Vtiger vs Relate Comparison

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Vtiger

CRM Software

4.2 293 user ratings

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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Relate

CRM Software

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Overview

Description	Vtiger all-in-one CRM stands out as a comprehensive solution designed to streamline and enhance the synchronization between the company's marketing, sales, and support teams by leveraging unified customer data through its One View feature. Simplifying CRM to its core, Vtiger equips businesses with the necessary tools and functionalities across crucial departments such as Sales, Help Desk, and Marketing. This enables a holistic view of customers, incorporating essential details like names, phone numbers, previous interactions, and account history for more informed decisions and strategies. By utilizing features such as landing pages, web forms, email campaigns, and customized sequences, Vtiger CRM aids in acquiring leads and fostering enduring relationships. The Process Designer feature further allows for the designing, automation, implementation, management, monitoring, and optimization of business processes, enhancing operational efficiency. Moreover, Vtiger's extensive collection of preloaded email and print templates streamlines communication and document customization, saving valuable time. Additionally, Vtiger simplifies appointment scheduling, enabling meetings to be arranged in just a few clicks, thereby ensuring that managing the business engagements is both efficient and hassle-free. Read more	Introducing Relate, the ultimate solution for startups and SMBs looking to streamline their sales management and CRM processes. With its collaborative features and innovative technology, Relate empowers professionals like to take control of business and achieve outstanding results. Whether it may be a small startup or a growing SMB, Relate is designed to meet unique needs. Say goodbye to scattered data and hello to a centralized platform that consolidates all customer information, interactions, and sales pipelines. With Relate, can effortlessly track and manage sales leads, monitor the progress of deals, and nurture customer relationships. The collaborative nature of Relate allows the entire team to stay on the same page. Share notes, assign tasks, and collaborate seamlessly, ensuring that everyone is aligned towards a common goal. With real-time updates and analytics, track the performance of the sales team, identify areas for improvement, and make data-driven decisions that drive the business forward. Relate is the game-changer for the business needs. It's time to elevate sales management and CRM processes to new heights. Read more
Pricing Options	Free Trial Available Starts at $12.0. Offers Free-forever plan.	Free Trial Not Available Starts at $28.00. Offers Free-forever and Custom plan.
SW Score & Breakdown	95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 85% Momentum 66% Popularity 80%	77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 74% Reviews 60% Momentum 61% Popularity 69%
SaaSworthy Awards	# 17 Fastest Growing # 12 Most Popular	Not Available

Features

Total Features	26 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 4 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.2/5 293 user ratings	Not Available
Rating Distribution	Excellent 37.5% Very Good 41% Average 20.5% Poor 0.7% Terrible 0.3%	Not Available
User Sentiments	Customization Options, Extensive Integrations, Excellent Customer Support, Comprehensive Feature Set Outdated User Interface, Mobile App Functionality, Slow Loading Times, Reporting Capabilities	Not Available
Review Summary	Overall, users find the product easy to use and affordable, with good customer support. Many appreciate its customization options, mobile accessibility, integration capabilities, and reporting features. Frequent updates and a user-friendly interface are also praised. However, some users mention occasional technical glitches, limited customization options in certain areas, and a learning curve for new users. Reporting capabilities and analytics could also be improved, and some users find the interface outdated.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $12.0. Offers Free-forever plan.	Free Trial Not Available Starts at $28.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	One Pilot Free One Growth $12.00 $12.00 per user / month One Professional $30.00 $42.00 per user / month One Enterprise $42.00 $58.00 per user / month One AI $50.00 $66.00 per user / month	Free Free Standard $28.00 $35.00 per month Custom Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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