Skip to content
EN
Demo
Platform
CallsQueues and routingIVR (phone menu)Smart transferAuto dialerBrowser-based softphoneClick-to-call
Messaging and customer dataUnified inboxForm builderCustomer portalCustomer success platform
ManagementHistorical reportingReal-time monitoringShift scheduling
Deployment and securityIn our cloudOn your serversHybrid deploymentData security
Platform →
Solutions
IndustriesRetailReal estateBanking and insuranceTravelHealthcareEducation
Customer serviceFAQ self-serviceOrder status without an agentAfter-hours coveragePeak days without overloadConversation quality assurance
SalesLead qualificationAppointment bookingRepeat salesLoyalty program
Outbound communicationPayment and overdue remindersNotifications and confirmationsPost-interaction survey
Who it's forBy company sizeBy role
Solutions →
AI agents
For customersVoice AI consultantAI consultant in chat
For employeesAI assistant for calls and salesAssistant for work questionsNew hire onboarding
TechnologyKnowledge baseSpeech analyticsAI connectorModelsData security
ServicesAI agent trainingMachine learning
AI agents →
Integrations
CRM systemsSalesforceHubSpotDynamics CRMSAP CXZoho CRMPipedrive
ERP systemsSAPNetSuiteBusiness CentralSageOdoo
Help desk and team chatZendeskFreshdeskServiceNowSlackMattermost
Messaging and socialWhatsAppViberInstagramFacebookSMSLive chat
Telephony, API, and AIAsteriskAMI, AGI, and ARIKamailioFreeSWITCHAPI and protocolsMCP connectors
Integrations →
Pricing
Company
ResourcesBlogCalculatorsComparisonsLibraryGlossary
ServicesOpen SourceImplementationDevelopmentSupportTraining
ContactsContact usAboutFacts and figures
Company →
Language: English
Demo

Integrations

vTiger CRM integration with your phone system and contact center

vTiger CRM is an open-source system for both sales and support: contacts, organizations, deals, and tickets. We connect it to your phone system and messaging channels through the REST API. When a customer calls, the agent sees their contact, open deals, and tickets. After the call, the call with its recording and the chat history stay on the customer record.

Get a quotePricing
Salesand support in one integrationOne call can create both a deal and a ticket
RESTvTiger API, no core changesvTiger updates as usual
$0for vTiger seats for agentsCloud Vtiger seats are paid; agents don't need them
1 clickto call a number on the recordOnly for self-hosted vTiger

Capabilities

What you get with vTiger CRM

Deals and tickets on the callBefore answering, the agent sees who's calling, their organization, and their open deals and tickets.
Calls on the contact recordThe conversation is saved in vTiger as a call: time, duration, agent, outcome, and a link to the recording.
Tickets from callsIf a customer calls with a problem, the agent's form creates a ticket in vTiger right away with the right priority.
Messages next to callsTelegram, WhatsApp, and web chat conversations land on the customer record next to calls.

Options

Three ways to connect vTiger CRM

The option depends on which app your agents spend the day in. Sales and support may need different setups – then we use two options at once.

The contact or a new lead opens on the call

When a call comes in, vTiger opens in the agent's browser – the contact record for a known number, or a new lead prefilled with the number and line for an unknown one. Suits teams that spend their day in vTiger and need deals and tickets in view immediately.

  • Number and line already on the lead
  • On transfer, the record opens for the colleague
  • Customer's deals and tickets visible at once
Option 1 of 3

We'll recommend the right option during discovery.

How it works

What works with every option

Contact

Calls and messages on every contact

Each customer record collects inbound and outbound calls: how each call ended and a link to the audio, next to their messaging app and web chat conversations. If a call is missed, the owner can get a callback task right away.

  • Recording opens from the record
  • Missed call becomes a task for the owner, if enabled
  • The customer's calls and messages in one place

Sales and support

The call goes to whoever owns the customer

When a customer with an assigned rep calls, the platform routes the call straight to that rep. If the customer has an open ticket, the call can go to the engineer handling it. Reps call customers by clicking the number on the record – this works everywhere except cloud Vtiger.

  • The platform gets the rep from vTiger
  • Ticket calls go to the ticket owner
  • Click-to-call from the number

Setup

How we connect vTiger CRM

  1. 01DiscoveryWe review your vTiger version and customizations, which modules you use – deals, tickets, projects – and what agents need to see during a call.
  2. 02AccessYour admin creates a dedicated vTiger user for the sync, issues an API access key, opens network access from the platform to vTiger, and sends us your numbers and messaging channels.
  3. 03DevelopmentWe build the sync on the vTiger REST API around your fields and modules. We don't touch the vTiger core, so updates install as usual.
  4. 04WorkflowsWe decide what's created after a call and map agents to vTiger users and lines to departments.
  5. 05TestingWe test every case with calls and messages: new customer, customer with an open ticket, transfer, missed call, after-hours call.
  6. 06LaunchWe turn it on in production, show your team the new workflow, and check reports against vTiger for the first few days.

