Monday, 10 August 2015

Free Sugar/Vtiger/VTE Comparison - Personal and Social tools




VTECRM VTIGER SUGAR
Calendar module yes yes yes
Shared agenda between users yes yes no
Distinction between event and task on calendar yes yes no
Meetings, Calls, Tasks separated modules no no yes
Event/task archived in the related record yes yes yes
Shortcut link from event/task to record yes no no
Inviting users and contacts to an event/task
yes
only user
yes
Public/private visibility of event/task
yes
yes
no
Quick research between weeks-months-years
yes
no
yes
Email module
yes
yes
yes
IMAP supported
yes
yes
yes
Creating/linking a record starting from an email
yes
yes
yes limited
Sharing emails and comments with other users
yes
no
no
Distinction between single or multiple sending mode
yes
no
no
Email customized templates
yes
yes
yes

This area involves calendar and email.
Calendar: all three the software allow each user to have an internal calendar.
Shared calendar: Vtiger and VTE allow users to share their calendar according to the privileges. I add an event (specific day and time) or a task (sort of memo), they can be private or public. This is not possible in Sugar.
In all three the systems, events/tasks are related to a CRM record (for example the customer), providing a history of the activities. From the record I can add a new event/task which is automatically linked.
Only Sugar provides separated modules for Meetings, Calls and Tasks. Personally I find this feature a little dispersive.
On the contrary, speaking of functions, VTE proves to be smarter. I just have to click the “box” of the event to access the link to the related content, without opening the full form. I can move back and forth in weeks, months, years through a quick mini-calendar. I can invite other users and contacts (for example a customer) to an event. Some of these functions are available also in Sugar.
Let's see the email module. Very similar: it supports IMAP, I can do all the common actions I have to do on emails, I can save email templates, create/relate records starting from the email, and so on. The main difference is about sharing an email between VTE users, without forwarding and sharing comments about the emails too. This is a big plus. Another trick is the “multiple sending” mode which respects the privacy of each recipient (sort of advanced BCC).
All three the systems provide the creation of email templates.




VTECRM VTIGER SUGAR
Chat between users yes no no
Users' messages related to records and searchable yes no no
Notes/comments on records no yes yes
FAQ module yes yes no
Sharing FAQ with customers via Customer Portal yes yes no
Connection to customers' account on social network (es: Twitter) no no no

Here, social means tool for sharing information between users, because there isn't any connection with social networks like Twitter or Facebook.
Chat between users: the VTE Talks module I have mentioned in the previous round is a fabulous tool for sharing messages and objects. I talk to my colleague about, for example, the customer's order, linking the record and saving the communication history so that tomorrow I could search something through keywords. The general Talks panel allows me to mark them as read/unread like emails.
In Vtiger and Sugar I add a comment within a record shared with my colleague but that's all.
FAQ: Vtiger and VTE have a Frequently Asked Questions module that I can share with users and customers (via Customer Portal).


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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