Customer Relationship Management software manages the business interactions with current and future customers using technology to organize, automate and synchronize sales, marketing, customer service, and technical support business process in an organization. CRM enable better interactions between organizations and their clients. As the name suggests, they are basically meant to allow better customer relationships.
Some of the functionalities one can expect from robust CRM software packages include sales, marketing capabilities, customer support capabilities, data storage and organization tools, promotion tools, client acquisition capabilities, communication tools, digitized sales processes, contact management functions, aftersales fulfillment tools and staff management tools.
CRM products are crucial for the entire sales process. They enable organizations to acquire clients and to maintain a healthy relationship with them. The businesses can promote its products, contact clients, draft business reports, analyze opportunities and promotion strategies or close sales using any decent CRM software package. It enables managers to run their firms from within CRM. This level of digitization has allowed businesses to cut expenses related to promotion, sales and after sales services. These CRM packages are the best for medium-sized businesses and corporations.
What are the Top Free Proprietary Customer Relationship Management (CRM) Software: Streak Free Edition, CapsuleCRM Free Edition, Really Simple Systems CRM Free Edition, Raynet CRM Free Edition, Workbooks Free Edition, Free CRM Free Edition, Roboeyelabs Basic, ClinchPad Free Edition, Instream Free Edition are some of the Top Free Customer Relationship Management (CRM) Software.
What are the Top Open Source Customer Relationship Management (CRM) Software: Sugar CRM, Vtiger, Odoo CRM, SuiteCRM, EspoCRM, X2CRM, Epesi, Fat Free CRM, CiviCRM, SplendidCRM, OpenCRX, Xrms CRM, Zurmo, Deskera CRM, asterCRM, OnlyOffice, Hipergate, Group-Office, Dolibarr CRM, Grass CRM, xTuple CRM, Compiere CRM, Anteil CRM, EBI Neutrino, Tine, VIENNA Advantage CRM, opentaps CRM2are some of the Top Open Source Customer Relationship Management (CRM) Software.
You may like to read: How to Select the Best Customer Relationship Management Software for Your Business and Top CRM Software
What Type of Customer Relationship Management (CRM) is right for your business
- Open Source Customer Relationship Management (CRM) Software: These are Open Source Software where the source code is available.
- Free Proprietary Customer Relationship Management (CRM) Software: These are limited versions of a fully functional propriety Customer Relationship Management (CRM) Software.
- Proprietary Customer Relationship Management (CRM) Software: Full paid version of Customer Relationship Management (CRM) Software which is available either in cloud or standalone client server architecture.
Types of Customer Relationship Management Software
What are the benefits of Customer Relationship Management (CRM) Software?
There are many benefits to acquiring a CRM system. First, there is the improved collaboration between staffs and between departments because the best CRM software enable easier communication and cooperation between departments and among employees. This is especially true when it comes to the formulation and operationalization of client acquisition and/ or retention strategies.
Secondly, there is increased sales and revenues. CRM software products enable a better understanding of clients, promotion strategies and support services. This understanding allows companies to market better and to sell more goods and services. It also allows businesses to strategize better to retain more clients in the long run.
Thirdly, CRM products improve communication among team members and and their company’s clients. Better internal and external communication means healthier relationships between all those who are involved.
Fourth, CRM software products digitize multiple processes reducing the time and cost it takes to do certain tasks. For example, creating leads, up-selling and following up on inquiries used to take a lot of time. Some businesses frequently contracted external parties to do these tasks for them. However, a proper CRM software product will have the capabilities for these and many more functions.
Most importantly, CRM packages are known to enhance customer satisfaction. This is because they help organizations to seamlessly manage their exchanges with clients, helping every staff to work towards ensuring that the customers get what they want. And as we all know, organizations that focus on customer satisfaction almost always boost their sales and revenues.
You may like to read: How to Select the Best Customer Relationship Management Software for Your Business and Top CRM Software
What are the benefits of Customer Relationship Management (CRM) Software
Is a Free Customer Relationship Management (CRM) Worthwhile?
Customer Relationship Management (CRM) Software has many features and can do a lot to help your business to succeed by enabling your sales, marketing teams with the ncessary tools to track your Key Performance Indicators, but it can be expensive. There are many free Customer Relationship Management (CRM) Software available. There are two category of Free Customer Relationship Management (CRM) Software : Free Open Source Customer Relationship Management (CRM) Software and Limited version of a Proprietary Customer Relationship Management (CRM) Software.
