Friday, 4 September 2015

Added Values VTIGER / SUGAR / VTE


ADDED VALUE (SUMMARY OF BEST TOOLS)
VTECRM
  1. Talks, Calendar and Email modules for smart chatting, organization and data sharing
  2. Advanced customer support area (SLA, tracking, assets, contracts)
  3. Some preferences and settings (notifications per user, advanced sharing rules, import from database...)
  4. Smart interface and browsing

VTIGER
  1. Advanced graphs and dashboards
  2. Social module and Twitter connection
  3. Forecast module

SUGAR
  1. Forecast module and ROI tool
  2. Some advanced system settings
  3. Processes managing modules

This comparing work is based on
VTECRM 15.05 Business Cloud 12€ user/month
VTIGER 6.15 Ultimate Cloud 29$ user/month
SUGARCRM 7.6 Enterprise Cloud 65$ user/month

Business Sugar/Vtiger/VTE Comparison - Settings

SETTINGS VTECRM VTIGER SUGAR
Roles hierarchy yes yes yes
Profiles (access/edit data) yes yes yes
Users and groups of users yes yes yes
Modules manager (active/not active, etc) yes yes yes
Customized fields (several types) and picklist editor yes yes yes
Labels and languages editor yes yes yes
New modules maker yes yes limited yes
Import/export of new modules yes no yes
Import data from database with scheduling option yes no no
Shared access with access rules per module yes yes no
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 leads only more modules leads only
Workflows for automatic processes yes yes yes
Mobile push notifications for workflows no yes no
SMS notifier for workflows no yes no
Advanced status manager yes no no
Advanced configuration for specific modules no no yes
Wizard for cronjobs schedulation no yes yes
Tracking users' activities and access yes no yes
Customer Portal customization yes yes yes
Asterisk integration yes yes no
Mailroom for creating new records via email no yes no
Mail converter (mail-to-ticket) yes yes yes
Taxes, multiple currencies, terms & conditions yes yes yes
Record sequential numbering yes yes no
LDAP access configuration yes no no
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

This comparing work is based on

VTECRM 15.05 Business Cloud 12€ user/month

VTIGER 6.15 Ultimate Cloud 29$ user/month

SUGARCRM 7.6 Enterprise Cloud 65$ user/month

Business Sugar/Vtiger/VTE Comparison - General and Data Management tools

GENERAL TOOLS VTECRM VTIGER SUGAR
Number of operational modules 38 35 31
Starting wizard (user configuration) no yes
no
Modules menu (list and areas)
yes
yes
list only
Tools and shortcuts menu
yes
no
partial
Notifications setting per user
yes
no
no
Menu customization
yes
yes
yes
General user preferences
yes
yes
yes
Graphic interface
superior
very good
lower

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
Advanced filters (temporal and based on reports) yes
no
no
Personal notification of record/filter updates and editing yes
no
yes
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
Preview of record from the module list
no
no
yes
Number of clicks to open records, related contents and tools
less clicks
bit more clicks
much more clicks

VTECRM 15.05 Business Cloud 12€ user/month

VTIGER 6.15 Ultimate Cloud 29$ user/month

SUGARCRM 7.6 Enterprise Cloud 65$ user/month

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

PERSONAL 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 user only yes
Group calendar no yes yes
Auto-tracking of activities on calendar yes
no
no
Public/private/standard visibility of events/tasks yes yes no
Quick research between weeks-months-years yes no yes
Calendar preview accessible from everywhere yes no no
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

SOCIAL TOOLS VTECRM VTIGER SUGAR
Chat between users yes no partial
Users' messages related to records and searchable yes no no
Comments on records no yes no
Notes module yes no yes
Note conversion into a record/email yes no yes
FAQ/Knowledge Base module yes
yes
yes
Sharing FAQs with customers via Customer Portal yes yes yes
Connection to customers' Twitter account no yes no

VTECRM 15.05 Business Cloud 12€ user/month

VTIGER 6.15 Ultimate Cloud 29$ user/month

SUGARCRM 7.6 Enterprise Cloud 65$ user/month