Articles in this section
Access CRM data offline via Vtiger 360 Accessing your Vtiger CRM data via OData feed Calendar View Capturing Emotional Journeys Closed States Customer Touchpoints Customizer Desktop Notification overview Exporting Data from Vtiger CRM Glossary How do I scan a Business Card in Vtiger 360 mobile App IP Based Restriction Introduction to Kanban View Make the leap from Spreadsheets Merging Duplicates in Summary View Migration Timeframe and Process One View: Introduction Overview of Permission Usecases Performing Global Search Rest API Manual Managing your Vtiger CRM Subscriptions & Billing Vtiger 360 for Field Sales Vtiger 360 Mobile App Contact Roles What are Record-Level Analytics What are Sticky Notes Whitelisting Vtiger to Configure Gmail Inbox What is Quick Create Applicable Taxes for Vtiger Billing Built-in Phone Dialer in the CRM with Plivo and Twilio Using Grid Edit in Vtiger CRM Embedding a Video URL Summary View QR Code in Vtiger CRM Internal Chat Details View Vtiger SAML application in Microsoft Entra ID Understanding Email Bounces and Error Codes Course Completion Certificates Customizing a Course Category

Vtiger Feature Limits

This article explains the limitations of certain features with respect to the editions.
R
Rashmi Kashyap
16 Sep, 2025 - Updated  4 hours ago

Introduction

Vtiger provides extensive capabilities, the availability of features and usage limits depends on the edition you choose. These limits can include the number of users, storage capacity, automation rules, advanced modules, and AI-driven insights. 

Understanding these boundaries is essential to ensure your CRM setup aligns with your business needs. Currently, Vtiger offers the following editions: 

  • One Pilot: One Pilot is completely free and is ideal for small businesses just getting started with Vtiger CRM. No payment is required, and you can start using it immediately. 
  • One Growth: The Vtiger One Growth edition, an enhanced version of One Pilot, is a paid plan priced at $15 monthly or $12 annually, supporting up to 15 users, 100,000 records, and offering 5GB (or 500MB per user) storage to boost sales and customer service.
  • One Professional: Offers expanded functionality, advanced automation, and team collaboration features. 
  • One Enterprise: Built for larger organizations requiring scalability, deeper customization, and enterprise-grade controls. 
  • One AI: Vtiger One AI Edition combines Vtiger One Enterprise's capabilities with the advanced features of Calculus AI for enhanced CRM performance.


Actions

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Activity Alerts

Configurable Smart Alerts

Direct Mentions and Team Alerts

Document Tracking Alerts

-

-

Email tracking & Real-Time Notifications

-

Lifecycle Alerts

-

-

Record Activity Alerts

Team Activity Alerts

-

-

  

Add-ons

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Access logs, Auditing and reports

-

-

$

$

$

Articles

-

-

Automated Data Handling Policies

-

-

$

$

$

Automated Consent Management

-

-

$

$

$

Booster Pack for Google MyBusiness Listings

-

-

$15 per 5 listings

$15 per 5 listings

-


 

