Vtiger’s Sales CRM is automating your multi-pipeline sales organization, to get organized and win more deals faster. Vtiger sales CRM provides many new tools for sales success like you can Visualize your sales pipeline, Accelerate deal nurturing, Collaborate effortlessly, Automate your next steps, etc. You can rank the score leads based on their profile. See a complete history of each contact in one centralized place. Vtiger logs everything like emails, phone calls, notes, deals, and other records related to each contact which helps the sales team to focus on sales.
| Starter | Professional | Enterprise | |
| Price | |||
| Yearly billing / user / month |
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| In USD | $10 | $20 | $30 |
| In INR | ₹600 | ₹1,200 | ₹1,800 |
| Monthly billing / user / month |
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| In USD | $14 | $28 | $42 |
| In INR | ₹840 | ₹1,680 | ₹2,520 |
| Max Users | Unlimited | Unlimited | Unlimited |
| Max Records | Unlimited | Unlimited | Unlimited |
|
Contact Management
|
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| Contacts | ✓ | ✓ | ✓ |
| Organizations | ✓ | ✓ | ✓ |
| Profile scoring | ✓ | ✓ | |
|
Engagement Score
|
✓ | ✓ | |
| Touchpoints/Contacts Activity View | ✓ | ✓ | ✓ |
| Custom Lists | ✓ | ✓ | ✓ |
| Tagging | ✓ | ✓ | ✓ |
|
Best Time to Contact
|
✓ | ||
|
Contact Enrichment
|
✓ | ✓ | |
| Action Center | |||
| Activity Alerts | ✓ | ✓ | ✓ |
|
Configurable Smart Alerts
|
✓ | ✓ | |
| Document Tracking Alerts | ✓ | ✓ | ✓ |
| Direct Mentions and Team Alerts | ✓ | ✓ | ✓ |
| Email Tracking Alerts | ✓ | ✓ | ✓ |
| Life Cycle Alerts | ✓ | ✓ | |
| Personal Inbox (Per User) | 1 | 1 | 1 |
| Record Activity Alerts | ✓ | ✓ | ✓ |
| Team/Shared Inbox (Per User) | 1 | 3 | 10 |
|
Team Activity Alerts
|
✓ | ✓ | |
|
Task & Calendar
|
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| Activities, Calls, and Events | ✓ | ✓ | ✓ |
| Auto-assigned Group Appointment Pages | 1 | 2 | Unlimited |
| Group Events/Webinar Appointment Pages | 1 | 2 | Unlimited |
| Manage Tasks and Personal To-dos | ✓ | ✓ | ✓ |
| My Calendar | ✓ | ✓ | ✓ |
| Personal Meet-me Pages | 5 | 10 | Unlimited |
| Shared Calendar | ✓ | ✓ | ✓ |
|
Email Functionality
|
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| Email Tracking w/ Real Time Notifications | ✓ | ✓ | ✓ |
| Email Templates | Unlimited | Unlimited | Unlimited |
| Email Sequences (Sequences Per User) | 1 | 10 | 25 |
| Email Sequences (Emails Per User) | 5 | 5 | 5 |
| Inbox – Shared Mailbox (Per User) | 1 | 3 | 10 |
| Inbox – Personal Mailbox (Per User) | 1 | 1 | 1 |
| Related Comments | ✓ | ✓ | ✓ |
|
2-way Email Sync(Gmail and IMAP
providers) |
✓ | ✓ | |
|
Sales Process Management
|
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| Campaigns | ✓ | ✓ | ✓ |
| Deals | ✓ | ✓ | ✓ |
|
Deal Revenue Line Items
|
✓ | ✓ | |
| Deal to Contacts Role | ✓ | ✓ | ✓ |
| Invoices | ✓ | ✓ | |
|
Journey Template
|
✓ | ✓ | |
| Leads | ✓ | ✓ | ✓ |
| Multiple Pipelines | ✓ | ✓ | ✓ |
