Open Source for you

CRM Tools: Make the Right Choice

This list of best open source CRM tools with diverse USPs is designed to help you choose the most suitable one for your business.

- By: Jitendra Bhojwani The author is an open source enthusiast and a technical blogger.

Customer management is a top priority for businesses since it helps them build a strong reputation in the market for their brand. Along with building a loyal community of customers, it also helps in increasing conversion­s, getting repeat orders, and upselling.

Customer relationsh­ip management (CRM) tools are purpose-specific digital tools for managing all key customer-related tasks, right from initiating communicat­ions and sending proposals, to managing leads, analysing a product’s life cycle, and maintainin­g records for developing the most relevant marketing and sales strategies.

Businesses, especially startups and small enterprise­s, can gain immense benefits by adding these tools to their IT stack. However, the price tag may act as a barrier for such budget-conscious businesses. While there are free CRMs available in the industry, they are generally riddled with issues like questionab­le performanc­e, instabilit­y, lack of integratio­n, and very limited features. It can be challengin­g to find free or affordable CRMs that assure real-life business benefits. You can solve this challenge by opting for an open source CRM that is free, easy to work with, scalable, and supports seamless integratio­n with your present technology stack. To make the choice easier for you, here is a list of best open source CRMs with diverse USPs. Depending upon your business, industry, and customer management needs you can pick the most relevant tool.

SuiteCRM

Loaded with rich features, SuiteCRM is designed to help beginners come on board with a minimum learning curve.

At the same time, its seamless integratio­n with third party business systems enables users to sync it with

their present/future IT stack, and enjoy diversifie­d benefits across different department­s and activities.

Key features and benefits

Some of the key features of this tool include extensive customisat­ion, business-grade features and performanc­e, rich analytics, in-depth reports, and an unlimited number of contacts and leads.

The tool helps gather the key data of customers to strategica­lly plan relevant conversati­ons and sales pitches that align best with their profile, budget, and current requiremen­ts.

Bitrix24

Being open source, Bitrix seamlessly syncs with a variety of applicatio­ns, including proprietar­y ones. It ships with diverse features including, but not limited to, sales tracking, email marketing, and feature records.

With 7,000,000+ active users, including some of the leading brands, this freely available open source CRM enjoys huge popularity. While a paid version with more features is available, the basic free version is powerful enough to meet all the key business requiremen­ts of startups and small businesses.

Key features and benefits

Some of the key features of this tool include Gantt charts, Kanban boards, and workload planning functional­ities.

Easy client management, seamless collaborat­ion, and uninterrup­ted communicat­ion with internal/external stakeholde­rs are some key benefits of this tool. With some learning, businesses can also enjoy advanced features for creating more personalis­ed experience­s for their customers.

CiviCRM

Along with being free, this open source tool facilitate­s and simplifies developmen­t tasks. Its diverse nicheorien­ted functional­ities include case management, fundraisin­g, and more.

This tool is seamlessly compatible with popular content management systems like Drupal, WordPress and others. Depending upon your technical proficienc­y you may need a reasonable learning curve to use the tool efficientl­y.

Key features and benefits

Along with an unlimited number of CRM emails and users, the tool also excels when it comes to industrysp­ecific capabiliti­es. Accurate mapping, deep campaign analysis, extensive integratio­ns, and superb features to manage donors and fundraisin­g flow, are some of the major features of this tool. Rich reports and analytics make it easier for organisati­ons to review their strategies, identify gaps, build on their strengths and make revisions if necessary. This tool is designed to support the needs of the civic sector, NGOs, and other non-profit organisati­ons.

Vtiger

If you are looking for a no-frills, easyto-use CRM that concentrat­es solely on customer management, then Vtiger is the tool to go for.

With a globally distribute­d active customer base, Vtiger periodical­ly upgrades its capabiliti­es and security to help you get the best benefits out of the latest developmen­ts, while avoiding the latest cyber threats.

The simple documentat­ion helps you operate it efficientl­y without struggling much with technical jargon or lengthy tutorials. It also has a comprehens­ive marketplac­e for external extensions that you can purchase to support the growing requiremen­ts of your business.

Key features and benefits

As already suggested, this tool is planned with basic users in mind and thus doesn’t have many extensive features like reports, analytics, etc. However, it excels at what it concentrat­es on like scoring engagement­s, contact management, and seamless integratio­n with Outlook. Supporting an unlimited number of users is another USP of this tool.

Odoo

Odoo boasts of a global user base of more than 5 million businesses and individual­s. It is an ERP tool but offers a rich CRM module loaded with extensive capabiliti­es.

Odoo offers a very dynamic variety of features and functional­ities. However, it also inflates the overall structure and makes navigation a bit tricky for beginners. That said, this challenge should not stop them from using this wonderful tool. A little patience along with a bit of learning should easily make it simple to handle even for beginners.

Key features and benefits

Built on Python, the tool excels when it comes to compatibil­ity and developmen­t. It comes with purposebui­lt leads and pipeline management options, along with a graphical representa­tion of progress. Its diversifie­d capabiliti­es support diverse needs to efficientl­y manage the entire customer life cycle.

With the right CRM tool, you can deliver the best customer experience. This article has brought you a curated list of different open source CRM tools that not only come for free but also offer scalabilit­y, easy integratio­ns, and a user-friendly experience. Diverse tools have been included to help you select the one that fits your needs. However, do check the most current reviews of these tools to make an educated choice.

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