Vtiger CRM

Basic Information

• Model: Vtiger CRM is available in both an Open Source Edition and various Cloud (SaaS) editions, including One Growth, One Professional, One Enterprise, and One AI.
• Version: The latest stable version for the Open Source Edition is Vtiger CRM 8.3.0, released on September 28, 2024. Cloud editions receive continuous updates.
• Release Date: Vtiger CRM 8.3.0 was released on September 28, 2024.
• Minimum Requirements:
  • Open Source (Server): Minimum 2 GB RAM (4 GB recommended), 5 GB disk space (10 GB recommended), PHP 7.2 or higher, MySQL 5.7 or MariaDB 10.2 or higher, Apache or Nginx web server.
  • Cloud (Client): Minimal hardware requirements, requiring a stable internet connection and a modern web browser.
• Supported Operating Systems:
  • Server (Open Source): Linux distributions (e.g., Ubuntu, CentOS, Debian, Red Hat), Windows, and macOS (often for development/testing).
  • Client (Cloud/Web-based): Windows, Linux, macOS, Android, and iOS (for mobile applications).
• Latest Stable Version: Vtiger CRM 8.3.0.
• End of Support Date: Not publicly specified as a general policy. Support for Open Source relies on community and third-party providers, while Cloud editions include ongoing support and updates.
• End of Life Date: Not publicly specified as a general policy.
• License Type: The Open Source Edition operates under the Vtiger Public License 1.1 and SugarCRM Public License (SPL 1.1.2). Cloud editions are offered via commercial subscription models.
• Deployment Model: Vtiger CRM supports both on-premise deployment (Open Source Edition) and cloud-based Software as a Service (SaaS) deployment.

Technical Requirements

• RAM:
  • Server (Open Source): Minimum 2 GB, Recommended 4 GB.
  • Client (Cloud): Standard requirements for running a modern web browser.
• Processor:
  • Server (Open Source): Intel x86 or x64 architecture. Minimum x486 Pentium 4, with a higher clock speed recommended.
  • Client (Cloud): Standard requirements for running a modern web browser.
• Storage:
  • Server (Open Source): Minimum 5 GB, Recommended 10 GB (more if storing many documents).
  • Client (Cloud): Minimal, as data is stored on Vtiger's servers.
• Display: Standard display resolution for web applications.
• Ports: Standard web ports (80 for HTTP, 443 for HTTPS) for browser access.
• Operating System:
  • Server (Open Source): Linux distributions (e.g., Ubuntu, CentOS, Debian, Red Hat), Windows, macOS.
  • Client (Cloud/Web-based): Windows, Linux, macOS, Android, iOS.
• Web Server (Open Source): Apache or Nginx.
• Database (Open Source): MySQL 5.7 or MariaDB 10.2 or higher.
• PHP (Open Source): Version 7.2 or higher, with extensions such as GD, IMAP, Zlib, OpenSSL, and Curl enabled.
• Web Browser (Client): Latest versions of Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari, with JavaScript, pop-ups, and cookies enabled.

Analysis of Technical Requirements

The technical requirements for Vtiger CRM vary significantly based on the deployment model. The Open Source (on-premise) edition demands a robust server environment with specific operating system, web server, database, and PHP configurations, typical for a self-hosted web application. This requires technical expertise for installation, configuration, and maintenance. In contrast, the Vtiger Cloud (SaaS) solution offloads all server-side infrastructure and maintenance to Vtiger, resulting in minimal client-side hardware and software requirements. Users primarily need a stable internet connection and a modern web browser or mobile device. This distinction makes the Cloud offering more accessible for businesses without dedicated IT resources.

Support & Compatibility

• Latest Version: Vtiger CRM 8.3.0 for Open Source; Cloud versions are continuously updated.
• OS Support:
  • Server (Open Source): Compatible with major Linux distributions (Ubuntu, CentOS, Debian, Red Hat), Windows, and macOS.
  • Client: Supports Windows, Linux, macOS, Android, and iOS devices.
• End of Support Date: No universal end-of-support date is published. For Open Source, support is community-driven or through third-party service providers. Cloud subscribers receive ongoing support and updates as part of their plan.
• Localization: Vtiger CRM supports multiple languages, including English, French, German, Italian, Spanish, Portuguese, Dutch, Polish, and Brazilian Portuguese.
• Available Drivers: As a web-based CRM, Vtiger does not require traditional hardware drivers. It utilizes database connectors (e.g., for MySQL) and integrates with various third-party applications via APIs.

