Free Open Source Crm Software for Small Business Image

Free Open Source Crm Software for Small Business

You have a choice of staying small, or growing your customer base. Many businesses face the challenge of getting to know its customers because they just can’t afford expensive CRMs. TalkBase is here to help you by offering effective customer relationship management (CRM) software for small businesses. Our software is free and open source, simply download it and modify it to fit your requirements. Including an active forum community, there is always someone to talk to if you need help. With built-in functionality for contact lists and calendar management, business owners need not purchase expensive addons or make their staff learn a proprietary system to stay on

With all the options out there when it comes to CRM software, there’s a question every business owner asks themselves: What do I need? Free CRM software can be a great solution as you’re searching for the perfect program to help your business succeed. Open source CRM software is an option that may offer server security and customization capabilities that are hard to find in other programs.

Bitrix24

Best free and open source CRM: bitrix24
  • Open source: ✅ (via partner network)
  • Upgrade price: $19 per month for two users
  • CRM emails: 1,000 per month
  • Number of users: 12
  • Unlimited leads and contacts: ✅
  • Analytics and reports: ❌
  • Top features: Kanban boards, Gantt charts, workload planning

Bitrix24 is a great choice if you’re looking for a free and open source CRM. Though the open source part of the offering has to be handled by a Bitrix24 partner.

The big reason why I recommend Bitrix24 is the number of features it offers without charging top dollar for them. For instance, you will get unlimited feature records, sales tracking, email marketing, and more – all for free.

The fact that over 7,000,000 companies use Bitrix24 says much about the popularity of this tool. The only downside of this cloud-based CRM software is the learning curve (even with the paid version), especially when you compare it to platforms like Freshsales.

Putting that aside, it is one of the best free CRM software for improving your collaboration and communication, as well as helping you manage your clients with ease. I think it’s a good choice for small businesses looking for a collaboration software that doesn’t put a dent in their marketing budgets and that offers almost all of the advanced features.

SuiteCRM

Free Open Source Crm Software for Small Business Image

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.

 Zoho CRM

zoho
  • Open source: ❌
  • Upgrade price: n/a
  • CRM emails: 4,500
  • Number of users: 3
  • Unlimited leads and contacts: ❌
  • Analytics and reports: ❌
  • Top features: scoring rules, workflows, email notifications, web forms, custom dashboard

Zoho started as a cloud-based CRM. However, over time, they have also added diversification to the picture. Nowadays, they offer an all-in-one suite to help you manage everything from invoicing to customer management.

Although it’s not an open source CRM, it can be easily integrated with other platforms via third party apps. For instance, you can use Zapier to connect to eCommerce platforms like Shopify, which is otherwise not possible.

If you want to use it for a small business, I’d suggest that you go with the Standard plan featuring custom reports and analytics in addition to lead scoring, webhooks, etc. It’s a good choice for startups or new businesses.

Odoo

Free Open Source Crm Software for Small Business Image

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.

 Insightly

insightly
  • Open source: ❌
  • Upgrade price: $29 per user/month, billed annually
  • CRM emails: 25,000
  • Number of users: 2
  • Unlimited leads and contacts: ❌
  • Analytics and reports: ✅
  • Top features: sales tracking, forever free plan, user friendly UI

Insightly is a smart, simplified addition to our list of the best free and open source CRM. This tool focuses on improving your workflow and organization, and getting you better leads. It is marketed as a budget-friendly option for closing more deals, and that’s exactly what this CRM is about.

The free version offers fast onboarding and a free lifetime plan. Additionally, the integrated tracking system is great, which is ideal for newbies. It helps to track everything from sales prospects to delivered projects via the same dashboard.

That said, compared to some of its competition, Insightly provides slightly less features in the paid versions. Other than that, it’s a good CRM for carefully tracking customer relationships, monitoring a sales pipeline, and getting more insights on your sales process overall.

Even the main dashboard alone will provide you with highly detailed stats on your sales and pipeline. With Insightly’s free version, you will get access to around 25,000 records, including contacts, leads, organizations, reports, projects, and more.

Overall, I’d say it’s a great choice for businesses that aren’t looking for a lot of features and functionality options, but simply want to get started with a CRM fast.

Conclusion

OpenERP is a highly customizable, feature-rich and scalable open source crm software that helps small businesses to create and manage their customer relationships and day to day operations. As one of the leading crm solutions for the open source community, it offers a combination of mature technologies that have been used in corporations around the world. OpenERP is available in three editions: Community (Free), Professional and Corporate.

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