• Finest total open-source CRM: SuiteCRM
• Finest CRM with open-source CMS instruments: HubSpot CRM
• Finest for integrating native and third-party apps: Odoo
• Finest open-source CRM supporting e-commerce: OroCRM
• Finest open-source CRM for worldwide purchasers: YetiForce
• Finest CRM to deploy on cloud or on-premise: Twenty

Open-source CRM software program is any CRM with the area of interest performance of permitting its supply code to be publicly out there for any consumer to make adjustments or customizations to it. Organizations that select open-source software program over closed-source are sometimes able to superior tech coding and need the advantages of with the ability to customise their platform at an inexpensive worth.

High open-source CRM software program comparability

Open-source CRMs are downloadable software program that customers can code to suit their particular wants. The perfect open-source CRM software program affords fashionable API for coding, huge scalability, and each preset and customizable modules to handle pipelines and knowledge. The choices I examine beneath additionally provide subscription-based hosted CRMs that include commonplace options and instruments already constructed into the platform.

DOWNLOAD: This CRM characteristic comparability from TechRepublic Premium

SuiteCRM: Finest total open-source CRM

SuiteCRM is a good all-in-one open-source CRM that prioritizes giving customers a 360-degree view of their prospects and enterprise as an entire. SuiteCRM helps varied options that may be personalized with gross sales, case administration, workflow, and configuration instruments. SuiteCRM’s open-source capabilities be sure that customers with technical experience and neighborhood help can adapt their options to construct out whole gross sales processes from begin to end.

Why I selected SuiteCRM

Suite CRM is a well-liked open-source CRM with nearly 2 million downloads and 5 million customers. The device affords superior customizations whereas prioritizing constructing out that 360-degree view of the purchasers. The supplier supplies distinctive options that concentrate on serving to customers construct relationships, improve gross sales, interact prospects, and enhance buyer satisfaction.

Whereas Suite CRM’s free trial is longer than the business commonplace, consumer experiences of an outdated platform interface are widespread. In order for you a contemporary however easy-to-navigate platform, look into HubSpot.

Pricing

• Open supply neighborhood tier: Free to obtain.
• SuiteAssured: Internet hosting platform, contact for quote.

Options

• Configuration studio: Add new fields, customise layouts, and create new modules with their system admin instruments.
• Exercise administration: Automate and observe touchpoints with purchasers with their calls, conferences, duties, and notes modules.
• Report module: Construct, auto-generate, and schedule experiences based mostly on real-time knowledge from any module inside the CRM.

SuiteCRM professionals and cons

Options

• Lead prospecting: Handle incoming leads and gross sales alternatives from one personalised prospecting workspace.
• HubSpot AI: Use AI-powered instruments to create gross sales and advertising materials.
• Electronic mail templates: Create templates from efficient gross sales emails to share with a staff.

HubSpot professionals and cons

Odoo: Finest for integrating native and third-party apps

Odoo’s open-source growth affords a broad vary of purposes that may be built-in into one device. This may be cost-effective, particularly since organizations don’t must buy a number of unconnected platforms. Odoo’s free model solely permits one app obtain, although it does include limitless customers. Solely gaining access to one license might pose difficulties relying in your CRM’s want.

The usual and customized tiers enable entry to hundreds of finance, gross sales, advertising, HR, stock, and productiveness monitoring purposes.

Why I selected Odoo

Odoo is a customer-centric CRM for gross sales groups. The platform provides customers a fowl’s-eye, kanban view of all gross sales pipelines for optimum effectivity. Uniquely, Odoo may also run as a point-of-sales device for in-person industrial retailers and eating places. Different business specializations embrace finance and human assets.

As talked about above, Odoo’s free obtain may restrict you to accessing just one utility. In order for you a strong free choice, I’d suggest contemplating SuiteCRM or HubSpot.

Pricing

• Neighborhood open supply: Free to obtain.
• Enterprise internet hosting: Contact for quote.
• One app tier: One app obtain for limitless customers.
• Commonplace tier: $24.90 per month-to-month consumer for limitless apps by way of Odoo on-line.
• Customized tier: $37.40 per month-to-month consumer for limitless apps by way of Odoo on-line, on-premise.

