Introduction

The Vtiger Cloud CRM - Pilot edition is perfect for small businesses, first-time CRM users, and those looking at alternatives to spreadsheets.

If you are a startup or a small business looking to grow your business and provide an outstanding customer experience, Vtiger One Pilot is the one for you!

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

With the features available, you can

• have a single platform for your data, 
• help teams win more deals, 
• increase productivity by automating repetitive tasks and 
• collaborate seamlessly with your teams internally.

Moreover, the Pilot Edition is ‘forever free’ if you sign up in 2022.

Feature Availability

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

While the above features are available for free, you can upgrade to leverage 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 using Print Templates and print quote documents depending on 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 such as 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 they are on-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.

To know more about the Nice Score, click here.

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 simply upgrade to a paid edition. 

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.

Stop using single-function tools and apps and move to Vtiger CRM. 
Get started with Vtiger One Pilot and watch your business take off!