Vtiger CRM is a CRM for small and mid-sized businesses with sales, marketing, help desk, project and inventory apps, a free plan and per-user editions.
Vtiger CRM keeps a business's leads, deals, campaigns, support cases, projects and orders on one shared customer record. Vtiger, a software company based in Bangalore, India, builds it. It runs as a cloud service, with mobile apps for iPhone, iPad and Android. Every edition carries the same five apps, so a team grows by moving up an edition rather than adding products. The Sales app tracks leads, contacts and organizations, with deals on a Kanban board, multiple pipelines, deal playbooks, lead scoring and sales forecasting. Marketing covers email campaigns, sequences, web-to-lead forms and landing pages, while Appointment Pages let prospects book time on a published calendar. Help Desk turns email into cases with SLAs, live chat and a customer portal, and Projects adds milestones, Gantt charts and Kanban boards. Inventory handles quotes, sales orders, invoices, vendors and purchase orders. Workflows and the Process Designer automate approvals, and Calculus AI brings predictive and generative AI with natural language querying. Its natural home is a small or mid-sized company where sales, marketing and support staff need the same picture of each customer. Newcomers to CRM often begin on One Pilot, the no-cost edition, then step up to One Growth, One Professional, One Enterprise or One AI. Each paid edition charges per user, with annual billing cheaper than monthly, and opens with a trial that asks for no card. Businesses can mix full Standard users with Single App users, who work in one app and only view the others. Sales reps open a contact in One View before a call and see its deals, cases, quotes and documents together. Two-way sync with Gmail and Office 365 files customer email against the right record, and Google Calendar sync keeps meetings aligned. In the field, the mobile app scans business cards into new contacts and records voice notes. Developers reach the same records through the REST API, webhooks and the API Designer when an in-house system needs them. Support agents then answer each case with the customer's open deals and invoices in view.
Pricing
View plans-
One Pilot
Free
- Free forever in both billing states; up to 10 users, 3000 records and 3 GB of storage
- 1000 campaign emails a month
- Leads, contacts and organizations with One View and duplicate prevention
- Deal Kanban view, custom sales stages and idle deal alerts
- Web-to-lead forms, landing pages, workflows, email sequences and Appointment Pages
- Help desk with email to case and SLAs; tasks, milestones, Gantt and Kanban boards
- Mobile app with business card scanner and voice notes
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One Growth
$15 per month
$12 a Standard User a month billed annually; $15 billed monthly; USD
- Up to 15 users and 100,000 records; no Single App User licence on this edition
- One Standard User is the minimum on every paid edition; 15-day trial with no credit card
- Predictive AI, generative AI, natural language querying, AI prompt builder and AI chatbot
- Lead auto-assignment and routing, multiple pipelines and deal playbooks
- Campaigns with 5000 emails a month or 500 per user
- Customizable dashboards, scheduled reports, invoicing, sales orders and customer portal
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One Professional
$42 per month
$30 a Standard User a month billed annually; $42 billed monthly; USD
- Single App User $20 a month billed annually or $28 billed monthly
- Lead scoring, sales forecasting and sales quotas start on this edition
- Campaigns with 20,000 emails a month or 2000 per user
- Round robin and least loaded ticket assignment, live web chat
- Vendors, purchase orders, subscriptions and assets
- Process Designer with workflows, approvals and flowcharts
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One Enterprise
$58 per month
$42 a Standard User a month billed annually; $58 billed monthly; USD
- Single App User $30 a month billed annually or $42 billed monthly
- Best time to contact and multi currencies
- Internal ticketing and work order management
- Automated time tracking and billing, project templates
Features
- Included: Visual sales pipeline
- Included: Contact and company records
- Included: Two-way email sync with Gmail and Outlook
- Included: Calendar sync and booking links
- Included: Activity and task logging
- Included: CRM workflow automation
- Included: Custom fields and objects
- Included: Lead capture web forms
- Included: Weighted pipeline forecast
- Included: Custom reports and dashboards
- Included: Quotes generated from a deal
- Not included: Territory assignment rules
- Included: Duplicate detection and merge
- Included: Native mobile CRM app
- Included: Role-based record permissions
- Included: CRM REST API and webhooks
- Included: Free CRM plan
- Included: AI-generated record summaries
Additional Features
- One View unified customer record
- Deal Kanban view with custom sales stages
- Multiple pipelines and deal playbooks
- Idle deal alerts
- Lead scoring and engagement scoring
- Sales forecasting and sales quotas
- Email campaigns, autoresponders and scheduled campaigns
- Email sequences
Best for
- Small and mid-sized businesses running sales, marketing and support from one customer record
- Teams of up to 10 users starting on a no-cost CRM plan
- Companies whose support agents need deal and invoice history beside each ticket
- Businesses that sell products and track quotes, orders, invoices and purchase orders
- Service firms that bill for time and manage work orders
- Companies mixing full users with role-specific Single App users to control seat costs
- Teams that want predictive and generative AI inside the CRM rather than a separate tool
Use cases
- Moving deals between stages on a Kanban board
- Capturing website leads through web-to-lead forms
- Running email campaigns and follow-up sequences to leads
- Letting prospects book meetings on a published calendar
- Answering support cases against SLAs with a customer portal
- Planning client projects with milestones and Gantt charts
- Producing quotes and invoices from a deal
- Ordering stock from vendors with purchase orders
- Setting sales quotas and reviewing quarterly forecasts
- Routing discount and invoice approvals through the Process Designer
- Scanning business cards into the CRM from a phone
- Billing clients for tracked time
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