| 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.
| 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 |
Pdf |
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.
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.
