VTiger CRM Server

Prices: From $590.00 Inc-Gst

1 Year Free Support

Extended Support Available

Call for more information

Ask a question On-Page here ->

VTiger CRM Application Server

Top Rated for Customer Experience

VTiger CRM receives the highest Net Promoter Score across all major CRM vendors.

Book a Free Trial Today

Unlock explosive growth

The easy to use and customizable CRM for your marketing, sales, and customer service teams.

Grow Sales, Improve Marketing ROI, and Provide Great Customer Service Vtiger CRM is used by teams of 1 to 500 people to provide thoughtful customer experiences in every interaction across the customer life cycle.

Keeping teams in-sync is hard

We know how hard it is to keep your marketing, sales and support teams organized, productive and in sync. Things can quickly get out of control.

Your data is all over the place

Customer data and interactions scattered across many apps can hinder your team’s ability to collaborate, craft engaging customer experiences and grow revenue.

One product. Many possibilities.

Vtiger is one, integrated product that helps companies deliver outstanding customer experiences by breaking barriers between marketing, sales, and support teams.

Everything you need to increase sales and manage your team

Find the best leads
Understand customers better
Boost team productivity
Forecast Accurately

An effortless way to craft delightful customer experiences.

Engage across multiple channels
Auto-assign tickets
Escalate important cases
Minimize turnaround times

With Vtiger, your team can work as one, just like it should have been all along.

Award winning customer service centred around enabling you to be successful.

Customizable at the click of a button to suit your needs and preferences.

Designed to ensure your team spends more time with customers and less on entering data.

Connect The Dots Across Your Entire Customer Journey.

Provide a seamless customer experience across marketing, sales, and customer support, that increases engagement, wins more deals, and fosters brand loyalty.

Everything you need to build a great customer experience.

Vtiger One equips your teams to make better decisions. Whether they work in the sales CRM, help desk, or marketing apps, Vtiger always surfaces relevant customer data from all apps to help them drive relationships and deals forward.

Sell smarter and faster with an intelligent sales CRM

Make more insightful sales decisions with a 360-degree historical view of every contact.

Increase sales wins with detailed sales deals, and automatic notifications.

Communicate through a call, email, or Tweet, and capture it all in Vtiger.

View pre-built insights, or build your own custom reports, charts, and forecasts.

Support efficiently across every channel with a multi-channel help desk

One support center for cases from email, phone, chat, social, and portals.

Make support more efficient, with self-service portals and a knowledge base.

Apply custom SLAs for any case condition, and automate escalations when at risk of violating.

See insights about team, process, and pipeline efficiency, or build custom reports.

Case Management in Vtiger CRM

Email Editor for Marketing Automation

Attract and engage customers more efficiently with marketing automation

Capture leads from email, web form, and other data sources

Segment leads using any data, and enrol them in bulk, drip, or auto responder campaigns.

Measure campaign performance and profitability.

Plus, powerful tools to manage projects and keep the rest of your business in sync

Task and Project Management Dashboard.

Manage any project.

Build projects related to customers, deals, or cases. Break them down into tasks and subtasks that are assignable to users. Track time spent working on subtasks, and automatically pull them into invoices for customer billing.

Simplify sale-to-close

Keep track of your inventory and services. Pull them into quotes and invoices to send to customers in just clicks. Then, sync these with Quickbooks, Xero, and other software to share a single view of their status with your accounting team.

Nurture More Leads From “Hello” To Win, Faster Than Ever

Vtiger helps you run a better sales process – with 360º lead histories and scoring, one-click engagement, on-record collaboration, everything-automation, and sales analytics.

Visualize your sales pipeline

Prioritize what deal to work on next, with a visualized view of all of your sales deals and essential information about them.

Accelerate deal nurturing

Accelerate every sales stage, with one-click actions that help you from placing your first call, to getting a quote approved.

Collaborate effortlessly

Harvest the collective knowledge of your team to help you close deals faster, with on-record messages and real-time notifications.

Automate next steps

Save time and focus on selling by automating follow up reminders, import emails, update deal records, and more.

Find your most valuable leads, with lead scores

Not all leads represent the same potential value. Lead scoring ranks your leads based on their profile characteristics and engagement, so that you can spend more of your time with the ones that are most likely to generate the highest value deals.

Find your deals at risk of attrition, with idle deal notifications

Get notified by a marker in the Kanban view, via pop-up notification, and via email, whenever a deal goes idle and is at risk of leaving you.

Find any deal with pipeline visualization, sorting and filtering

Visualize your open deals as summary cards laid out in a Kanban view of your sales stages or other important deal parameters. Then, sort and filter them to find the one you’re looking for.

See a complete history of each contact in one centralized place

Vtiger automatically logs emails, phone calls, notes, deals, and other records related to each contact, subsequently making research effortless, so that you can spend more of your time selling.

Schedule appointments effortlessly

Do away with the back-and-forth emails that usually accompany appointment scheduling. Just share a link to your appointment page to let your contacts choose a time from the free time on your calendar.

