Tuesday, 11 August 2015

Free Sugar/Vtiger/VTE Comparison - Data Analysis and Settings

Data analysis tools VTECRM VTIGER SUGAR
Dynamic dashboard page on main modules no yes no
Predefined and customized graphs and dashboard yes partial yes run-time yes run-time
Home page customizable with graphs/dashboards yes yes yes
Reports module yes yes no
Creating tabular and summary/graphic reports yes yes no
Creating pivot reports partial no no
Exporting and printing reports Pdf, Excel Excel no
Scheduled reports via email no yes no

Reports, dashboards and charts are a relevant point for a CRM. All three the systems have predefined graphs and dashboard, they are dynamic and more advanced in Vtiger and Sugar, while VTE's are poor. They all provide also a Home Page which the user can customize with components.
Vtiger has the biggest plus: a dashboard page for each one of the main modules, customizable by the user.
Reports: this module is available in Vtiger and VTE and is quite similar (Sugar does not have it). A remarkable difference is that, in Vtiger, I can schedule reports by email.


Settings VTECRM VTIGER SUGAR
Roles hierarchy yes yes limited
Profiles (access/editing to data) yes yes yes
Users and groups of users yes yes yes
Modules manager/editor yes yes yes
Customized fields, picklist editor, etc yes yes yes
Module maker (creating new modules, import/export) yes no yes
Import data from database yes no no
Shared access with access rules per module yes yes limited
Advanced shared rules based on filter yes no no
Conditional fields yes no no
Encrypted fields yes no no
Colored list-views by status yes no no
Webforms for direct data acquisition only 
leads
more modules no
Workflows for automatic processes yes yes no
SMS notifier for workflows no yes no
Advanced status manager yes no no
Wizard for cronjobs schedulation no yes yes
Diagnostic, backup and other system options no no yes
Connectors manager (APIs, urls…) no no yes
Advanced email settings for campaigns, queues, inbound no no yes
Tracking users' activities and access yes no no
Customer Portal customization yes yes no
Mail converter (mail-to-ticket) yes yes no
Taxes, multiple currencies, Terms &conditions yes yes no
Record sequential numbering yes yes no

It is not simple to compare all the advanced settings offered by the three CRMs. They are different, especially Sugar compared to VTE and Vtiger, but each one have its nice points.
Let's see the common features. An essential point for a CRM is the possibility to define a hierarchical structure that reflects access privileges and data security. This is based on Roles, Profiles and User. Furthermore, the CRM environment should be customized in order to fit well to the company. There are some settings through which the Admin user can create new fields, edit/delete default fields, edit picklists, create whole new modules (related to the default ones), enable/disable modules (for all the users), set some access rules per user, and other.
In addition, VTE offers: more access options, advanced rules per user, exceptions to the role hierarchy, more module options (colored lists, encrypted fields…).
Vtiger has some relevant points: Sms notifier for workflows, webforms related to many modules (not just Leads as for VTE), wizard for cronjobs configuration.
Both VTE and Vtiger offer: customizable Customer Portal, mail converter (mail into tickets), configuration of record numbering, taxes, currencies, and other.
Sugar has less features but some interesting system options: diagnostic, backup, connectors manager, advanced email settings for queues, and other.

The comparison work is based on
SUGAR 6.5 COMMUNITY
VTIGER FREE 6.3
VTECRM COMMUNITY 15.05
All three the versions are free and downloadable from their official sites.

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