Vtiger CRM Open Source is a self-hosted customer relationship management platform that helps businesses manage sales, marketing, and customer support in one system. It includes core features like lead and contact management, sales pipeline tracking, helpdesk ticketing, inventory, reporting, and workflow automation, with full access to customize the source code.
The following features include but are not limited to:
- Customer Lifecycle Management
Purpose: Manage relationships from lead to loyal customer
- Lead capture & tracking
- Contact centralization
- Opportunity/pipeline oversight
- Customer interaction history
- Audience segmentation tools
- Sales forecasting & quotas
- Sales & Revenue Operations
Purpose: Drive deals, pricing, and revenue
- Configure-Price-Quote (CPQ)
- Deals & playbooks
- Orders & price books
- Quotes & invoices
- Product/stock management
- Revenue performance insights
- Marketing & Outreach
Purpose: Attract, engage, convert audiences
- Email campaigns
- SMS outreach campaigns
- Webforms & landing pages
- Social media engagement
- Bulk messaging automation
- Support & Service Excellence
Purpose: Deliver help and build loyalty
- Ticket/helpdesk system
- Self-service customer portal
- SLAs & case prioritization
- Live chat integration
- Knowledge base access
- Insights & Decision Tools
Purpose: Analyze performance and trends
- Dashboards & charts
- Custom reports exportable
- Performance insights
- Collaboration & Productivity
Purpose: Team efficiency and workflow
- Calendar & shared events
- Document management
- Project & task tracking
- Workflow automation
- Internal collaboration tools
- Mobility & Integrations
Purpose: Work anywhere with connected systems
- Mobile CRM app
- Voice notes & QR scanning
- Third-party app integrations