Vtiger vs OnePageCRM

Last Updated:

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

Vtiger Software Tool

Product Basics

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.
read more...

OnePageCRM provides cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer service operations. Its user-friendly interface and affordability make it a popular choice among small businesses and startups seeking efficient CRM solutions. Key benefits include ease of use, cost-effectiveness, and a comprehensive suite of features such as contact management, lead tracking, opportunity management, email marketing, and reporting tools. Users appreciate its intuitive design and focus on action-oriented sales processes.

Built on Getting Things Done productivity principles, and focused on small businesses, it allows users to streamline sales workflows, convert more prospects, achieve sales targets, build better customer relationships and grow their business.

Pricing for OnePageCRM typically falls within a moderate range for CRM software, often billed on a per-user, per-month basis. While some users find alternative CRM solutions offer more extensive customization or industry-specific features, OnePageCRM remains a compelling option for businesses prioritizing simplicity and value.

read more...
$12 Monthly
Get a free price quote
Tailored to your specific needs
$9.95/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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

  • 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. 
read more...
  • Next ActionTM Philosophy:  OnePageCRM is built on the Next ActionTM Philosophy, meaning each contact is assigned follow-up actions so that the leads are actively engaged, and users can work to their maximum efficiency in a highly productive action-oriented manner. 
  • Data Backup and Security:  This cloud-hosted software suite ensures that all user data is encrypted and secured with advanced firewalls. It also helps users with data backup stored in remote servers in case of disaster recovery. 
  • Reliable Customer Support:  With 24/7 support staff spread across three countries, users can expect quick resolutions to their queries and concerns. 
  • Mobile Apps:  Android and iOS apps let users work on-the-go and never miss an update or deadline. 
  • Integrations:  With over 20 pre-built integrations and an open API, users can easily sync OnePageCRM with other apps for seamless operations. 
read more...
  • 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). 
read more...
  • Contact Management:  Users can stay on top of their contacts and activities related to each. OnePageCRM stores valuable information like contact details, associated deals, communication history, notes and next actions are available on a single scrollable page. 
  • Lead Clipper Chrome Extension:  The lead clipper extension allows users to source leads from the Internet with one click. It also prompts users to take the follow-up action right away so that the database remains fresh and engaged. 
  • Lead Management:  With OnePageCRM, users can actively capture, segment and nurture leads to maximize performance and conversion rate. Each lead is automatically updated with associated deals, its sale cycle stage and the next action relevant to the lead. 
  • Opportunity Management:  The software identifies and sources leads from various channels, organizes them by deal size and type while further engaging them with communication and quotes. 
  • Pipeline Management:  OnePageCRM lets users set up a deal quickly with automated items and a drag-and-drop feature to move deals across the stages of the sales cycle. 
  • Workflow Automation:  Users can automate repetitive actions and set reminders for manual intervention across their sales processes using workflow automation. This also helps them cut down on guesswork and standardize the sales process. 
  • Quote Management:  OnePageCRM gathers deal info, generates a quote and creates a pre-set email with all required information, which users can further customize or send as is. 
  • Interaction Tracking:  Users can maintain a communication history of each contact, including call logs, meeting notes and immediate follow-up actions on a scrollable single-screen interface. 
  • Email Integration and Templates:  It integrates with popular email services and provides two-way sync, customizable templates for different stages of customer lifecycle journey and bulk-mailing capabilities. 
  • Call Management:  Users can build a customizable list of their leads and contact them using speed dialing from the mobile app. It also maintains call logs and notes for users to stay updated on progress. 
  • Activity Tracking:  OnePageCRM is built on the Next ActionTM philosophy, which connects each contact and user to the next sequence of actions for maximum efficiency. Managers can also track individual team member activities for performance review as well as group sales forecasts. 
  • Calendar Management:  It integrates with Google and iCalendar to send meetings, calls and appointment reminders in a timely manner. 
  • Collaboration Management:  Managers can assign deals and contacts to team members on rule-based engines, leave notes and comments and tag individuals for push notifications for better collaboration and efficient team performance. 
  • Reports:  All key metrics are shown in real-time under the Activity tab. Users can set up customized Sales and CRM reports to track progress and have reports emailed periodically to themselves or stakeholders. 
read more...

Product Ranking

#32

among all
CRM Software

#81

among all
CRM Software

Find out who the leaders are

User Sentiment Summary

Great User Sentiment 748 reviews
Excellent User Sentiment 152 reviews
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.

96%
of users recommend this product

OnePageCRM has a 'excellent' User Satisfaction Rating of 96% when considering 152 user reviews from 4 recognized software review sites.

5.0 (9)
5.0 (9)
4.3 (338)
n/a
n/a
4.77 (61)
4.3 (292)
4.8 (61)
4.4 (85)
n/a
3.6 (24)
4.9 (21)

Awards

we're gathering data

OnePageCRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

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.
Show more
Action-Oriented Interface: The system is designed to keep sales teams focused on taking action and closing deals, rather than getting bogged down in data entry and administrative tasks. Its Next Action Sales methodology guides users through a streamlined workflow, ensuring no lead falls through the cracks.
Contact Management: OnePageCRM offers robust contact management features, allowing users to store all relevant information about leads and customers in one central location. This includes contact details, communication history, notes, and any associated deals or projects.
Sales Pipeline Management: The platform provides a clear visual representation of the sales pipeline, enabling users to track the progress of deals from initial contact to close. This helps sales teams identify bottlenecks, prioritize leads, and forecast future revenue.
Integrations: OnePageCRM integrates with a variety of popular business tools, such as email clients, calendar apps, and marketing automation platforms. This allows users to streamline their workflows and avoid switching between multiple applications.
Mobile App: The mobile app allows users to access their CRM data and take action on deals from anywhere, at any time. This is essential for sales teams who are constantly on the go.
Show more
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.
Show more
Limited Customization: The platform's strength in simplicity can also be a drawback for users who require more complex workflows or in-depth customization options. For example, users may find it challenging to tailor the system to accommodate unique sales processes or industry-specific needs.
Reporting Capabilities: While OnePageCRM offers basic reporting features, some users may find them insufficient for comprehensive data analysis and generating detailed insights. The platform may not provide the level of granularity or flexibility required for advanced reporting and business intelligence needs.
Integrations: Although OnePageCRM integrates with popular tools like Gmail and Mailchimp, the range of available integrations may be limited compared to other CRM solutions. Users who rely on specific third-party applications or have complex integration requirements may find the options insufficient.
Show more

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.

Show more

OnePageCRM seems to have carved out a niche for itself as a CRM that's all about simplicity and action. Users consistently praise its ease of use, especially for those who are new to the CRM game or who find other platforms too clunky. The "Next Action" feature is a big hit, helping users stay focused on what needs to be done next to keep deals moving forward. Affordability is another plus, with pricing plans that cater to businesses of all sizes. However, some users point out that OnePageCRM might be *too* simple for those with complex sales processes or who need advanced reporting and automation features. Integrations with other tools are also somewhat limited compared to bigger players like Salesforce or HubSpot. So, who's the ideal candidate for OnePageCRM? It's perfect for solopreneurs, small businesses, and sales teams who value a straightforward, action-oriented approach to managing their customer relationships. If you're looking for a CRM that helps you stay on top of your tasks and close deals without getting bogged down in complexity, OnePageCRM might just be your new best friend. But if you need a CRM powerhouse with all the bells and whistles, you might want to explore other options.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings