Services · Vtiger NextGen
The CRM that knows the whole story, then acts on it.
Vtiger NextGen puts agentic AI on one unified database for sales, support and marketing. It coaches every call as it happens, builds custom apps in days and plugs straight into your cloud telephony.
- 1 database, every team
- Days to a custom app
- 5 telephony gateways
01 · Agentic AI & unmatched context
It sees the whole customer before it says a word.
- True 360-degree data architectureOne unified database across sales, support and marketing. As a call begins, NextGen reads the transaction history, open support tickets and pipeline milestones at once.
- Intelligent agentic workflowsIt doesn't just answer. Within the boundaries you define it carries out multi-step tasks, such as a credit card lock request or a follow-up in Vtiger, straight from the call.
02 · Calculus AI · Next best actions
The next best move, on screen mid-call.
- Real-time agent coachingCalculus AI reads the customer's sentiment, engagement and blockers as they talk, and prompts your representative with exactly what to say next.
- Hyper-accurate predictive scoringHistorical behaviour becomes deal and conversion scores, so your teams know which high-value leads the AI or a person should call first.
Deal score
Customer“It’s more than we budgeted.”Sentiment falling · blocker: price
Next best actionOffer the 12-month EMI plan.On your rep’s screen, mid-call
Next best actionBook the demo for Friday.Engagement up · buying signal
Score 88 · call this lead first
03 · NextGen Dev Studio
Built inside the bottle. In days, not months.
- Composable, metadata-driven app designDeclarative tools let your developers build custom financial dashboards, interfaces and data models around the voice module in days rather than months.
- Secure sandbox isolationServer scripts, APIs and specialised financial plug-ins are written and launched in a sandbox, without altering or breaking the core CRM code.
Dev Studio buildDay
Sandbox sealedcore CRM code untouched
04 · Native cloud telephony
Zero friction. The call goes in, the record comes back.
- Instant out-of-the-box routingNextGen hooks natively into Twilio, Asterisk, CloudTalk, Ozonetel and FreJun, with no custom middleware to build or maintain.
- Automatic bidirectional data syncEvery call pops up the caller's full record. When it ends, the recording, sentiment and an automatic summary sync back to their timeline, with zero manual entry.
Incoming · pops up in VtigerPriya Sharma · Gold · 2 open tickets
- ✓ Recording synced
- ✓ Sentiment: positive
- ✓ Summary on the timeline
Manual entries: 0
Vtiger NextGen
Meet your CRM's next generation.
We'll set NextGen up on your own data and your own phone lines, and show it reading a customer, coaching a live call and syncing the record back, end to end.