Vtiger CRM

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This Vtiger CRM review will take you through its key features, integrations, pricing plans, and specifications. Read more to find out what Vtiger CRM has to offer.

What is Vtiger CRM?

Vtiger CRM is a software solution that allows organizations to organize their business operations by providing a bunch of powerful tools. The platform is ideally suited for small businesses and startups. 

The vendor has taken into consideration the feedback received from users to design a system that caters to their needs. The platform offers impressive email marketing, sales automation, inventory management solutions.

The solution has been used by users to enhance interactions with potential customers and turn them into paying customers. It is also an excellent software to collect contact information and use it to make informed business decisions. 

Vendor Details

Vtiger CRM Important Features

  • Contact management

With contact management, users get a 360-degree view of contacts stored in their database. Users can easily view and access information about each contact such as phone number, name, email address, account history, etc. 

  • Opportunity management

Opportunity management enables users to keep track of all their deals. They can view current status, cases in hand, past conversations, and scheduled meetings. 

  • Schedule appointments

Users have full control over how and when they schedule appointments. They can schedule appointments with just a few clicks and also share them with clients and prospects. 

  • Forecasts & quotas

Vtiger CRM enables users to plan their sales cycle, monitor team performance, and also manage targets by setting up quotas and forecasts. 

  • Quote management

With quote management, users can easily create quotes with all the important information such as prices, taxes, product details, discounts, terms, and more. They can use Vtiger’s pre-built templates and tailor them according to a client’s requirements. 

  • Customer journey view

This feature provides a comprehensive view of a customer’s journey map. It allows users to view different sales phases, interactions, queries, tasks, and transactions to ensure a simplified workflow. 

  • Email sequences

Email sequences allow users to improve their outbound sales campaigns by delivering pre-defined email sequences to customers. 

  • Reports

The tool allows users to use important data and generate reports to better view all customer-related activities. Filters can be used to analyze data at the microscopic level and also to keep a track of all key performance indicators. 

  • Sales dashboard

The visually appealing sales dashboards offer deeper insights into the performances of each sales member in real-time. Dashboards can be easily customized to display sales and performance metrics. 

Vtiger Features Overview

  • Unified deal view
  • Deal contract role
  • Document engagement
  • Quote discount approvals
  • Vtiger Calculus AI
  • Group mailboxes
  • Smart alerts
  • Reports
  • Sales dashboards
  • Vtiger Enrich
  • eSign integration
  • Automated chatbot

  • Case management
  • Workflow management
  • Self-service portal
  • Email marketing
  • Targeted campaigns
  • Performance insights
  • Real-time reporting
  • Team inbox
  • Calendar and tasks
  • Project management
  • Inventory control

Vtiger CRM Pricing

Sales plan


  • Price: $10 per month/user


Price: $20 per month/user


Price: $30 per month/user

Help Desk plan


Price: $10 per month/user


Price: $20 per month/user

All-in-one plan


Price: Free

One Professional

Price: $30 per month/user

One Enterprise

Price: $40 per month/user

Vtiger Pros and Cons

ToolsMetric’s Vtiger review highlights its pros and cons. With this information, readers can quickly look at the tool’s best features and areas requiring improvement. 

  • Excellent tracking and alert system to ensure users have complete control of their operations
  • Degree of customization available in reports
  • Ease-of-use
  • Creating custom dashboards is easy
  • Vtiger can easily be integrated with other third-party applications
  • Very easy tool to use for users who have very basic computer skills and knowledge
  • Importing and exporting data is smooth
  • Finding prospects from a large database

  • Users have complained that the tool tends to freeze at times
  • Very basic project management module
  • Admin panel requires some work
  • Document customization is not very easy 
  • Integration with Google Sheets
  • Requires system/cloud backup regularly

Vtiger Integrations

  • Zapier
  • Gmail
  • Microsoft Outlook
  • Microsoft Exchange
  • Office 365
  • DocuSign
  • Mailchimp
  • QuickBooks
  • Xero
  • Tally
  • Twilio

  • Plivo
  • Asterisk
  • Telzio
  • ViciDial
  • Exotel
  • TextAnywhere
  • SMS 99
  • India SMS
  • PayPal
  • Magento

Vtiger Specifications

Free Trial – Yes

Free Version – Yes


  • On-premise

Devices supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • In-person
  • Live online
  • Webinars
  • Documentation
  • Videos

Typical customers

  • Small-sized businesses
  • Medium-sized businesses

Vtiger pricing

The pricing listed below is for the all-in-one package. For more information, visit the vendor’s website. 

  • Pilot: Free
  • One Professional: $30 per month/user
  • One Enterprise: $40 per month/user

Languages supported

  • English

Vtiger support

  • Email
  • FAQs
  • Knowledge base
  • Phone support
  • 24/7 (live rep)
  • Chat

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Large Corporations
Medium Business
24/7 (Live Rep)
Knowledge Base
Phone support
Chat support
Email Marketing
Landing Pages
Marketing Automation
Workflow builder
9.1 Total Score

Add your review

Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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