|
Multiple Currencies
|
✓ | ||
| Quotes | ✓ | ✓ | |
|
Round Robin Lead Assignment
|
✓ | ✓ | |
|
Sentiment Tracking
|
✓ | ||
| Sales Pipeline | ✓ | ✓ | |
|
Sales Forecasting
|
✓ | ✓ | |
| Sales Quotas | ✓ | ✓ | |
| Sales Insights | ✓ | ✓ | |
| Tax Configuration | ✓ | ✓ | ✓ |
|
Support Management
|
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| Cases | |||
| Work Orders | |||
| Internal Tickets | |||
|
Knowledge Base
|
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|
Email to Case (Ticket)
|
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|
Round Robin Case Assignment
|
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|
Organization Matching with Email Domain
|
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| Assets | |||
|
Service Contracts
|
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|
Customer Portal (Per User)
|
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|
Case SLA Policies
|
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|
Internal Ticket SLA Policies
|
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| Business Hours | |||
|
Support Insights
|
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|
Agent-level Business Hours
|
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|
Case Satisfaction Survey
|
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|
Internal Tickets Insights
|
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|
Inventory Management
|
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| Products | ✓ | ✓ | ✓ |
| Services | ✓ | ✓ | ✓ |
| Price Books | ✓ | ✓ | |
| Subscriptions | ✓ | ✓ | |
|
Payment Tracking
|
✓ | ✓ | |
| Vendors | ✓ | ✓ | |
|
Purchase Orders
|
✓ | ✓ | |
| Sales Orders | ✓ | ✓ | |
| Assets | ✓ | ✓ | |
|
Inventory Add-on
|
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| Credit Notes | Paid App | ✓ | |
| Bills | Paid App | ✓ | |
| Receipt Note | Paid App | ✓ | |
| Delivery Note | Paid App | ✓ | |
| Social | |||
|
Twitter Integration
|
✓ | ✓ | |
|
Capture Leads from Twitter
|
✓ | ✓ | |
|
Creating Cases from Twitter
|
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|
Social Interactions with Leads and Contacts
|
✓ | ✓ | |
|
Project Management
|
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|
Manage Projects
|
✓ | ||
|
Manage Project Milestones
|
✓ | ||
| Sub Tasks | ✓ | ✓ | ✓ |
| Task Views – List, Kanban, and Calendar | ✓ | ✓ | ✓ |
|
Task Dependencies (Finish to Start)
|
✓ | ✓ | |
|
Automated Task End Times
(User Business Hours) |
✓ | ||
|
Project Gantt View
|
✓ | ||
|
Automated Time Tracking and Billing
|
✓ | ||
|
Project Key Metrics and Analytics
|
✓ | ✓ | |
|
Project Templates
|
✓ | ✓ | |
|
Users and Access Control
|
|||
|
Organization Hierarchy (Roles)
|
✓ | ||
| User Groups | ✓ | ✓ | ✓ |
| Field-level Access Control | ✓ | ✓ | ✓ |
| User Groups | ✓ | ✓ | ✓ |
| Global Sharing Rules | ✓ | ✓ | ✓ |
| Private Sharing | ✓ | ✓ | |
|
Record Level Sharing
|
✓ | ✓ | |
| Profile Limit | 5 | 25 | 250 |
| Role Limit | 5 | 25 | 250 |
|
Multiple Owners for Records