Reach out instantly, with one-click emailing and calling

Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from Vtiger’s document management system. Afterward, see a contact’s communication history right inside their record.

Share deal-related documents that you can collaborate on in the browser

Share marketing, sales and other documents with built-in collaboration tools that let you converse directly on documents with contacts. Any engagement with a document is tracked down to the second, per page. with those documents are tracked by person, to the second, on every page.

Build and send quotes, convert them to invoices, and request payments in just clicks

Create a quote in just a few clicks. If it has a discount that needs management approval, Vtiger automates the entire approval process down to just a few seconds. Once approved, send the quote to the customer. And if they accept the quote, convert it to an email-able invoice that’s synced with Quickbooks.

Analyse and improve your team and pipeline performance

Vtiger’s pre-built sales insights show you your team and pipeline’s performance in past periods. You can use that information to find and resolve causes of sluggish sales growth, and to coach employees on increasing sales.

Follow up at the right time with contact engagement notifications

Whenever you send an email, or share a document with a contact, you’ll get notified whenever they open your email, click a link, or read a document that you’ve shared with them. You can even see how much time they spent reading each page of a document you shared with them.

Collaborate with your team on the best way forward, with @mentions

Collaborate with other users on any contact, deal, or other record, with messages that alert them to review a conversation whenever they’ve been @mentioned.

Spend more time nurturing customers. Automate everything else.

Data capture

Always work with the most up-to-date, complete picture of every contact, with automatic email, phone call, chat, and other record capture.

Deal Assignment

Accelerate deals by getting them to the right team member instantly, automatically, as soon as it’s created – via round-robin, deal-load, or other rules.

Email messaging

Nurture contacts with the right message at the right time, with event-based, or time-based drip campaigns and auto responders email delivery.

Internal notifications

Get notified automatically whenever a contact or deal you follow is updated, or when certain conditions are met like high value deals reaching the closed state.

Reminders

Never let another conversation or deal slip through the cracks, with automatic reminders to follow up with idle deals, and manual ones on anything you want to follow up on.

Quote Approvals

Accelerate quote approvals with an automated process. Vtiger detects when an approval is required, notifies the right approvers for the scenario, and simplifies how they approve.

Scheduling

Eliminate the back and forth that come with scheduling meetings. Just share a link to your appointment page to let your contacts book the best time for them, on your calendar.

Record creation & updates

Save time by letting Vtiger automatically update contacts and deals whenever programmable by a rule.

Reporting & Insights

Vtiger can automatically build and deliver scheduled pre-built insights or custom reports to employees and managers via email.

Know Your Contacts Better

With an actionable 360-degree historical view into every engagement they’ve ever had with you.

Get up to speed in seconds

Vtiger shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them. And if you’ve attached a file, sent them a quote, or engaged with them in any other way, you’ll find it there too, so that you can learn about them faster and take action sooner.

Win Deals Faster

Your opportunity pipeline – now transparent and actionable

Know where to focus attention to win more deals, faster. Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates. There, you can also add notes, attach documents, and have collaborative conversations about how to win each opportunity. As opportunities progress, attach quotes and invoices, or once they’re won, create projects in one-click for post-sales teams to get up to speed and manage work quickly.

Visualize your opportunity pipeline on your dashboard in real time

From your dashboard see a real-time view of your opportunity pipeline with clickable stages that display a real-time list of opportunities in that stage.

Schedule Appointments Faster

Whether it’s a 1-on-1 with you, or just the first available time slot with someone on your team, your contacts can choose a convenient time from your calendar availability, and Vtiger will ask for information about the appointment, create a calendar event, send pre-event reminders, and log everything in the contact’s Vtiger record.

Book appointments in a single step

Booking appointments with a specific sales rep, or just any available member of your team, just got a lot easier. Just share your appointment page URL to let anyone choose an open time on your personal, or team’s calendar. Vtiger automatically creates the appointment, notifies, and reminds attendees.

Plan with pre-built forecasts

Always hit your sales targets, with forecasts that show you whether you’re on track to meet them, or how much of a gap you need to close through team motivation, training, or recruiting.

Forecast revenue, periods, months or years out

Vtiger’s forecasting tool pulls together all of a sales team’s opportunities, then automatically makes adjustments based on sales stage and probability of closing, and finally lays it out in a table that shows how much revenue you can expect in each future period

Automate Workflows

Automate your team’s repetitive tasks, enabling them to spend more time nurturing customers. From transforming emails into lead records, to creating follow up reminders after sales calls, to emailing you a deal update when an opportunity stage hits “won” – workflows make sure you don’t have to sweat the small, and maybe even some of the big stuff.

Automate repetitive tasks

Create if-then rules that automate repetitive but important tasks. These look for a trigger you define, such as an opportunity being idle for 48-hours, or an invoice being created, and once triggered, can send an email, create a task, update a record, or send an SMS message.