Booster Pack for 1 Co-owner Field

Booster Pack for 1 Custom Module

$15

$15

$15

$15

-

Booster Pack for 1 Dashboard

$10

$10

$10

$10

-

Booster Pack for 1 Grid Field

$5

$5

$5

$5

-

Booster Pack for 1 Hourly Workflow

$15

$15

$15

$15

-

Booster Pack for 1 Inbox Group Mailbox

$10

$10

$10

$10

-

Booster Pack for 1 Scheduled Process

$15

$15

$15

$15

-

Booster pack for 1 Websense Tracker

-

-

$9

$9

-

Booster Pack for 10 Custom Fields

$15

$15

$15

$15

-

Booster Pack for 1K Records

$10

$10

-

-

-

Booster Pack for 250K GPT Tokens

Booster Pack for 3 Daily Workflows

$15

$15

$15

$15

-

Booster Pack for 3 Flows Per Process

$15

$15

$15

$15

-

Booster Pack for 3 Multipath Workflows

$15

$15

$15

$15

-

Booster Pack for 3 Processes

$15

$15

$15

$15

-

Booster Pack for 3 Scheduled Reports

$15

$15

$15

$15

-

Booster Pack for 3 Standard Workflows

$15

$15

$15

$15

-

Booster Pack for 5 Actions Per Process Flow

$15

$15

$15

$15

-

Booster Pack for 5 standard Reports

Booster Pack for API Calls

$25

$25

$25

$15

-

Booster Pack for Currencies 

-

-

-

-

Booster Pack for Live Chat Agent

$7

$7

$7

$7

-

Calculus AI

-

-

$12 / user

$12 / user

-

Calendar View

Chart of Accounts

-

Clearbit

-

-

$50

$50

-

Conference

Constant Contact

CPQ

-

-

$8

$8

$8

ESign

-

-

Exchange Connector

-

-

Father's Day Email Templates

Exotel SMS

Forecasts

-

-

Frequently Used Modules

FSA

-

-

$4 / user

$4 / user

-

Gmail Add-on

Google Leads 

-

-

Google Sheet Export

GridEdit

-

-

$25

$25

-

Hunter IO

IndiaMart Integration

-

-

$25

$25

-

Insights Designer

-

-

$50

$50

-

Internal Chat

Keyboard Shortcuts

LinkedIn Extension

-

-

$40

Live chat Plugin for Instagram

LMS

-

-

$5/user

$5/user

-

List Reminder

-

-

Login Page Customization 

Magento

-

-

Masking

-

-

$2/user

$2/user

-

Microsoft Teams

Multiple Addresses

MYOB

-

NaturalForms

Office 365 Connector

OTP in Webforms

$25

$25

$25

$25

-

OzoneTel Telephony

Partner Portal

$12 per partner contact

$12 per partner contact

$12 per partner contact

$12 per partner contact

-

Payments

-

-

Pipedrive

-

-

Plivo SMS

Product Transactions Report

-

-

$9

$9

-

Quickbooks

-

Revenue Schedules

$99

$99

$99

$99

-

Sage

-

-

Sandbox

-

-

$

$

$

ShortURL

SMS Alert

SMS Campaigns

-

-

SMS Reply Actions

-

-

Social

Surveys

-

-

$50

Tally

-

Targets Add-on

-

-

$95

Tata Tele Business Service

-

-

Telynx SMS 

-

-

Viewers 

-

-

$15

$15

-

Voice Bot

Vtiger Construction Add-on

-

-

Vtiger Inventory

-

-

$50

Vtiger Privacy Guard

-

-

$4/user

Vtiger Quality Audit

-

-

$195

$195

-

Weather App

WhatsApp via ClickATell

-

-

WhatsApp via Gupshup

-

-

WhatsApp via Gupshup Enterprise

-

-

WhatsApp via IMIMobile

-

-

WhatsApp via Twilio

-

-

WhatsApp via Wablas

-

-

Whatsapp via Wati.

-

-

WooCommerce

-

-

$95

$95

-

Xero

-

Zoho Sync


   

 

Automation

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Adding Smart Alerts 

-

-

Allowed Actions / Workflows

2

4

8

10

10

Assignment Rules

API Designer

-

BCC Email to Archive

Case Reply-To Email Addresses

1

1

3

5

5

Contact Creation from Email

Case Creation from Email

Daily Workflows

-

5

5

15

15

Deals & Quote Approval Automation

-

1

1

5 Process/ Module and 5 Rules/Process

5 Process/ Module and 5 Rules/Process

Hourly Workflows

-

3

3

3

3

Insights Designer Dashboards

-

-

3

5

5

Layout Designer

3

5

5

10

10

Lead Creation from Email 

Module Designer

-

Multipath Workflows

1

5

10

10

10

Opportunity Creation from Email

-

Organization Creation from Email 

-

Push Notifications

-

-

Scheduled Processes per Instance (via Process Designer)

0

1

2

3

3

Scheduled Workflows

0

10

30

30

30

Standard Processes per Module (via Process Designer)

1

Process

1

Process

3

Processes

5 Processes / Module, 5 Flows, 10 Actions

5 Processes / Module, 5 Flows, 10 Actions

Webhooks

-

250 calls/user

(25,000 max/ Day)

250 calls/user

(25,000 max/ Day)

250 calls/user

(25,000 max/ Day)

-

Workflows

5

25

75

100

100

Workflow Field Updates

 

Pricing for API Booster Packs

 

No. of Packs

Limits

1

10

20

40

Per minute

10

100

200

400

Per hour

500

5000

10,000

20,000

Per day

10,000

100,000

200,000

400,000

Price per month

$25

$250

$500

$1000

 
Note: 
  • When you buy an API booster pack, the pack credits will be added to your edition credits.
  • If you need further assistance, please reach out to our Support team ([email protected]) with your requirement.

