Best Open Source CRM

Best Open Source CRM is a comprehensive Customer Relationship Management (CRM) software application, available for free from BellatrixSoft. It is our contribution to the open source community, which we hope will benefit more organizations and individuals globally. Best Open Source CRM has all the features you would expect from an enterprise-class software package, so why pay the high price?

Providing the best value for your money, SugarCRM is an open source CRM (Customer Relationship Management) system designed to increase efficiency and sales for organizations of all sizes. SugarCRM can easily integrate with existing applications in order to provide a single, unified view of your customer data and contact history. With SugarCRM, you can track leads, manage accounts and opportunities, improve productivity and deploy campaigns to keep your customers engaged.

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.

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.

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.

 EspoCRM

Espo Crm

Key Highlights:

  • The ability to switch to on-premise anytime.
  • Actively maintained open source (self-hosted) package.

EspoCRM is new to the scene and it is an impressive CRM software. You can download it for free and host it yourself or opt for the cloud solution where they do it for you.

They offer detailed documentation—in case you want to try it yourself. Furthermore, if you want to go with the cloud solution—you can always switch to on-premise anytime you want. I guess that makes it a bit more appealing.

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.

Crust CRM (Corteza)

Corteza

Key Highlights:

  • A unified open source solution
  • Recently launched with latest features on board

Crust CRM is one of the best enterprise-level Slack/Salesforce alternatives. Well, the primary aim of Crust CRM is to provide you with a unified platform.

Crust CRM offers a community edition “Corteza” which is open-source in nature with all the latest features that you get with Crust CRM. It has been recently launched – so you can expect it to be compatible with many services. You need to go through the technical documentation to set it up.

CiviCRM

Benefits:

CiviCRM is a completely free open source CRM targeted at non-profits, associations, and civic sector organizations. User-friendly and designed to be adapted towards a wide range of uses, CiviCRM provides full-fledged CRM features like contact management, accounting integration, case management, and email marketing.

Drawbacks:

You will likely need help installing and tailoring the solution for your organization’s needs. It’s not designed for sales, so you may find it doesn’t meet your business requirements or requires too much investment in time and money to customize. It should be noted, the UI is also somewhat out-of-date.

Pricing:

  • Free.

Conclusion

We’ve built a platform that combines the power of open source software with the usability of a CRM. That means you get the best of both worlds — a popular software solution with enterprise-level features and customer service that remains affordable even for small businesses .

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