--- title: "Vymo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Vymo Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/149715/Vymo/" page_type: "product" language: "en" --- # Vymo Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Vymo ## What is Vymo? Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. ## What is Vymo used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price $50 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Vymo?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.getvymo.com&name=Vymo) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Vymo 4.7 (41) VS. [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting Price $50 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (41) Ease Of Use 4.3 (164) Value For Money 4.7 (39) Value For Money 4.2 (150) Customer Service 4.6 (39) Customer Service 4.3 (156) ## Vymo alternatives [4.4 (18,802)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (1,318)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Vymo Overview ### Which roles and teams benefit most from Vymo? Vymo is most used by sales teams, business development staff, and field managers who need structured activity tracking and follow-up discipline. Territory sales managers, sales officers, and consultants use it to manage leads and customer visits, while branch, circle, and agency managers monitor team performance, pipeline progress, and execution. Answer based on 41 reviews Overview ### What company size and specific industries is Vymo built for? Vymo is designed for large enterprises with remote sales and field teams, making it a fit for organizations that manage distributed commercial operations. It is aimed at companies that need support for sales activity across field-based and remote workforces. Features and Usability ### What are the key features of Vymo? Vymo offers field sales management, CRM, and sales automation, with lead capture, lead management, and pipeline management for tracking opportunities. It also includes activity tracking, appointment scheduling, route optimization, GPS location tracking, customizable reports, workflow management, and third-party integrations for sales team and territory operations. Integrations ### Which third-party tools and platforms does Vymo integrate with? Vymo integrates with Salesforce Sales Cloud. Getting Started and Support ### What training and onboarding options does Vymo offer? Vymo provides in-person training and documentation to help teams get started. In-person sessions support guided setup and direct instruction, while documentation gives users written reference material for self-paced review and step-by-step guidance when learning the product. Getting Started and Support ### What customer support options does Vymo offer? Vymo provides FAQ/forum access and phone support. Users seeking help can use these channels for product questions and issue resolution. However, available feedback focuses more on product reporting and tracking concerns than on support experience, so there is little user commentary on response speed or help quality. Answer based on 1 reviews ## Features AI summary Based on 5,335 Lead Management reviews Capterra data shows that buyers of lead management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Vymo supports all three of the features reviewers rate most highly: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect details organized, track customer interactions in one place, and bring new leads into the pipeline more efficiently, allowing teams to follow up faster and manage sales activity with better visibility. Contact Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Reporting/Analytics 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Lead Management 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Capture 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Vymo 49 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - For Insurance Industry: Intended to be used by insurers - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (41) 4.5 Based on 41 reviews ## Pricing Value for money 4.7 (39) Basic $50.00 Per Month Value for money 4.7 (39) 4.7 Based on 39 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (39) 4.6 Based on 39 reviews ## User reviews Overall rating 4.7 Based on 41 reviews Filter by rating 5(28) 4(12) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent SD Shweta D. Sr Manager Insurance ### "NPS Jan23" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 10/10 January 15, 2023 Pros Lead Management, Goals module, Hello screen Cons Slowness, login/frequent password request, crashing of app Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Mohammad G. RO Public Relations and Communications ### "All in one for my work " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2022 Pros I most like this product is informed costumer to all Offers my bank. Cons Costumer services are very easy to provide them. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SP Saswati P. Rm Insurance ### "Review for Vymo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2022 I am using this application for lead generations and lead update. All types of CRM, Tracking , follow ups. Pros I am using this application for lead generations and lead update. All types of CRM, Tracking , follow ups. Cons There is no such least for the application i love to use the application. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Roshan G. Associate Agency Manager Insurance ### "Perfect and punctual apps." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 5, 2019 Excellent application Pros It's a good application for me, very to easy use this application, meeting reminder and recruitment call intimation. Such a nice application. Cons Ohhh..One of the best vymo. Showing the following data. Agency growth path. Advisor monthly wise report. Advisor club data. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Ajay G. Assistant Agency Manager Insurance ### "It's a good Sale's man kit" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 5, 2019 Pros Each and every area of the application is useful. The reminder for your meeting etc Cons Sometime backlog issues and prospect cancellation which are forwarded to other members as a leads Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HM Hitesh M. Branch Manager Insurance ### "Intelligent tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2019 Excellent tool to manage Activities Pros Planning appointments, reminders and real time MIS Cons Nothing to consider as least about this application Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GK Gaurav K. Branch Manager Insurance ### "VYMO Best experience " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2019 It was great experience planing for a day Pros Manage planning a day and remind before time Cons Pr@am incentives and notifications near by advisor Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OP Omkar P. Sr.Agency Manager Insurance ### "Nice Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2019 It’s a good and nice experience with VYMO Pros Reminder For Call To advisor or joint customise call Cons Features are very good for use this application Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ND Neel D. Associate Agency Manager Insurance ### "It's application very useful for regular basis" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 31, 2019 Pros Remind our work and what can we do for next Cons Daily update for our data and work Also rectify our work Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RV Rahul V. AADM Insurance ### "Vymo feedback" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 31, 2019 Good Pros Schedule activity Recruitment lead Data in one tap like agent details , business , report ,MIS report Cons Not provide latest update Unnecessary asking details (when we call directly from vymo ) Agent meeting address , it's not specify Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/149715/Vymo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.