Open supply buyer relationship administration (CRM) software program offers companies a supply code to customise CRMs based mostly on their desired look and performance. Whereas this deployment requires superior technical data, growing it ensures the CRM fulfills your modular wants throughout gross sales, advertising, and repair operations and seamlessly integrates together with your current techniques.
Based mostly on our cautious analysis of a number of paid and free open supply applied sciences, we now have recognized the seven greatest open supply CRM software program options.
Vtiger: Greatest all-in-one open supply CRM
Odoo CRM: Greatest for ease of use
OroCommerce: Greatest for ecommerce
EspoCRM: Greatest for freelancers and startups
CiviCRM: Greatest for nonprofit organizations
X2CRM: Greatest for gross sales and advertising automation
SuiteCRM: Greatest for exercise and case administration
Greatest Open Supply CRM Software program In contrast
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Vtiger: Greatest All-in-one Open Supply CRM
Execs
It gives a free plan and scalable paid plans ($12 to $50 per consumer month-to-month).
It has sturdy CRM instruments for managing contacts, gross sales pipeline, and advertising processes.
It has undertaking and stock administration options like invoicing, fee monitoring, and vendor administration.
Cons
Open supply customization instruments require further prices (Booster Packs begin at $9 monthly).
It lacks reporting or lead administration options within the free plan.
Lead scoring and dashboards are locked in with the Skilled tier ($30 per consumer month-to-month).
When to Use Vtiger
You want undertaking and stock administration instruments: Vtiger is an open supply buyer relationship administration software program that provides free undertaking administration instruments like Kanban boards, Gantt view, and job monitoring. However, Vtiger’s stock administration options like invoicing and gross sales order instruments can be found within the fundamental plan, Progress for less than $12 per consumer month-to-month.
When to Use an Different
Different: EspoCRM is our prime open supply CRM that is freed from cost. This is without doubt one of the greatest free open supply CRM software program that provides customization instruments like a format supervisor for altering element and checklist views and an entity supervisor for creating customized fields and relationships. For those who want extra superior instruments, paid gross sales and superior packs can be found, with a license and upgrades included.
You need entry to free reporting and lead administration instruments: Vtiger doesn’t supply reporting and lead administration options within the free plan. This disadvantage can have an effect on groups that have to generate gross sales and different kinds of enterprise stories infrequently.
Different: EspoCRM and CiviCRM supply gross sales analytics and reporting capabilities of their free plans.
Vtiger Pricing Plan & Overview*
Add-ons:
Booster Packs to customise Vtiger CRM
At the moment, the booster packs can be found for all of the editions of Vtiger: Vtiger Pilot, Vtiger Progress, Vtiger One Skilled, and Vtiger One Enterprise. These add-on options are priced on a per-month foundation solely.
Modules and Information Fields: $5 to $25 per further discipline
Workflows: $15 per further course of package deal
Stories: $15 per further report package deal
Dwell Chat Agent: $7 per agent
*Pricing is predicated on annual billing on a per-month breakdown of the plans. Month-to-month billing is offered for a better price. Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
Vtiger enables you to customise your pipelines, gross sales quotas, and forecast classes. (Supply: Vtiger)
Vtiger lets you customise your CRM settings for particular functionalities. (Supply: Vtiger)
Our Skilled Opinion
Vtiger is our greatest open supply CRM for small companies due to its sturdy buyer relationship administration options for lead technology, contact engagement, and undertaking and stock administration. Its free plan, referred to as One Pilot, is filled with CRM instruments that you would be able to modify based mostly in your necessities. If it’s worthwhile to scale your CRM, you may add a booster pack so as to add extra customized fields, workflows, scheduled stories, and so on.
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Odoo CRM: Greatest for Ease of Use
Execs
It’s designed as one easy-to-use database for a number of corporations with an intuitive interface format and drag-and-drop performance on prime of typical options of an open-source CRM.
It has free and scalable plans with entry to lots of of enterprise apps for undertaking administration, ecommerce, gross sales, and so on.
It has sturdy open supply for its Neighborhood version, together with CRM, gross sales, web sites, undertaking administration, and productiveness instruments.
Cons
Cellular app shouldn’t be accessible within the Neighborhood version.
Social advertising and advertising automation require a paid license.
Most finance options like complete accounting and AI invoicing are solely accessible within the Enterprise version.
When to Use Odoo CRM
You want an open supply CRM with clear pricing: Odoo gives a free plan referred to as One App, permitting you to decide on a selected app that already consists of a number of options. As an example, the gross sales app has a citation builder and quote templates. The Odoo Neighborhood has sturdy instruments like CRM, gross sales, and human sources. Furthermore, the paid plans are scalable, beginning with the Customary plan at $24.90 per consumer month-to-month.