Send Beautiful Email Effortlessly

Engage your contacts with beautiful email that’s effortless to build, target and send. Every Vtiger subscription comes with up to 25,000 free emails a month.

Effortlessly build beautiful emails

Start from one of 70+ templates, or build one from scratch using the drag-and-drop email designer. Once your structure is in place, add and edit text, graphics, and colours, and your email is ready to target and send.

Sales Analytics & Insights

Keep your finger on the pulse of your sales organization with Vtiger’s sales insights. The insights dashboard highlights key organization, team, and pipeline stats like top performing team members, and the current value of open opportunities.

Dive deeper into your analysis, with pre-built pipeline, team, and activity analytics

Spot an interesting stat or trend in one analysis? Use the menu to reach seven related analyses uncovering how team activities, the structure of your pipeline, and deal flow contribute to it.

Build Reports From Any CRM Data

Use any data Vtiger to build reports, pivot tables, and charts on team, pipeline, product and other drivers of performance, then pin charts to your dashboard for frequent use, or export them to a CSV file for distribution amongst your team, or for further analysis.

Build reports from any data in Vtiger

Build tabular reports that pore over, filter on, and organize every piece of data in Vtiger, from a simple list of comments posted by sales reps in the first week of May, to a table of opportunities valued above $1,000 and organized by month.

Collaborate right inside records

Get help from other team members by @mentioning them in a note on a contact or opportunity. Or, if it’s their turn to take over, reassign any task, contact, or opportunity to them for a seamless handoff.

@mention co-workers to collaborate

Whether you need insight from an expert across the business, or just want to get some collaborative brainstorming going, get your colleagues’ attention by @mentioning them in a comment on a contact, opportunity, or other record.

Deeply integrated calendar events

See existing calendar events and tasks synchronized across any system you use, from Google Calendar to Outlook. Automate the creation of new tasks, like reminders to follow up on calls after they happen, and reach related CRM records in just clicks.

Create record-linked tasks and events

Whether working with leads, contacts, or opportunities, create tasks and calendar events that automatically link to the related record so that information is on-hand when it’s time to work on it again.

Breathe new life into sales and marketing documents

Centralize, share, collaborate on, track, and optimize marketing and sales documents. Additionally, integrate with Box, Dropbox, and Google Drive for more free space.

Store, search, and share your sales and marketing documents from right inside Vtiger

Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to Vtiger. From there, salespeople can search for them using any document metadata, or share them with customers in one click.

Vtiger Mobile Apps

For iPhone, iPad, and Android devices

See summaries of today’s calendar

See recent comments, notifications, and reminders
View, edit, or create most CRM records
Automatically log mobile calls in contact records (Android)
Get special mobile alerts
Photograph business cards to transform them into leads
Access records offline
And more.

Your customer support operations benefit from Vtiger Help Desk in 3 important ways

Resolve issues in ways your customers prefer

Let your team adopt a customer focused process: from self care and preferred engagement channels to meaningful response/resolution targets and customer voice.

Set your agents up for success

Offload your agents from the most dreaded task – data entry. Let them handle equitable loads with realistic targets. Give them a clear picture of what to focus on while giving them easy access to needed information including intelligent recommendations. Make it easy for knowledgeable members to lend a hand when needed.

Make it easy for support managers to be on top of things

Let support managers proactively address important issues that need attention and prevent escalations. Give them a clear idea of what and why so they can address systematic issues with process or personnel.

Connect The Dots Across Your Entire Customer Journey

Provide a seamless customer experience across marketing, sales, and customer support, that increases engagement, wins more deals, and fosters brand loyalty.

Everything you need to build a great customer experience

Sell smarter and faster with an intelligent sales CRM

Make more insightful sales decisions with a 360-degree historical view of every contact.

Increase sales wins with detailed sales deals, and automatic notifications.

Communicate through a call, email, or Tweet, and capture it all in Vtiger.

View pre-built insights, or build your own custom reports, charts, and forecasts.

Integrations

Gmail

View, edit, or create new contacts, leads, and related records from a sidebar in your Gmail inbox

Google

Sync contacts and calendar events between Google and Vtiger

Microsoft Outlook

Sync contacts, calendars, tasks, and emails between Outlook and Vtiger

Microsoft Exchange

Sync contacts, calendars, tasks, and email between Outlook and Vtiger

Office 365

Sync contacts, emails and calendars between Vtiger and Office 365

DocuSign

Sync quotes and invoices, automate signature request, track signature status, and link to relevant contacts.

Thunderbird

Sync contacts, emails, and create new leads and contacts in Vtiger.

MailChimp

Sync your lists between MailChimp and Vtiger.

QuickBooks

Sync your contacts, products and invoices between QuickBooks and Vtiger

Xero

Sync contacts, products, services, and invoices between Xero and Vtiger

Tally

Transfer ledgers, stock items and sales vouchers from Tally to Vtiger

Twilio

See notifications for incoming and outgoing calls, click to call from CRM records, log calls, hear call recordings, send SM

Plivo