Contact Management

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Best Time to Contact

-

-

$

$

$

Contacts

Contact Enrichment

-

-

Contact One View

Contact Sentiment

-

-

$

$

$

Custom Lists

✓  

Duplicate Prevention

✓ 

✓ 

✓ 

✓ 

✓ 

Engagement Score

-

-

✓ 

✓ 

✓ 

Organizations

✓ 

✓ 

✓ 

✓ 

✓ 

Profile Score

✓ 

✓ 

✓ 

✓ 

✓ 

Tagging

✓ 

✓ 

✓ 

✓ 

✓ 

Touchpoints/ Contacts Activity View

✓ 

✓ 

✓ 

✓ 

✓ 


Conversations

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Adhoc Emails 

50 / 100

100 after activation

50 / 100

100 after activation

500

500

500

BCC Addresses Limit

5

5

5

5

5

CC Addresses Limit

5/25

25 after activation

5/25

25 after activation 

25

25

25

Email - Group Mailboxes

1

1

3

5

5

Email - Internal Comments in Conversation

✓ 

✓ 

✓ 

✓ 

✓ 

Email - My Mailbox

✓ 

✓ 

✓ 

✓ 

✓ 

Email - 2-Way Sync with Gmail

-

✓ 

✓ 

✓ 

✓ 

Email - 2-Way Sync with Office365

-

✓ 

✓ 

✓ 

✓ 

Live Chat

-

$

$

$

$

Phone Calls

✓ 

✓ 

✓ 

✓ 

✓ 

SMS

✓ 

✓ 

✓ 

✓ 

✓ 

Social 

✓ 

✓ 

✓ 

✓ 

✓ 

Surveys

-

$

$

✓ 

✓ 

WhatsApp

-

✓ 

✓ 

✓ 

✓ 


Customer Support

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Call

-

-

✓ 

✓ 

✓ 

Chat

-

-

✓ 

✓ 

✓ 

Email

✓ 

✓ 

✓ 

✓ 

✓ 


Customization

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Characters Per Picklist Value

100

100

100

100

100

Colors for Picklist

✓ 

✓ 

✓ 

✓ 

✓ 

Custom Fields (Per Module)

2

10

100

100

100

Custom Layouts

✓ 

✓ 

✓ 

✓ 

✓ 

Custom Modules

-

-

25

25

25

Customizable Record Numbering

✓ 

✓ 

✓ 

✓ 

✓ 

DateTime Fields

2

2

2

2

2

Dependent Page Layouts

✓ 

✓ 

✓ 

✓ 

✓ 

Field Validation Rules

0

0

0

5

5

Items Per Picklist

250

500

1000

1000

1000

Grid Field

0

0

1

1

1

Logo

✓ 

✓ 

✓ 

✓ 

✓ 

Light Agent Limit

-

-

✓ 

✓ 

✓ 

Print Templates

✓ 

✓ 

✓ 

✓ 

✓ 

Rich Text Fields

0

1

2

2

2

Single App Limit

-

-

✓ 

✓ 

✓ 

Text Area Fields

2

5

10

10

10

Terms & Conditions

✓ 

✓ 

✓ 

✓ 

✓ 


Data Administration

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Audit Logs

✓ 

✓ 

✓ 

✓ 

✓ 

Data Export 

✓ 

✓ 

✓ 

✓ 

✓ 

Data Import

✓ 

✓ 

✓ 

✓ 

✓ 

Deduplication of Data

✓ 

✓ 

✓ 

✓ 

✓ 

File Storage

✓ 

✓ 

✓ 

✓ 

✓ 

Storage

3 GB

5 GB / 500 MB per user

15 GB or 1.5  GB/User

15 GB or 1.5  GB/User

15 GB or 1.5  GB/User

Total Records

3000

100000

Unlimited

Unlimited

Unlimited


Document Collaboration

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Documents

✓ 

✓ 

✓ 

✓ 

✓ 

Document Collaboration (Internal &External)

