Vtiger One Pricing

Vtiger One

For any sized team to build, automate, and continuously improve the customer journey across marketing, sales, customer support, post-sale project management, and accounting.

Sales Features

Contacts & Organizations Leads, contacts, and organization modules to track entity data
Pipeline Management Track each deal across the right pipeline for a product. Map them by stage and date. Automate follow-up reminders.
Smart Webforms Web to lead, contact, organization, opportunity, case, and vendor forms
Quote Builder Build quotes from products and services, leverage pricebooks and apply complex tax rules
Document Insights Upload, share, collaborate on, and track documents and engagement
Meeting Scheduling Share a page that lets contacts schedule meeting times from your availability.
Calendar & Task management
Smart notifications
Sales Inbox
Make, receive, & record calls
Workflow Automation Multi-path and scheduled workflows
Custom fields
Lead Scoring Professional: Profile data, phone, email engagements
Enterprise Profile data, phone, email, and web engagements (coming soon)
Automatic Lead Assignment
Multiple Sales Pipelines
Social Media Integration
Revenue Forecasts and Quotas
Payment Tracking
Opportunity Revenue Line Items
Sales Insights
Bulk email credits Professional: 1,000 / user / month
Enterprise: 2,000 / user / month
2-way email sync (Gmail)
Customer Chat (coming soon)
Reporting Professional: Advanced reporting
Enterprise BI Reporting
Quote & Deal Approvals
Multiple Currencies

Help Desk Features

Contacts & Organizations
Cases Track progress of each case. Visualize important information. Automate alerts.
SLAs Set response and resolution time targets
Knowledge Base Promote self care and let your agents leverage best answers to common questions
Customer portal Empower your customers with key information about cases they have raised while allowing them to raise new issues and close resolved ones
Satisfaction surveys Understand how your customers feel about quality of your support
Automated Case Routing Route cases to the right teams based on specific criteria (including type of issue, product, customer, region and more)
Lists Let your agent prioritize most important cases to work on
Collaboration Let subject matter experts lend a hand to provide best resolutions
Auto-fill important fields Free up your agents from manaul data entry
Multi-channel Engagement Let your customers engage with your support team using the channel that is most effective (including case creation)
Automated Case Assignment Let your agents focus on resoloving cases while your Help Desk automatically assigns cases using Round Robin or Least Loaded algorithms
Case Response Recommendations Help your agents find the best answers
Realtime Insights Understand current reality of your suppor operations and take proactive steps to keep things smooth
Historic Insights Spot and act on seasonal and systematic issues with process or personnel
Case Escalation Rules Automatically escalate cases to managers
Work Orders Create work orders for field service
Internal Tickets Manage internal support cases
Mobile Field Service App Manage service appointments, check in and out of appointments, and generate invoices for complete work orders.

Marketing Features

Mass email campaigns Build, personalize, schedule, and track bulk email campaigns
Drip Email Campaigns
Smart Webforms Add forms to your website that create records in Vtiger and let you track their website engagement.
Starter: Contacts
Professional, Enterprise: Starter forms, plus Organizations
Dashboard Pin pre-built widgets or custom-built charts to your home page
Workflow Automation Starter: Single-path workflows
Professional, Enterprise: Multi-path and scheduled workflows
Reporting Starter: Basic reporting
Professional: Advanced reporting
Enterprise BI Reporting
Autoresponder Emails

Other Features

iPhone and Android Apps
Integrations Integrations like Gmail, Google contacts, and calendar; Microsoft Outlook Desktop or 365, Quickbooks and Xero
Custom modules
Dynamic page layouts
Webhooks support
Customizable record view
Granular User permissions
2 Hour Onboarding Session
Support Professional: 24 x 5 Email & Phone
Enterprise: 24 x 6 Email & Phone
Enterprise Plus: 24 x 7 Email & Phone (VIP SLA)
Inventory Management Basics
Time Tracking & Billing
Subscription Management
Project Management
Privacy Guard Add-On Includes consent management, field obfuscation, and encryption at rest
Inventory Management Add-On
Surveys Includes internal and external surveys and reports
Dedicated Virtual Server Professional, Enterprise: $4,800
Enterprise Plus:
Sandbox Instance Duplicate your instance and test new settings in an isolated development environment.
Professional, Enterprise: $4,800
Enterprise Plus: Free
Kickstart Service Discovery, solution planning and deployment
Vtiger One Professional (20 Hours)
Vtiger One Enterprise (40 Hours)
Trainer Training Service 6 hours of sessions to train an internal owner on CRM best practices

Kickstart Services

Get your business set up with Vtiger quickly. Our kickstart program sets you up with the skills, tools, and confidence to succeed. We explore your needs and goals, build your CRM around them, and import your data from other systems. Contact us at kickstart@vtiger.com to learn more.

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Training Services

Learn how to succeed with Vtiger CRM. Laid out in modules, our training covers basics like changing personal profile information and your displayed currency, to complex tasks like building reports and charts. Contact us at sales@vtiger.com to learn more.

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Migration Services

Migrate to Vtiger from another CRM solution with all of your field customizations and data in-tact with one of our migration plans. Contact us at migration@vtiger.com to learn more.

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Email Marketing Plans

If you need to send more than Vtiger’s free monthly email credits will allow, then choose from one of our email plans to increase your email delivery limits. Contact us at sales@vtiger.com to learn more.

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Ready to think like your customers?