| 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.
