Home > CRM Software > LionDesk > LionDesk vs Vtiger

LionDesk vs Vtiger

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Our analysts compared LionDesk vs Vtiger based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
LionDesk Software Tool
Vtiger Software Tool
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Product Basics

LionDesk delivers cloud-based marketing and sales tools tailored to professionals in the real estate industry. Suitable for individuals, teams and brokerages, it provides a single place to manage client relationships.

It helps import leads from other sources, organize information, manage processes, connect with clients, boost closed deals and track tasks. Capabilities include contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.
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Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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$25 Monthly
Free Trial is available →
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Tailored to your specific needs
$12 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Work Anywhere: Access from both iOS and Android devices for on-the-go functionality. 
  • Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information. 
  • Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text. 
  • Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually. 
  • Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers. 
  • Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner. 
  • Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns. 
  • Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow. 
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  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks. 
  • Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters. 
  • Lead Import: Saves time by automatically adding leads from Realtor.com, Zillow, Trulia and Zip Realty. 
  • Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data. 
  • Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email. 
  • Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses. 
  • Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications. 
  • Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes. 
  • Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects. 
  • Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads. 
  • Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB. 
  • Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages. 
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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Product Ranking

#18

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#32

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CRM Software

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User Sentiment Summary

Great User Sentiment 191 reviews
Great User Sentiment 748 reviews
83%
of users recommend this product

LionDesk has a 'great' User Satisfaction Rating of 83% when considering 191 user reviews from 4 recognized software review sites.

86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

2.5 (1)
5.0 (9)
3.9 (27)
4.3 (338)
4.1 (94)
n/a
4.4 (69)
4.3 (292)
n/a
4.4 (85)
n/a
3.6 (24)

Synopsis of User Ratings and Reviews

Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.
Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.
User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.
Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.
Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.
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Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.
Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.
Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.
Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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