A CRM (Customer Relationship Management) system is a software application that helps businesses manage their interactions and relationships with customers.
It allows companies to store and organize customer data, track customer interactions, and manage sales and marketing activities.
Using a CRM software has several benefits for companies:
- Improved Customer Relationships: A CRM system helps companies build and maintain better relationships with their customers. By centralizing customer data and interactions, businesses can gain a deeper understanding of their customers' needs and preferences, allowing them to provide personalized and targeted experiences.
- Streamlined Sales Processes: CRM software enables companies to streamline their sales processes by tracking leads, managing opportunities, and automating tasks. It helps sales teams prioritize their efforts, track customer interactions, and forecast sales more accurately.
- Enhanced Marketing Efforts: With a CRM system, companies can effectively manage marketing campaigns, track leads, and measure the effectiveness of their marketing efforts. It allows businesses to target the right audience, personalize marketing messages, and analyze campaign performance.
- Improved Customer Service: CRM software helps companies provide better customer service by ensuring that customer inquiries and issues are handled promptly and efficiently. It allows customer service teams to access customer information quickly, track support tickets, and provide timely and personalized support.
- Data-Driven Decision Making: CRM systems provide valuable insights into customer behavior, sales performance, and marketing effectiveness. By analyzing data and generating reports, companies can make informed decisions, identify trends, and optimize their strategies.
What is a lead management process?
Lead management is the process of capturing, tracking, and nurturing potential customers or leads. It involves managing leads throughout the sales pipeline, from the initial contact to conversion. Lead management helps companies prioritize leads, track their interactions, and move them through the sales funnel.
Why using a self-hosted open-source CRM?
Self-hosted open-source CRM matters for several reasons:
- Control and Ownership: With a self-hosted CRM, companies have full control and ownership of their data. They can host the CRM software on their own servers or choose a trusted cloud provider. This ensures data security and allows businesses to comply with data protection regulations.
- Customization and Flexibility: Self-hosted open-source CRM solutions offer greater customization options compared to proprietary CRM software. Companies can modify the CRM system to fit their specific needs, integrate it with other tools and systems, and tailor it to align with their business processes.
- Cost-Effectiveness: Open-source CRM software eliminates the need for expensive licensing fees associated with proprietary CRM solutions. It provides a cost-effective alternative for businesses, allowing them to allocate resources to other areas of their operations.
- Community Support and Collaboration: Open-source CRM solutions benefit from a vibrant community of developers and users who contribute to the software's development and improvement. This collaborative approach ensures that the CRM software remains up-to-date, secure, and feature-rich.
Best open-source self-hosted CRM solutions
Twenty CRM
Twenty CRM is an exceptional open-source customer relationship management (CRM) software that confidently aims to offer a cutting-edge and innovative alternative to Salesforce.
With a robust and dedicated community of developers and users, Twenty CRM presents a diverse range of features, functionalities, and unparalleled advantages for businesses and organizations of all sizes. From seamless integration with existing systems to customizable workflows and comprehensive reporting, Twenty CRM provides a holistic solution to streamline and optimize customer relationship management processes.
Whether it's managing leads, tracking sales, or nurturing customer relationships, Twenty CRM empowers businesses to enhance their efficiency, productivity, and overall performance. By leveraging the power of Twenty CRM, organizations can gain valuable insights, improve collaboration, and make informed decisions to drive growth and success in today's competitive market.
Twenty CRM Key Features
- Contact Management: Twenty CRM allows you to easily manage and organize your contacts. You can store detailed information about each contact, including their name, email, phone number, address, and more. This helps you maintain a comprehensive database of your customers and prospects.
- Lead Management: With Twenty CRM, you can efficiently manage your leads and track their progress through the sales pipeline. You can assign leads to specific team members, set reminders for follow-ups, and analyze the performance of your lead generation efforts.
- Opportunity Management: The software enables you to manage opportunities and track potential deals. You can create and update opportunities, assign them to team members, track their progress, and analyze the probability of closing deals.
- Sales Forecasting: Twenty CRM provides sales forecasting capabilities to help you predict future sales and revenue. You can analyze historical data, track trends, and make informed decisions based on accurate sales forecasts.
- Task and Activity Management: The CRM software allows you to create and manage tasks and activities. You can set reminders, assign tasks to team members, and track their completion status. This helps you stay organized and ensures that important tasks are not overlooked.
- Email Integration: Twenty CRM integrates seamlessly with popular email providers, allowing you to manage your email communications within the software. You can send and receive emails, track email interactions with contacts, and maintain a centralized record of all email communications.