Requirements

What you need on the vTiger side

vTiger
Open-source vTiger CRM 7 or 8, including community builds, or cloud Vtiger on a plan with API access
Access
A vTiger user with a REST API access key
Where it runs
Cloud Vtiger, your server, or a hosting provider
Telephony
The numbers and carriers you use today
Hosting
In the platform cloud or on a server in the same network as vTiger
Cost
Development hours billed under your support plan

Preparation

Questions for your vTiger kickoff call

Which version do you have?vTiger 7 or 8, a community build, or cloud Vtiger on which plan, and any customizations.
Who maintains vTiger?An in-house developer or a contractor – we'll work with them to open the API and install the module.
What should agents see?Deals, tickets, contracts, invoices – what's needed while the customer is on the line.
What record should a call leave?A lead, ticket, task, or just the call on the record – and who it's assigned to.
Which lines are in use?Which numbers, messaging apps, and web chat we connect – and who answers each.
Do you use PBX Manager?If vTiger's built-in module already logs calls, we'll switch over without duplicates.

Q&A

Frequently asked questions

How do I connect a phone system to vTiger CRM?

Through the vTiger REST API. Calls run through the CONTACT.WORK platform over your lines, and vTiger logs the call with its outcome and a link to the recording. You don't need the built-in PBX Manager module or your own Asterisk PBX.

Does it work with community builds of vTiger?

Community and localized builds of vTiger are based on the open-source version and use the same API, so they connect the same way.

Does the integration work with cloud Vtiger?

It works if your plan includes API access. One Pilot doesn't have it; One Growth and higher plans do, with a daily request limit – we set up the sync to stay within it. Click-to-call and the contact center inside vTiger use our module, which installs only on vTiger hosted by you or a hosting provider.

Do we pay for vTiger users for agents?

Open-source vTiger is free, so this only applies to cloud Vtiger. Agents who work in CONTACT.WORK don't need their own vTiger accounts. The sync needs one vTiger user – paid in the cloud, like any other.

Where are recordings saved?

The audio files stay on the platform server – ours or yours. The vTiger record gets a link to the file, so vTiger disk space isn't used.

What if vTiger stops responding?

Agents keep taking calls: vTiger isn't needed for the calls themselves. While it's down, call data queues in the platform and goes to vTiger as soon as it responds again. Every sync shows up in the report.

Which option is right for us?

If agents spend all day in vTiger, have the call open the record. For a separate high-volume line, let agents work it from CONTACT.WORK and write results to vTiger. If the whole company works in vTiger, we install the contact center module there. You can combine options.

Can AI prep a vTiger rep for a call?

Ask it "What should I know before calling this customer?" and the AI pulls past calls and chats from the contact center over MCP and returns a short brief.

MCP connectors →

How is the price of a vTiger integration calculated?

The work is billed hourly. On the Pro plan, a developer hour costs $60, while on the Maxi plan it's included in your plan's package. After discovery, we give you the scope and start only with your approval.

Pricing →

Glossary

Terms on this page

API (application programming interface)
The way programs exchange data with each other without a person in the loop. Learn more →
Cloud deployment (cloud)
The platform runs on the vendor's servers, and agents connect over the internet. Learn more →
CRM – customer relationship management
Where a company keeps its customers, deals, and full communication history. Learn more →
REST: exchanging data between systems over HTTP
The standard way software exchanges data over the internet. Learn more →
Hosting
You rent a server from a provider instead of buying one. Learn more →
IP PBX
A company phone system that runs over the internet and your local network. Learn more →
Customer record
The screen of customer data an agent sees during a conversation. Learn more →
Whisper coaching
Supervisor coaching that only the agent can hear. Learn more →
MCP (Model Context Protocol)
An open protocol that lets AI work with the data and actions of other systems. Learn more →
On-premises deployment
The system runs on the company's own servers, not in the vendor's cloud. Learn more →
Supervisor
Leads a team of agents: watches the queue and quality, helps and coaches. Learn more →
Callback
The customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. Learn more →
Connector
A prebuilt module that links the platform with telephony, a CRM, or another system. Learn more →

More

Other integrations

Viber Viber bot and Business Messages chats in the agent's window. Learn more SMS Inbound and outbound SMS from the agent's window, next to the customer's history. Learn more Live chat Chat on your website, in the agent's workspace, with an AI agent on the front line. Learn more API and protocols Connect your contact center to any system you use – via API, a database, or files. Learn more

Blog

Fresh from the blog

All articles →
Services · 7 min read Custom development of your contact center platform for your processes When contact center settings are not enough: integrations, modules, AI workflows. How to tell development from configuration and estimate the payback. Read the article → Management · 9 min read How many agents does your contact center need? Erlang C in plain English Calculate contact center staffing with Erlang C: workload, service level, shrinkage, and headcount by shift – all in one worked example. Read the article → Integrations · 7 min read CRM and phone system integration: what it does and how it works How to connect your phone system to your CRM: calls and recordings in the record, screen pop, click-to-call. What to decide first and how to check it works. Read the article →

Updated: