Vtiger CRM features: tier-by-tier list (2026)
All-in-one CRM with sales, marketing, and service. Single-app users get a discount, and AI tier is a meaningful jump above Enterprise.
Core capabilities (33)
Sales Automation
Leads and Contacts Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.
Source · core automation
Sales Enablement
Documents Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.
Source · core
Sales Engagement
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.
Source · core
Learning (LMS)
LMS Portal Vtiger Learning Management System (LMS) feature enables organizations to easily create and publish learning courses both internally and externally.
Source · core
Vtiger CRM helps businesses streamline their operations and
Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.
Source · core
Get a complete view of all your customers
Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.
Source · core
Each playbook consists of a sequence of tasks
Each playbook consists of a sequence of tasks that sales reps must complete in each sales stage.
Source · core
Acquire leads and build lasting relationships
Acquire leads and build lasting relationships. Use landing pages, web forms, email campaigns, and personalized sequences to generate and nurture leads.
Source · core
Use the Process Designer to design, automate, implement
Use the Process Designer to design, automate, implement, manage, monitor, and optimize your business processes.
Source · core
Sales representatives can check out the statistics for
Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.
Source · core
A wide collection of preloaded email templates in
A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails.
Source · core
Plan your sales cycle, manage targets, and monitor
Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas.
Source · core
A customer-facing microsite to capture buyers’ journeys and
A customer-facing microsite to capture buyers’ journeys and optimize the sales process.
Source · core
Enhance teamwork through a shared inbox that can
Enhance teamwork through a shared inbox that can be accessed by all sales representatives.
Source · core
Create quotes - put in all essential information
Create quotes - put in all essential information such as product details, prices, taxes, terms, and discounts.
Source · core
Team members can communicate and collaborate internally to
Team members can communicate and collaborate internally to provide better quality service to customers.
Source · core
Centralize all vital sales and marketing documents to
Centralize all vital sales and marketing documents to ensure that team members can access them.
Source · core
Vtiger Actions page works as your assistant by
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.
Source · core
Integrate Google Meet, Zoom Meet, Microsoft Teams, and
Integrate Google Meet, Zoom Meet, Microsoft Teams, and Webex with Vtiger CRM for effective customer conversations.
Source · core
Use SLAs to set targets for responding and
Use SLAs to set targets for responding and resolving customer issues within a specified time.
Source · core
Users can easily view or submit issues, check
Users can easily view or submit issues, check out frequently asked questions, and view pending status updates on the navigable self-service portal.
Source · core
Gain access to a comprehensive knowledge base that
Gain access to a comprehensive knowledge base that helps provide quick solutions to common customer problems.
Source · core
Mailroom automates actions on your incoming emails by
Mailroom automates actions on your incoming emails by creating automated tickets, deals, and tasks.
Source · core
Create custom chat experiences that guide visitors through
Create custom chat experiences that guide visitors through options like Sales or Support, with tailored follow-ups.
Source · core
Monitor and engage your customers on social media
Monitor and engage your customers on social media platforms (Google My Business, Facebook, Twitter and Instagram) via the Vtiger CRM.
Source · core
Create, edit and publish specific yet responsive web
Create, edit and publish specific yet responsive web pages with CTAs easily using a simple Drag and Drop action.
Source · core
Send SMSes from Vtiger CRM to your prospects
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.
Source · core
Secure, reliable URL shortener with inbuilt UTM code builder
Secure, reliable URL shortener with inbuilt UTM code builder. Cut down the length of website links by reducing unwanted parameters.
Source · core
Create and manage projects by assigning tasks, allotting
Create and manage projects by assigning tasks, allotting time-based milestones and due dates.
Source · core
Create and manage work orders and add service
Create and manage work orders and add service appointments as per customers' requests.
Source · core
Customize your CRM edition with additional features
Are feature limits holding you back? Use Vtiger Booster Packs add-ons and increase the limits of specific features without upgrading the plan. Pick what feature you want. Pay for the feature you use.
Source · core
Use Standard licenses only where full cross-app access
Use Standard licenses only where full cross-app access is needed and assign Single App licenses to role-specific users to optimize spend.
Source · core
Join us to launch your CRM in just one week
Join us to launch your CRM in just one week. With our expertise and Vtiger's easy setup, we'll quickly connect you to your prospects.