|
✓ | ||
| IP Whitelisting | ✓ | ||
|
Reports and Analytics
|
|||
| Built-in Sales Intelligence Dashboard | ✓ | ✓ | ✓ |
|
Customizable Dashboards
|
✓ | ✓ | |
| Sales Insights | ✓ | ✓ | |
| Custom Report Builder | 50 Custom + 10 Scheduled | 100 Custom + 25 Scheduled |
250 Custom + 50 Scheduled
|
| Out-of-box Reports and Charts | ✓ | ✓ | ✓ |
|
Record Level Analytics
|
✓ | ✓ | |
| Custom Scheduled Reports | ✓ | ✓ | ✓ |
|
Vtiger sales Analytics Content Pack (Power BI)
|
✓ | ||
|
Document Collaboration
|
|||
| Documents | ✓ | ✓ | ✓ |
| Document Library | ✓ | ✓ | ✓ |
| Document Sharing (Per Month) | 10 | 50 | Unlimited |
| Document Collaboration (Internal and External) |
✓ | ✓ | ✓ |
| Document Consumption Tracking | ✓ | ✓ | ✓ |
| Google Drive Integration | ✓ | ✓ | ✓ |
| Dropbox Integration | ✓ | ✓ | ✓ |
| OneDrive Integration | ✓ | ✓ | ✓ |
| Document Upload – Max File Size | 25 MB | 25 MB | 50 MB |
| Conversations | |||
| Group Inboxes | ✓ | ✓ | ✓ |
| Phone Calls | ✓ | ✓ | ✓ |
| SMS | ✓ | ✓ | ✓ |
|
Vtiger Live Chat
|
✓ | ✓ | |
| Social | ✓ | ✓ | |
|
Survey Add-ons
|
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|
Internal Collaboration
|
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| Direct Messages | ✓ | ✓ | ✓ |
| Attach Files to Direct Messages | ✓ | ✓ | ✓ |
| Group Messages | ✓ | ✓ | ✓ |
| Calendar Notifications | ✓ | ✓ | ✓ |
|
Marketing Automation
|
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| Email Campaigns | ✓ | ✓ | ✓ |
| Auto Responder Campaigns | ✓ | ✓ | ✓ |
| Automatic Email Personalization | ✓ | ✓ | ✓ |
| Campaign Scheduling | ✓ | ✓ | ✓ |
| Free Monthly Email Credits (Per User) | 10,000 or 1,000 | 20,000 or 2000 | 25,000 or 2,500 |
| Tracking Opens, Clicks, and Bounces | ✓ | ✓ | ✓ |
| Subscriber List | ✓ | ✓ | ✓ |
| List Segmentation | ✓ | ✓ | ✓ |
| Unsubscribe from Specific Lists | ✓ | ✓ | ✓ |
| Email Opt-out | ✓ | ✓ | ✓ |
| Email Templates Library | ✓ | ✓ | Unlimited |
| Email Templates Builder | ✓ | ✓ | ✓ |
| Customizable Email Templates | ✓ | ✓ | Unlimited |
| Image Storage | ✓ | ✓ | ✓ |
| Vtiger Branding Removed from Emails | ✓ | ✓ | ✓ |
|
SMS Campaigns
|
✓ | ✓ | |
|
SMS Reply Actions
|
✓ | ✓ | |
| Integrations | |||
| Google Calendar | ✓ | ✓ | ✓ |
| Google Contacts | ✓ | ✓ | ✓ |
| Google Drive | ✓ | ✓ | ✓ |
| Dropbox | ✓ | ✓ | ✓ |
| One Drive | ✓ | ✓ | ✓ |
|
Digital Document Signing
|
✓ | ✓ | |
|
Payment Systems
|
✓ | ✓ | |
| Shopping Cart | ✓ | ✓ | |
| QuickBooks | ✓ | ✓ | |
| Office 365 | ✓ | ✓ | ✓ |
| Xero | ✓ | ✓ | |
| Mailchimp | ✓ | ✓ | |
| Google Meet | ✓ | ✓ | ✓ |
| Zoom Meet | ✓ | ✓ | ✓ |
| Tally | |||
| Exchange Connector | Paid App | Paid App | Paid App |
| Outlook | ✓ | ✓ | ✓ |
| Olark | |||
| PieSync | ✓ | ||
| SharpSpring | ✓ | ||
| REST API | ✓ | ✓ | ✓ |
| Customization | |||
|
Custom Modules
|
10 | 25 | |
| Custom Fields (Per Module) | 25 | 50 | 100 |
| Text Area Fields | 5 | 10 | 10 |
| DateTime Fields | 2 | 2 | 2 |
| Rich Text Fields | 2 | 2 | 2 |
| Items Per Picklist | 1000 | 1000 | 1000 |
