This document lists Vtiger's sales, marketing, and customer service automation software products in 2014. Since then Vtiger's set of products, features, and user experience have vastly improved. Current Vtiger editions and features can be found at https://www.vtiger.com/

1. Vtiger CRM
Close more deals faster and retain customers longer using the CRM
platform that grows with your business
!
The pace of business has never been more feverish, and today’s sales people are left with more interactions to track, and
leads and deals to nurture than ever before. Their strengths are most visible when they’re in front of customers, building
the relationships and driving the deals that make business possible, but they spend hours each week on administrative
tasks in support of each interaction - updating records, researching leads and customers, taking notes, and organizing
information in various systems. These administrative demands are repeated across the business - from customer support
organizations that want to focus on solving cases, but who often find themselves searching through disorganized
communications and documents and manually sending email status updates, to marketing and management teams, who
want to analyze customers and trends to build and optimize marketing and the business at large, but who instead spend
considerable time simply seeking, aggregating, and filtering the right data from various systems, if it exists at all.
Vtiger CRM was developed with these challenges in mind – to give your sales people more high quality face time, to make
support interactions more efficient and customer focused, to improve the targeting, reach and measurability of marketing
campaigns, and to improve availability of critical business information to management. It all starts with a 360-degree
historical view of each of your business’s contacts, which lets you identify where each lead or contact came from and is in
your sales cycle. You can append notes, associated deals, and other documents to their records, and can use Vtiger’s
integrated email and phone tools to communicate directly and track those communications. When you need information,
Vtiger’s report builder lets you search and filter on any data, so that you can see how each process, employee, customer, or
deal is faring.
!
Because Vtiger CRM is delivered online through a browser, any of your employees can be given instant, secure access to
your contacts, deals and associated information. They can see that information from anywhere, on any device, at any
time. With added tools like bulk email marketing, project management, and integration with phone systems for call
logging, Vtiger gives your company the tools it needs to stay ahead of today’s business challenges.
| Solution Brief - Vtiger CRM1

2. Sales Benefits
• Rapidly access 360-degree histories of contacts
and associated notes, emails, and deals
• Set reminders for calendar events and tasks, and
associate them with contact and deal records
• Build, automate, and optimize an end-to-end
sales process
• Integrate with Google, Twilio, QuickBooks, and
more
• Report on your sales pipeline, teams, and trends
Marketing Benefits
• Track all lead and customer information and
engagements as they interact
• Segment customers to create highly targeted
bulk email campaigns
• Automatically capture leads using web-to-lead
capture forms
• Build reports aggregating and segmenting any
data in Vtiger, from campaign performance to
deal size and beyond
Support Benefits
• Quickly create case tickets from emails or
customer self-service portals
• Instantly access all pertinent customer purchase,
communication, deal, and engagement histories
• Set up automated emails to notify team
members and customers of changes to cases
• Integrate with Twilio, and other phone systems
for click-to-call and call logging
• Report on support organization performance,
case statuses, and other support data
| Solution Brief - Vtiger CRM2

3. Product Features List
!
Features Sales Edition Support Edition Ultimate Edition
Billed Monthly Monthly Monthly
Price (User / Month) $12 $12 $29
Max Number of Users Unlimited Unlimited Unlimited
Storage (Per Organization) 5 GB 5 GB 10 GB
Support (Phone, Email, Chat) Free Free Free
Automatic Backups Free Free Free
Automatic Bi-Monthly Updates Free Free Free
Contact Management
Contacts
Organizations
Documents
My Calendar
Shared Calendars
Email Inbox (Mail Manager)
Related Emails
Related Comments
Tagging & Tag Cloud
Change History (global & record level)
Sales Process Management
Leads
Campaigns
Web-to-Lead Form
Round-Robin Assignment
Opportunities
Quotes
Invoices
Features
| Solution Brief - Vtiger CRM3

4. Tax Configuration
Multiple Currencies
Support Management
Tickets
Knowledge Base
Email to Ticket
Assets
Service Contracts
Customer Portal
Inventory Management
Products
Services
Pricebooks
Vendors
Purchase Orders
Sales Orders
Users & Access Control
Maximum Users Unlimited Unlimited Unlimited
Organization Hierarchy (Roles)
Field Level Access Control (Profiles)
User Groups
Global Sharing Rules
Reporting
Out-of-Box Reports & Charts
Custom Tabular Reports Unlimited Unlimited Unlimited
Custom Pivot Reports 10 10 Unlimited
Custom Charts 10 10 Unlimited
Custom Scheduled Reports 10 10 Unlimited
Sales Edition Support Edition Ultimate EditionFeatures
| Solution Brief - Vtiger CRM4

5. Team Collaboration
Projects
Google Drive Integration
Dropbox Integration
Document Upload - Max File Size 25 MB 25 MB 50 MB
Import Records via CSV - Max File Size 10 MB 10 MB 10 MB
Email Campaigns & Tracking
Email Templates
Subscriber List
List Segmentation
Regular Email Campaigns
Tracking Opens, Clicks, Bounces
Unsubscribe from Specific Lists
Email Opt Out
Scheduled Campaigns
Auto-Responders
Free Email Credits 10,000 Emails / Month 10,000 Emails / Month 25,000 Emails / Month
Integration
Outlook Contacts, Calendar, Email
Google Contacts, Calendar
Dropbox
Google Drive
Payment Systems
Shopping Carts
Quickbooks Sync
Tally
Exchange Connector $$ $$ $$
Number of Extensions 6 6 Unlimited
Sales Edition Support Edition Ultimate EditionFeatures
| Solution Brief - Vtiger CRM5

6. Customization
Custom Fields
Print Templates
Logo
Customize Record Numbering
Multiple Currencies
Terms & Conditions (Quotes/Invoices)
Workflows 25 25 Unlimited
Scheduled Workflows 5 5 Unlimited
Telephony Integration
Plivo
Twilio
Asterisk
Click-to-Dial
Incoming Call Contact Popup
Call Audio Recording
Additional Items
Multiple Themes
Sales Edition Support Edition Ultimate EditionFeatures
| Solution Brief - Vtiger CRM6

7. !Vtiger cannot guarantee the accuracy of this document. The information contained herein should be considered solely as the opinion of Vtiger held at the time of the
document’s creation.
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
! ! !!
US Headquarters!
333 Cobalt Way, Suite 101!
Sunnyvale, CA 94085!
1-877-784-9277
India Headquarters!
No. 95, 1st Floor, 12th Main!
3rd Block, Rajajinagar!
Bangalore - 560 010!
+91 9243602352
© Copyright 2014. Vtiger and the Vtiger logo are registered trademarks of Vtiger Inc. Vtiger owns other registered and unregistered trademarks. Other
names used herein may be trademarks of their respective owners.
| Solution Brief - Vtiger CRM7