Vtiger Quick FactsOur product rating: 4.1/5 Prices: Offers a free CRM plan for up to 15 users. Key Features:
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Vtiger is a powerful AI customer relationship management tool that helps businesses align their marketing, sales, and customer service teams with unified customer data. Their platform allows different departments to work collaboratively and create pipelines to funnel high-quality leads, sell quickly with lead routing and segmentation, and then provide exceptional ongoing support to customers.
Before committing to Vtiger, consider other AI-powered CRMs, such as Salesforce or Freshsales. If your company is looking for a simple provider with many sales, there are options like Pipedrive. Since many of these providers offer similar basic features but different specialties, it is worth comparing them and trying driving demos or free trials.
Prices
- A pilot: Free CRM plan with a maximum of 15 users and 3000 records. It is ideal for companies that are just beginning their journey in CRM.
- A growth: $12 per user, per month when billed annually and $15 per user, per month when billed monthly. This tier has a maximum user count of 15 and 100,000 registrations, multiple pipelines, billing, and more.
- A professional: $30 per user, per month when billed annually and $42 per user, per month when billed monthly for standard users. Additional fee of $20 per user, per month for single app users. Users at this tier get everything in One Growth and lead scoring, social ticketing, and sales insights.
- A company: $42 per user, per month when billed annually and $58 per user, per month when billed monthly for standard users. Additional fee of $30 per user, per month for single app users. This plan comes with everything in One Professional plus multiple currencies, work order management, automated time tracking, and more.
Vtiger Key Features
process designer
Vtiger's process designer automates actions within the team, and even between departments. Businesses can create new processes with simple drag and drop (Figure A). Create workflows, schedule time interactions, and submit them for approvals, all through the Business Process Design (BPA) tool. This tool does not require any coding or backend development, making it easy to use for any type of business.
Offer room
The Deal Room is a private digital synergy space offered by Vtiger where sales representatives can interact and track content with potential customers (Figure B). It is a dashboard where both prospects and representatives are seen together to collaborate and clearly understand next steps or due dates. It's also a way for representatives to quickly answer questions or respond to objections. Users can also see the stakeholders involved, which helps with visibility across the board to optimize deal management.
dating sites
Appointment pages allow companies to post sales rep calendars for prospects or customers to schedule appointments directly through Vtiger. The tool can display the representative's availability so customers can select a time and date that works for everyone (Figure C). The tool can also customize appointment pages, schedule email reminders, and more. This unique feature allows representatives to easily manage appointments with built-in automations.
AI Calculus
Vtiger Calculus is an artificial intelligence tool that takes information from the CRM to provide companies with the best advice for any customer service team. It uses NLQ to extract different information in everyday language, all of which drives faster business decisions. This feature is available as a plugin and works as a personalized chatbot, as a conversation analysis reporting tool, or to provide intelligent recommendations based on impactful predictions (Figure D).
Pros and cons of Vtiger
| Advantages | Cons |
|---|---|
| 15-day free trial. | Users report that the mobile app is basic with feature options. |
| Advanced custom reporting options user reports. | User reports on document customization difficulties. |
| Competitive pricing for premium plans and add-ons. | Occasional reports of lost integrations and sync settings. |
Alternatives to Vtiger
Vtiger is an all-in-one CRM tool that can support end-to-end business processes, from marketing to ongoing customer retention. It makes sense to compare it to a mix of vendors or popular free CRMs that offer scalability for SMBs looking for a CRM. Because of this, other vendors to consider alongside Vtiger are Salesforce, Pipedrive, and Freshsales.
If your company has the bandwidth to develop your own CRM with greater customization, there are also open source CRMs you can check out.
| Software | VTiger | Sales force | Pipedrive | fresh sales |
|---|---|---|---|---|
| Custom piping | Yeah | Yeah | Yeah | Yeah |
| Advanced reporting and analytics | Yeah | Yeah | Yeah | Yeah |
| AI-powered tools | Limited | Yeah | Limited | Yeah |
| Native and third-party integrations | Only the third party | Both | Only the third party | Both |
| Free CRM | Yeah | No | No | Yeah |
| Starting premium price | $12 per user per month | $25 per user per month | $14.90 per user per month | $9 per user per month |
Sales force
Salesforce is a cloud-based CRM platform that comes with a comprehensive set of tools that help businesses capture high-quality leads, foster relationships, and close deals. Both Vtiger and Salesforce offer an AI assistant that can do more than simply create marketing content, and both tools can provide valuable data insights and even recommend next steps.
However, compared to Vtiger, Salesforce does not offer a free lifetime version of its software, but it can provide opportunity scoring and territory management for any size business.
Go to our sales force review to learn more about their pricing, features, and more.
Pipedrive
Pipedrive is a popular CRM software that provides visual sales pipelines at a competitive price. Vtiger and Pipedrive feature advanced reporting and analytics that users can use to create custom reports and dashboards to track deals, customer activity, and more.
However, Pipedrive uniquely provides email software that can optimize a company's email marketing campaigns by offering email templates, segmentation, and tracking.
To learn more about this provider, read our pipedrive review.
fresh sales
Freshsales is a premier sales CRM provider that uses artificial intelligence to help users build pipelines, drive conversions, and boost productivity. Both Freshsales and Vtiger offer a free version of their CRM tool for small businesses or even startups to implement with basic features. However, compared to Vtiger, Freshsales offers a longer free trial and available integrations with other native products for marketing or customer service.
For more information, see our independent Fresh Sales Review.
Review methodology
I used an internal rubric with criteria and subcriteria for general CRM software offerings to review Vtiger. I researched Vtiger's top features, pricing plans, ease of use, and more compared to major CRM vendors and their standards. I relied on Vtiger's online resources as well as comments and reviews from real users.
The criteria I used to rate Vtiger were the following:
- Cost: It weighted 25% of the total score.
- Main features: It weighted 25% of the total score.
- Integrations: It weighted 15% of the total score.
- Customizations: It weighted 15% of the total score.
- Easy to use: It weighted 10% of the total score.
- Customer Support: It weighted 10% of the total score.