When to Use an Different
Different: Vtiger’s free plan, referred to as One Pilot, consists of cell app entry for sending real-time notifications, scanning enterprise playing cards, managing leads, storing voice notes, and extra.
You want low-cost social advertising and advertising automation instruments: Odoo CRM gives social advertising and advertising automation options. Nevertheless, these are solely accessible within the Enterprise version, which will be pricey for some companies.
Different: EspoCRM and X2CRM supply gross sales and advertising automation instruments. EspoCRM’s advertising automation capabilities embrace mass electronic mail advertising, goal lists, and launching campaigns. However, X2CRM offers instruments for cut up testing and net customer monitoring. It additionally has an X2Social module, which lets you combine and leverage social media for advertising functions.
Odoo CRM Pricing Plan & Overview*
*Pricing is predicated on annual billing on a per-month breakdown of the plans. Month-to-month billing is offered for a better price. Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
Odoo CRM’s knowledge Kanban view with drag-and-drop performance (Supply: Odoo)
Odoo CRM enables you to entry all contact particulars and monitor actions in a single dashboard. (Supply: Odoo)
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Our Skilled Opinion
Odoo CRM is our greatest open supply CRM system with a superb usability ranking resulting from its easy, intuitive consumer interface. Its notable options embrace the drag-and-drop performance, Kanban view of pipelines, and unified view of buyer knowledge and interactions for seamless undertaking and make contact with administration. Additionally, it can save you effort and time with its particular instructions, like producing quotes and transferring results in one other pipeline stage in simply a few clicks.
OroCommerce: Greatest for Ecommerce
Execs
Ecommerce options embrace superior pricing, buyer retention instruments, workflow automation, and the OroCRM product already built-in into the system.
It has free advertising capabilities for managing SEO (search engine optimisation), creating touchdown pages, and extra.
Create limitless customized workflows, like buyer account registration, gross sales quote creation, checkout expertise, and alternative administration for gross sales groups.
Cons
It has no cell app.
It lacks AI integrations.
It has complicated configuration and outdated sources.
When to Use OroCommerce
You need entry to free advertising instruments: OroCommerce is provided with free advertising instruments. You’ll be able to handle your search engine optimisation, create customized touchdown pages, and launch your digital advertising campaigns utilizing this free open supply CRM. This may be helpful when you run a advertising company or are into freelancing.
When to Use an Different
Different: Vtiger has a cell app in its free plan. With cell entry, you may ship and obtain real-time notifications, examine the exercise web page, handle contacts, and scan enterprise playing cards whereas on the go.
You desire a customizable CRM with AI capabilities: Whereas OroCommerce offers sturdy CRM options, it doesn’t have AI options.
Different: Vtiger’s One AI plan consists of generative AI capabilities at $50 per normal consumer. It additionally consists of AI immediate builder, AI question analytics, and AI bot administration, which help gross sales, advertising, and customer support reps in automating their day-to-day actions. These AI options can save reps loads of time, to allow them to deal with extra necessary duties.
OroCommerce Pricing Plan & Overview*
*Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
OroCommerce offers instruments to customise your ecommerce dashboard. (Supply: OroCommerce)
OroCommerce’s dashboard makes use of segmentation options. (Supply: OroCommerce)
Our Skilled Opinion
OroCommerce is a B2B ecommerce platform with a built-in CRM for multichannel buyer engagement. When you have a rising retail enterprise, OroCommerce is price contemplating. You’ll be able to leverage its superior pricing engine to create customizable worth calculation guidelines for promotions. Moreover, it gives multiwarehouse administration for managing product stock statuses throughout all of your warehouses in a centralized system.
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EspoCRM: Greatest for Freelancers and Startups
Execs
It has account, contact, lead, and job administration options and is good for freelancers and startups.
It has sturdy gross sales, advertising, and different CRM instruments for scalable enterprise operations.
It has sturdy collaboration and gross sales funnel administration instruments.
Cons
Its product, order, and stock administration instruments are costly ($260 per yr).
Paid assist prices $50 to $100 to get primarily help by way of electronic mail, voice name, and net.
Integrations are restricted to Mailchimp, Google, Outlook, and voice-over-internet-protocol (VoIP) suppliers like Twilio.
When to Use EspoCRM
You want different sturdy CRM options totally free: EspoCRM gives free sturdy options like gross sales orders, invoices, and stock administration to automate gross sales processes. This open-source CRM may also be used for automating your electronic mail campaigns and different advertising methods for seamless metric monitoring like open and click on charges. With these capabilities, you may launch campaigns shortly to generate extra gross sales leads.
