Friday, 4 September 2015

Business Sugar/Vtiger/VTE Comparison - Customer Management and Sales tools

CUSTOMER MANAGEMENT TOOLS VTECRM VTIGER SUGAR
Leads module yes yes yes
Accounts module yes yes yes
Contacts module yes yes yes
Vendors module yes yes no
Social module to interact with customers' activities on socials no yes no
Visit Report module yes
no
no
Lead conversion to Account/Contact/Opportunity yes yes yes
Mapping customized fields for Lead conversion yes yes yes
Accounts hierarchy yes yes yes
History of activities and communication yes yes yes
Address geolocation on map yes yes no
Importing contacts from Google account no yes yes
Importing contacts from vCard no no yes

SALES AND ADMINISTRATION TOOLS VTECRM VTIGER SUGAR
Opportunities/Potentials module yes yes yes
Quotes module yes yes yes
Sales Orders module yes yes no
Purchase Orders module yes yes no
Invoices module yes yes no
Delivery Notes module yes
no
no
Opportunity related with competitors, partners or other contacts yes no no
Forecast tools on opportunities per product lines yes no no
Forecast module (opportunity amount per team) no yes yes
Quick guided creation of quote>order>invoice... by steps yes yes no
Detailed product rows yes yes yes
Individual/group tax modality yes yes yes
Exporting and mailing quotes/orders/invoices pdf, rtf pdf pdf
Recurring invoices yes yes no
Customized PDF templates yes yes yes

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 - Inventory and Customer Support tools


INVENTORY TOOLS VTECRM VTIGER SUGAR
Products/Items module yes yes yes
Services module yes yes no
Product Lines/Categories module yes no partial*
Pricebooks module yes yes no
Product bundles or relations yes yes yes
Stock quantity management yes yes yes
Documents module yes yes yes
Uploading documents in folders and external documents by url yes yes no
Connection with Google and Dropbox no yes no
Sharing documents via email with download link yes no no



CUSTOMER SUPPORT TOOLS VTECRM VTIGER SUGAR
Tickets/Cases module yes yes yes
Customer Portal yes yes yes
Timecards module yes no no
Bugs module no no yes
Assets module yes yes no
Contracts module yes yes yes
Shortcut between product rows and assets/service contracts yes no no
Trouble-ticketing tool (chat between CRM and Customer Portal) yes yes partial
Service Level Agreement timings yes no no
Auto-tracking of activities on tickets (related to calendar) yes no no
Tickets acquisition by Customer Portal and email conversion yes yes yes
Tracking of service used units by related tickets yes yes no
Tracking of service used units by related timecards yes no 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

Business Sugar/Vtiger/VTE Comparison - Marketing and Project Management tools

MARKETING TOOLS VTECRM VTIGER SUGAR
Campaigns module yes yes yes
Newsletters module yes yes no
Target/Target list module yes no yes
Newsletter sending and scheduling yes no yes
Recipients lists based on filters (accounts, contacts, leads, vendors) yes yes yes
Manual management of each recipient yes yes yes
Post-sending statistics (received, opened, clicked, unsubscribed…) yes yes yes
Statistic summary per recipient yes yes no
ROI tool no no yes
Email templates (with variables) yes yes yes
Monitoring customer's involvement by automatic score no yes no
Newsletter plan inclusive of SMTP for N sending per day no yes no
Different types of campaigns and targets yes yes yes
Fax module yes no no
Sms module yes no no

PROJECT MANAGEMENT TOOLS VTECRM VTIGER SUGAR
Projects module yes yes yes
Tasks module yes partial* partial*
Milestones module yes partial* no
Summary panel for updating status and task no yes no
Project gantt (graph) yes yes yes


*accessible only from inside the project, not as independent module


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 - Process Management and Data Analysis tools

PROCESSES MANAGEMENT TOOLS VTECRM VTIGER SUGAR
Processes module
no
no
yes
Processes Definition module
no
no
yes
Processes Business Rules module
no
no
yes
Processes Email Templates module
no
no
yes

DATA ANALYSIS TOOLS VTECRM VTIGER SUGAR
Dynamic dashboard page on main modules no yes yes
Predefined graphs and dashboards
yes partial yes run-time yes run-time
Home page customizable with graphs/dashboards yes yes yes
Reports module yes yes yes
Creating tabular and summary/graphic reports yes yes yes
Creating pivot reports partial yes yes
Exporting and printing reports yes yes yes
Scheduled reports via email no yes 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