All-in-One - Granular Pricing & Features

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Pricing

PROFESSIONAL

ENTERPRISE

Monthly Price Per User (Annual)

$30

$42

Monthly Price Per User (Monthly)

$42

$58

Contact Management

PROFESSIONAL

ENTERPRISE

Contacts

Organizations

Profile scoring

Engagement Score

Touchpoints/Contacts activity view

Custom lists

Tagging

Best time to contact

-

Contact Enrichment

Action Center

PROFESSIONAL

ENTERPRISE

Activity Alerts

Email tracking alerts

Personal Inbox

1 Personal Mailbox/User

1 Personal Mailbox/User

Team/Shared Inbox

3 Shared Mailbox

10 Shared Mailbox

Document Tracking alerts

Direct mentions and team alerts

Record activity alerts

Team activity alerts

Configurable smart alerts

Life cycle alerts

Task & Calendar

PROFESSIONAL

ENTERPRISE

Manage tasks & Personal to-dos

Activities, Calls, Events

My Calendar

Shared Calendar

Personal appointment pages

unlimited

unlimited

Auto-assigned group appointment pages

unlimited

unlimited

Group Events/Webinar appointment pages

unlimited

unlimited

Email Functionality

PROFESSIONAL

ENTERPRISE

Email tracking & real time notifications

Email templates

Related comments

Inbox

3 Shared Mailbox and 1 Personal mailbox per user

10 Shared Mailbox and 1 Personal mailbox per user

2-way email sync(Gmail & IMAP providers)

Email Sequences

10 sequences per user 5 emails per sequence

25 sequences per user 5 emails per sequence

Sales Process Management

PROFESSIONAL

ENTERPRISE

Leads

Campaigns

Round robin lead assignment

Deals

Deal revenue line items

Deal to contacts role

Multi pipelines

Journey Templates

Sentiment Tracking

Sales Pipeline

Sales Forecasting

Sales Quotas

Quotes

Invoices

Tax Configuration

Sales Insights

Multi Currencies

-

Support Management

PROFESSIONAL

ENTERPRISE

Cases

Work Orders

-

Internal Tickets

-

Knowledge base

Email to case(Ticket)

Round robin case assignment

Organization matching with Email domain

Assets

Service Contracts

Customer portal

100 per user

100 per user

SLA Policies

25

50

Business hours

25

50

Support Insights

Agent level business hours

Case satisfaction survey

Internal Tickets Insights

-

Inventory management

PROFESSIONAL

ENTERPRISE

Products

Services

Price books

Subscriptions

-

Payment tracking

Vendors

Purchase Orders

Sales Order

Assets

Inventory add-on

PROFESSIONAL

ENTERPRISE

Credit notes

$

Bills

$

Receipt note

$

Delivery note

$

Social

PROFESSIONAL

ENTERPRISE

Twitter Integration

Capture Leads from twitter

Creating cases from twitter

Social interactions with Leads & Contacts

Project Management

PROFESSIONAL

ENTERPRISE

Manage Projects

-

Manage Project Milestones

-

Sub tasks

-

Task Views - List, Kanban, 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 & Access Control

STARTER

PROFESSIONAL

Users

Organization hierarchy(Roles)

-

Field level access control

User groups

Global Sharing Rules

Profile limit

25

250

Role Limit

25

250

Multiple owners for records

-

IP Whitelisting

Reports & Analytics

PROFESSIONAL

ENTERPRISE

Built-in Sales intelligence dashboard

Customizable dashboards

Sales Insights

Custom report builder

250 Custom + 50 Schedule

500 Custom + 100 Schedule

Out-of-box reports & Charts

Record level analytics

Custom schedule reports

Vtiger sales analytics content pack(Power BI)

-

Document Collaboration

PROFESSIONAL

ENTERPRISE

Documents

Document Library

Document Sharing

100/Month

unlimited

Document Collaboration(Internal & External)

Document Consumption Tracking

Google Drive integration

Drop box integration

One Drive Integration

Document upload - Max file size

50 MB

50 MB

Conversations

STARTER

PROFESSIONAL

Group Inboxes

Phone calls

SMS

Vtiger live chat

Social

Survey add-ons

$

$

Internal Collaboration

PROFESSIONAL

ENTERPRISE

Direct messages

Attach files to direct messages

Group messages

Calendar Notifications

Marketing Automation

PROFESSIONAL

ENTERPRISE

Email Campaigns

Auto responder Campaigns

Automatic email personalization

Campaign Scheduling

Free Monthly Email Credits

20,000 or 2000/User

25,000 or 2,500/User

Tracking Opens, Clicks, Bounces

Subscriber List

List segmentation

Unsubscribe from specific lists

Email Opt-out

Email Templates Library

unlimited

unlimited

Customizable Email Templates

unlimited

unlimited

Image storage

Vtiger Branding removed from Emails

SMS Campaigns

-

SMS Reply Actions

-

Integrations

PROFESSIONAL

ENTERPRISE

Google Calendar

Google Contacts

Google Drive integration

Dropbox

One Drive

Digital Document Signing

Payment Systems

Shopping Cart

Quickbooks

Office 365

Xero

Mail Chimp

Tally

Exchange Connector

$

$

Outlook

Olark

Pie Sync

Sharp Spring

Customization

PROFESSIONAL

ENTERPRISE

Custom Modules

25

25

Custom Fields(Per Module)

100

100

Text Area Fields

10

10

Rich Text Fields

2

2

Items per Picklist

1000

1000

Characters per picklist value

100

100

Custom Layouts

Colors for Picklist

Dependent page layouts

Print Templates

Logo

Customizable record numbering

Terms & Conditions

Automation

PROFESSIONAL

ENTERPRISE

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

5

Push notifications

Workflows

75

100

Multipath Workflows

10

10

Allowed actions / Workflows

8

10

Workflow Field Updates

Scheduled Workflows

30

30

Hourly Limit

3

3

Daily Limit

15

15

Assignment rules

Deals & Quote approval automation

-

5 Process/ Module and 5 Rules/Process

Approval process automation(All Modules)

Case Escalation rules

unlimited

unlimited

Update Notifications(On Save Alerts)

Webforms

PROFESSIONAL

ENTERPRISE

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

PROFESSIONAL

ENTERPRISE

Click-to-call

Incoming call contact popup

Call Logging

Call Recording

Data Administration

PROFESSIONAL

ENTERPRISE

Record limits

File Storage

Data Export

Data Import

Storage

15 GB or 1.5 GB/User

15 GB or 1.5 GB/User

Audit Logs

Deduplication of data

Mobile

PROFESSIONAL

ENTERPRISE

Mobile app for Android and iOS

Manage Contacts, Leads, Organizations

Manage Deals, Quotes & 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

PROFESSIONAL

ENTERPRISE

Gmail Add-on

Webhooks

250 calls/user (25,000 max/ Day)

250 calls/user (25,000 max/ Day)

Vtiger Privacy Guard

$

Automated consent management

Encryption of sensitive data at rest

5 Fields per module

5 Fields per module

Access logs, Auditing and reports

Automated data handling policies

Sandbox

-

$

Security

PROFESSIONAL

ENTERPRISE

SAML based single sign on

-

Allowed IPs

-

Encryption at rest

-

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