Ultimate
Price
Annual billing
$30 / user / month
Monthly billing
$36 / user / month
Contact Management
Contacts
Profile scoring
Engagement Score
Touchpoints
Email Archiving
Custom Lists
Tagging & Tag Cloud
Organizations
Task & Calendar
Tasks
Activities, Calls, Events
My Calendar
Shared Calendars
Personal Appointment Pages
Unlimited
Auto-Assigned Event Pages
Unlimited
Group Event Pages
Unlimited
Email Functionality
Email tracking and real time notifications
Email templates
Related Comments
Contextual Related Lists
Change History (global & record level)
Inbox
10 Shared mailboxes, 1 My Mailbox per user
Sales Process Management
Leads
Campaigns
Round-Robin Lead Assignment for Webforms
Opportunities
Opportunity revenue line items
Multiple pipelines
Sales Pipeline Forecasts & Quotas
Quotes
Invoices
Tax Configuration
Sales Insights
Support Management
Cases
Work orders
Knowledgebase
Email to Case (Ticket)
Organization Matching with Email Domain
Assets
Service Contracts
Customer Portal
100 / user
SLA Policies
50
Business hours
50
Support Insights
Agent level business hours
Case satisfaction survey
Inventory Management
Products
Services
Pricebooks
Sales Orders
Vendors
Purchase Orders
Subscriptions
Payment Tracking
Credit Notes
Social
Twitter Integration
Capture Leads from Twitter
Creating Cases from Twitter
Social interactions with Leads & Contacts
Project Management
Projects & Tasks
Configurable Alerts
Comments & Documents
Automated time tracking and billing
Project Summary View
Project Milestones
Auto-creation of Tasks (via workflows)
Gantt Chart
Calendar View
Issue Tracking
Users & Access Control
Organization Hierarchy (Role)
Field Level Access Control (Profiles)
User Groups
Global Sharing Rules
Encrypted Fields (at rest)
5 fields / person module
Analytics
Out-of-box Reports & Charts
Custom Tabular Reports
Unlimited
Custom Pivot Reports
150
Custom Charts
150
Custom Scheduled Reports
75
Document Collaboration
Documents
Document Library
Document Sharing
Unlimited
Document Collaboration (internal & external)
Document Consumption Tracking
Google Drive
Dropbox
Document Upload - Max File Size
50 MB
Collaboration
Direct messages
Attach Files to Direct Messages
Group messages
Calendar notifications
Chat for internal collaboration
Marketing Automation
Mass Email Campaigns
Autoresponder Campaigns
Automatic Email Personalization
Campaign Scheduling
Free Monthly Email Campaigns Credits (greater of)
25,000 or 2,500 / user
Tracking Opens, Clicks, Bounces
Subscriber Lists
List Segmentation
Unsubscribe from specific Lists
Email Opt-Out
Email Templates Library
Unlimited
Customizable Email Templates
Unlimited
Image Storage
Vtiger Branding Removed from Emails
Integration
Outlook Contacts, Calendar, Email Sync
Google Contacts,Calendar Sync
SMS Integration
Google Drive
Dropbox
Digital Document Signing
Payment Systems
Shopping Carts
Quickbooks
Office 365 Contacts, and Calendar sync
Xero
Exchange Connector
$$
Tally
Number of Extensions
12
Customization
Custom Modules
25
Custom Fields (per module)
300
Text Fields
150
Text Area Fields
10
Rich Text Fields
2
Items per Picklist
1000
Characters per Picklist value
100
Custom Layouts
Colors for Picklists
Dependent page layouts
Print Templates
Logo
Customize Record Numbering
Terms & Conditions (Quotes/Invoices)
Multiple Currencies
Automation
Bcc email to archive
Lead creation from Email
Contact creation from Email
Case creation from Email
Opportunity creation from Email
Organization creation from Email
Smart Alerts & Followup Rules
Unlimited
Push Notifications
Workflows
100
Multipath workflows
10
Allowed actions / workflow
10
Workflow Field Updates
Scheduled Workflows(Overall limit)
30
Hourly limits (Overall)
3
Daily limits (Overall)
15
Assignment Rules
Approval Process Automation
5 Processes per module & 5 Rules per process
Case Escalation Rules
Unlimited
Update Notifications (On-Save Alerts)
Web forms
Web to Lead form
Web to Contact form
Web to Cases form
Web to Organization form
Web to Opportunity form
Web to Vendors form
Telephony Integration
Plivo
Twilio
Asterisk Integration
Click-to-Dial
Incoming Call Contact Popup
Call Logging
Call Audio Recording
Data Administration
Storage (the higher of)
25 GB or 1 GB / user
Deduplication of Data
Mobile Apps
Mobile Apps
Add ons
Gmail side bar for Chrome
Gmail Webhooks
500 calls / user (50,000 max / day)
Vtiger Privacy Shield (consent management, data encryption, audit logs)