✓ 

✓ 

✓ 

✓ 

✓ 

Document Consumption Tracking

✓ 

✓ 

✓ 

✓ 

✓ 

Document Library

✓ 

✓ 

✓ 

✓ 

✓ 

Document Sharing

5/Month

25/Month

100/Month

Unlimited 

Unlimited

Document Upload - Max File Size

10MB

10MB

50MB

50MB

50MB

Dropbox Integration

✓ 

✓ 

✓ 

✓ 

✓ 

Google Drive Integration

✓ 

✓ 

✓ 

✓ 

✓ 

One Drive Integration

✓ 

✓ 

✓ 

✓ 

✓ 


Email Functionality

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

2-way Email Sync (Gmail and IMAP providers)

-

✓ 

✓ 

✓ 

✓ 

Email Sequences (Emails Per User)

5

5

5

5

5

Email Sequences (Sequences Per User)

1

5

10

25

25

Email Templates

✓ 

✓ 

✓ 

✓ 

✓ 

Email Tracking and Real-time Notifications

-

-

✓ 

✓ 

Inbox - Personal Mailbox (Per User)

1

1

1

1

1

Inbox - Shared Mailbox (Per User)

1

1

3

5

5

Outgoing Emails Limit

100

100

500

500

500

Related Comments

✓ 

✓ 

✓ 

✓ 

✓ 

Note: Only transaction emails sent using Outgoing Emails are considered.
 

Integrations

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Digital Document Signing

-

✓ 

✓ 

✓ 

Dropbox

✓ 

✓ 

✓ 

✓ 

✓ 

Exchange Connector

-

-

$

$

$

Google Calendar

✓ 

✓ 

✓ 

✓ 

✓ 

Google Contacts

✓ 

✓ 

✓ 

✓ 

✓ 

Google Drive integration

✓ 

✓ 

✓ 

✓ 

✓ 

Google Meet

✓ 

✓ 

✓ 

✓ 

✓ 

Mail Chimp

-

-

✓ 

✓ 

✓ 

MS Teams Channel & Bot Tab 

-

-

$

$

$

MS Teams Meeting

✓ 

✓ 

✓ 

✓ 

✓ 

Office 365

✓ 

✓ 

✓ 

✓ 

✓ 

Olark

-

-

✓ 

✓ 

✓ 

One Drive

✓ 

✓ 

✓ 

✓ 

✓ 

Outlook

✓ 

✓ 

✓ 

✓ 

✓ 

Payment Systems

-

-

✓ 

✓ 

✓ 

Pie Sync

-

-

✓ 

✓ 

✓ 

Quickbooks

-

-

✓ 

✓ 

✓ 

REST API

-

✓ 

✓ 

✓ 

✓ 

Sharp Spring

-

-

✓ 

✓ 

✓ 

Shopping Cart

-

-

✓ 

✓ 

✓ 

Tally

-

✓ 

✓ 

✓ 

✓ 

Vtiger LMS

-

-

$

$

$

Xero

-

-

✓ 

✓ 

✓ 

Zapier

-

-

✓ 

✓ 

✓ 

Zoom Meeting

✓ 

✓ 

✓ 

✓ 

✓ 


Internal Collaboration

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Attach Files to Direct Messages

✓ 

✓  

✓ 

✓ 

✓ 

Calendar Notifications

✓ 

✓ 

✓ 

✓ 

✓ 

Direct messages

✓ 

✓ 

✓ 

✓ 

✓ 

Facebook Leads Ads Integrations

1

2

5

15

15

Google Lead Forms

1

2

5

15

15

Group messages

-

-

✓ 

✓ 

✓ 

Link Shortener 

-

-

-

✓ 

✓ 

SMS Reply Actions

-

-

✓ 

✓ 

✓ 

Whatsapp

-

✓ 

✓ 

✓ 

 


