Open source software tools publish their source code publicly. Anyone is able to use or modify it from its original form at no cost. Open source CRMs are free to download, but may sell extensions for additional functionality. The source code will need to be installed and configured for your specific team.
A one-size-fits-all tool might not work for everyone. A team can benefit from using an open-source tool within their CRM system because it's customizable. The number of people who need to use the software and the amount of incoming customer information varies by team.
Open source CRMs are a good choice for companies that have more complex workflows involving many people and a lot of data. They're also good if a company has a very specific, unique need regarding their workflow, or if a team anticipates making large changes to a workflow and needs flexible tools to accommodate.
These tools work best for teams that have dedicated developers or an IT department that is adept at configuring and manipulating the code to meet the needs of your specific team. If a team doesn't have that, some companies offer installation and configuration for a fee.
Teams researching open source CRMs should consider the following tools:
- EspoCRM: EspoCRM aims to be the ideal open source CRM solution for the SMB market. The interface is clean and lightweight, but still includes many features like lead automation, call scheduling, and customer record tracking. Users have the option to purchase extension packs if needed. Learn more here.
- SuiteCRM: This tool (formerly SugarCRM) is widely used in small and medium-sized enterprises. It features a Workflow module, a Sales module, and Portal for customer self-service. Enterprise customers can expect enterprise-level support. Although it may not have all of the same functionality as other name-brand tools, SuiteCRM is more cost effective than many other enterprise-level solutions. Learn more here.
- Oro CRM: This CRM works well for both large and small teams because it offers a lot of function without requiring developers to install. There are two versions: Community and Enterprise. Oro CRM also offers an on-premise tool and a cloud tool. Learn more here.
There are many open-source CRM tools to research. Ultimately, your team should choose one based on its usability in regards to your team and your goals. The best system is one that your entire team will actually use.
Perspectives on Open Source CRMs
- No labels