| Characters Per Picklist Value | 100 | 100 | 100 |
| Custom Layouts | ✓ | ✓ | ✓ |
| Colors for Picklist | ✓ | ✓ | ✓ |
| Dependent Page Layouts | ✓ | ✓ | ✓ |
| Print Templates | ✓ | ✓ | ✓ |
| Logo | ✓ | ✓ | ✓ |
| Customizable Record Numbering | ✓ | ✓ | ✓ |
| Terms and Conditions | ✓ | ✓ | ✓ |
| Automation | |||
|
BCC Email to Archive
|
✓ | ||
|
Lead Creation from Email
|
✓ | ||
|
Contact Creation from Email
|
✓ | ||
|
Case Creation from Email
|
✓ | ||
|
Organization Creation from Email
|
✓ | ||
|
Smart Alerts and Follow-up Rules
|
✓ | ||
|
Push Notifications
|
✓ | ||
| Workflows | 25 | 50 | 75 |
| Multipath Workflows | 2 | 5 | 10 |
| Allowed Actions/Workflows | 6 | 8 | 6 |
| Workflow Field Updates | ✓ | ✓ | ✓ |
| Scheduled Workflows | 10 | 20 | 30 |
| Hourly Limit | 1 | 2 | 3 |
| Daily Limit | 5 | 10 | 15 |
|
Assignment Rules
|
✓ | ✓ | |
|
Deals and Quote Approval Automation
|
5 process/module and 5 rules/ process
|
||
|
Approval Process Automation (All Modules)
|
|||
|
Case Escalation Rules
|
|||
| Update Notifications (On Save Alerts) | ✓ | ✓ | ✓ |
| Webforms | |||
| Web to Lead Form | ✓ | ✓ | ✓ |
| Web to Contact Form | ✓ | ✓ | ✓ |
| Web to Opportunity Form | ✓ | ✓ | ✓ |
|
Web to Cases Form
|
|||
| Web to Organization Form | ✓ | ✓ | ✓ |
|
Web to Vendors Form
|
✓ | ✓ | |
|
Telephony Integration
|
|||
| Click-to-call | ✓ | ✓ | ✓ |
| Incoming Call Contact Pop-up | ✓ | ✓ | ✓ |
| Call Logging | ✓ | ✓ | ✓ |
| Call Recording | ✓ | ✓ | ✓ |
|
Data Deduplication
|
|||
| File Storage | ✓ | ✓ | ✓ |
| Data Export | ✓ | ✓ | ✓ |
| Data Import | ✓ | ✓ | ✓ |
| Storage (Per User) | 5 GB or 500MB | 7.5 GB or 750 MB |
15 GB or 1.5 GB
|
| Audit Logs | ✓ | ✓ | ✓ |
| Deduplication of Data | ✓ | ✓ | ✓ |
| Mobile | |||
| Mobile App for Android and iOS | ✓ | ✓ | ✓ |
| Manage Contacts, Leads, and Organizations | ✓ | ✓ | ✓ |
| Manage Deals, Quotes, and Invoices | ✓ | ✓ | ✓ |
| Contacts Map View | ✓ | ✓ | ✓ |
|
View Onsite Agenda and Navigate
|
|||
|
Check-in and Check-out Feature
|
|||
|
Geo-fence Configuration and Detection
|
|||
| Manage Cases | |||
|
Generate Invoice from a Completed
Work Order |
|||
| Add-ons | |||
| Gmail Add-on | ✓ | ✓ | ✓ |
|
Webhooks (Calls Per User)
|
250 (25,000 max Per Day) |
500 (50,000 max Per Day)
|
|
| Vtiger Privacy Guard | Paid App | Paid App | ✓ |
| Automated Consent Management | ✓ | ✓ | ✓ |
| Encryption of Sensitive Data at Rest (Fields Per Module) |
5 | 5 | 5 |
| Access logs, Auditing, and Reports | ✓ | ✓ | ✓ |
| Automated Data Handling Policies | ✓ | ✓ | ✓ |
| Sandbox | Paid App | ||
| Security | |||
|
SAML Based Single Sign-on
|
✓ | ||
| Allowed IPs | ✓ | ||
|
Encryption at Rest
|
✓ |
Vtiger sales CRM Analyze and improve your team and pipeline performance which helps you to spend more time nurturing customers and automate everything else. Want to know about Vtiger CRM then contact us today Target integration helps you to understand all features and also provide all types of support and training for Vtiger CRM.
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