Customer Management Tools | VTECRM | VTIGER | SUGAR |
Leads module | yes | yes | yes |
Accounts module | yes | yes | yes |
Contacts module | yes | yes | yes |
Visit Report module | yes | no | no |
Lead conversion to Account/Contact/Opportunity | yes | yes | yes |
Lead conversion to other objects (note, call, task...) | no | no | yes |
Creating a contact from vCard | no | no | yes |
Mapping customized fields for Lead conversion | yes | yes | no |
Accounts hierarchy | yes | yes | yes |
History of activities and communication | yes | yes | yes |
Address geolocation on map | yes | yes | no |
The equipment for the management of potential and actual customers is basically the same. All three Sugar, Vtiger and VTE make a distinction between the company and the person: Leads, Organizations/Accounts and Contacts modules. The Lead conversion is automatic (through a button) and the fields, if mapped, move into the new objects. Only Sugar allows to convert a Lead into something else (a note, a call, a task…) but in the other hand it does not allow the customized field mapping.
Features in common are: activities and communication (emails) can be saved and attached to the customer sheet; a hierarchy of companies (like headquarter and branches) can be defined by specific fields.
In VTE and Vtiger, addresses can be geolocated on map. VTE has also a module called Report Visit. Sugar provides a nice feature: creating a new contact from a vCard.
Features in common are: activities and communication (emails) can be saved and attached to the customer sheet; a hierarchy of companies (like headquarter and branches) can be defined by specific fields.
In VTE and Vtiger, addresses can be geolocated on map. VTE has also a module called Report Visit. Sugar provides a nice feature: creating a new contact from a vCard.
Sales & Administration tools | VTECRM | VTIGER | SUGAR |
Opportunities/Potentials module | yes | yes | yes |
Quotes module | yes | yes | no |
Sales Orders module | yes | yes | no |
Purchase Orders module | yes | yes | no |
Invoices module | yes | yes | no |
Delivery Notes module | yes | no | no |
Vendors module | yes | yes | no |
Forecast tools on opportunities | no | no | no |
Quick
guided creation of quote>order>invoice... by steps |
yes | yes | no |
Detailed product rows | yes | yes | no |
Individual/group tax modality | yes | yes | no |
Exporting and printing quotes/orders/invoices | Pdf, Rtf | no | |
Customized PDF templates | yes | no | no |
Recurring invoices | yes | yes | no |
The sales & administration area is very similar and complete in Vtiger and VTE, while in Sugar is almost absent. Sugar offers only the Opportunity module: sadly, there is nothing more to say about it.
For the other two software, the modules involved are Opportunities, Quotes, Sales Orders, Invoices, Delivery Note (VTE only), Vendors and Purchase Orders. Both systems have a quick, pre-compiled creation of these steps (for example: I generate a Sale Order from a Quote, the CRM automatically shows me the content and I have just to modify it if necessary). Both allow me to compile a detailed product row with description, comment, quantity, discounts, taxes, etc.
Neither Vtiger nor VTE have forecast tools, like information about competitors, profit margin, budget, etc.
With both system I can print the documents in PDF format. The only remarkable difference is that VTE allows me to customize a limited number of print templates, while Vtiger does not at all.
For the other two software, the modules involved are Opportunities, Quotes, Sales Orders, Invoices, Delivery Note (VTE only), Vendors and Purchase Orders. Both systems have a quick, pre-compiled creation of these steps (for example: I generate a Sale Order from a Quote, the CRM automatically shows me the content and I have just to modify it if necessary). Both allow me to compile a detailed product row with description, comment, quantity, discounts, taxes, etc.
Neither Vtiger nor VTE have forecast tools, like information about competitors, profit margin, budget, etc.
With both system I can print the documents in PDF format. The only remarkable difference is that VTE allows me to customize a limited number of print templates, while Vtiger does not at all.
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.
No comments:
Post a Comment