Internal Service Desk

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Internal Tickets

✓ 

✓  

✓ 

✓ 

Internal Tickets Insights

-

-

-

✓ 

✓ 

Internal Ticket SLA Policies

1

3

25

50

50


Inventory Add-on

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Bills

-  

✓ 

✓ 

Credit Note

-

-

$

✓ 

✓ 

Delivery Note

-

-

$

✓ 

✓ 

Receipt Note

-

-

$

✓ 

✓ 


Inventory Management

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Assets

-

-  

✓ 

✓ 

✓ 

Invoices

-

✓ 

✓ 

✓ 

✓ 

Payments

-

-

✓ 

✓ 

✓ 

Price Books

-

✓ 

✓ 

✓ 

✓ 

Products

✓ 

✓ 

✓ 

✓ 

✓ 

Purchase Orders

-

✓ 

✓ 

✓ 

✓ 

Sales Orders

-

✓ 

✓ 

✓ 

✓ 

Services

✓ 

✓ 

✓ 

✓ 

✓ 

Subscriptions

-

-

✓ 

✓ 

✓ 

Tax Configuration

✓ 

✓ 

✓ 

✓ 

✓ 

Vendors

-

✓ 

✓ 

✓ 

✓ 

 

Lead Management

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Leads

✓ 

✓   

✓ 

✓ 

✓ 

Lead Auto-Assignment & Routing

-

3

✓ 

✓ 

✓ 

Lead Deduplication

✓ 

✓ 

✓ 

✓ 

✓ 

Lead Duplicate Prevention

✓ 

✓ 

✓ 

✓ 

✓ 

Lead Score

✓ 

✓ 

✓ 

✓ 

✓ 

Web-to-Lead Capture

✓ 

✓ 

✓ 

✓ 

✓ 

 

LMS Portal

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Concepts 

-   

✓ 

✓ 

✓ 

Courses 

-

-

✓ 

✓ 

✓ 

Exercises

-

-

✓ 

✓ 

✓ 

Questions 

-

-

✓ 

✓ 

✓ 

Quizzes 

-

-

✓ 

✓ 

✓ 

 

Marketing Automation

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Autoresponder Campaigns

  -

-

✓ 

✓ 

✓ 

Automatic Email Personalization

✓ 

✓ 

✓ 

✓ 

✓ 

Campaigns

-

✓ 

✓ 

✓ 

✓ 

Custom Email Templates

20

50

Unlimited

Unlimited

Unlimited

Email Campaigns

✓ 

✓ 

✓ 

✓ 

✓ 

Email Opt-out & Double Opt-in

✓ 

✓ 

✓ 

✓ 

✓ 

Email Templates Builder

✓ 

✓ 

✓ 

✓ 

✓ 

Email Templates Library

✓ 

✓ 

✓ 

✓ 

✓ 

Free Monthly Email Credits

1,000 per month

5,000 per month/500 per user

20,000 or 2000/ user

25,000 or 2500/user

25,000 or 2500/user

Image Storage

-

-

✓ 

✓ 

✓ 

Landing Pages

1

1

3

5

5

Landing Page Analytics

✓ 

✓ 

✓ 

✓ 

✓ 

List Segmentation

✓ 

✓ 

✓ 

✓ 

✓ 

Scheduled Email Campaigns

-

-

✓ 

✓ 

✓ 

Short URLs

25

25

250

500

500

Subscriber List

✓ 

✓ 

✓ 

✓ 

✓ 

Tracking Opens, Clicks, Bounces

✓ 

✓ 

✓ 

✓ 

✓ 

Unsubscribe from Specific Lists

✓ 

✓ 

✓ 

✓ 

✓ 

Vtiger Branding Removed From Emails

-

-

✓ 

✓ 

✓ 

Note: To know more about Email Campaigns pricing, click here.


Mobile

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Check-in and Check-out Feature

✓ 

✓ 

✓ 

✓ 

✓ 

Contacts Map View

✓ 

✓ 

✓ 

✓ 

✓ 

Generate Invoice from a Completed Work Order

-

-

✓ 

✓ 

✓ 

Geo-Fence Configuration and Detection

✓ 

✓ 

✓ 

✓ 

✓ 

Manage Cases

✓ 

✓ 

✓ 

✓ 

✓ 

Manage Contacts, Leads, Organizations

✓ 

✓ 

✓ 

✓ 

✓ 

Manage Deals, Quotes & Invoices

✓ 

✓ 

✓ 

✓ 

✓ 

Mobile App for Android and iOS

✓ 

✓ 

✓ 

✓ 

✓ 

View the Onsite Agenda and Navigate.

