Vtiger

9.1
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CRM made easy

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Fragmented customer data leads to lost deals and churning customers.It is not your team, it is the disconnected tools they use.Vtiger brings all your teams on the same page at every step in the customer journey.

Marketing

Build your pipeline

Manage marketing activities across all channels to attract ideal customers. With One View you get marketing and sales aligned on a common view of the customer. Maximize ROI on your lead generation campaigns. Leverage powerful social and email marketing capabilities to engage prospects.

Sales CRM

Sell faster

Deliver an outstanding sales experience for your potential customers with advanced lead routing, segmentation, and integrations with tools your sales teams already use. Build playbooks and track progress along the entire timeline with advanced automation and artificial intelligence driven insights.

Work from where you are

Manage your work on the go with our mobile applications for both Android and iOS

navigate arrow

Navigate to meetings

View meeting details and get navigation details from within the app.

mic

Take voice notes

Record calls and take notes for review and action at a later time.

contact icon

Scan business cards

Save time by quickly scanning business cards to capture information directly.

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A recognized leader and top-rated CRM for years

Vtiger is named in the Gartner Magic Quadrant for Sales Force Automation for the third time in a row

More about Vtiger

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Open Source - it's in our core

Vtiger is built around a Open Source core. We remain committed to growing and nurturing the community

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We have many friends

We consider our partners to be friends. They are always around to help you and us achieve our goals

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Our clients love us

We have been consistently received top ratings on G2 Crowd and Capterra. We are also on the Gartner MQ for SFA.

Features for every business needs

Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.

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Sales Automation

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Leads and Contacts

Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.

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Playbooks

Each playbook consists of a sequence of tasks that sales reps must complete in each sales stage. Add tasks to each deal stage and monitor the progress of a deal

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Sales Funnels

Acquire leads and build lasting relationships. Use landing pages, web forms, email campaigns, and personalized sequences to generate and nurture leads.

Sales Enablement

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Documents

Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.

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Templates

A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails. Print templates make the documents customizable and print easily.

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Appointment Pages

Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.

Pipeline Management

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Deals

Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.

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Forecast & Quota

Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it’s a great way to stay on the top of your sales game.

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Deal Room

A customer-facing microsite to capture buyers’ journeys and optimize the sales process.

Sales Engagement

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Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.

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Quotes (CPQ)

Create quotes – put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.

Analytics & Intelligence

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Calculus AI

Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!

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Performance Insights

Check out the insights dashboard to get to know team and pipeline statistics. Motivate top-performing agents and visualize the health of the sales pipeline through accurate charts and tables.

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Reports

Build comprehensive reports from real-time data to learn about products, sales targets, team performance, and opportunities. Export reports or charts quickly, and schedule automated periodic reports to save time.

Communication & Collaboration

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Internal Collaboration

Team members can communicate and collaborate internally to provide better quality service to customers.

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Performance Insights

Manage your calendar efficiently, schedule appointments, and tasks in just a few clicks. Users can create record-linked tasks and receive pop-up notifications as reminders for important events.

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Documents

Centralize all vital sales and marketing documents to ensure that team members can access them. Check out your contact’s document engagement to guide the next sales conversation and deliver better service.

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Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.

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Actions - Alerts & Reminders

Vtiger Actions page works as your assistant by bringing all the notifications, alerts and reminders in one place to take actions at the right time.

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Video conferencing integration

Integrate Google Meet, Zoom Meet, Microsoft Teams, and Webex with Vtiger CRM for effective customer conversations.

Helpdesk Automation

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Cases

Managers can prioritize cases automatically and guarantee customer support in compliance with service-level agreements.

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SLAs

Use SLAs to set targets for responding and resolving customer issues within a specified time.

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Customer Portal

Users can easily view or submit issues, check out frequently asked questions, and view pending status updates on the navigable self-service portal.

Marketing Automation

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Email Campaigns

Personalized email templates can help you target the right audience. Engage with customers by sending triggered sequential emails and get email insights through detailed analytics.

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Webforms

Add new visitors as leads when they fill up your customized web form. Embed webforms on your website for better lead scoring and nurturing.

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Social Module

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

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Landing Pages

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

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SMS Campaigns

Send SMSes from Vtiger CRM to your prospects and clients with preloaded SMS gateways such as TextAnywhere, SMS99, Solutions Infini, etc., to enhance your sales, marketing and support efforts.

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Email Templates

A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails.

Productivity

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Projects

Create and manage projects by assigning tasks, allotting time-based milestones and due dates. Monitor progress through Gantt charts and share the live customer portal’s status to communicate about clients’ progress.

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Tasks

Assign tasks to the users or groups and track status, progress, and duration to get work done much faster, which should be accomplished within a defined deadline.

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Inventory

Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control. Build price books based on customer segments and track online payments for streamlined operations.

Administration

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User Management

Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.

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Approvals

Approvals in Vtiger CRM allows you to create and automate the business processes by simplifying the required clearances from the administrators or process owners.

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Workflows

Helps you streamline your business by automating frequent or repetitive tasks & common operations with a one-time setup.

Tools

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Import & Export

Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.

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Print and Email Templates

Approvals in Vtiger CRM allows you to create and automate the business processes by simplifying the required clearances from the administrators or process owners.

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Customization

Modify the label names, company’s logo, custom views, taxes, currencies, and so much more according to your and your business’s interests.

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