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.
Also included in our Extensions Packages.
ChatBot available, 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?
The Vtiger AI Extension is released step by step. The current version helps users work with CRM information, prepare communication, and use practical prompts directly inside Vtiger CRM. More advanced CRM actions and automation features are planned for future AI levels.
Available now
The current version helps users work with CRM information faster in a read focused and controlled way.
- Ask CRM related questions
- Search CRM records
- Draft comments
- Compose and improve emails
- Use predefined prompt templates
- Review selected records and related information
Planned for future AI levels
These features are planned for the next AI levels and will be released gradually after additional testing.
- Create CRM tasks and follow ups
- Update selected CRM records
- Generate and save activities
- Run controlled CRM actions
- Execute multi step workflows
- Automate selected CRM processes
Vtiger AI Extension availability
The Vtiger AI Extension is being released in three levels. The first level, AI Chat, is available now. AI Assistant and AI Agent are currently in development and will be released gradually.
| AI level | Status | What is included | Estimated release |
|---|---|---|---|
| AI Chat | Available now | Chat with CRM data, quick record search, draft comments, compose emails, use example prompts, and summarize selected CRM information. | Released |
| AI Assistant | In development | Configurable assistants per module, allowed fields, related modules, related records, guided CRM actions, record summaries, and controlled updates. | Conservative estimate: Q3 2026 |
| AI Agent | Planned | More advanced automation, multi step workflows, smart follow up actions, pipeline monitoring, and process based automation. | Conservative estimate: Q1 2027 |
Compose Better Emails with AI in Vtiger CRM
Generate, improve, shorten and translate professional emails directly inside the Vtiger Compose Email window.
AI Assistant helps your team prepare better email communication faster. Users can create a complete email from a short instruction, improve existing text, shorten long messages, translate emails into another language or get content suggestions without leaving Vtiger CRM.
The final message is always reviewed and sent by the CRM user. This keeps your team in control while reducing repetitive writing and improving the consistency of customer communication.
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
-
Quick records search
-
Draft comments
-
Compose Emails
-
Simple questions
-
For Vtiger 7.x / 8.x
-
Read-only, 100% secure
-
Available now
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
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For Vtiger 7.x / 8.x
-
Read and write data on request
-
In development
AI Agent
Automate your CRM workflows-
Automated workflow creation
-
Smart follow-up automation
-
Pipeline monitoring & insights
-
Risk detection & alerts
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Multi-step process automation
-
For Vtiger 7.x / 8.x
-
Full automation (read, write & act)
-
Planned
Vtiger AI Extension availability
The Vtiger AI Extension is being released in three levels. The first level, AI Chat, is available now. AI Assistant and AI Agent are currently in development and will be released gradually.
| AI level | Status | What is included | Estimated release |
|---|---|---|---|
| AI Chat | Available now | Chat with CRM data, quick record search, draft comments, compose emails, use example prompts, and summarize selected CRM information. | Released |
| AI Assistant | In development | Configurable assistants per module, allowed fields, related modules, related records, guided CRM actions, record summaries, and controlled updates. | Conservative estimate: Q3 2026 |
| AI Agent | Planned | More advanced automation, multi step workflows, smart follow up actions, pipeline monitoring, and process based automation. | Conservative estimate: Q1 2027 |
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 7.x and 8.x (Open Source).
We are focusing on full compatibility with the latest 7.x and 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.