- Reporting and Analytics: The software offers robust reporting and analytics capabilities. You can generate various reports, such as sales reports, lead conversion reports, and performance reports. These insights help you measure your progress, identify areas for improvement, and make data-driven decisions.
twentyhqKrayin CRM
Krayin CRM is a highly efficient and user-friendly CRM (Customer Relationship Management) software that is specifically designed to assist businesses in effectively managing their customer relationships.
Developed using the powerful Laravel framework, this software offers a wide range of advanced features and functionalities that make it an ideal choice for small and medium-sized businesses (SMBs).
With its intuitive setup process, easy configuration options, seamless management capabilities, and user-friendly interface, laravel-crm ensures that businesses can effortlessly handle all aspects of their customer relationships and enhance their overall efficiency and productivity.
Features
- Contact management
- Lead management
- Opportunity management
- Sales forecasting
- Task and activity management
- Email integration
- Reporting and analytics
krayinDolibarr
Dolibarr is a powerful open-source ERP and CRM software specifically crafted for small and medium-sized businesses (SMBs). It boasts an extensive array of robust features and customizable options, empowering businesses to effortlessly and efficiently manage their customer relationships.
Dolibarr CRM features:
Dolibarr's exceptional CRM capabilities include:
Contact Management: Dolibarr allows you to create and manage contacts, including customers, prospects, suppliers, and more. You can store detailed information about each contact, such as their name, contact details, addresses, and communication history.
Lead Management: With Dolibarr, you can track leads and monitor their progress through the sales pipeline. You can assign leads to specific team members, track their interactions, and analyze their conversion rates.
Opportunity Management: The software enables you to manage sales opportunities and track potential deals. You can create and update opportunities, assign them to team members, track their progress, and analyze their probability of success.
Sales Order Management: Dolibarr offers features for managing sales orders, including creating quotes, generating sales orders, and managing invoicing. You can track the status of each sales order, monitor payments, and generate reports.
Email Integration: Dolibarr integrates with popular email providers, allowing you to manage your email communications within the software. You can send and receive emails, track email interactions with contacts, and maintain a centralized record of all email communications.
Reporting and Analytics: The software provides reporting and analytics capabilities to help you analyze your sales performance and customer data. You can generate various reports, such as sales reports, revenue reports, and customer segmentation reports, to gain insights into your business.
Customization: Dolibarr offers customization options, allowing you to tailor the software to your specific needs. You can configure modules, fields, and workflows to align with your business processes.
Integration with Other Systems: Dolibarr supports integration with other systems and services, such as accounting software, e-commerce platforms, and payment gateways. This enables you to streamline your business operations and improve efficiency.
DolibarrIDURAR
Idurar ERP CRM is an open-source ERP and CRM software designed to assist businesses in managing their customer relationships and overall operations.
It offers a wide range of features, including contact management, lead management, opportunity management, sales forecasting, task and activity management, email integration, and reporting and analytics.
Its flexibility, customizable options, and comprehensive set of functionalities make it a recommended choice for businesses seeking an efficient and tailored CRM solution.
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idurarSuite CRM
SuiteCRM is an open-source Customer Relationship Management (CRM) software that provides a wide range of features and functionalities. It offers a comprehensive suite of tools for managing contacts and leads, allowing you to easily keep track of all your customer interactions. With SuiteCRM, you can effectively manage your sales pipeline, track opportunities, and monitor the progress of your sales team.
In addition to contact and lead management, SuiteCRM also offers seamless integration with email and calendar applications, ensuring that you never miss an important meeting or follow-up. The software also includes powerful workflow automation capabilities, allowing you to streamline your business processes and improve efficiency.
One of the key strengths of SuiteCRM is its robust reporting and analytics features. With advanced reporting capabilities, you can gain valuable insights into your sales performance, customer behavior, and overall business trends. These insights can help you make informed decisions and drive your business growth.
Moreover, SuiteCRM includes marketing automation tools, enabling you to create targeted campaigns, track customer engagement, and measure the effectiveness of your marketing efforts. With its customer support and service features, you can easily manage customer inquiries, resolve issues, and provide exceptional support to your clients.
Furthermore, SuiteCRM supports customization and extensions, giving you the ability to extend the functionality of the software and adapt it to your unique business requirements. With a vibrant community of developers and users, you can also benefit from a wide range of add-ons and extensions that enhance the capabilities of SuiteCRM.
DaybydayCRM
DaybydayCRM is a powerful and comprehensive Customer Relationship Management (CRM) software solution that caters to the needs of businesses of all sizes. With its user-friendly interface and robust features, businesses can effectively manage and nurture their customer relationships, boosting sales and enhancing overall operational efficiency.
By leveraging the web-based platform of DaybydayCRM, businesses have the flexibility to access and utilize the software from anywhere, at any time. This enables seamless collaboration among team members and ensures that crucial customer data and sales information are always up-to-date.
