Enhancing Customer Engagement: WhatsApp Integration Strategies for Your CRM
Do you know vTiger Community Edition is among the Top 10 OpenSource CRMs as per Capterra?
As per the report from Sourceforge, a total of 5 million+ copies of the vTiger community have been downloaded as of today.
Why does the vTiger community attract companies to install and host?
Today, due to security and data privacy, companies are always looking to have CRM under their control. The vTiger community is the solution to hosting vTiger on your local premises or cloud server.- Many cloud CRMs don’t offer or have functionalities that companies need to implement, so the vTiger community is the best option to host on your cloud and customize according to your needs.
- No license/hosting fees or pay-per-user license cost.
What are the major differences between the vTiger cloud and the vTiger community?
We tried to create a list for you to understand the major differences between the vTiger community and the vTiger Cloud version.
vTiger Common/GGeneral Features:
- Some of the important comparisons between the vTiger community and vTiger on demand are highlighted here.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| General Features (Default Features) | |||
| Dashboard | |||
| Multiple dashboard | This addresses the needs of Vtiger users who have various roles in their business. | Yes | Yes |
| Dashboard widget | Yes | Yes | |
| History | History in vTiger display list of the updates made by team member on various modules | Yes | Yes |
| Upcoming activities | Yes | Yes | |
| Chart & Details reports | Yes | Yes | |
| Key metrics(Record count on filter) | Yes | Yes | |
| Global Search | Yes | Yes | |
| Calendar Activities | |||
| Events | Event is a blocked-off period of time on your calendar. | Yes | Yes |
| ToDo | Task used to manage your own daily task | Yes | Yes |
| My Calendar | Display only your calendar | Yes | Yes |
| Shared Calendar | This list all calendar of group | Yes | Yes |
| Administration – User Management | |||
| Uses management | Yes | Yes | |
| Role management | Yes | Yes | |
| Profile and Sharing Rules for record access | |||
| Login History & Audit | Yes | Yes | |
| Module Management | |||
| Modules & Installation | Yes | Yes | |
| Module Layouts & Fields | Yes | Yes | |
| Module Numbering | Yes | Yes | |
| Automation | |||
| WebForms | Yes | Yes | |
| Scheduler (Auto Scheduler) | Sending emails, creating events and tasks, updating fields, creating entity records, and invoking custom functions are triggered by scheduler. | Yes | Yes |
| Workflow management (Automate action on record updates) | Yes | Yes | |
| Mail Convertor(Auto email scanning to Ticket/Leads/Contacts) | Yes | Yes | |
| Smart Notification | Activity and Email Reminder | Yes(Partial) | Yes |
| Configuration | |||
| Customer Portal | Yes | Yes | |
| Multiple Currencies | Yes | Yes | |
| Setup IMAP/SMTP for Email | Yes | Yes | |
| PickList Values (Dropdown Fields) | Yes | Yes | |
| Dropdown fields dependency | Yes | Yes | |
| Maps (Geo Location – Nearby Customer) | No | Yes | |
| Business Hours | Setting up Business hours for SLA,Calendar and Notification for not to consider weekend or holiday | No | Yes |
| General Features | |||
| Duplicate Checker | Yes | Yes | |
| Import / Export Records | Yes | Yes | |
| One to one emails | Yes | Yes | |
| User Profile | |||
| User Preference (Timezone, Signature, Calendar settings) | Yes | Yes | |
| Tags | Yes | Yes |
Why does the vTiger community attract companies to install and host?
- vTiger community having many features for sales similar to vTiger cloud.
