AI Extension for Vtiger CRM

The Vtiger AI Extension is a powerful AI solution for Vtiger CRM that helps automate workflows, generate emails and improve productivity.

Chatbot. Assistant. Agent.
Three levels of AI to transform your CRM.

Turn your Vtiger CRM into an intelligent system that helps you write, decide, and automate your workflow.

Currently in Development.

We are building the next generation of AI for Vtiger CRM.
Contact us for any questions or requests below:

Contact us now!

Vtiger AI Extension is built for modern CRM teams

The Vtiger AI Extension is a modern AI solution for CRM systems. It allows users to interact with data, automate workflows, and improve productivity using artificial intelligence.
Designed for sales teams, managers, and companies using Vtiger CRM who want to work faster, smarter, and with less manual effort.

Three Levels of the Vtiger AI Extension

Choose how much control you want to give AI - from simple assistance to full automation.

AI Chat

Simplifies everyday CRM work
  • AI chat in CRM
  • Quick records search
  • Draft comments
  • Compose Emails
  • Simple questions
  • Read-only CRM data access

AI Assistant

Take actions directly in your CRM
  • Create tasks & follow-ups
  • Update CRM records
  • Add comments to tickets
  • Generate and save emails
  • Instant CRM record summaries
  • Read and write data on request

AI Agent

Automate your CRM workflows
  • Automated workflow creation
  • Smart follow-up automation
  • Pipeline monitoring & insights
  • Risk detection & alerts
  • Multi-step process automation
  • Full automation (read, write & act)
AI in CRM is not just one feature. It evolves from helping you write and understand data, to taking actions, and finally to fully automating your workflows.

What can AI do in your CRM?

  • Summarize CRM records
  • Generate emails and replies
  • Analyze sales pipeline
  • Suggest next actions
  • Prepare meeting insights
  • Find relevant CRM data
  • Create and update CRM data
  • Automate repetitive tasks
  • Generate and save activities
  • Manage leads and opportunities
  • Automate follow-ups
  • Execute multi-step workflows

Use of AI in Vtiger CRM

Close deals faster with AI suggestions and follow-ups

Sales teams

Close deals faster with AI suggestions and follow-ups

Understand tickets and respond quicker

Support teams

Understand tickets and respond quicker in Vtiger CRM

Get insights and monitor pipeline risks

Managers

Get insights and monitor pipeline risks more effectively

Automate routine work and focus on growth

Business owners

Automate routine work and focus on growth

Frequently Asked Questions

The AI Extension is designed for Vtiger 8.x (Open Source).
We are focusing on full compatibility with the latest 8.x releases to ensure stability and performance.

The extension will be available on a monthly subscription basis, with three plans based on AI capabilities:

  • AI Chat Bot
  • AI Assistant
  • AI Agent

Each plan unlocks a different level of automation and functionality.

No sensitive CRM data is stored externally by default.
The AI works through secure API communication, and you will have full control over what data is used.

Answer:
It depends on the plan:

  • AI Copilot → read-only (no changes)
  • AI Assistant → actions on request
  • AI Agent → automated workflows

You always control the level of automation.

The product is currently in development. We will release versions of agents and let you know about it on our pages and via social media posts.

No, this is an independent extension developed for Vtiger CRM.
It is not affiliated with or endorsed by Vtiger Inc.