Sales CRM Pricing

Sales Professional

For small to large sales teams to track contacts and deals, automate lead nurturing, accelerate sales processes, and improve performance with real-time insights, quota management and forecasting.

Features

Contacts & Organizations Capture leads, contacts, and their organizations in Vtiger, with custom fields, notes and more.
Free, Starter: Contacts
Professional, Enterprise: Contacts and Organizations
Pipeline Management Starter:
Track deals. Map them by pipeline stage and date. Automate follow-up reminders.
Professional, Enterprise:
Manage multiple sales pipelines.
Smart Webforms Add forms to your website that create records in Vtiger. Starter: Leads, contacts, organizations, opportunities
Professional, Enterprise: Starter records, plus Vendors
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.
Dashboard Pin pre-built widgets or custom-built charts to your home page
Calendar & Task management
Smart notifications Get notified when a user mentions you, or a contact opens your email or document share, or an opportunity goes idle
Sales Inbox
Make, receive, & record calls Click-to-call, log and record calls to contacts. Associate emails with contacts.
Mass email campaigns Build, personalize, schedule, and track bulk email campaigns
Integrations Starter: Basic integrations like Gmail, Google contacts, and calendar; Microsoft Outlook Desktop, or 365
Professional, Enterprise: Advanced integrations like Quickbooks and Xero
Custom fields
iPhone and Android Apps
2 Hour Onboarding Session
Support Starter: 24 x 5 Email (2-day SLA)
Professional: 24 x 5 Email & Phone
Enterprise: 24 x 6 Email & Phone
Enterprise Plus: 24 x 7 Email & Phone (VIP SLA)
Granular user permissions
Workflow Automation Starter: Single-path workflows
Professional, Enterprise: Multi-path and scheduled workflows
Lead Scoring Starter: Profile data
Professional: Profile data, phone, email engagements
Enterprise Profile data, phone, email, and web engagements (coming soon)
Reporting Starter: Basic reporting
Professional: Advanced reporting
Enterprise BI Reporting
Quote Builder Build quotes from products and services, leverage pricebooks and apply complex tax rules
Invoicing
Automatic Lead Assignment
Social Media Integration
Drip Campaigns
Revenue Forecasts and Quotas
Invoicing
Payment Tracking
Opportunity Revenue Line Items
Sales Insights
Bulk email credits Professional: 1,000 / user / month
Enterprise: 2,000 / user / month
Custom modules
2-way email sync (Gmail)
Dynamic page layouts
Webhooks support
Customizable record view
Customer Chat (coming soon)
Quote & Deal Approvals
Time Tracking & Billing
Project Management
Subscription Management
Multiple Currencies
Inventory Management Add-On
Privacy Guard Add-On Includes consent management, field obfuscation, and encryption at rest
Dedicated Virtual Server Starter, Professional, Enterprise: $4,800
Enterprise Plus:
Sandbox Instance Duplicate your instance and test new settings in an isolated development environment.
Starter, Professional, Enterprise: $4,800
Enterprise Plus: Free
Kickstart Service Discovery, solution planning and deployment
Starter & Professional (14 Hours)
Enterprise (30 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?