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.
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.
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 COMMUNITYVTIGER FREE 6.3
VTECRM COMMUNITY 15.05
All three the versions are free and downloadable from their official sites.
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