One of the key highlights of DaybydayCRM is its advanced contact management functionality. Users can easily store and organize customer information, including contact details, communication history, and important notes. This centralized repository of customer data allows businesses to have a holistic view of their customers, enabling personalized interactions and targeted marketing campaigns.
Key Features
Tasks & leads management- Invoice management
- Time registration
- Register user absence and vacation
- Client & users appointments
- Role -> permissions management
- Global search
- Client overview
- Upload documents, and keep track of client documents
- And many more, for more detailed features overview go to daybydaycrm.com/pricing
BotteletEver Gauzy
Ever-Gauzy is an excellent open-source software for project management and human resources (HR). It offers a wide range of features to efficiently manage projects, track time, and streamline HR processes. However, it does not include dedicated CRM options.
If you require CRM functionality, it is recommended to explore other software solutions that are specifically designed for customer relationship management.
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ever-coYetiForceCRM
YetiForceCRM is a powerful open-source CRM software that provides businesses with a comprehensive set of features to effectively manage customer relationships and streamline sales processes.
With its robust contact management, lead management, opportunity management, sales forecasting, and task and activity management capabilities, YetiForceCRM empowers businesses to confidently handle all aspects of customer relationship management and drive sales success.
YetiForceCompanyEspoCRM
EspoCRM is a long-standing popular open-source CRM solution that provides contact management, lead management, opportunity management, sales forecasting, task and activity management, email integration, and reporting and analytics capabilities.
It is highly customizable, built using PHP and JavaScript, and compatible with multiple databases.
espocrmOroCRM
OroCRM is an open-source CRM application that offers flexibility and customization options. It provides a 360-degree view of the customer and can be used as is or customized to fit specific business needs. Some of its best features include:
- Flexible Customization: OroCRM allows extensive customization to tailor the application to specific business requirements. This includes customizing fields, workflows, and user interfaces, ensuring that the CRM system adapts to the unique needs of the organization.
- 360-Degree Customer View: One of the key strengths of OroCRM is its ability to provide a comprehensive view of the customer. It consolidates customer data from various sources, including sales, marketing, and customer service interactions, giving users a holistic understanding of each customer's history and preferences.
- Sales and Opportunity Management: OroCRM offers robust sales and opportunity management features, enabling organizations to track leads, manage sales pipelines, and forecast revenue. It provides tools for managing contacts, accounts, and sales activities, empowering sales teams to effectively manage and nurture customer relationships.
- Marketing Automation: With OroCRM, organizations can streamline marketing efforts by automating various marketing tasks. It supports lead generation, campaign management, email marketing, and customer segmentation, helping businesses engage with prospects and nurture them through the customer journey.
- Customer Service and Support: OroCRM includes features for managing customer service and support interactions. It provides ticketing and case management capabilities, allowing organizations to track and resolve customer issues efficiently. With integrated communication tools, teams can collaborate and provide timely support to customers.
OfficeLife
OfficeLife is an open-source platform for managing various aspects of office life and employee management. It provides a range of features and functionalities to help organizations streamline their HR processes and improve employee engagement.
Some key features of OfficeLife include:
- Employee Directory: OfficeLife allows you to create and manage a centralized employee directory, including employee profiles, contact information, and organizational structure. This helps employees easily find and connect with their colleagues.
- Leave Management: The platform provides tools for managing employee leaves, including vacation, sick days, and other types of leave. It allows employees to request leave, managers to approve or reject requests, and HR teams to track and manage leave balances.
- Performance Management: OfficeLife includes features for managing employee performance, such as goal setting, performance evaluations, and feedback. It enables managers and employees to track progress, provide feedback, and set performance targets.
- Employee Surveys: The platform allows organizations to conduct employee surveys and collect feedback. It provides tools for creating and distributing surveys, analyzing survey results, and taking actions based on employee feedback.
- Employee Recognition: OfficeLife includes features for recognizing and rewarding employee achievements. It enables employees and managers to give recognition, track achievements, and celebrate successes.
- Document Management: The platform provides a centralized repository for storing and managing important HR documents, such as employee contracts, policies, and procedures. It ensures easy access to relevant documents and helps maintain compliance.
- Calendar and Time Tracking: OfficeLife offers calendar and time tracking functionalities, allowing employees to manage their schedules, track their time, and log attendance. It helps organizations monitor employee availability and ensure accurate time tracking.
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officelifehqMonica
Monica is a powerful and versatile open-source personal relationship management system. With Monica, you have the ability to meticulously document every aspect of your life, including important details about your relationships, contacts, and connections. Stay on top of your busy schedule by setting reminders for important events and deadlines.
Take detailed notes on your interactions and experiences to keep a comprehensive record. Stay organized and efficient by tracking your activities and managing tasks effortlessly within the Monica system. With Monica, you have all the tools you need to stay organized, connected, and on top of your personal life.
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