# Vtiger CRM — CRM

Vtiger CRM by Vtiger holds a panel rating of 2.5/5 from 6 AI judges (category median 2/5), as of 2026-10-15. Provenance: provenance unknown; sovereignty: not determined.

- Vendor: Vtiger (https://www.vtiger.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/vtiger-crm
- Alternatives: https://whats-best.ai/software/crm/vtiger-crm/alternatives ([markdown](https://whats-best.ai/software/crm/vtiger-crm/alternatives.md))
- Data as of: 2026-10-21 · evaluated 2026-10-15 · oldest source captured 2026-10-13

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Vtiger
- Headquarters: Not stated on the vendor’s pages as of 13 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 13 Oct 2026
- Free plan: Yes, per the vendor’s own page [S1]

## The panel's verdict

Vtiger CRM scores highest where it enforces process: sales pipeline is the top criterion at 6-7, with playbooks that auto-create tasks when a deal enters a stage and advance the deal when tasks complete, on a forecast-and-quota hierarchy with monthly or quarterly periods and Quota, Closed Won, Gap and Pipeline metrics. Automation scores 6-7 behind a graphical Process Designer with trigger conditions, entry criteria, custom functions and task dependencies with time lag, and integrations hold at 6 on more than 500 apps plus a Zapier connector to 5000+ apps. Sovereignty is the weak point at 0-1: no sovereignty attributes are on record, and we found no public information on hosting region, the processing entity, a data processing agreement or a subprocessor list. Contact management sits at 4-5 and data portability at 4-6, with free migration in and an open-source core as an exit path. Pricing transparency scores 1-3 — a Free Edition, a 15-day trial with no credit card and 'flexible editions with mixed pricing', no per-seat figures — and persona-weighted verdicts run from 3.5 (data protection officer) to 6.1 (sales operations lead).

**Speaks for it:**
- Playbooks auto-create tasks when a deal enters a stage and advance the deal automatically when the tasks complete.
- Forecasting carries a quota hierarchy with per-member sales goals, monthly or quarterly periods, and CSV export of forecasts and related deals.
- A graphical Process Designer builds workflows with trigger conditions, entry criteria, actions and custom functions, plus approval automation for quote discounts.
- The integrations directory lists more than 500 apps — QuickBooks, Xero, Sage, Stripe, PayPal, telephony with call recordings — plus a Zapier connector to 5000+ apps.
- Migration in is free from listed CRMs with a free open-source-to-cloud path, on a product built around an open-source core.

**Held against it:**
- Sovereignty scores 0-1, with no sovereignty attributes on record and no public information on hosting region, the processing entity, a data processing agreement or a subprocessor list.
- We found no public information on a documented API, webhooks or OAuth apps, and the captured pages give different figures for Microsoft email sync direction — one stating emails sync only one-way from Office 365 and Outlook into the CRM.
- Export is documented as bulk CSV or PDF from list views, report export and single-record PDF, with no public information on whether activity history, notes or attachments are included.
- We found no public information on a custom report builder, historical forecast snapshots, weighted-versus-commit views or win/loss reason capture.
- Beyond import-time duplicate handling, we found no public information on custom field types, required fields, field-level permissions or merge tooling for records already in the database.

**Best for:**
- You run a sales team that wants enforced process — required activities per stage, deals advancing only when tasks complete, stalled-task alerts.
- You forecast against per-member quotas and want monthly or quarterly views with Quota, Closed Won, Gap and Pipeline metrics and CSV export.
- You are migrating from another CRM and value free migration services plus an open-source core as a long-term exit path.
- Your stack leans on Google Workspace and mainstream accounting, payments and telephony apps covered by the native directory.