✓ 

✓ 

✓ 

✓ 

✓ 



Project Management

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Automated Time Tracking and Billing

  -

-

-

✓ 

✓ 

Automated Task end Times(User business hours)

-

-

✓ 

✓ 

✓ 

Manage Projects

✓ 

✓ 

✓ 

✓ 

✓ 

Manage Project Milestones

✓ 

✓ 

✓ 

✓ 

✓ 

Project Gantt View

✓ 

✓ 

✓ 

✓ 

✓ 

Project Key Metrics and Analytics

-

-

-

✓ 

✓ 

Project Templates

-

-

-

✓ 

✓ 

Subtasks

✓ 

✓ 

✓ 

✓ 

✓ 

Task Dependencies (Finish to Start)

✓ 

✓ 

✓ 

✓ 

✓ 

Task SLA Policies

-

1

1

3

3

Task Views - List, Kanban, Calendar

✓ 

✓ 

✓ 

✓ 

✓ 


Reports and Analytics

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Built-in Sales Intelligence Dashboard

  ✓ 

✓ 

✓ 

✓ 

✓ 

Customizable Dashboards

-

2

✓ 

✓ 

✓ 

Custom Report Builder

25 Custom reports

50 Custom reports

250 Custom +

50 Schedule

500 Custom +

100 Schedule

500 Custom +

100 Schedule

Custom Schedule Reports

-

5

✓ 

✓ 

✓ 

Out-of-Box Reports & Charts

✓ 

✓ 

✓ 

✓ 

✓ 

Record Level Analytics

-

-

✓ 

✓ 

✓ 

Sales Insights

-

-

✓ 

✓ 

✓ 

Vtiger Sales Analytics Content Pack(Power BI)

-

-

-

✓ 

✓ 

Salesforce Automation

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Campaigns

  -

✓ 

✓ 

✓ 

✓ 

Deals

  ✓ 

✓ 

✓ 

✓ 

✓ 

Deal Contact Role

✓ 

✓ 

✓ 

✓ 

✓ 

Deal Conversation Insights

-

-

$

$

$

Deal Pipeline with Stages

✓ 

✓ 

✓ 

✓ 

✓ 

Deal Playbooks

-

✓ 

✓ 

✓ 

✓ 

Deal Revenue Line Items

-

✓ 

✓ 

✓ 

✓ 

Deal Recommendations

-

-

$

$

$

Deal Room

-

-

$

$

$

Deal Sentiment Score

-

-

$

$

$

Deal Score

-

-

$

$

$

Deal to Contacts Role

✓ 

-

✓ 

✓ 

✓ 

Email Sequences

1 sequence per user
5 emails per sequence

5 sequence per user
5 emails per sequence

10 sequences per user
5 emails per sequence

25 sequences per user
5 emails per sequence

25 sequences per user
5 emails per sequence

Invoices

-

✓ 

✓ 

✓ 

✓ 

Lead Conversion

✓ 

✓ 

✓ 

✓ 

✓ 

Multiple Currencies

-

-

-

✓ 

✓ 

Multiple Pipelines

-

2

✓ 

✓ 

✓ 

My Sales Dashboard

-

✓ 

✓ 

✓ 

✓ 

Playbooks

-

-

✓ 

✓ 

✓ 

Quotes

✓ 

✓ 

✓ 

✓ 

✓ 

Round Robin Lead Assignment

-

-

✓ 

✓ 

✓ 

Sales Forecasting

-

-

✓ 

✓ 

✓ 

Sales Insights

-

-

✓ 

✓ 

✓ 

Sales Leaderboard

-

✓ 

✓ 

✓ 

Sales Pipeline

-

-

✓ 

✓ 

✓ 

Sales Quotas

-

-

✓ 

✓ 

✓ 

Sentiment Tracking

-

-

✓ 

✓ 

✓ 

Tax Configuration

✓ 

✓ 

✓ 

✓ 

✓ 

 

Security

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Allowed IPs

  - 

-

✓ 

✓ 

Encryption at Rest

-

-

-

✓ 

✓ 

SAML-based Single Sign-on

-

-

✓ 

✓ 

✓ 


Social

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Add Case from Post/Comment/ Review