We’ve listed comparisons here for the same.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Sales | |||
| Leads | Yes | Yes | |
| Lead conversion | Yes | ||
| Opportunities | Yes | Yes | |
| Contacts | Yes | Yes | |
| Quotes | Yes | Yes | |
| Deals | Yes | Yes | |
| Appointments | Yes | Yes | |
| Forecasts | Forecast sales and assign to the team. Third-party extensions available here | No | Yes |
| Workflows | Yes | Yes | |
| Sales Insight | No | Yes | |
| Reporting | Yes | Yes | |
| Collaboration | No | Yes | |
| Calendar & task | Yes | Yes | |
| Docs & Files | Yes | Yes | |
| Journey view | No | Yes | |
| Email sequences | No | Yes | |
| Document engagement | No | Yes | |
| Quote discount approvals | Yes | Yes | |
| Sales dashboards | Yes | Yes | |
| Mobile Apps | Free Mobile Apps available connect to vTiger community edition available here | Free Apps | Yes |
| Mail Manager | Yes | Yes |
Marketing features:
vTiger community having many features for marketing similar to vTiger cloud. We’ve listed comparisons here for the same.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Marketing | |||
| Campaign | Yes | Yes | |
| Email marketing | Email campaign is not available for Free Edition. Third-party extensions available here | No | Yes |
| Contact Capture Form | Yes | Yes | |
| Workflow Automation | Yes | Yes | |
| Reporting and Insight | Yes | Yes | |
| Drip email Campaign | No | Yes | |
| Autoresponder Email | Yes | Yes | |
| Website User tracking | Yes | Yes | |
| Personalized Webforms | Yes | ||
| Profile Scoring | Score Prospect with number or Star to focus first. Alternative extensions available here |
Support Features:
vTiger community having many features for support similar to vTiger cloud. We’ve listed comparisons here for the same.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| <Support | |||
| HelpDesk | Yes | Yes | |
| SLA | Service level Agreement to Escalate manage on Ticket inactivity of delay response | No | Yes |
| FAQ | Yes | ||
| Tickets | Yes | ||
| Service Contracts | Yes | ||
| Assets | Yes | ||
| SMS Notifier | Yes |
Projects Features:
Project management is an important feature of CRM. Some of the comparisons mentioned here between vTiger Cloud vs vTiger OpenSource.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Projects | |||
| Projects | Yes | Projects | |
| Project Tasks | Yes | Projects Task | |
| Project Milestones | Yes | Projects Milestones | |
| Time Log | Feature is not available for Free Edition. Third-party extensions available here | No | Time Log |
Inventory
vTiger is not only CRM, but it’s a mini inventory management system too. Here we’ve listed some of the important comparisons between vTiger Cloud and vTiger Community.
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Inventory | |||
| SalesOrder | Yes | Yes | |
| Product Management | Yes | Yes | |
| Service Management | Yes | Yes | |
| Quotes | Yes | Yes | |
| Purchase Order | Yes | Yes | |
| Sales Order | Yes | Yes | |
| Invoice | Yes | Yes | |
| Price Books | Yes | Yes | |
| Tax management | Yes | Yes | |
| Xero | vTiger community has an option to customized, in vTiger cloud required account with the provider | No | Yes |
| Tally | vTiger community has an option to customized, in vTiger cloud required account with the provider | No | Yes |
Integration Features:
The vTiger community and cloud system have the option to integrate with third-party systems to pull/push data between the systems. Here we’ve listed a comparison between vTiger Cloud andd vTiger Community..
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Integration | |||
| Google Calendar Integration | Yes | Yes | |
| Google Drive Integration | No | Yes | |
| Zapier | vTiger community has an option to customized, in vTiger cloud required account with the provider | No | Yes |
| PieSync | No | Yes | |
| SharpSpring | No | Yes | |
| Gmail | No | Yes | |
| Microsoft Outlook | No | Yes | |
| MailChimp | No | Yes | |
| Microsoft Exchange | No | Yes | |
| Office 365 | No | Yes | |
| DocuSign | No | Yes | |
| Twilio | No | Yes | |
| Plivo | No | Yes | |
| Asterisk | No | Yes | |
| Telzio | No | Yes | |
| ViciDial | No | Yes | |
| Exotel | No | Yes | |
| Clickatell | No | Yes | |
| Knowlarity | No | Yes | |
| Duocom | No | Yes | |
| TextAnywhere | No | Yes | |
| SMS 99 | No | Yes | |
| Solutions Infini | No | Yes | |
| Zoom Connect | No | Yes | |
| Gupshup | No | Yes | |
| PayPal | No | Yes | |
| Authorize.net | No | Yes | |
| Dropbox | No | Yes | |
| Magento | No | Yes | |
| Olark | No | Yes | |
| WhatsApp Integration is not available in both the versions but the community has an extension for the same. | No | No |
Extensions / Plugins
vTiger community and cloud version has an option to
| Features | Description | vTiger community | vTiger OnDemand / Cloud |
| Extensions | |||
| Plugins / Extension | Many extensions available in the market to support additional functionality on top of vTiger community and cloud version. Some of the list here.
|
No | No |
vTiger Pricing
Pricing is an important factor for you to consider which one to choose for your CRM requirement? vTiger community or vTiger Cloud?
Some of the important pricing factors you should have to consider.
| Features | vTiger Community | vTiger OnDemand/Cloud |
| CRM License | vTiger community is free to use and there is no cost associate with that. | vTiger Cloud charge pay per user |
| Installation | Installation of vtiger offered by many experts with nominal cost. | Included |
| Hosting | You need to have your own Cloud server or you can procure a server to host vTiger. Cost range ($20-$50/month for small company) | Included |
| Support | Support of vtiger offered by many experts with nominal cost. | Included |
If you think to implement CRM for your company feel free to contact us anytime on info@crmtiger.com
Feel free to contact us. We would be happy to assist you.
I hope you find this blog useful.
Please contact us at info@crmtiger.com if you need further help from us.
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