When to Use an Different
Different: CiviCRM offers a $0 license price. Alternatively, SuiteCRM has clear pricing plans, detailing the options of every plan on its web site. The identical is true for Vtiger and Odoo CRM. Learn the phrases and situations of the CRM supplier fastidiously earlier than downloading the supply code or shopping for a license to keep away from surprising expenses.
You want free or low-cost assist and assist from the CRM supplier: EspoCRM gives free technical assist from its builders and customers. Nevertheless, you could submit your questions on EspoCRM’s group discussion board and wait for somebody to present you a solution. Whereas paid assist is offered for $50 to $100 for many who don’t need to look forward to group assist, solo entrepreneurs, freelancers, and startups may discover this pricey.
Different: OroCommerce offers its electronic mail handle and telephone numbers on its buyer assist web page. Odoo CRM gives electronic mail, telephone, and reside chat assist. Moreover, X2CRM offers telephone and electronic mail assist throughout enterprise hours. Customers may also take pleasure in these assist companies in the most effective CRM for startups and small companies with out paying further, not like EspoCRM.
EspoCRM Pricing Plan & Overview*
Add-ons:
Gross sales Pack
Consists of options for merchandise, gross sales (like quotes and invoices), purchases (like buy and receipt orders), and stock administration.
: $260 to $364 for a one-year license plus upgrades
Superior Pack
Options for stories, workflows, and enterprise course of administration included.
: $395 to $553 for a two-year license plus upgrades
Google integration: $190 for a one-year license plus upgrades
Mailchimp integration: $190 for a one-year license plus upgrades
Outlook integration: $240 for a one-year license plus upgrades
*Paid plans are based mostly on month-to-month billing. Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
EspoCRM’s lead administration dashboard reveals prospect contact particulars and associated actions. (Supply: EspoCRM)
EspoCRM offers you the choice to edit your dashboard. (Supply: EspoCRM)
Our Skilled Opinion
EspoCRM is our best choice for freelancers and startups due to its easy-to-use account, contact, lead, and job administration options. Plus, you may shortly entry lead knowledge on the consumer dashboard and customise the menu checklist and show choices based on your desire. You’ll be able to create labels in your freelancing initiatives and make sure you don’t miss following up with a shopper and subcontractors with its communication and collaboration instruments.
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CiviCRM: Greatest for Nonprofit Organizations
Execs
It gives important instruments helpful for nonprofit organizations like contact, occasion, and contribution administration.
Advertising options can be found for fundraising and advocacy administration.
It has AI capabilities to summarize previous interactions and supply ideas on the following greatest actions.
Cons
Its consumer interface shouldn’t be intuitive.
It requires a third-party internet hosting service.
It’s not splendid for customers with no programming background due to complicated setup and configuration.
When to Use CiviCRM
You desire a non-profit open supply CRM with advertising instruments: CiviCRM’s open-source license permits you to launch electronic mail advertising campaigns and different promotional actions. These capabilities may help you increase folks’s consciousness about your group’s advocacies to lift extra funds for worthy causes.
When to Use an Different
Options: Odoo CRM is our prime open supply CRM software program that may be very straightforward to make use of. It has a easy, intuitive interface, appropriate for first-time open supply CRM customers.
You like a self-hosted open supply CRM: Whereas CiviCRM is free, the supplier makes use of third-party software program to ship its companies. The corporate doesn’t personal or management these third events. Customers should evaluation the principles and insurance policies of those third events to make sure compliance with knowledge privateness legal guidelines.
Options: EspoCRM has a self-hosted choice if you wish to have full management of your CRM. The supplier gives a free plan and scalable paid plans beginning with the Fundamental plan for $15 per consumer (minimal of three customers).
CiviCRM Pricing & Overview*
CiviCRM
Value:
Key Options:
Contact administration
Contribution administration
Occasion administration
Membership administration
E mail advertising instruments
Stories
Case administration
Advocacy marketing campaign administration
*CiviCRM is an open-source CRM that’s free to obtain, use, and share.
The CiviCRM dashboard reveals a contribution abstract report. (Supply: CiviCRM)
CiviCRM’s donor report abstract shows donation quantities. (Supply: CiviCRM)
Our Skilled Opinion
CiviCRM is the most effective open-source CRM for nonprofit organizations and advocacy teams. Civic teams and nonprofits can use its sturdy and extremely customizable donor administration options for seamlessly monitoring contributions, sending reward acknowledgments, and extra. It additionally enables you to create no-code kinds and add personalized knowledge fields for donor data. When you have good programming abilities, you may create a customized nonprofit org CRM totally free with CiviCRM.
