Vtiger CRM
Defalto CRMAI 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 other levels are in Development.
We are building the next generation of AI for Vtiger CRM.
Contact us for any questions or requests below:
Vtiger AI Extension is built for modern CRM teams
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
Example prompts you can use in Vtiger AI
Ask simple questions and get useful CRM answers in seconds. These examples show how Vtiger AI can help users search records, check sales activity, review invoices, monitor tickets, and manage daily work directly inside CRM.
General queries
Show records created today
See new records created today in Vtiger CRM
Invoices
Show unpaid invoices
Find customers with unpaid invoices and follow up faster.
Leads
Show leads created today
See new leads immediately and react while interest is fresh.
Tickets
Show high priority tickets
Focus on urgent support requests first.
Quotes
Show open quotes
Review active quotes and follow up with customers.
Opportunities
Show opportunities over $10,000
Identify high value deals in your sales pipeline.
Sales risks
Show deals that have not moved in the last 30 days
Detect stuck opportunities before they are lost.
Calendar
Show my calendar tasks for today
Get a quick overview of your daily CRM work.
Organizations
Show accounts created this month
Review newly created customer records quickly.
Projects
Show projects that are expected to end this month
Show projects are planned to end this month
These are only examples. Users can type their own prompts or use predefined prompt templates directly inside the Vtiger AI window.
Pricing with 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
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Quick records search
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Draft comments
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Compose Emails
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Simple questions
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Vtiger 8.x only
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Read-only, 100% secure
AI Assistant
Take actions directly in your CRM-
Create tasks & follow-ups
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Update CRM records
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Add comments to tickets
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Generate and save emails
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Instant CRM record summaries
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Vtiger 8.x only
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Read and write data on request
AI Agent
Automate your CRM workflows-
Automated workflow creation
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Smart follow-up automation
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Pipeline monitoring & insights
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Risk detection & alerts
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Multi-step process automation
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Vtiger 8.x only
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Full automation (read, write & act)
Use of AI in Vtiger CRM
Sales teams
Close deals faster with AI suggestions and follow-ups
Support teams
Understand tickets and respond quicker in Vtiger CRM
Managers
Get insights and monitor pipeline risks more effectively
Business owners
Automate routine work and focus on growth
Frequently Asked Questions
What Vtiger versions are supported?
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.
How is the pricing structured?
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.
Do I need to connect my CRM data to external services?
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.
Can the AI automatically modify my CRM data?
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.
When will the extension be available?
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.
Is this an official Vtiger product?
No, this is an independent extension developed for Vtiger CRM.
It is not affiliated with or endorsed by Vtiger Inc.
