Vtiger All-In-One CRM
CRM software
Help desk software
Insurance software
Insurance CRM software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$12 per user per month
Free TrialFree version
Small
Medium
Large
- Agriculture, fishing, and forestry
- Construction
- Professional services (engineering, legal, consulting, etc.)
What is Vtiger All-In-One CRM
Vtiger All-In-One CRM is a customer relationship management platform that combines sales CRM, marketing tools, and a built-in help desk in one system. It is used by small to mid-sized teams to manage leads and deals, run email campaigns, track customer interactions, and handle support tickets. The product emphasizes unified customer data across sales and support, with workflow automation and integrations to common business apps. It is offered as a cloud service and also has self-hosted options for some editions.
Sales and help desk unified
The platform includes both CRM and ticketing modules, which reduces the need to connect separate sales and support systems. Shared contact and account records help teams see deal history alongside support interactions. This can simplify handoffs between sales and service and reduce duplicate data entry.
Workflow automation and routing
Vtiger provides configurable workflows for tasks such as lead assignment, follow-ups, ticket routing, and status updates. Automation rules can standardize processes across teams and reduce manual steps. For organizations that need basic-to-moderate process automation without heavy customization, this can be a practical fit.
Deployment and integration flexibility
Vtiger supports cloud deployment and offers options that can be deployed in customer-controlled environments for certain use cases. It also integrates with common email, calendar, telephony, and collaboration tools, enabling activity capture and synchronization. This flexibility can help teams align the CRM with existing operational tooling.
Less depth for large enterprises
Compared with the most established enterprise CRM suites, Vtiger typically offers fewer advanced capabilities for complex global sales operations. Areas that can be limiting include very large-scale customization programs, extensive governance controls, and highly specialized enterprise add-ons. Organizations with complex multi-division requirements may outgrow the platform.
Insurance functionality not specialized
While it can be configured for insurance workflows (e.g., policyholder tracking, renewals, and claims-related cases), it is not a dedicated insurance core system. Insurance-specific data models, compliance tooling, and policy administration features generally require customization or third-party systems. Buyers expecting out-of-the-box insurance line-of-business depth should validate fit carefully.
UI and reporting can require tuning
Teams often need time to configure modules, fields, and dashboards to match their processes. Reporting and analytics are functional but may require additional setup to achieve executive-ready views across sales, marketing, and support. Organizations seeking highly guided, minimal-configuration onboarding may find the initial setup effort higher than expected.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| One Pilot (Free) | $0 per user (Forever Free) | Max users: 10; Max records: 3,000; 3 GB storage; Lead & Contact management, Mobile app, Email campaigns (1,000 emails/month), Projects (tasks & milestones), Help desk basics (email-to-case, SLAs), Actions, Business card scanner. |
| One Growth | $12 per user/month (billed annually) | Everything in One Pilot plus: Predictive & Generative AI, Natural Language Querying, AI Prompt Builder & Chatbot, Lead auto-assignment & routing, Email tracking, Multiple pipelines, Marketing: 5,000 emails/month (or 500/user). Max users: 15; Max records: 100,000. |
| One Professional (Standard) | $30 per user/month (billed annually) | Everything in One Growth plus: Sales forecasting & quotas, Lead scoring, Profile & engagement scoring, Marketing: 20,000 emails/month (or 2,000/user), Social ticketing, Round-robin/least-loaded ticket assignment, Live web chat, Advanced dashboards and reports. |
| One Professional (Single App) | $20 per user/month (billed annually) | Single-app access (one of Sales/Marketing/Help Desk/Projects/Inventory) with same Professional features limited to chosen app. |
| One Enterprise (Standard) | $42 per user/month (billed annually) | Everything in One Professional plus: Multi-currency, Contact engagement (Best Time to Contact), Internal ticketing, Work order management, Automated time tracking & billing, Project templates, advanced enterprise features. |
| One Enterprise (Single App) | $30 per user/month (billed annually) | Single-app access for Enterprise feature set. |
| One AI (Standard) | $50 per user/month (billed annually) | Everything in One Enterprise plus built-in AI: Predictive & Generative AI, Natural Language Querying, Voice Assistant integration, Chatbot, Prompt Builder, Query Analytics, Generative AI Designer. |
| One AI (Single App) | $38 per user/month (billed annually) | Single-app access for One AI feature set. |
Notes: Local taxes may be charged in addition to listed prices; Vtiger uses mixed-license model (Standard, Single App, Light Agent) and indicates at least one Standard user is required.
Seller details
Vtiger Systems India Private Limited
Bengaluru, India
2004
Private
https://www.vtiger.com/
https://x.com/vtiger
https://www.linkedin.com/company/vtiger/
