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Vtiger CRM for iPhone

Vtiger CRM for iPhone sets your Vtiger CRM data free! View and edit your contact data, sales pipeline, projects or support data on the fly, right from your iPhone or iPad. Additionally, take advantage of mobile-only features such as real time alerts, business card scanning, and more!
Category Price Seller Device
Business Free Vtiger Systems (India) Private Limited iPhone, iPad, iPod

REQUIREMENTS:
-A user account on vtiger CRM On Demand or web-accessible vtiger CRM 5.1+ server.
-A web-accessible mobile device

FEATURES:
-Push CRM contacts to your iPhone’s address book
-View, create, and edit CRM records from contacts to support tickets and more
-Get on-screen notifications about upcoming tasks, potentials, tickets, and more
-Dial contacts straight from their records
-View and modify CRM data even while offline
-Photograph business cards to automatically create leads, contacts, or organizations
-Russian, French, German, Spanish, Italian, Dutch, Portuguese translations
-Click to related records such as a specific contact from an organization record.

Reviews

Just OK
800redsox9

Decent application, works well when you can access the server, but only holds 99 contacts or 99 leads when offline. There is no way to specify the amount of leads/contacts, etc to download. Because you can only see 99 of anything, the UI is a little primitive. If you are online, to the CRM server, you must search for a name, contact or account by name to be able to "drill down" on those items. If they supported larger lists they would need to implement an iPod like interface for scrolling through the list with an alphabetized index on the right of the screen. I have high hopes that they will eventually get this squared away, but given the functionality currently in the product, the price seems a little steep. Tech support did get back to me right away with answers to my questions - a nice touch.


Full of Bugs!!!
Dotdig

Even if this were a free app it should have been considered too buggy to be in the app store. But it's a $19.99 app!!!! This program should be stellar at that price. I bought with high hopes and have been left severely dissappointed. The developer put in non-working features that are meant to mirror the online version, but their not working yet. These should have been functioning to launch or left out until they were ready. This just confuses and frustrates you when you utilize a seemingly available feature to only find out it's a non-working feature. There are many other issues, such as if you have several projects and go add a project task the scroll function will not stop at the bottom of your list. Instead, it bounces up a few lines. That means those items become unselectable because the screen will not stop to where they can be seen. Thus makes adding a project task not possible. Many more bugs too. This should never have been release - not at $19.99 anyway. I would have been more willing to be your guinea pig if the app had been free, but at this price it should shine!!


Will definately make my life easier!
Zebra18

I just downloaded the app and within minutes after syncing my data to VTigers "On Demand" service, I knew this app was worth every penny! I can see all my leads, invoices, appointments, and SO MUCH MORE! This is exactly the iphone app that I've been waiting for! THANK YOU!!!


After a little frustration, it works
Next Wave

Vtiger 5.2.1 IPhone 4- Verizon Make sure you install version 1.2.1 of the mobile module and enable it.


Still testing
iisir

Finally logged in, make sure mobile module file attributes are correct. For me 755 worked. However, for $20 i would at least expect retina display icons. Common, this the simplest thing to do.


Has potential but still very much beta
otooles

This app looks like it could be great but the BIGGEST problem is that it does not sync consistently. Create / Update something on your desktop then sync the app. It is hit and miss whether is syncs or not. Different sections: Trouble tickets - no way to hide closed / solved tickets. No way to filter open, in progress tickets, etc... Accounts / Contacts - no filtering, only sear on name field. Searching on server is hit and miss too. If contact is not on phone but on server and you search for it, either it takes too long or it does not find result. 50% success rate. Products - no way to hide "inactive" products. Can't edit or add a product price. Calendar - syncs when it feels like it! No consistency at all. Overall this has alot of basic functionality but the sync feature problems make it pretty much useless to use when on the go.


Eagerly waiting application improvement
JayKHoover

I like the app. It needs to auto sync and have push notifications. Then I would love the app.


Potential but much to be done
Undertow586

This basically lets you view your contacts, leads, organizations, and associated material. It will not let you create invoices, sales orders, or quotes--only view existing ones. I don't understand the arrangement of the icons at the bottom as they have no rhyme or reason. I thought surely there would be a settings in here somewhere to organize which modules I want to show up but no. The bottom list shows "Home," "Campaigns," "FAQ," and "Quotes." I never use any of these except quotes, and again, you can't create one from this app. All the other modules are located on the 'more' icon with no way to sort or move them to the main toolbar. Apparently the app doesn't care about some permissions either. For example, in my vTiger I have it so Sales Agents can't add, edit, or delete anything in the Products module. But in the app it lets the Sales Agent add and edit products. Even though it won't actually change the main database, it gives the agent the appearance that they can actually change product info even when they don't have the permission. Another thing that needs to be fixed: Ability to change the "Assigned to." Right now there is no way to change that field on contacts, leads, etc. even as admin. One final thing that really needs to be fixed--The "Scan Business Card" feature that they were bragging about. It doesn't work AT ALL. I tried five completely different business cards and after the scans it just pulls in a bunch of non-character mumbo jumbo. This is the same result no matter which way I take the picture, the color of the card, the location of the information, etc. If you want only to see your contacts and to be able to edit minor details, then this apps for you. If you want more, you're outa luck! I only hope they can take the foundation they've started and build something truly useful out of it. At that point, it would be worth the $20. For now, it's makes much more sense to simply access it through the browser--that way you have full control.


Finally got it working
The Park Family

Just like most extensions for vTiger, this one takes a lot of trial and error to get it working. Some Tip: Make sure if you are using 5.4, to install the mobile module from 5.2.1 first. I installed Mobile 2, 4, then 6. Now it works!!! Check the permissions on the modules->Mobile folder. You may need to change them to 777. If you have ever logged into this app, you must not only log out, but after logging out, click the trash can icon on the top left. You may need to do this a few times, then delete and reinstall the app. If you are switching URLs or accounts, you need to do all of the above. Now, if only you could arrange the modules like you could in the previous iPhone app. Right now, the edit button to do so is gone. Other than the above, this app has such potential. There is no other all-in-one CRM as full featured as vTiger. It is a big pain to get it working the way you want, but it is totally worth it.


Vtiger Fan
jamavibu

Great app please add spanish language.


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