Source · core
AI features (9)
Artificial Intelligence (AI)
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!
Source · ai
Calculus, an AI-based feature, predicts and recommends the
Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis.
Source · ai
Empower your Sales, Marketing, and Help desk teams
Empower your Sales, Marketing, and Help desk teams with an AI assistant tailored to perform various tasks.
Source · ai
Analyze queries, improve responses, and generate insights to
Analyze queries, improve responses, and generate insights to improve a bot’s performance.
Source · ai
Analyzes historical CRM data to identify patterns, forecast
Analyzes historical CRM data to identify patterns, forecast outcomes, and help drive strategic planning and rapid growth.
Source · ai
Create AI agents to automate tasks, offer real-time
Create AI agents to automate tasks, offer real-time support, and improve user and customer experiences.
Source · ai real-time
Calculate Your Price
Select your plan and adjust users to see your exact cost ONE GROWTH ONE PROFESSIONAL ONE ENTERPRISE ONE AI Yearly Save upto 34% Monthly Standard Users Full access to all business functions across all five Vtiger apps. − + Single App Users Read/Write access to
Source · ai
Powered by AI A complete CRM that gets
Powered by AI A complete CRM that gets all your teams on the same page with Customer One View.
Source · ai
Powered by AI Enterprise-grade CRM with predictive and
Powered by AI Enterprise-grade CRM with predictive and generative AI features for maximizing AI potential
Source · ai
Integrations (1)
Add new visitors as leads when they fill
Add new visitors as leads when they fill up your customized web form. Embed webforms on your website for better lead scoring and nurturing.
Source · integrations
Automation and workflows (2)
Communication & Collaboration
Internal Collaboration Team members can communicate and collaborate internally to provide better quality service to customers. Learn More Calendar and Events Manage your calendar efficiently, schedule appointments, and tasks in just a few clicks.
Source · automation
Take control of scheduling your appointments
Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.
Source · automation
Collaboration (1)
Productivity
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.
Source · collab
Reporting and analytics (10)
Pipeline Management
Deals Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.
Source · reporting
Analytics & Intelligence
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.
Source · reporting dashboard
Marketing Automation
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.
Source · reporting automation
Keep track of where your deals stand with
Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.
Source · reporting
Check out the insights dashboard to get to
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.
Source · reporting dashboard
Build comprehensive reports from real-time data to learn
Build comprehensive reports from real-time data to learn about products, sales targets, team performance, and opportunities.
Source · reporting real-time
Analyze the performance of each sales member by
Analyze the performance of each sales member by getting a real-time view of ongoing activities.
Source · reporting real-time
Personalized email templates can help you target the
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.
Source · reporting
Assign tasks to the users or groups and
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.
Source · reporting
Manage vendors, track stock levels, build quotes, and
Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control.
Source · reporting
Security and compliance (1)
Helpdesk Automation
Cases Managers can prioritize cases automatically and guarantee customer support in compliance with service-level agreements. Learn More SLAs Use SLAs to set targets for responding and resolving customer issues within a specified time.
Source · security automation
Mobile (1)
Access CRM data on the move with mobile
Access CRM data on the move with mobile applications for iPhone, iPad, and Android device users.
Source · mobile
See Vtiger CRM pricing in detail
This page lists what Vtiger CRM does. For per-seat math, tier comparison, and the full hidden-fee list, see the Vtiger CRM pricing breakdown.
Closest alternatives
Other crm suite tools buyers shortlist when they evaluate Vtiger CRM.
Sources
Features evolve. Confirm directly with the vendor before purchase decisions. This list was last refreshed on 2026-05-27.
Frequently asked questions
What features does Vtiger CRM include?
This page tracks 58 verified Vtiger CRM features across 8 categories, sourced from Vtiger CRM's official site.
Which tier do I need for Vtiger CRM?
Vtiger CRM's feature availability varies by plan. Compare the public Vtiger CRM tiers, calculator, and hidden fees on the Vtiger CRM pricing page.
How does Vtiger CRM compare on features to alternatives?
Buyers commonly compare Vtiger CRM against Zoho CRM, HubSpot, Bitrix24. Each alternative's feature page is linked below where we cover it.