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X2CRM: Greatest for Gross sales and Advertising Automation
Execs
It has sturdy advertising automation instruments together with A/B testing, drip marketing campaign builder, and net customer monitoring.
It has pipeline stories, deal movement perception, and alternative exercise perception for gross sales.
It has self-service net incident seize kind, doc sharing, and ticketing instruments for assist.
Cons
It is advisable contact the supplier to request a quote for premium editions.
It requires excessive minimal system necessities and technical ability to arrange.
It may be troublesome to find out which options are included wherein modules.
When to Use X2CRM
You want automated, customizable instruments in your gross sales crew: If you wish to create a CRM supposed in your rising gross sales crew, X2CRM can convert contacts to paying prospects by triggering particular lead nurturing processes and scoring leads robotically. Pipeline administration and knowledge analytics are natively constructed into the system to spice up lead technology efficiency and monitor and shut extra offers.
When to Use an Different
Different: OroCommerce is our prime suggestion for open supply CRM for ecommerce companies. For those who promote loads of merchandise on-line, you’ll discover OroCommerce useful in rising your month-to-month gross sales. It’s outfitted with a sophisticated pricing engine to customise product costs based mostly on buyer buy historical past and warehouse administration for managing product stock.
You need to use the best open supply CRM attainable: X2CRM requires excessive technical ability to arrange. Earlier than putting in the open supply code, it’s worthwhile to run the Necessities Checker Script to make sure your net server meets the minimal system necessities.
Different: Odoo CRM has the very best usability ranking on this checklist of prime open supply CRMs. In case you are a beginner to open applied sciences, you’ll discover this CRM simpler to make use of than others due to its intuitive interface format and options.
X2CRM Pricing Plan & Overview*
*X2CRM additionally gives hosted and on-premise deployment choices. Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
X2CRM’s dashboard shows exercise feed and lead info. (Supply: X2CRM)
X2CRM’s dashboard reveals contact particulars and associated actions for lead administration. (Supply: X2CRM)
Our Skilled Opinion
X2CRM is a proactive, open supply CRM platform recognized for its glorious gross sales and advertising automation options like electronic mail advertising, web site customer monitoring, and social hub companies. This CRM leverages cloud intelligence to run duties smarter for lead technology, lead nurturing, and gross sales efficiency monitoring. For those who’re searching for customizable gross sales and advertising instruments and different built-in CRM options, X2CRM is a good choice.
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SuiteCRM: Greatest for Exercise and Case Administration
Execs
It has calls, conferences, duties, and notes modules for exercise administration.
Use the case administration modules and self-service portal to handle buyer points.
Product and order administration modules are perfect for companies taking orders and managing deliveries.
Cons
Costly internet hosting plans begin at £100 ($128) for limitless customers.
It has restricted integration; integrating into one other system has a steep studying curve.
It requires loads of customization or complicated configuration to tailor match CRM to a selected enterprise.
When to Use SuiteCRM
You want product and order administration instruments: Retail or different companies that take orders throughout a number of channels like telephone and social media will discover SuiteCRM very useful. SuiteCRM’s product module triggers system actions like making a product file based mostly on sure situations like worth, discipline, and date, creating automated workflows for product administration.
When to Use an Different
Different: Vtiger and Odoo CRM have inexpensive plans for provider-hosted open supply CRM. Vtiger’s fundamental plan, One Progress, prices $12 per consumer for a most of 15 customers. However, Odoo gives a starter plan priced at $24.90 per consumer.
You desire a extra sturdy open supply CRM for ecommerce: SuiteCRM has order processing, product itemizing, invoicing, and different useful options for on-line companies. Nevertheless, this open CRM has restricted integrations, and integrating it with current techniques requires complicated configuration. Some customers might discover this inconvenient or added work.
Different: OroCommerce is the most effective various, notable for its superior pricing engine that you should use to regulate product costs and add reductions. Additionally, in case you have a number of warehouses, this CRM is provided with warehouse administration instruments that will help you handle your product stock standing and monitor product portions in every warehouse.
SuiteCRM Pricing Plan & Overview*
SuiteCRM
Value:
Key Options:
Account and lead administration
Alternatives
Quotes
Calendar
Schedule name
Schedule assembly
Emails
Doc administration
Campaigns
Initiatives
Suite-CRM Add-ons:
SuiteCRM Hosted: £100 to £600 ($129 to $775) monthly for limitless customers
Assist Companies
For assist companies like new installations, absolutely managed internet hosting, knowledge migrations, troubleshooting, change requests and course of optimization, efficiency audits, compliance, safety audits, coaching periods, and consultancy.
