Vtiger vs Upsales CRM in September 2026

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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Vtiger

CRM Software

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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upsales CRM

CRM Software

4.5 114 user ratings

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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Bigin by Zoho CRM

CRM Software

4.5 1,166 user ratings

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Featured

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EngageBay Sales CRM

CRM Software

4.9 737 user ratings

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Overview

Description	Vtiger all-in-one CRM stands out as a comprehensive solution designed to streamline and enhance the synchronization between the company's marketing, sales, and support teams by leveraging unified customer data through its One View feature. Simplifying CRM to its core, Vtiger equips businesses with the necessary tools and functionalities across crucial departments such as Sales, Help Desk, and Marketing. This enables a holistic view of customers, incorporating essential details like names, phone numbers, previous interactions, and account history for more informed decisions and strategies. By utilizing features such as landing pages, web forms, email campaigns, and customized sequences, Vtiger CRM aids in acquiring leads and fostering enduring relationships. The Process Designer feature further allows for the designing, automation, implementation, management, monitoring, and optimization of business processes, enhancing operational efficiency. Moreover, Vtiger's extensive collection of preloaded email and print templates streamlines communication and document customization, saving valuable time. Additionally, Vtiger simplifies appointment scheduling, enabling meetings to be arranged in just a few clicks, thereby ensuring that managing the business engagements is both efficient and hassle-free. Read more	Upsales CRM is a versatile CRM software platform that enables you to find fresh leads, close more transactions, and expand your client base with ease. It helps you find fresh leads to increase the efficiency of your sales process and grow your revenue. With Upsales’ account growth capabilities, you can uncover untapped potential in your current client base. You can get lead suggestions for all registered firms in the United Kingdom based on your sales history and contact information. You can invest your time on the correct offers and view everything from the pipeline's worth and progress to the likelihood and hazards of a transaction. You can discover upsell chances and get notifications when a consumer is ready to make a larger purchase. The platform allows you to see how many meetings you need to fulfill your sales targets, and make decisions based on data. It improves your prospecting and helps you to locate high-quality leads. Additionally, you can improve the predictability and efficiency of your whole sales process and complete more transactions. Read more	Bigin by Zoho CRM is a refreshingly simple CRM built with small businesses, startups and growing teams in mind. It is designed to be intuitive and easy to use, helping you bring all your customer-facing operations—including sales, marketing, onboarding, delivery, and support—all into one place. Bigin lets you manage every important interaction and customer relationship with ease—no more switching between spreadsheets or dealing with overly complicated tools. Over 30,000+ businesses globally trust Bigin to simplify their processes and strengthen their customer relationships. Whether you are just starting out or scaling up, Bigin gives you the features you need to keep growing! Read more	EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more
Pricing Options	Free Trial Available Starts at $12.0. Offers Free-forever plan.	Free Trial Not Available	Free Trial Available Starts at $7.0. Offers Free-forever plan.	Free Trial Not Available Starts at $10.39. Offers Free-forever plan.
SW Score & Breakdown	88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 60% Momentum 60% Popularity 68%	76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 79% Reviews 60% Momentum 60% Popularity 60%	89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 73% Momentum 60% Popularity 67%	86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 72% Momentum 60% Popularity 64%
SaaSworthy Awards	# 17 Fastest Growing # 12 Most Popular	Not Available	# 11 Most Popular # 14 Highly Rated	Not Available

Features

Total Features	26 Features	8 Features	26 Features	23 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 5 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Available	Available	Available

Reviews & Ratings

User Rating	Not Available	4.5/5 114 user ratings	4.5/5 1,166 user ratings	4.9/5 737 user ratings
Rating Distribution	Not Available	Excellent 59.6% Very Good 35.1% Average 2.6% Poor 0% Terrible 2.6%	Excellent 73.6% Very Good 18.6% Average 2% Poor 0.1% Terrible 5.7%	Excellent 89.7% Very Good 8.7% Average 0.7% Poor 0.4% Terrible 0.5%
User Sentiments	Customization Options, Extensive Integrations, Excellent Customer Support, Comprehensive Feature Set Outdated User Interface, Mobile App Functionality, Slow Loading Times, Reporting Capabilities	Ease of Use, Organized Interface, Extensive Integrations, Comprehensive Sales Management Occasional System Slowdowns, Limited Customization Options, Complex Marketing Automation Features, Sub-Optimal Mobile Experience	Ease of Use, Affordable Pricing, Effective Sales Pipeline Management, Seamless Gmail Integration Limited Integrations with third-party apps, Limited Customization Options, Occasional Software Bugs/Glitches, Inadequate Customer Support	Not Available
Review Summary	Overall, users find the product easy to use and affordable, with good customer support. Many appreciate its customization options, mobile accessibility, integration capabilities, and reporting features. Frequent updates and a user-friendly interface are also praised. However, some users mention occasional technical glitches, limited customization options in certain areas, and a learning curve for new users. Reporting capabilities and analytics could also be improved, and some users find the interface outdated.	User reviews of Upsales Sales and Marketing Platform highlight its ease of use, intuitive interface, and helpful customer support. Users praise the platform's ability to manage leads, track sales activity, and provide a clear overview of customer information. However, some users note occasional slow performance, limited mobile functionality, and a learning curve for certain features. Overall, Upsales is perceived as a valuable CRM solution, particularly for B2B businesses in the Nordic region, but it could benefit from improvements in areas like data import and marketing automation.	Many users appreciate Bigin's simplicity and ease of use, citing its user-friendly interface and intuitive design as key strengths. The software's customizable features and ability to integrate with other business tools are also frequently praised. However, some users have encountered challenges with the system's limited reporting capabilities and occasional technical issues. Additionally, a few reviewers have expressed concerns about the software's pricing structure and the lack of certain advanced features found in competing products.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $12.0. Offers Free-forever plan.	Free Trial Not Available	Free Trial Available Starts at $7.0. Offers Free-forever plan.	Free Trial Not Available Starts at $10.39. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	One Pilot Free One Growth $12.00 $12.00 per user / month One Professional $30.00 $42.00 per user / month One Enterprise $42.00 $58.00 per user / month One AI $50.00 $66.00 per user / month	Upsales CRM Others	Free Free Express $7.00 $9.00 per user / month Premier $12.00 $15.00 per user / month Bigin 360 $18.00 $21.00 per month	Free Free Basic $10.39 $12.99 per user / month Growth $19.99 $24.99 per user / month Pro $39.99 $49.99 per user / month
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