Sales - Granular Pricing & Features

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Price

STARTER

PROFESSIONAL

ENTERPRISE

Monthly Price Per User (Annual)

$ 10/month

$ 20/month

$ 30/month

Monthly Price Per User (Monthly)

$ 14/month

$ 28/month

$ 42/month

Contact Management

STARTER

PROFESSIONAL

ENTERPRISE

Contacts

Organizations

Profile scoring

-

Engagement Score

-

Touchpoints/Contacts activity view

Custom lists

Tagging

Best time to contact

-

-

Contact Enrichment

-

Action Center

STARTER

PROFESSIONAL

ENTERPRISE

Activity Alerts

Email tracking alerts

Personal Inbox

1 Perosnal Mailbox

1 Perosnal Mailbox

1 Perosnal Mailbox

Team/Shared Inbox

1 Shared Mailbox

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

STARTER

PROFESSIONAL

ENTERPRISE

Manage tasks & Personal to-dos

Activities, Calls, Events

My Calendar

Shared Calendar

Personal appointment pages

5

10

Unlimited

Auto-assigned group appointment pages

1

2

Unlimited

Group Events/Webinar appointment pages

1

2

Unlimited

Email Functionality

STARTER

PROFESSIONAL

ENTERPRISE

Email tracking & real time notifications

Related comments

Email templates

Unlimited

Unlimited

Unlimited

Inbox

1 Shared Mailbox and 1 Personal mailbox

3 Shared Mailbox and 1 Personal mailbox

10 Shared Mailbox and 1 Personal mailbox

2-way email sync(Gmail & IMAP providers)

-

Email Sequences

2 sequences per user 5 emails per sequence

10 sequences per user 5 emails per sequence

25 sequences per user 5 emails per sequence

Sales Process Management

STARTER

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

-

-

Inventory Management

STARTER

PROFESSIONAL

ENTERPRISE

Products

Services

Price books

-

Subscriptions

-

Payment tracking

-

Vendors

-

Purchase Orders

-

Sales Order

-

Assets

-

Inventory add-on

STARTER

PROFESSIONAL

ENTERPRISE

Credit notes

-

Paid

Bills

-

Paid

Receipt note

-

Paid

Delivery note

-

Paid

Social

STARTER

PROFESSIONAL

ENTERPRISE

Twitter Integration

-

Capture Leads from twitter

-

Creating cases from twitter

-

-

-

Social interactions with Leads & Contacts

-

Project Management

STARTER

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

ENTERPRISE

Users

Organization hierarchy(Roles)

-

-

Field level access control

User groups

Global Sharing Rules

-

Profile limit

5

25

250

Role Limit

5

25

250

Multiple owners for records

-

-

IP Whitelisting

-

-

Reports & Analytics

STARTER

PROFESSIONAL

ENTERPRISE

Built-in Sales intelligence dashboard

Customizable dashboards

-

Sales Insights

-

Custom report builder

50 Custom + 10 Schedule

100 Custom + 25 Schedule

250 Custom + 50 Schedule

Out-of-box reports & Charts

Record level analytics

-

Custom schedule reports

Vtiger sales analytics content pack(Power BI)

-

-

Document Collaboration

STARTER

PROFESSIONAL

ENTERPRISE

Documents

Document Library

Document Sharing

10/Month

50/Month

Unlimited

Document Collaboration(Internal & External)

Document Consumption Tracking

Google Drive integration

Drop box integration

One Drive Integration

Document upload - Max file size

25 MB

25 MB

50 MB

Conversations

STARTER

PROFESSIONAL

ENTERPRISE

Group Inboxes

Phone calls

SMS

Vtiger live chat

-

Social

-

Internal Collaboration

STARTER

PROFESSIONAL

ENTERPRISE

Direct messages

Attach files to direct messages

Group messages

Calendar Notifications

Marketing Automation

STARTER

PROFESSIONAL

ENTERPRISE

Email Campaigns

Auto responder Campaigns

-

Automatic email personalization

Campaign Scheduling

Free Monthly Email Credits

10,000 or 1,000/User

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

Customizable Email Templates

Unlimited

Image storage

Vtiger Branding removed from Emails

SMS Campaigns

-

-

-

SMS Reply Actions

-

-

-

Integrations

STARTER

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

Paid

Paid

Paid

Outlook

-

-

-

Olark

-

-

-

Pie Sync

-

-

-

Sharp Spring

-

-

-

Customization

STARTER

PROFESSIONAL

ENTERPRISE

Custom Modules

-

10

25

Custom Fields(Per Module)

25

50

100

Text Area Fields

5

10

10

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 & Conditions

Automation

STARTER

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

Push notifications

Workflows

25

50

75

Multipath Workflows

2

5

10

Allowed actions / Workflows

6

8

8

Workflow Field Updates

Scheduled Workflows

10

20

30

Hourly Limit

1

2

3

Daily Limit

5

10

15

Assignment rules

-

Deals & Quote approval automation

-

-

5 Process/ Module and 5 Rules/Process

Approval process automation(All Modules)

-

-

-

Update Notifications(On Save Alerts)

Webforms

STARTER

PROFESSIONAL

ENTERPRISE

Web to Lead form

Web to Contact form

Web to Organization form

Web to Opportunity form

Web to Vendors form

Telephony Integration

STARTER

PROFESSIONAL

ENTERPRISE

Click-to-call

Incoming call contact popup

Call Logging

Call Recording

Data Administration

STARTER

PROFESSIONAL

ENTERPRISE

Record limits

-

-

-

File Storage

Data Export

Data Import

Storage

5 GB or 500 MB/User

7.5 GB or 750 MB/User

15 GB or 1.5 GB/User

Audit Logs

Deduplication of data

Mobile

STARTER

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

STARTER

PROFESSIONAL

ENTERPRISE

Gmail Add-on

Webhooks

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

500 calls/user (50,000 max/ Day)

Vtiger Privacy Gaurd

Paid

Paid

Automated consent management

Encryption of sensitive data at rest

5 Fields per module

5 Fields per module

5 Fields per module

Access logs, Auditing and reports

Automated data handling policies

Sandbox

-

-

Paid

Security

STARTER

PROFESSIONAL

ENTERPRISE

SAML based single sign on

-

-

Allowed IPs

-

-

Encryption at rest

-

-

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