  ✓  

✓ 

✓  

✓ 

✓ 

Add Contact from Post/Comment/ Review

  ✓  

  ✓  

  ✓  

  ✓  

  ✓  

Add Lead from Post/Comment/ Review

✓ 

✓ 

✓ 

✓ 

✓ 

App Store Reviews

-

-

✓ 

✓ 

✓ 

Facebook Mentions

✓ 

✓ 

✓ 

✓ 

✓ 

Facebook Messenger in Live Chat

-

-

$

$

$

Facebook Posts, Comments & Reactions

✓ 

✓ 

✓ 

✓ 

✓ 

Facebook Pages

1

1

3

5

5

Facebook Reviews

Frequency

Daily

Daily

15mins

15mins

15mins

Google Business Posts

Google Business Reviews & Questions

Google MyBusiness Locations

1

1

3

5

5

Instagram

1

1

3

5

5

Instagram DM in Live Chat

-

-

$

$

$

Play Store Reviews

-

-

Social Inbox

Scheduled Posts 

Social Profiles

2

3

4

5

5

Twitter 

1

1

3

5

5

 

Support Management

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Agent-level Business Hours

✓ 

✓ 

✓ 

✓ 

Articles

✓ 

✓ 

✓ 

✓ 

✓ 

Business Hours

1

3

25

50

50

Cases

✓ 

✓ 

✓ 

✓ 

✓ 

Case Satisfaction Survey

-

✓ 

✓ 

✓ 

✓ 

Case SLA Policies

1

3

25

50

50

Customer Portal

-

50 per user

100 per user

100 per user

100 per user

Email to case(Ticket)

✓ 

✓ 

✓ 

✓ 

✓ 

FAQs

✓ 

✓ 

✓ 

✓ 

✓ 

Lead Loaded Case Assignment

-

-

✓ 

✓ 

✓ 

Organization matching with an Email Domain

-

✓ 

✓ 

✓ 

✓ 

Round Robin Case Assignment 

-

-

✓ 

✓ 

✓ 

Service Contracts

-

-

✓ 

✓ 

✓ 

Support Insights

-

-

✓ 

✓ 

✓ 

Work Orders

-

-

-

✓ 

✓ 

 

Task and Calendar

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Activities, Calls, Events

✓ 

✓ 

✓ 

✓ 

✓ 

Appointment Pages (Auto-Assigned) 

-

1 per user

Unlimited 

Unlimited 

Unlimited 

Appointment Pages (Group Event)

-

-

Unlimited 

Unlimited 

Unlimited 

Appointment Pages (Meet Me)

1 per user

1 per user

Unlimited 

Unlimited 

Unlimited 

Manage Tasks & Personal to-dos

✓ 

✓ 

✓ 

✓ 

✓ 

My Calendar

✓ 

✓ 

✓ 

✓ 

✓ 

Shared Calendar

-

-

✓ 

✓ 

✓ 


Telephony Integration

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Call Logging

✓ 

✓ 

✓ 

✓ 

✓ 

Call Recording

✓ 

✓ 

✓ 

✓ 

✓ 

Click-to-Call

✓ 

✓ 

✓ 

✓ 

✓ 

Incoming Call Contact Popup

✓ 

✓ 

✓ 

✓ 

✓ 

 

Users and Access Control

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Access to Co- owner's Superiors (Multiple owners for Records)

-

-

-

✓ 

✓ 

Field Level Access Control

✓ 

✓ 

✓ 

IP Whitelisting

-

-

✓ 

✓ 

✓ 

Global Sharing Rules

✓ 

✓ 

✓ 

✓ 

✓ 

Private Sharing Mode

-

✓ 

✓ 

✓ 

✓ 

Profile Limit

2

25

25

250

250

Record Level Sharing Mode

✓ 

✓ 

✓ 

✓ 

✓ 

Role Limit

2

25

25

250

250

Users Licenses

✓ 

✓ 

✓ 

✓ 

✓ 

User groups

0

0

✓ 

✓ 

✓ 

 

Webforms

Edition ➞

Feature 🠇

One Pilot

One Growth

One Professional

One Enterprise

One AI

Web to Cases Form

✓ 

✓ 

✓ 

✓ 

✓ 

Web to Contact Form

✓ 

✓ 

✓ 

✓ 

✓ 

Web to Lead Form

✓ 

✓ 

✓ 

✓ 

✓ 

Web to Opportunity Form

-

-

✓ 

✓ 

✓ 

Web to Organization Form

-

-

✓ 

✓ 

✓ 

Web to Vendors Form

-

-

✓ 

✓ 

✓ 


 
Related articles
Configuration - Usage Details
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube