AI TOOL PROFILE
Vtiger All-in-One CRM
Pricing
Pricing starts at $12 per user per month, with annual billing offering up to 34% savings. A free 'One Pilot' plan is available for up to 10 users with a 3,000 record limit.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Sales Teams, Startups
- Key use cases
- Sales Pipeline Management, Marketing Campaign Automation, Customer Support Ticketing, Inventory and Invoicing, Project Tracking
- Integrations
- Google Workspace, Microsoft Teams, Microsoft Outlook, Zapier, Mailchimp
- Official website
- Visit vtiger all in one crm official website
How AI is used
Vtiger is a platform designed to align marketing, sales, and support teams. It uses a feature called One View to provide a 360-degree perspective of customer interactions, which may help teams reduce information silos.
The software supports a range of business sizes, from startups to enterprise companies. It includes integrated apps for sales automation, marketing campaigns, help desk ticketing, project tracking, and inventory management.
Buyers can use AI tools, such as Calculus AI and a Generative AI Designer, for data insights and to automate routine tasks. The platform also offers mobile apps for Android and iOS to help users manage contacts and record voice notes in the field.
Buyers should confirm whether they require full cross-app access for all users or if a mix of standard and single-app licenses fits their operational needs.
Key Features
One View
Provides a unified 360-degree view of customer data across sales, marketing, and support.
Integrated App Suite
Includes Sales, Marketing, Help Desk, Projects, and Inventory tools within one platform.
AI Toolset
Includes Calculus AI, Agent Builder, and Predictive AI Designer for data insights and automation.
CPQ (Configure, Price, Quote)
Supports the generation of professional quotes with dynamic pricing and product configuration.
Mobile App
Supports business card scanning, meeting detail viewing, and voice note recording on iOS and Android.
Compliance
Designed to comply with GDPR and ISO security standards.
Use Cases
Sales Pipeline Management
Supports tracking leads, managing deals through custom stages, and using playbooks to guide the sales process.
Marketing Campaign Automation
Helps teams segment audiences and manage email and social marketing campaigns.
Customer Support Ticketing
Supports managing cases, tracking SLAs, and providing service via a customer portal.
Inventory and Invoicing
Supports managing stock, creating invoices, and tracking purchase orders.
Project Tracking
Helps teams organize tasks and milestones using Gantt views and Kanban boards.
Integrations
- Google Workspace
- Microsoft Teams
- Microsoft Outlook
- Zapier
- Mailchimp
- QuickBooks
- Xero
- DocuSign
- PayPal
- Stripe
- Dropbox
- Google Drive
- Zoom
FAQ
What is the difference between Standard and Single App users in Vtiger?
- Standard users have full access to all five apps (Sales, Marketing, Help Desk, Projects, and Inventory), while Single App users have full access to only one app and read-only access to the others.
Does Vtiger have a free version?
- Yes, the One Pilot plan is free for up to 10 users and supports up to 3,000 records.
Can I try Vtiger before paying?
- Yes, Vtiger offers a 15-day free trial that does not require a credit card.
What other business tools does Vtiger integrate with?
- It integrates with over 500 apps, including Google Workspace, Microsoft Teams, Zapier, QuickBooks, and Mailchimp.
Source category: Sales
Source subcategory: CRM
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