Analysis of Overall Support & Compatibility Status

Vtiger CRM demonstrates strong compatibility across various operating systems for both server and client environments, including comprehensive mobile support. Its multilingual capabilities make it suitable for diverse global businesses. For the Open Source edition, the vibrant community and numerous third-party vendors provide extensive support and customization options. Cloud users benefit from Vtiger's managed service, which includes continuous updates, maintenance, and direct customer support. While a formal end-of-support policy for specific Open Source versions is not explicitly stated, the ongoing development and community engagement ensure continued viability. The platform's architecture facilitates integration with other business tools, enhancing its overall utility.

Security Status

• Security Features: Vtiger CRM incorporates Role-Based Access Control (RBAC), strong password policies, Two-Factor Authentication (2FA) (including SMS and Google Authentication), IP Whitelisting, data encryption (SSL/TLS for data in transit), regular data backups, user log monitoring, auto log-out for inactivity, and prohibition of multiple logins from a single ID.
• Known Vulnerabilities: Historically, Vtiger CRM has faced various vulnerabilities, including Cross-Site Scripting (XSS), SQL Injection, Remote Code Execution (RCE), Local File Inclusion (LFI), and file upload vulnerabilities. Recent CVEs have been reported for versions up to 8.1.0.
• Blacklist Status: Not directly applicable to the software itself. However, unpatched or misconfigured instances can become targets for malicious activity.
• Certifications: Vtiger is ISO/IEC 27001 certified for information security and ISO/IEC 27701 certified for its Privacy Information Management System (PIMS). It also demonstrates compliance with global privacy regulations such as GDPR and CCPA. Its underlying infrastructure providers (AWS, Oracle Cloud, Azure) maintain additional certifications like SOC 2, PCI DSS, HIPAA, and FedRAMP.
• Encryption Support: Supports SSL/TLS encryption for data in transit. Data at rest encryption is a feature of its cloud offerings and a recommended practice for on-premise deployments.
• Authentication Methods: Standard username and password authentication, Two-Factor Authentication (2FA), Google Authentication, and integration with Microsoft Entra ID for Conditional Access policies (e.g., MFA, device compliance).
• General Recommendations: Users should implement strong password policies, enable 2FA, keep the software updated, utilize professional hosting (for on-premise), configure IP whitelisting, conduct regular security audits, ensure proper role-based permissions, and secure file upload mechanisms.

Analysis on the Overall Security Rating

Vtiger CRM demonstrates a strong commitment to security, particularly with its cloud offerings, evidenced by ISO/IEC 27001 and 27701 certifications and compliance with major data privacy regulations like GDPR and CCPA. It provides robust built-in security features such as RBAC, 2FA, and encryption for data in transit. However, the Open Source nature means that on-premise deployments place a significant responsibility on the user for diligent patching, secure configuration, and proactive vulnerability management. Historical vulnerabilities highlight the importance of staying updated and following best practices. Overall, Vtiger offers a secure platform, but the ultimate security posture of an on-premise deployment heavily depends on the implementation and maintenance practices of the deploying organization.

Performance & Benchmarks

• Benchmark Scores: Specific, publicly available benchmark scores for Vtiger CRM are not widely published.
• Real-World Performance Metrics: Vtiger CRM is designed for scalability, supporting businesses from small teams to large enterprises. Its automation tools contribute to improved efficiency and time savings in daily operations. The "One View" feature enhances cross-departmental collaboration by providing a unified customer perspective. Users frequently report gains in sales productivity and overall operational efficiency.
• Power Consumption: Not directly applicable to the software itself. Power consumption is determined by the underlying server hardware for on-premise deployments or the data center efficiency for cloud services.
• Carbon Footprint: Not directly applicable to the software. For cloud deployments, the carbon footprint is related to the energy efficiency of the data centers used by Vtiger.
• Comparison with Similar Assets: Vtiger CRM is often compared to leading CRMs like Salesforce, HubSpot, and Zoho CRM. It stands out for its affordability, extensive feature set, and high customizability, making it a strong contender for Small and Medium-sized Businesses (SMBs). Some users find Vtiger's interface less overwhelming than Zoho CRM's, offering a more unified platform experience.

