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Introduction

The Vtiger Cloud CRM - Pilot Edition is designed for startups, small businesses, and first-time CRM users who want to move beyond spreadsheets.
It provides a simple, scalable, and forever-free CRM experience (for sign-ups in 2022), helping you centralize data, streamline operations, and deliver exceptional customer experiences.

Easy to install | Easy to use | Easy to scale | Easy to upgrade

With the Pilot Edition, you can:

• Manage your customer data on a single platform
• Help your team close more deals faster
• Automate routine tasks to boost productivity
• Collaborate effortlessly with internal teams

Feature Availability

So, what features are available with the Pilot Edition? Well, check out the following: 

  

While the above features are free, you can upgrade to access premium features such as Call Analysis, Sales Coaching, and AI-based Deal Scoring. 

Benefits

With these features, you get the following benefits:

• Is your data scattered over multiple apps and platforms? The Pilot edition provides you with centralized data. You can now:
  • Access customer data from anywhere, including from your mobile.
  • View your sales pipeline easily.
  • Use Deals’ and Contacts’ One View to have meaningful conversations. Your salespersons will not have to dig around for information at a crucial time.
• Customize quotes without wasting time with Print Templates, and print quote documents tailored to your needs.
• Track document engagement.
• Improve follow-ups with your contacts with smart alerts, such as Idle Contact and Idle Deal alerts. With timely follow-ups, no more missing out on a successful deal!
• Increase productivity with automated features, including Appointment Pages and Email Sequences. Do not lose time in repetitive jobs. 
• Build interest in targeted audiences by creating custom campaigns. Using preloaded templates in the Campaigns module, you can easily create Email and SMS campaigns.
• Build a strong communication channel for your sales team and streamline the support process with Phone and Email features. 
• Improve internal collaboration with Group Mailboxes, Events (to set up meetings), Tasks, Projects, Mentions, Meeting Aide, and Actions. So what if your team is not under one roof or is on the road? Use the above features to ensure you and your team are on the same page.

Limitations

So what are the limits for the features that come with the Pilot edition? With this edition, you get the following:

• Users - 10  
• Records - 3000
• Custom fields per module - 2
• Appointment page per user - 1
• Group mailbox - 1
• Personal mailbox per user - 1
• Pipeline with customizable sales stages - 1
• SLA - 1
• Business Hours - 1
• Storage - 3 GB
• Nice Score - 
  • Plan One Pilot (USD)
    • Allowed Credits are 10, and Available Credits are 1000 on sign-up.
    • After you add the card details on the Billing page, your Allowed Credits are increased to 50.
    • Allowed Credits will increase after you send 25 email campaigns without crossing the thresholds for bounces, unsubscribes, and spam complaints.
  • Plan One Pilot (INR)
    • Allowed Credits are 10, and Available Credits are 1000 on sign-up.
    • After you add the card details and GST Number on the Billing page, your Allowed Credits are increased to 50.
    • Allowed Credits will increase after you send 25 email campaigns without crossing the thresholds for bounces, unsubscribes, and spam complaints.

Note: Allowed Credits do not change when you upgrade or downgrade your edition.

Enhancement

The limits for the following have increased in the Developer’s Edition:

• Custom fields - 50 
• Custom reports - 200
• Report columns - 25
• Scheduled workflows - 25
• Scheduled reports - 50
• Workflows - 100
• Multi-path workflows - 50

Other Features

Valuable features that are not a part of the Pilot edition are:

• Groups
• Assignment Rules
• Email Tracking
• Webhooks
• Scheduled Workflows
• Scheduled Reports
• Scheduled Email Campaigns
• Sharing will be public (No sharing rules)
• Mailroom - Only case creation and related contacts

If you want to add more features to the Pilot Edition, you can upgrade to a paid edition.   

Viewing Invoices for Booster Packs in Pilot Edition

Access and manage your invoices directly within your CRM. The Invoice tab under the Billing Details section allows you to view all invoices generated for your Booster Pack downloads.

• The Invoice tab appears under Billing Details once you activate your subscription.
• It displays all invoices generated for your Booster Pack installations.
• You can view invoice details, including the pack name, installation date, amount charged, and billing status.

When you install a Booster Pack, the CRM automatically generates an invoice for the purchase. The generated invoice appears under the Invoice tab in your Billing Details section.
You can open the invoice to review details, print it, or keep it for your records.

For more information on Pilot Edition, click here.  
To see the breadth and depth of features available in the Pilot Edition, click here. 
If you want to avail the Pilot Edition free of charge forever, click here.

Getting Started with Pilot Edition

​​​​​​​How do I activate the Pilot Edition?

Follow these steps:

1. Identify the success team – Assign members responsible for configuration and data setup.
2. Define the scope – Set clear CRM goals, such as consolidating contacts or tracking sales.
3. Design the process flow – Map your sales process, field layout, and approval hierarchy.
4. Configure and test – Set up your CRM preferences and test your configuration.
5. Go live – Launch and refine the setup as your business grows.

Why should I define a configuration team?

Having a dedicated team ensures efficient setup and avoids redundant work.
If you’re a solopreneur, plan and schedule tasks based on your priorities.

What should be included in the project scope?

Your scope could include:

• Centralizing customer contact data
• Managing marketing campaigns
• Tracking customer support requests
• Setting up project tracking
• Enabling the mobile app for field teams

Why is testing configuration important?

Testing ensures all workflows, SLAs, and approvals function correctly before you go live, preventing errors during real-time use.