**Avoid if:**
- Your DPO or procurement must review hosting region, the processing entity, a data processing agreement or a subprocessor list before signing.
- You need a full-account exit carrying activity history, notes and attachments — the documented export path is bulk CSV or PDF, report export and single-record PDF.
- You must know per-seat prices before a sales conversation — ask the vendor: the public pages we read do not show it

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 2/5 | 2/5 | 2.5/5 | 2.5/5 | 2.5/5 | 2.5/5 |
| Pipeline & forecasting | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3/5 |
| Automation & workflows | 3/5 | 3/5 | 3.5/5 | 3/5 | 3/5 | 3/5 |
| Integrations & API | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| European sovereignty | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0/5 |
| Import, export & exit | 2.5/5 | 2/5 | 2.5/5 | 3/5 | 2.5/5 | 2.5/5 |
| Pricing transparency | n/r | n/r | n/r | n/r | n/r | n/r |
| **Weighted verdict** | **2.5/5** | **2/5** | **3/5** | **3/5** | **2.5/5** | **2.5/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

No sovereignty finding yet.

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Standards: GDPR, ISO and other standards; Open Source core [S1]

**Integrations**
- Authorize net: yes [S8]
- Categories: Meetings, Chat, Productivity, Social, Email, Connectivity, Integration, ESign, Payment, Inventory, Accounting, Telephony, SMS, File Storage, Ecommerce, Marketing Automation, Surveys, Spreadsheet, Maps, Weather, Form [S8]
- Clearbit: yes [S8]
- Clickatell: yes [S8]
- Constant contact: yes [S8]
- Count: 500 [S1]
- CSV export: forecasts and related deals · forecast information · forecast summaries · yes [S4]
- Docusign: yes [S8]
- Dropbox: yes [S8]
- Dropbox upload: Dropbox · document upload to CRM [S3]
- Exchange: yes [S8]
- Facebook: yes [S8]
- Gmail: yes [S8]
- Google chat bot: yes [S8]
- Google drive: yes [S8]
- Google lead forms: yes [S8]
- Google maps: yes [S8]
- Google meet: yes [S8]
- Google sheets export: yes [S8]
- Google sync: Google Drive documents · contacts · calendar events [S3]
- Google workspace: Google Workspace sync: Gmail, Calendar, Contacts, Meet, Drive, Sheets, Maps, My Business [S8]
- Gupshup: yes [S8]
- Hunter io: yes [S8]
- Imimobile: yes [S8]
- Indiamart: yes [S8]
- Instamojo: yes [S8]
- Jiomeet: yes [S8]
- Knowlarity: yes [S8]
- Magento: yes [S8]
- Mailchimp: yes [S8]
- Mailchimp sync: Mailchimp · contacts · campaigns · lists · two-way [S3]
- Microsoft teams: Microsoft Teams: video calls, chat, file sharing [S8]
- Myob: yes [S8]
- Office365: yes [S8]
- Office365 sync: Office 365 · contacts · emails · calendar events · one-way Office 365 to Vtiger [S3]
- Openweather: yes [S8]
- Outlook: yes [S8]
- Outlook email sync: Outlook · one-way Outlook to Vtiger [S3]
- Ozonetel: yes [S8]
- Paypal: yes [S8]
- Quickbooks: yes [S8]
- Razorpay: yes [S8]
- Sage: yes [S8]
- Sharpspring: yes [S8]
- Stripe: yes [S8]
- Surveyanyplace: yes [S8]
- Tally: yes [S8]
- Telegram: yes [S8]
- Telephony platforms: Plivo, Asterisk, Telzio, ViciDial, Exotel: call notifications, click to call, call logging, call recordings [S8]
- Textanywhere: yes [S8]
- Threecx: yes [S8]
- Total count: 500+ [S8]
- Twilio: yes [S8]
- Webex: yes [S8]
- Whatsapp: yes [S8]
- Woocommerce: yes [S8]
- X twitter: yes [S8]
- Xero: yes [S8]
- Zapier: 5000+ [S8]
- Zero copy: yes [S8]
- Zoho sign: yes [S8]
- Zoom meetings: yes [S8]

**Pricing**
- Edition availability: all editions [S9]
- Free trial: 15 [S1]
- Free trial: 15 · yes [S7]
- Free trial: 15 [S9]
- Free trial days: 15 [S2]
- Free trial days: 15 · yes [S5]
- No credit card: yes · no [S6]
- No credit card: yes · no [S7]
- Signup conditions: yes · no [S9]
- Trial: 15 [S6]
- Trial no credit card: yes · no [S2]
- Trial signup: yes · no [S3]
- Trial terms: yes · no [S4]

**Product**
- AI native platform: NextGen: AI-native platform to run CRM and build apps [S1]
- Appointment pages: yes [S7]
- Approval automation: yes [S7]
- Automated reminders: automated reminders for meetings and appointments [S9]
- Automatic lead capture: emails · chats · calls · yes [S2]
- Bulk export: yes · .pdf · .csv [S3]
- Calculus AI: yes [S1]
- Calendar sharing: team calendar sharing [S9]
- Case escalation notifications: Notifications for escalated and high-priority unaccepted cases [S6]
- Case field updates: Workflows can granularly update any case field [S6]
- Case reopen automation: Customer reply to a closed case automatically reopens the case and notifies agent and manager [S6]
- Cloud edition: yes [S1]
- CRM migration import: yes [S3]
- Custom functions: Custom functions can be invoked from workflows [S6]
- Customer count: 400000 · >= [S1]
- Customization: adaptable, easy customization for any team size or industry [S1]
- Deal adjustments: Adjustments to team members' deal amounts, must be enabled beforehand [S4]
- Deal priority AI scoring: Calculus AI · deal prioritization with AI lead, profile and sentiment scoring [S5]
- Deal to project conversion: deal-to-project conversion with attribute mapping [S5]
- Deduplication: Duplicate elimination / deduplication of contacts [S2]
- Deduplication: duplicate event prevention [S9]
- Developer edition: yes [S1]
- Duplicate handling: skip checking · create new record · update existing record · yes [S3]
- Export definition: Export downloads data from the CRM account to the local computer [S3]
- Field mapping: yes · yes [S3]
- Field update workflows: Workflows can automatically update CRM field values [S6]
- Forecast categories: Customizable forecast categories/scenarios [S4]
- Forecast hierarchy: Forecast and quota hierarchy with per-member sales goals [S4]
- Forecast periods: monthly · quarterly [S4]
- Forecasting: Pre-built sales forecasting with on-track/gap visibility [S4]
- Free edition: yes [S1]
- Free migration: sales@vtiger.com · yes [S10]
- Gartner mq: Gartner MQ for Sales Force Automation, 7th time in a row [S1]
- Group mailboxes: yes [S7]
- Import and change tracking: import events and track changes inside Vtiger CRM [S9]
- Import formats: .csv · .vcf · .ics [S3]
- Import history: yes [S3]
- Import sources: Google Contacts · webforms · CSV files · .vcf files · email [S2]
- Import summary: imported · updated · merged · skipped · failed · yes [S3]
- Key metrics: Quota · Closed Won · Gap · Pipeline [S4]
- Lead nurturing data: source · region · engagement · deal size [S2]
- Lead scoring: Lead scoring based on profiles and engagements [S2]
- List kanban views: list · kanban [S5]
- Mentions: @Mention to tag teammates in interactions [S2]
- Mobile app: yes [S7]
- Mobile apps: Android · iOS [S1]
- Mobile capabilities: meeting navigation · voice notes · business card scanning [S1]
- Mobile push notifications: Workflows can generate push notifications on the mobile app [S6]
- Modules: Marketing CRM · Sales CRM · Help Desk [S1]
- Multiple pipelines: multiple pre-configured pipelines with stage-time tracking [S5]
- My sales dashboards: yes [S7]
- One view: One View: 360-degree view of customer data [S1]
- One view: One View: 360-degree view of contacts including all engagements [S2]
- One view: One View consolidates deal-related information [S5]
- Online status: Contact online/idle status notifications [S2]
- Open source core: yes [S1]
- Opensource to cloud free: yes [S10]
- Partial search: Contact search works with partial profile information [S2]
- Partner program: yes [S1]
- Playbooks auto task creation: Tasks are automatically created when a deal enters a stage; completing tasks automatically advances the deal to the next stage [S7]
- Playbooks definition: Templates with a predefined set of tasks sales reps must complete across a deal's journey in each sales stage [S7]
- Playbooks multiple pipelines: Tailored playbooks can be set up for different pipelines [S7]
- Playbooks stalled task alerts: yes [S7]
- Playbooks task dependencies: Dependencies can add time lag between tasks [S7]
- Pricing flexibility: flexible editions with mixed pricing [S1]
- Process designer: Process Designer: graphical interface for creating, saving and publishing business workflows [S6]
- Quick create deals: quick create deals from any screen [S5]
- Quotas forecasts: yes [S7]
- Quote deal sync: quote line items sync to related deal when enabled [S5]
- Report export: yes [S3]
- Review ratings: Frost & Sullivan · Info-Tech Research Group · G2 · Capterra · SourceForge · Software Advice · SoftwareSuggest · TrustRadius [S1]
- Sales coaching: yes [S7]
- Sales insights: yes [S7]
- Sales progression paths: define required activities per sales stage [S5]
- Services: Migration · Kickstart · Training · Support Plans · Implementation · Onboarding [S1]
- Single record export pdf: PDF · yes [S3]
- Target mismatch: Target Mismatch feature shows team quota vs sum of member quotas [S4]
- Task assignment automation: Workflows auto-create assigned tasks and alert support agents [S6]
- Task scheduling: create, manage and schedule tasks [S9]
- Trial: 15 [S4]
- Trial no credit card: no [S1]
- Two way sync: two-way sync between Vtiger CRM and Google Calendar [S9]
- Unified platform: unified product for marketing, sales and support [S1]
- Vtiger enrich: Vtiger Enrich provides insights using social media [S2]
- Webform lead capture: Lead capture from websites via webforms and from social media [S2]
- Workflow automation: Workflows automate repetitive tasks via trigger conditions, entry criteria, and actions [S6]
- Years innovation: 20 [S1]

**Support**
- Documentation: Google Calendar integration · yes [S9]
- Knowledge base: Blog · Knowledge Base · Videos · Academy [S1]
- Paid and free migration: yes [S10]

## Questions

### Is Vtiger CRM European?

Not determined: the vendor’s pages as captured do not say where Vtiger CRM is based.

### Where does Vtiger CRM store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

### Does Vtiger CRM have a free plan?

Yes. Vtiger CRM has a free plan, per [the vendor’s page captured 13 Oct 2026](https://whats-best.ai/evidence/7497).

### What are the best alternatives to Vtiger CRM?

As of 21 Oct 2026, the panel rates [Pipedrive (3/5)](https://whats-best.ai/software/crm/pipedrive), [Bitrix24 (3/5)](https://whats-best.ai/software/crm/bitrix24) and [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot) highest among the other 49 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Pipedrive](https://whats-best.ai/software/crm/pipedrive) (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Vtiger CRM alternatives](https://whats-best.ai/software/crm/vtiger-crm/alternatives).

## What this page leaves out

- 11 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 integrations fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 pricing fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor page: https://www.vtiger.com (checked 2026-10-13)
- [S2] Contact & data model — found from sitemap: https://www.vtiger.com/features/contact-management/ (checked 2026-10-13)
- [S3] Contact & data model — found from sitemap: https://www.vtiger.com/features/import-and-export/ (checked 2026-10-13)
- [S4] Pipeline & forecasting — found from sitemap: https://www.vtiger.com/features/sales-forecasting/ (checked 2026-10-13)
- [S5] Pipeline & forecasting — found from sitemap: https://www.vtiger.com/features/opportunity-management/ (checked 2026-10-13)
- [S6] Automation & workflows — found from sitemap: https://www.vtiger.com/features/workflow-automation/ (checked 2026-10-13)
- [S7] Automation & workflows — found from sitemap: https://www.vtiger.com/features/playbooks/ (checked 2026-10-13)
- [S8] Integrations & API — found from sitemap: https://www.vtiger.com/integrations/ (checked 2026-10-13)
- [S9] Integrations & API — found from sitemap: https://www.vtiger.com/integrations/google-calendar-sync/ (checked 2026-10-13)
- [S10] Import, export & exit — found from sitemap: https://www.vtiger.com/migration/ (checked 2026-10-13)

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Cite as: whats-best.ai, "Vtiger CRM — CRM", AI panel analysis, as of 2026-10-21. https://whats-best.ai/software/crm/vtiger-crm

Corrections: https://whats-best.ai/correct/692?target=page