Analysis of the Overall Performance Status

Vtiger CRM delivers solid real-world performance, primarily through its comprehensive feature set and automation capabilities that streamline business processes and enhance productivity. While formal benchmark scores are not readily available, user feedback consistently highlights its effectiveness in improving sales, marketing, and customer support operations. Its scalability allows it to adapt to growing business needs. Vtiger positions itself as a cost-effective and highly customizable alternative to more expensive enterprise CRM solutions, providing a strong value proposition, especially for SMBs seeking an all-in-one platform.

User Reviews & Feedback

User reviews for Vtiger CRM generally highlight its comprehensive functionality and value proposition.

• Strengths:
  • Comprehensive Features: Users appreciate the broad range of features covering sales, marketing, customer support, project management, and inventory management, making it an all-in-one solution.
  • High Customizability: The platform's flexibility allows businesses to create new modules, fields, and integrations to meet specific needs.
  • Cost-Effectiveness: Vtiger is often cited as an affordable solution, particularly for SMBs, offering significant functionality at a lower cost compared to competitors.
  • Intuitive Automation Tools: Workflow automation for repetitive tasks is a highly valued feature, saving time and increasing efficiency.
  • Mobile Accessibility: Dedicated mobile apps for Android and iOS enable on-the-go access and management.
  • "One View" Feature: Provides a holistic view of customer interactions, improving cross-departmental collaboration.
• Weaknesses:
  • Learning Curve: Due to its extensive features, new users may experience a steep learning curve.
  • Dated UI Elements: Some users find certain features or parts of the user interface to feel somewhat dated or clunky.
  • Mediocre Mobile App Experience: While available, the mobile app experience can sometimes be perceived as less polished than desired.
  • Lack of Document Preview: The absence of a document preview feature is noted as a drawback.
  • Customer Support (Open Source): Support for the Open Source edition is primarily community-driven, which may not be as immediate as dedicated vendor support for paid versions.
  • Time Tracking: One user reported time tracking in seconds rather than minutes, requiring manual manipulation for hourly rates.
• Recommended Use Cases:
  • Vtiger CRM is ideal for Small to Medium-sized Businesses (SMBs) that require an integrated platform to manage sales, marketing, and customer support.
  • It suits organizations prioritizing customization, affordability, and a comprehensive, all-in-one solution.
  • It is also suitable for non-commercial organizations and associations seeking CRM functionalities.

Summary

Vtiger CRM stands as a comprehensive and versatile asset, offering robust solutions for customer relationship management across various business functions, including sales, marketing, and customer support. Its availability in both Open Source and Cloud editions provides flexibility in deployment, catering to different organizational needs and technical capabilities. The platform boasts extensive customizability, allowing businesses to tailor it to their unique workflows and requirements, a significant strength highlighted by users. Its feature-rich environment, encompassing automation tools, project management, and inventory capabilities, contributes to enhanced operational efficiency and productivity, particularly for Small and Medium-sized Businesses (SMBs) seeking an all-in-one solution at a competitive price point.

From a technical perspective, Vtiger offers broad compatibility with major operating systems and web browsers. While the Open Source edition requires a dedicated server environment and technical expertise for setup and maintenance, the Cloud editions simplify deployment by managing all infrastructure. Security is a key focus, with Vtiger holding ISO/IEC 27001 and 27701 certifications and implementing features like Role-Based Access Control, Two-Factor Authentication, and data encryption. However, for on-premise deployments, users bear the responsibility of diligent patching and secure configuration to mitigate historical vulnerabilities.

User feedback generally praises Vtiger's comprehensive nature, affordability, and automation capabilities. Common weaknesses include a potentially steep learning curve due to its vast feature set, some dated user interface elements, and a less-than-perfect mobile app experience. Despite these, Vtiger is highly recommended for SMBs looking for a powerful, customizable, and cost-effective CRM to streamline operations and improve customer engagement.

In conclusion, Vtiger CRM is a strong contender in the CRM market, offering a compelling blend of features, flexibility, and security. Organizations should weigh the benefits of its comprehensive suite against the learning curve and, for on-premise users, the responsibility of maintaining security. Opting for the cloud version can alleviate much of the technical overhead, allowing businesses to focus on leveraging the CRM's capabilities for growth and customer satisfaction.

The information provided is based on publicly available data and may vary depending on specific device configurations. For up-to-date information, please consult official manufacturer resources.