensure clean data and perfect merging. Allocate the most promising leads to competent sales reps and track follow-up calls, activities and leads at every stage. 
  • Customized Services: The vendor offers customized consulting services according to modified requirements. An open REST API allows the consulting team or the development team to integrate the platform into both in-house and off-the-shelf apps. 
  • Loyal Customer Relationships: Resolve customer issues quickly and build profitable customer relationships and quality customer experiences. Ensure issues are resolved in a timely manner using escalations, automatic workflows, notifications, dashboards and reports. 
  • Improved Marketing Campaigns: Deploy campaigns and track their effectiveness directly from the platform and target particular market segments with specific campaigns. Monitor campaign responses closely and track ROI. 
  • End-to-End Lead Management: Efficiently manage leads from different sources by organizing and assigning them. Monitor all activities related to each lead to avoid redundancy and wasted efforts. Can also track and manage sales leads on mobile devices and capture leads from websites. 
  • Efficient Customer Management: Track client and prospect interactions in a centralized system. Monitor content, share important files with team members in real time, view the relationships between contacts and accounts, and leverage flexible modules like day planning, calendar integrations and custom activity records. 
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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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  • Cloud-Hosted: Accessible from any web browser as and when needed, it offers online data access and training, setup and user provisioning, nightly backups, database maintenance, flexible licensing and technical support through phone and email, along with automatic upgrades. 
  • Account Customization: Customize fields and modules to match business needs. Customize the default deal stages — qualified, unqualified, committed, differentiated and closed — and associated sales probabilities to fit existing processes. Add multiple revenue streams to track different products and quantities. 
  • Knowledge Base: Find quick and relevant answers to questions. Once cases are created and categorized, they’re assigned to support reps and managed through the predefined case workflow. Monitor cases using unique case numbers and look for red and yellow color-coded cases that aren’t closed within deadlines. 
  • Sales Management: Monitor sales pipelines, deal statuses and team members’ activities in a central place. Share deal and customer records with sales reps and assign tasks, calls or meetings to suitable candidates. Analyze sales data using specific attributes such as deal status, custom field data and type of sale. 
  • Automated Notifications: Automatically sends notifications for opening and closing cases to various groups. Templates are available in multiple languages to cater to different customer groups. 
  • Product Listing: Set product status to active or inactive, store standard fields such as price, quantity, dimensions and size, and associate products with different suppliers. 
  • Reports and Dashboards: Visual sales dashboards offer snapshots of team performance, while sales insights include reports on forecasts and individual members’ activities. Add customized dashboards to check sales funnels, receive real-time updates and get reports from custom fields. 
  • Email Integration: Integrations with major email clients such as Gmail and Outlook help gather relevant information about accounts, leads and deals. Connect email campaigns to leading marketing programs such as Constant Contact and AT&T Messaging Toolkit. Additionally, real-time chat functionality is available. 
  • Product Module: Get a 360-degree view of all products including associated suppliers, brochures and other documents. Search and organize solutions with up to three levels of categorization. 
  • Lead Conversion:  Convert leads into opportunities and get a glance of related information including meeting notes, emails, call notes, attachments and more from the deal records. Follow each deal to identify inactive leads and know about the time taken for follow-ups, number of converted leads and more. 
  • Quotes and Sales Orders: Create sales orders and quotes directly from deal records. Merge quote data with customer information to create official quotes, and then save those as attachments to deal records. 
  • Chat Support: Stay connected with customers using chat, communicate with team members in real time and gather valuable insights to collaborate on critical deals. Access old and new chat sessions from mobile. 
  • Mobile: Available on iOS, Android and Blackberry, it offers a lot of web features and native mobile functionalities. Allows direct integrations with the email, calendar, contacts, map and camera apps on various devices. Local data storage enables seamless offline work. 
  • Lead Source Tracking: Create a customized list of lead sources, link them to campaigns to track their success and get valuable insights into lead generation programs in real time. 
  • Custom Filters and Fields: Define custom fields within contact and account records to enter, find and sort relevant information. Narrow down searches using attributes such as industries, zip codes and more. 
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Product Ranking

#32

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#51

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User Sentiment Summary

Great User Sentiment 748 reviews
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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.

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5.0 (9)
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4.3 (338)
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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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Intuitive Interface: Users praise SalesNOW for its user-friendly design, making it easy to navigate and adapt to various business processes.
Customization: The software allows for tailoring to meet specific business needs, ensuring a personalized experience for users.
Affordability: SalesNOW is lauded for its cost-effectiveness, especially when compared to competitors, making it a budget-friendly choice for businesses.
Strong Customer Support: Users consistently highlight the responsiveness and helpfulness of the support team, contributing to a positive overall experience.
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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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Performance Issues: Users have reported occasional slow loading times which can hinder productivity.
Limited Business Card Scanning: The software's business card scanning feature has limitations, potentially requiring manual data entry.
Navigation Challenges: Some users find navigation within certain areas of the platform to be cumbersome and not intuitive.
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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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Users consistently applaud SalesNow for its user-friendly interface, making it a breeze to navigate and tailor to their specific needs, much like a well-organized toolbox that simplifies daily tasks. This ease of use, coupled with its affordability, positions SalesNow as a compelling choice for businesses seeking a practical CRM solution without breaking the bank. Users particularly appreciate the seamless integration options, allowing them to connect with existing tools and streamline their workflows. However, some users have expressed concerns about the email functionality, finding it less intuitive than desired, and the mobile experience on iPhones, which has been reported to be less polished compared to other platforms. A standout feature consistently highlighted in user reviews is SalesNow's exceptional customer support. Users rave about the responsive and helpful nature of the support team, who go above and beyond to assist with any queries or issues. This personalized touch sets SalesNow apart from competitors and provides users with peace of mind knowing that help is readily available. Overall, SalesNow emerges as an ideal CRM solution for small to medium-sized businesses looking for an intuitive, budget-friendly platform with stellar customer support. Its strengths lie in its simplicity, affordability, and exceptional support, making it a practical choice for businesses seeking a reliable CRM solution to enhance their sales processes.

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Screenshots

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