- SUGAR 6.5 COMMUNITY
- VTIGER FREE 6.3
- VTECRM COMMUNITY 15.05
| Comparing General tools | VTECRM | VTIGER | SUGAR |
| Number of operational modules | 35 | 30 | 19 |
| Modules menu (list and areas) | yes | yes | yes |
| Tools and shortcuts menu | yes | no | no |
| Menu customization | yes | yes | yes |
| Notifications settings per user | yes | no | no |
| General user preferences | yes | yes | yes |
| Graphic interface | superior | v.good | lower |
Graphic interface and navigation logic: VTE and Vtiger are very similar so are easy to compare, while Sugar is quite different (and much less endearing, I have to say it immediately).
Modules included as default (modules I can access, not just tools): Vtiger 30, VTE 35, Sugar 19.
Menus: in Vtiger and Sugar there is only the module menu, in VTE there is also a tools menu, which I think is very useful to access the personal tools from everywhere in the CRM. In all three the systems I can customize (more or less) the main menu. Vtiger is probably the best because it has more shortcuts to settings.
Customization of the graphic theme: better in Vtiger (I can choose from 9 colors), VTE has pre-defined themes, Sugar is non-customizable.
User preferences: the main options are similar, but VTE is absolutely the best. The user can choose for which modules, and which kind of record changes, the notifications are enabled or disabled. As default the notifications are internal (a panel from the tool menu) so they are not invasive and I can mark them as read/unread (like emails). It seems to use Facebook :)
Modules included as default (modules I can access, not just tools): Vtiger 30, VTE 35, Sugar 19.
Menus: in Vtiger and Sugar there is only the module menu, in VTE there is also a tools menu, which I think is very useful to access the personal tools from everywhere in the CRM. In all three the systems I can customize (more or less) the main menu. Vtiger is probably the best because it has more shortcuts to settings.
Customization of the graphic theme: better in Vtiger (I can choose from 9 colors), VTE has pre-defined themes, Sugar is non-customizable.
User preferences: the main options are similar, but VTE is absolutely the best. The user can choose for which modules, and which kind of record changes, the notifications are enabled or disabled. As default the notifications are internal (a panel from the tool menu) so they are not invasive and I can mark them as read/unread (like emails). It seems to use Facebook :)
| Comparing Data Management tools | VTECRM | VTIGER | SUGAR |
| User's (or group of users) propriety/assignation of data | yes | yes | yes |
| Mass editing on data (selection of records) | yes | yes | yes |
| Duplicates control and merge | yes | yes | yes |
| Data import/export (csv) | yes | yes | yes |
| Simple and advanced research within a module and between modules | yes | yes | yes |
| Related contents inside each record (menu or list) | dynamic menu | static menu | list |
Simple
filters to save lists of data
|
yes
|
yes
|
yes
limited
|
Advanced
filters (temporal and based on reports)
|
yes
|
no | no |
Personal
notification of record/filter changes
|
yes
|
no | no |
Quick
creation of records linked/related to the starting point
|
yes
|
yes | yes |
Changes
history (change-log)
|
yes
|
yes | yes |
Attaching
documents to records
|
yes
|
yes | yes |
Number
of clicks to open records, related
contents and tools |
less
clicks |
more
clicks |
more
clicks |
Many of the basic CRM functions are available on all three the software: data assignation (propriety) to a user or a group of users, mass editing on selected records, control of duplicates with merge function, import and export of data via csv, simple and advanced research within a module or between modules, simple filters to extract lists of records, quick creation of related records, the change-log of the record, attaching documents to a record (for example, attach a pdf to the customer's sheet).
There are also considerable differences in the data management between VTE, Vtiger and Sugar.
Related contents menu (data in the other modules that are linked with the one you are on): Vtiger has a static menu, VTE has a dynamic menu, in Sugar I can only scroll a static list (no menu). VTE's shows a) the number of related records (for example I read Quotes [3] if there are three quotes related to the customer I am on), and b) the descending order of modules according to their content. This means less clicks to find and access contents and easier navigation.
VTE's advanced filters: based on date ranges or reports, provide more options to extract lists of records.
VTE's personal notification of changes: within each record or filter I can enable notifications that I receive every time a change happens (does not matter the assignation). This is one of the greatest things a CRM should have: like, alert me when a new lead appears in the list).
Clicks needed to view, open, add contents: I noticed that are less in VTE, more in Vtiger and Sugar (but Sugar has much less content than the competitors).
Read all the comparison work about Sugar/Vtiger/VTE free edition
There are also considerable differences in the data management between VTE, Vtiger and Sugar.
Related contents menu (data in the other modules that are linked with the one you are on): Vtiger has a static menu, VTE has a dynamic menu, in Sugar I can only scroll a static list (no menu). VTE's shows a) the number of related records (for example I read Quotes [3] if there are three quotes related to the customer I am on), and b) the descending order of modules according to their content. This means less clicks to find and access contents and easier navigation.
VTE's advanced filters: based on date ranges or reports, provide more options to extract lists of records.
VTE's personal notification of changes: within each record or filter I can enable notifications that I receive every time a change happens (does not matter the assignation). This is one of the greatest things a CRM should have: like, alert me when a new lead appears in the list).
Clicks needed to view, open, add contents: I noticed that are less in VTE, more in Vtiger and Sugar (but Sugar has much less content than the competitors).
Read all the comparison work about Sugar/Vtiger/VTE free edition
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