Options

• Lead mining: Generate new leads that match a super buyer profile and merge them into an Odoo database.
• Assignation guidelines: Outline distinctive guidelines and triggers to assign and route results in particular gross sales groups or particular person reps.
• 360-degree visibility: Uncover what pages leads have visited on a web site, what emails or conferences they engaged in, and extra.

Odoo professionals and cons

OroCRM: Finest open-source CRM supporting e-commerce

OroCRM’s open-source providing makes Oro merchandise extra accessible and revolutionary, particularly for B2B e-commerce organizations. This resolution helps organizations transfer on-line for the primary time with a digital channel to help bodily areas whereas sustaining operations by monitoring all gross sales actions. Industries like automotive, industrial components, and medical provides can all use this open-source platform to sync digital, advertising, gross sales, and IT groups in a single hub.

Why I selected OroCRM

OroCRM can be utilized by a single or multi-channel enterprise centered on B2B, B2C, or a mix of each. The open-source CRM software program affords flexibility to customise any enterprise’s distinctive workflow. OroCRM has wealthy options for optimizing conversions, rising gross sales, and rising buyer satisfaction.

OroCRM is usually a tough CRM to implement and get off the bottom, relying in your staff’s experience. In order for you a supplier providing limitless internet hosting and ongoing platform upkeep, I’d try Odoo.

Pricing

• Open supply: Free to obtain.
• OroCloud internet hosting: Contact for quote.

Options

• Recency, frequency, and financial evaluation: Determine prime prospects based mostly on how not too long ago, how typically, and the way a lot they spend on purchases.
• Account administration: View and handle all accounts, interactions, and knowledge from one dashboard.
• Efficiency dashboards: Observe staff and particular person efficiency in segmented campaigns or alternative shut charges with workflows.

OroCRM professionals and cons

YetiForce: Finest open-source CRM for worldwide purchasers

YetiForce affords a simple five-step course of for downloading and registering their open-source CRM. This consists of entry to documentation on easy methods to configure the functionalities out there on the system correctly and granting entry and language settings. YetiForce has 80 ready-to-use modules that may be freely configured of their fashionable API. Its gross sales, advertising, help, and logistics instruments help customers from throughout the globe in 35+ languages.

Why I selected YetiForce

YetiForce is an adaptable CRM software program that may provide options for advertising, gross sales, help, logistics, and extra. Customers can rapidly implement the platform with its limitless expandability and customization. With over 80 modules, customers now not want paid options reminiscent of Trello, Slack, Redmine, Asana, or Jira. YetiForce is an open-source software program with no restrictions for anybody with any talent set.

Whereas YetiForce is usually a highly effective device, there are some limitations with integrations and the general tenure of the platform. In order for you a well-rounded resolution with greater than 1,500+ integrations, try HubSpot.

Pricing

• Open supply: Free obtain with paid add-ons.

Options

• TasOnline retailer: Retailer all knowledge and analytics concurrently in a central system managed by way of configurations.
• Worldwide entry: Entry account or consumer knowledge on-line from wherever on the planet.
• Buyer portal: Change knowledge and knowledge instantly from a completely built-in portal.

YetiForce professionals and cons

Twenty: Finest CRM to deploy on cloud or on-premise

Twenty might be deployed on any cloud or on-premise, making it an accessible open-source choice for a lot of companies. Since Twenty is GPL-licensed, customers personal the software program they construct on as an alternative of renting it. This manner, companies profit from the simplicity of a SaaS platform with the liberty and value financial savings of open-source options.

Whereas set up, configuration, encryption, safety, backups, and extra can sound intimidating, Twenty affords in depth neighborhood assets to assist with the deployment and upkeep of the software program.

Why I selected Twenty

Twenty is a contemporary open-source resolution that markets itself as data-centric. This implies the CRM might be constructed round your current knowledge, permitting customers to entry and visualize any supply as an alternative of forcing knowledge to be reconstructed into predefined objects on a distant cloud. It’s a really customizable device that may be tailored to distinctive workflows.

