What's new in Vtiger

Connections

Discover Connections Across Contacts & Organizations.

Chatflows

Create customized, guided chat experiences for users.

Prediction AI Designer

Analyzes historical CRM data to identify patterns, forecast outcomes, and help drive strategic planning and rapid growth.

OTP Rules

Leverage Vtiger's One Time Password (OTP) Rules and Validation to add an extra layer of security to your CRM records.

Data Source Designer (Zero Copy Integration)

Access data from external apps in real-time.

Generative AI Designer

Analyze queries, improve responses, and generate insights to improve a bot’s performance.

Prompt Builder

Empower your Sales, Marketing, and Help desk teams with an AI assistant tailored to perform various tasks.

Layout Designer

Design, create, and customize module layouts with an easy drag-and-drop action.

Server Scripts and Jobs

Easily create custom server-side scripts and tasks. Build custom automation in your CRM.

Instamojo Integration

Manage your Instamojo payments within the CRM.

Telegram Integration

Streamline live chats and unify customer conversations.

Chatbot

Vtiger Chatbot enhances customer interactions by swiftly resolving queries with LLMs, allowing easy training for precise responses from business knowledge.

Stockroom

Real-time stock updates during dispatch, seamless returns management, and streamlined warehouse inventory transfers.

QR Code

Improve customer interactions and streamline various aspects of customer relationship management.

Targets

Improve performance with Vtiger's Targets Add-on by conveniently setting targets for user activity.

Field Sales

Maximize your field agents performance while they're in the field.

CPQ - Configure, Price, Quote

Create and share accurate, professional-looking quotes with prospects/customers.

GPT in Calculus AI

GPT in Vtiger Calculus helps your Sales, Marketing and Support teams have effective conversations with your customers.

Live Chats

Facilitates real-time chat engagement with website and social media visitors, all within the CRM platform.

Quality Audit

Power of an end-to-end audit tool integrated right into your CRM.

JioMeet integration

Connect and collaborate easily with real-time video calls.

Booster Packs

Feature add-ons that will help you increase the limits of a CRM feature.

Google Lead Forms

Capture user data from Google Lead Forms and convert them in CRM.

WooCommerce integration

Access and manage eCommerce store contacts, products and orders from the CRM.

LMS Portal

Vtiger Learning Management System (LMS) feature enables organizations to easily create and publish learning courses both internally and externally.

Ozonetel integration

Increase team productivity by advanced call management in the CRM.

OpenWeather integration

Learn about your contact’s and lead’s city’s weather conditions.

Google Workspace

Customer One View with your Workspace Applications.

Vtiger CRM Bot in Google Chats

Add Vtiger CRM bot in Google Chats and retrieve information in a flash.

Hunter.io integration

Find and verify email addresses and connect with the right people interested in your business.

Google My Business

Track and manage how your business appears in search results for your target audience and customers.

Constant Contact integration

Identify the contacts' roles in a deal and set up contact roles for them.

Process Designer

Use the Process Designer to design, automate, implement, manage, monitor, and optimize your business processes.

Sage integration

Sync and manage your Sage accounting operations right from the CRM.​​​

Razorpay integration

Manage your marketplace and share payment links safely via Razorpay directly from the CRM.

MYOB integration

Sync MYOB data such as contacts, items, and invoices with Vtiger modules respectively.

Vtiger Chart of Accounts (CoA) Extension

Group financial transactions into specific categories to help accountants efficiently audit and manage accounting transactions.

Google Maps integration

Finding addresses and navigation on maps made easy with Google Maps and Vtiger CRM integration.

Deal Room

Vtiger Deal Room bringing buyers and sellers together to enhance the experience.

Short URL

Secure, reliable URL shortener with inbuilt UTM code builder. Cut down the length of website links by reducing unwanted parameters.

Zoho Sign integration

Digitally sign documents with Zoho Sign from Vtiger CRM.

Export to Google Sheets

Export data directly from the CRM to your Google Sheets.

Landing Pages

Create, edit and publish specific yet responsive web pages with CTAs easily using a simple Drag and Drop action.

Vtiger Aide

A Chrome extension that lets you have a seamless experience of attending meetings, taking notes, and creating action items.

Grid Edit

Edit records in just a click and save time! Time to use Grid Edit.

Webex Meetings

Send meeting links to your customers in a click and experience high-class video conferencing quality!

Vtiger Social

Monitor and engage your customers on social media platforms such as Google My Business (GMB), Facebook (FB), Instagram (Insta), and Twitter via the Vtiger CRM.

Clearbit integration

Empowers your sales team to enrich contact and lead records with contextual information.

IndiaMART integration

Bring your leads from IndiaMART into Vtiger CRM. Perform a timely sync for seamless lead management.

Vtiger Application Platform (VTAP)

Vtiger's proprietary low code platform designed to help businesses extend CRM functionality on the cloud.

Stripe integration

Leverage the Stripe gateway for easy payment processing.

Microsoft Teams Integration

Integrate MS Teams with Vtiger to access CRM-related information from within MS Teams. Also, send Teams meeting links from the CRM in just a click!

Zoom Meetings

Install Zoom in Vtiger, generate meeting links, and make calls effortlessly.

Built-in Dialer (Plivo and Twilio)

Use the built-in phone dialer with Plivo and Twilio to have a hassle-free calling experience.

Capture Leads through Facebook Ads

Integrate your Facebook business account with Vtiger CRM and capture leads effortlessly.

WhatsApp with Twilio

Use Vtiger CRM to integrate your Twilio numbers with WhatsApp and send messages.

SMS Campaigns

Engage with your leads by deploying SMS marketing using SMS Campaigns.

Import History

Get the history of all the import processes that were performed in the past along with the records that were imported.

Help Center

Configure and customize the Help Center to provide business documentation to your customers.

Articles for Long-form Help Content

Create articles in Vtiger CRM and unleash the writer in you.

Facebook with Web Chats

Configure Facebook for Web Chats and respond to your customers easily from the CRM.

Chat Insights

Use Chat Insights to monitor your customer-facing team's performance in Live Chat.

Multiple Signatories for Esigning

Add more than one signee on documents and send them out for esigning with Esign Documents.

Playbooks and Tasks

Add tasks to each deal stage and monitor the progress of a deal.

Tasks and Dependent Tasks

Log and manage your every-day tasks in Vtiger CRM.

Actions - Your Personal Assistant

Use the Actions page - it acts as your personal assistant to remind you of all your work-related tasks with notifications.

Sales Dashboard and Leaderboard

As a sales manager or rep, get all your sales data in one place by creating and using dashboards.

One View: Introduction

Learn all about the unique feature in Vtiger CRM that gives you a 360-degree view of all your customer data.

Emotional Journeys

Capture your contacts' sentiments from your interactions and use them to improve customer experiences.

Email Sequences

Email Sequences are the best way to keep your contacts engaged and improve the chances of winning a deal.

Phone Calls Integration with Twilio

Learn how to connect with your contacts by integrating Twilio and Vtiger CRM!

Deal Contact Roles

Identify the contacts' roles in a deal and set up contact roles for them.