: £3,000 to £7,500 ($3,879 to $9,052) one-time price
*Pricing is predicated on annual billing on a per-month breakdown of the plans, excluding the worth added tax (VAT). Whereas we replace pricing info usually, we encourage our readers to examine present pricing.
SuiteCRM’s case dashboard (Supply: SuiteCRM)
SuiteCRM displaying case particulars (Supply: SuiteCRM)
Our Skilled Opinion
SuiteCRM is the most effective open supply CRM for exercise and case administration as a result of you should use its capabilities to trace gross sales duties and buyer interactions. These modules assist reps shortly entry related knowledge and automate workflows, resembling creating triggers for buyer follow-ups and case administration decision. Furthermore, gross sales managers can use these options to trace every pipeline’s progress and rep efficiency.
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How We Evaluated the Greatest Open Supply CRM Software program
To find out the most effective CRMs for open supply code, we checked out attributes related to customized designing a feature-rich CRM system, resembling creating modules, customizing fields, and automating processes. Sturdy open supply improvement ought to permit customers to handle a number of enterprise capabilities like gross sales, advertising, initiatives, and customer support.
Lastly, we evaluated normal product traits resembling worth, ease of use, and buyer assist. Our analysis course of gives insights into the most effective open supply CRM instruments.
20%
Superior/Area of interest Options
30% of General Rating
We checked out general options we really feel are requirements in open supply code, like modular performance, knowledge administration, reporting, and automation customization, that are carefully similar to the options of the most effective customizable CRMs. CRM integration choices, lead administration, analytics instruments, and a cell CRM app have been additionally evaluated. We additionally assessed gross sales and advertising options that may very well be important to their distinctive operation.
10% of General Rating
Pricing took into consideration free CRM plan availability and numerous scalable pricing choices {that a} enterprise may buy affordably to customise its CRM system. We additionally appeared on the choice for a subscriber to both pay month-to-month or save by paying yearly.
20% of General Rating
We evaluated area of interest options particularly for the open supply or customization instruments. The particular superior options we reviewed embrace buyer portal, safety, gross sales automation, calendar and electronic mail sync, and consumer permissions. These capabilities are important for seamless and safe gross sales, advertising, and repair job automation.
10% of General Rating
The options have been additionally evaluated on platform usability. This was analyzed when it comes to the experience required to arrange an account, the convenience of integrating with native or third-party CRM functions, and the ability wanted to make use of the options. We additionally reviewed the general intuitiveness of navigating the system’s interface in addition to when customizing the open supply code to the consumer’s wants.
15% of General Rating
Intensive assist and repair assist forestall poor consumer experiences that customers might encounter whereas utilizing and customizing any of those techniques. Assist and assist have been evaluated when it comes to customer support hours and the supply of assist by way of telephone, reside chat, and electronic mail. That is additionally a vital consideration when evaluating the most effective CRM software program for small companies.
15% of General Rating
Along with firsthand expertise with these software program techniques, we evaluated what customers say about every product. These standards take into account how prospects really feel based mostly on their opinions to achieve perception into platform reputation, ease of use, and general worth for the worth.
*Percentages of general rating
Often Requested Questions (FAQs)
What are the advantages of open supply CRM software program?
Open supply buyer relationship administration (CRM) software program may help companies create personalized techniques to automate their gross sales, advertising, and repair operations. Reasonably than counting on vendor-locked, function-limiting options of in style CRM suppliers, you may create a personalized dashboard and configure options based mostly on your small business wants utilizing an open supply CRM.
How do you employ an open supply CRM system?
First, it’s worthwhile to decide if the open supply is suitable together with your net server by operating a script supposed for this objective. Upon getting downloaded the open supply CRM, you may enter buyer knowledge, product listings, and different related particulars in regards to the accounts or offers. Subsequent, you may configure the options or buy add-on instruments like stock administration or invoicing to enhance enterprise operations.
Can small companies use open supply CRM software program?
Sure. Small companies can undoubtedly profit from utilizing open supply CRM software program. It can save you cash and expertise much less problem coping with CRM suppliers that require setup charges, annual contracts, and recurring bills for add-on options. Moreover, scaling is lots simpler as a result of open applied sciences allow you to configure functionalities based on your small business wants.
Backside Line
Open supply CRM software program techniques present corporations with the liberty to customise their CRMs for seamless lead technology, ticketing, advertising, gross sales, and different operations. As a substitute of coping with vendor-locked CRM applications, discover open applied sciences like Vtiger to make your CRM system extra scalable, safe, and distinctive. Different open supply CRM options and deployment choices might higher fit your finances, crew measurement, and different necessities.
Go to Vtiger
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