Best Open Source CRM Software for Small Business

MD CRM is the Best Open Source CRM Software for Small Business. It is one of the most versatile, scalable and easy-to-use solutions that fit small and medium businesses with up to hundreds of employees. With MD CRM, you get the in-depth customer relationship management (CRM) functionality you need without added cost or complexity. You can use MD CRM as a customer data hub which skillfully integrates all your information channels into one complete customer view.

Open source software and CRM are two great career paths that complement each other very well. Open source CRM has become very popular in the past few years, especially for small businesses where budgets might not be as high. This list contains the best open source CRM software for small and mid-sized business owners to use when trying to manage something as important as Customer Relationship Management (CRM).

SuiteCRM

Benefits:

SuiteCRM handles sales, service, and marketing, with custom module, layout, and relationship development tools that will please your IT department too (if you have one). This CRM has also got a real-time dashboard, meaning as data streams in, new figures offer broader insights into things like pipeline metrics, open project statuses, and cash flow.  

Endless modular customizability and add-ons mean you can use it for applications, simple or complex. It also works on every operating system under the sun: Windows, OS/X, Ubuntu, Android, iOS—you name it.

With a low learning curve and easy set-up, it’s definitely one of the most approachable open source systems on the scene. It’s also one of the most popular.

Drawbacks:

Helpdesk support can be slow, as it is community-based. There’s also a moderate learning curve, and the free open source version’s integrations and features aren’t as developed as in paid versions. SuiteCRM doesn’t integrate with ERP software, so if you’re looking for holistic business process integration, it may not be the right choice.

Pricing for SuiteCRM: OnDemand:

  • Pure SuiteCRM is free. 
  • Starter plan (recommended for 1-10 users) is $123 (billed as £95) per month, billed annually.
  • Business plan (recommended for 5-50 users) is $430 (billed as £332.50) per month, billed annually.
  • Premium plan (recommended for 10-150 users) is $614 (billed as £475) per month, billed annually.

A 30-day free trial is available for all SuiteCRM: OnDemand hosted solution plans.

Vtiger

Vtiger

Key Highlights:

  • Open source edition based on SugarCRM
  • Separate pricing plans for Marketing, Sales, Help desk or all-in-one
  • Regional pricing available for some countries like India
  • Per-user pricing

Vtiger offers a cloud version and an open source version. Of course, if you opt for the open source version, you get to host it yourself and manage it all by yourself or hire a team.

After observing the pricing plan, the managed cloud version obviously looks promising. – with separate pricing plans for sales, marketing, and help desk. However, if you have the required technical expertise, the open-source version is good enough as well. Also, it was interesting to see a regional pricing plan for India because they have an office here.

Odoo

Benefits:

Odoo is all about ‘extensible architecture,’ with a modular design that lets you mix and match different features. The open source Community Edition of Odoo CRM plugs into the 10,000+ apps in the vendor’s orbit, which are configured to integrate with one another seamlessly.

If you’re in retail, restaurants, or other brick-and-mortar enterprises, you may be interested to know Odoo has a very useful point of sale app. Working with other Odoo apps, point of sale data can easily flow into your inventory management, email marketing, and sales operations.

Drawbacks:

The open source version of Odoo CRM has a significant learning curve, and you’ll have to pay special attention to setting it up and implementing it to prevent headaches later. The invoicing tool is a bit more complicated than necessary (you have to create a quote, followed by an order in order to generate an invoice), and reporting options are limited. Customer support is dependent on app community members.

Pricing:

  • Open source CRM is free. Paid add-ons available.

CiviCRM: Best Open Source CRM for Nonprofit Organizations

CiviCRM

Overall Score: 3.44 OUT OF 5 i

What We Like

  • Robust workflow automation functionalities
  • Includes 40 customizable CRM reports, such as donation totals and inactive donor reports
  • Extensive features to manage donors and contributions, such as donation management and fundraising event management

What’s Missing

  • Requires technical skill to install and operate
  • Does not offer phone support and live chat
  • User interface looks outdated and can be difficult to navigate

Pricing Summary

  • Open source version: Free to download and use
  • Basic Plan: $10 per month
  • Standard Plan: $25 per month
  • Pro Plan: $50 per month

CiviCRM is free to download and use. It is built especially for nonprofit organizations. It includes features found in most types of CRM on the market, such as email marketing and reporting tools. Features particularly beneficial to nonprofits are a donation tracker, fundraiser event management, and contribution processing.

However, CiviCRM lacks live chat and phone support. Its user interface also looks outdated and can be difficult to navigate. Users who need access to more customer support options, as well as a sleek and simple interface, can consider Vtiger.

CiviCRM Features

CiviCRM offers helpful features specific to professionals working for nonprofits. Below are features we find most beneficial for users:

  • Contribution management: Lets users process and track contributions and send gift acknowledgments to donors
  • Event management: Allows users to create registration pages for free and paid events, and lets users establish their event’s date, time, registration period, capacity and fees, as well as send confirmation messages
  • Membership management: Lets users manage their membership program by allowing them to sign up and pay for their memberships online, receive automatic renewal reminders, and receive emails
  • Advocacy campaign management: Enables organizations to build advocacy campaigns by tracking the progress of a campaign’s events, mailings, activities, and contributions

Screenshot of CiviCRM users overview

CiviCRM gives users an overview of their various fundraising activities, including donor contributions, top donors, and events.
(Source: CiviCRM)

X2CRM

Benefits:

X2CRM has an open source edition, which generously shares code through GitHub, SourceForge and Bitnami, thus encouraging anyone and everyone to customize it for their own purposes. The software can be downloaded right onto a webserver, but you can also get help when downloading it as part of a full stack version.

This open source edition employs many of the core modules from the general (non-open source) X2CRM platform, which is more geared toward larger enterprises rather than lean startups. 

Lighter operations can take advantage of X2CRM Open Source’s tools for marketing campaigns and pipeline and funnel management. There are email modules that include open email tracking and a feature to design workflow visualizations. X2CRM also has Android and iOS apps.

Drawbacks:

X2CRM is an up-and-coming platform and not the most widely used, so you may find it tricky to get the support you need through its small-ish community.

Pricing: 

  • Open source version is free. 
  • Paid custom configuration and development solutions also available.

Conclusion

Communicate with leads, meet sales quotas, and close more deals. Open-source software is available for customizing the perfect CRM for your small business. Good CRM software can be used to make all of your customer support and lead generation activities more efficient than ever before. Open source software allows you to work on a solution prototype as soon as possible, and then get some users to try it out.

0 Comments

No Comment.