Vtiger

Unified CRM with Calculus AI for sales and support automation

AI CRM
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What is Vtiger?

Cloud-based unified CRM platform founded in 2004 that combines sales automation, marketing, help desk, project management, and inventory management into a single system. Built on open source foundations with SaaS cloud and mobile app options. Trusted by 400,000+ businesses globally, from Fortune 500 companies to small businesses. Powered by Calculus AI for intelligent sales and support automation.

Vtiger news

  1. Vtiger V9 with advanced Calculus AI capabilities live

    Latest version delivers enterprise-grade AI features including predictive analytics, generative AI designer, and no-code agent builder for SMB pricing.

    Source: Official Vtiger ↗
  2. Vtiger One AI edition released with built-in Calculus AI

    New premium tier includes Calculus AI at no additional cost, with voice assistant integration and advanced predictive capabilities for sales and support teams.

    Source: Vtiger Pricing ↗

Key features

One View Customer Records

360-degree unified customer view with leads, contacts, organizations, and full interaction history on one page. Includes duplicate prevention and idle alerts.

Sales Pipeline & Deal Management

Customizable kanban-style deal pipelines with multiple pipelines, playbooks, deal scoring, forecasting, and quota tracking. Deal health assessment with AI-powered recommendations.

Calculus AI for Sales

AI-powered sales assistant with conversation analysis, email reply suggestions, best time to contact recommendations, deal health scoring, call quality analysis, and predictive analytics for deal closure likelihood.

Email Campaigns & Marketing Automation

Email campaign builder, list segmentation, subscriber management, email tracking with open/click/bounce metrics. Campaign automation with conditional workflows.

Help Desk & Customer Support

Ticket management, case tracking, customer portal, SLA management. Calculus AI for support automates responses, provides conversation summaries, and flags priority issues.

Project Management

Project creation, task management, time tracking, resource allocation, and project-based invoicing. Advanced project automation on Enterprise plan.

Inventory & Invoicing

Product and service management, price books, purchase orders, sales orders, invoice generation, subscription billing, and payment processing.

Calculus AI Generative & Predictive Features

GPT-integrated chatbots, natural language querying, content generation, prompt builder for custom AI, predictive AI designer, agent builder for no-code automation, and intelligent coaching dashboards.

Mobile Apps

Native iOS and Android applications for on-the-go access to CRM data, deal management, and customer interactions. Available on all paid plans.

Integrations

500+ pre-built integrations including Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Xero, Zapier, Slack, and payment gateways.

Vtiger pricing

Vtiger uses per-user monthly subscription model with annual billing offering up to 34% savings versus monthly billing. Free tier available for up to 10 users with limited features. Mixed pricing strategy allows combination of Standard (full access) and Single App (single-module focus) licenses to optimize costs.

PlanPriceWhat's included
One Pilot (Free)$0/user/monthUp to 10 users, 3,000 records, 1,000 emails/month, 3GB storage, basic lead/contact management, deal pipelines, help desk basics, mobile app access, AI chatbot, prompt builder, natural language querying.
One Growth$12/user/month (annual) or $15/month (monthly)Up to 15 users, 100,000 records, 5,000 emails/month or 500 per user, sales automation, multiple pipelines, playbooks, lead scoring, email campaigns, basic help desk, Calculus AI available as $12/user add-on, mobile apps.
One Professional$30/user/month (annual) or $42/month (monthly)Unlimited users and records, 20,000 emails/month or 2,000 per user, all One Growth features, advanced workflows, full help desk, project management, invoicing, forecasting & quotas, deal room, CPQ, multi-currency support, contact engagement insights.
One Enterprise$42/user/month (annual) or $58/month (monthly)Everything in One Professional plus advanced project automation, advanced operational insights, internal ticketing, work order management, enhanced support, enterprise integrations, Single App user option at $30/user/month.
One AI$50/user/month (annual) or $66/month (monthly)Everything in One Enterprise plus built-in Calculus AI (no add-on cost), voice assistant integration, generative AI designer, predictive AI designer, advanced AI-powered automations, Single App user option at $38/user/month.

Pros & cons

Pros

  • + Exceptional value for price compared to competitors like Salesforce, HubSpot, Zoho CRM
  • + Comprehensive all-in-one platform covering sales, marketing, support, projects, inventory in unified system
  • + Highly customizable without requiring programming; adapt workflows and modules to specific business needs
  • + Native AI (Calculus AI) integrated for sales automation, predictive analytics, and support efficiency
  • + 24/7 responsive customer support consistently praised in reviews
  • + Free tier removes entry barriers for small teams and startups
  • + Mobile apps for iOS/Android enable field team productivity
  • + 500+ integrations connect to popular business tools
  • + Open source foundation with community edition available for self-hosting
  • + Clean, modern interface with drag-drop pipeline management
  • + Unified customer view eliminates information silos between teams
  • + No hidden fees with transparent, clear pricing
  • + Annual billing provides meaningful 34% cost savings

Cons

  • − Performance issues and sluggish load times reported in multiple reviews
  • − Desktop UI design feels dated and could use modernization
  • − Steep learning curve for initial setup and advanced customization
  • − Documentation and tutorials not comprehensive; community resources scattered
  • − Mobile app access requires paid plan (not available on free tier)
  • − Initial configuration and workflow setup can be complex without training
  • − Integration quality varies; some sync issues reported despite large integration count
  • − Workflow designer can be tricky to use; requires trial and error
  • − Limited functionality in Outlook plugin integration
  • − Community edition less popular, making free-resource discovery difficult

Who is Vtiger best for?

  • • Small to medium-sized businesses (SMBs) seeking affordable unified CRM
  • • Sales teams wanting sales automation with AI assistance at lower cost than Salesforce
  • • Companies requiring help desk, sales, and marketing in single platform
  • • Startups and growing businesses with limited CRM budgets
  • • Organizations seeking highly customizable CRM without vendor lock-in
  • • Businesses wanting transparent, per-user pricing with no surprise fees
  • • Teams valuing 24/7 support and responsive customer service
  • • Companies needing open source option with cloud SaaS flexibility
  • • Sales-driven organizations wanting AI-powered deal scoring and forecasting
  • • Distributed teams requiring mobile CRM access

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