# Vymo Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vymo Software - reviews, pricing plans, popular comparisons to other Lead Management products and more.

Source: https://www.capterra.com/p/149715/Vymo

---

# 

 Vymo Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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

Highest Rated

[4.5 (3,043)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.3 (6,965)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

[4.2 (1,295)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

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

Vymo 49 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Manage various distribution channels, build relations with channel partners, and track their performance

Provides a channel for team members to share media files, communicate, and work together

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage, store and organize emails within the system or via third-party apps

Tracks metrics that provide insight into how a user interacts with any interface or product

Intended to be used by insurers

Caters to sales teams

Form predictions based on past and present data/trends

Allows employees to set and manage work or career related goals

Establish measurable goals and objectives and track their progress over a specific period of time

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Access the system via a mobile application

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Arrange tasks based on the level of priority or urgency

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Finding the most optimal routes for drivers based on various factors and constraints

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

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/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)