Whereas Twenty does enable customers to select up a challenge precisely the place they need to and at no matter stage of completion, it nonetheless will take devoted time to implement efficiently. In order for you an current CRM with open-source CMS capabilities, I like to recommend testing HubSpot.

Pricing

• Early Adopter: $9 per consumer monthly.
• Self-hosting: Free. That is by way of Github and continues to be within the alpha model, so updates are constant and might be a problem.

Options

• Duties: Generate, tag, assign, and examine off every day or weekly duties with straightforward drag-and-drop instruments on a homepage.
• Neighborhood roadmaps: Begin a neighborhood dialogue or contribute the code once you discover a lacking characteristic.
• Workspaces: Create workspaces to trace alternatives, corporations, accounts, and different consumer firmographics with customized fields and filters.

Twenty professionals and cons

How do I select one of the best open-source CRM software program for my enterprise?

The perfect open-source suppliers differ from the highest generalized CRM. All the CRM software program choices on this listing provide a free trial and have gross sales groups to assist information you thru their buying and onboarding course of.

Beneath are some questions to think about when deciding on an open-source CRM:

• What in-market business specialization does the software program have?
• Do their companies match your allotted funds for an open-source CRM?
• Does your group have the technical experience for its open-source software program?
• Does the platform accommodate your small enterprise dimension and potential development?

SEE: For extra data on CRM advantages and easy methods to implement the platform, try our piece on how a CRM may also help your small enterprise develop.

Advantages of open-source CRM

Selecting to go together with an open-source CRM over a extra generalized resolution can convey a number of advantages to your online business. Whereas they do require extra technical experience and back-end coding data to get the total performance out of considered one of these instruments, they’ll additionally host extra customizations, collaboration, and value efficiencies.

The highest three advantages of CRM software program that’s open supply are:

1. Price: Open-source software program is often free or very low in value in comparison with proprietary software program that’s already constructed out.
2. Flexibility: Have full and complete management over how the software program integrates with different instruments and construct customized flows and dashboards.
3. Collaboration: Achieve entry to the data and assist from a community of customers, builders, and different contributors to construct software program or troubleshoot issues.

Evaluate methodology

We reviewed and scored every open-source software program in opposition to an in-house rubric with outlined standards and subcategories of normal CRM options and choices. Utilizing that rubric and an algorithm to calculate an total star score, we decided every CRM software program’s ideally suited use case.

Here’s a breakdown of the scoring standards we adopted:

• Price: Weighted 25% of the entire rating.
• Core options: Weighted 25% of the entire rating.
• Customizations: Weighted 15% of the entire rating.
• Integrations: Weighted 15% of the entire rating.
• Ease of use: Weighted 10% of the entire rating.
• Buyer help: Weighted 10% of the entire rating.

SEE: How we assessment CRMs

Regularly requested questions (FAQs)

What’s open-source CRM software program?

Open-source CRM software program is a downloadable model of CRM, and its supply code is offered for customers to change. Customers can tailor the CRM platform to fulfill their particular enterprise wants by downloading the framework of a device and constructing customizations on prime.

Which is one of the best open-source CRM?

The perfect open-source CRM suppliers embrace SuiteCRM, Odoo, OroCRM, and others, which I’ve included on this listing. Whereas these suppliers are all nice choices in their very own proper, I like to recommend contemplating the perfect use instances I’ve offered for every, plus each’s CRM pricing, key options, professionals and cons to determine the most suitable choice for your online business.

Is there a threat utilizing an open-source CRM?

The most important threat whereas utilizing an open-source CRM is the dearth of safety. Because the code is operating open, there’s a threat that the information is accessible and simply manipulated. Hackers or unauthorized customers can uncover vulnerabilities within the open-source system rapidly and infrequently earlier than admins can restore and block them. I recommend understanding basic CRM finest practices, plus easy methods to implement extra safety measures.