Free Open Source Customer Relationship Management (CRM) Software is a good choice, when you have a development team available in your company and when you want to try out the product or build new features and functionality on top of it. You need to spend time to set it up and running.
The limited version of a Proprietary Customer Relationship Management (CRM) Software is a good way to see if it will be useful to your business before making a big investment but these software comes with limitations. A free limited version from a proprietary product company will make it easier to upgrade in the long run and also help you determine if that company’s solution is what you want.
There are also drawbacks to Free Limited version of a Proprietary Customer Relationship Management (CRM) Software . These limited version do not have nearly as many features available in a fully functional paid version, and there are limits such as number of dashboards, storage limits, number of reports, number of contacts, limited data integration options, and also on the number of users you can have. The free versions also have limited support options.
You may like to read: How to Select the Best Customer Relationship Management Software for Your Business and Top CRM Software
Top Free Proprietary Customer Relationship Management (CRM) Software
Streak Free Edition
Streak CRM enables businesses to run their entire business on their inbox. Streak CRM has a flexible structure, based in the cloud, easy for the IT department to use, and works with Google Apps. Streak CRM is also multipurpose as it allows managing of deals and support queues inside Gmail. Streak is pure to install and comes with a pre-built, elegant and product development pipeline to allow the work to be flexible and development on the go. The intuitive design of the spreadsheets provided by Streak CRM allows teas to start collaborating quickly. Streak enables uploading of mock-ups, proposal requests,…
• Quickly set milestone reminders
• Track data points including time to market, accuracy of estimated release date, and velocity
• Find and eliminate bottlenecks between idea and launch
• Collaborate with a single click
• Manage deals and support queue inside Gmail
• Access your information from any computer and keep working while on the go
CapsuleCRM Free Edition
CapsuleCRM provides features that include management of contact, tasks, and calendar, sales pipeline, tracks, Capsule mobile, and customization of Capsule. In the management of contacts, we have several tools. The feature allows sharing of contacts with co-workers to ensure there is a single up-to-date view of the contacts. The contact management feature enables adding of notes about conversations had quickly as well as how the contact is known. With the contact management, businesses have an excellent platform to attach documents, agreements, proposals, and other files as well as import contacts from Outlook, spreadsheets, vCard, and any CSV file. The tasks…
• Free Up to 2 users, 10MB storage and 250 contacts
•Unlimited opportunities and Unlimited cases
• Free - $0
• Capture emails and attach notes, conversations, docs, and files into a contact’s history
• Create tasks and share with co-workers
• Add and complete tasks that need to be done for each contact
• Eliminate fragmented customer information in spreadsheets and emails
• Have a complete view of your customers
• Gives you more time to take care of customers and make more sales
Really Simple Systems CRM Free Edition
Really Simple Systems CRM has won several awards making it one of the world leaders when it comes to CRM software. To date, it has already attracted more than 17,000 users around the world. It is easy to understand and use. In fact, training a person to use it will only take a few minutes. This CRM software is also specifically made for small businesses. It comes with a free customer support to ensure that issues encountered by users are assisted immediately. It also offers free tutorials or seminars that are delivered online. These training sessions include a detailed guide…
•Free forever! Up to 2 Users with Unlimited Contacts
•100MB Document Storage
•Email & Online Chat Support
•Online 'self-service' Support Hub
•Sales Automation
•Contact Management
• Starter - $14
• Professional - $30
• Enterprise - $46
• Making CRM Simple
100 Company Accounts
•Unlimited Contacts
• Making CRM Simple
• Email Marketing Built-in
• Free Service and Support
Really Simple Systems CRM Free Edition
Raynet CRM Free Edition
Raynet CRM Free Edition Full features up to 2 users and up to 150 accounts and 50MB Storage and Customer Support. Raynet CRM provides features such as contact and lead management, activity tracking, deals management, reporting, and analytics, email-tracking, mobile, security, and integrations. The contact and lead management feature provide the relationship history tool that enables businesses to understand their customers and what they need correctly. The contact and lead management feature enable customizing of the accounts or contacts lists, adding tags to sort, find, and value customers better, using pre-defined filters, and allow exporting of anything. The activity tracking…
• Full features up to 2 users and up to 150 accounts
•50MB Storage and Customer Support
• Free - $0
• View colleague’s calendar or display personal calendar in other apps and mobile device
• Send messages about new tasks and rescheduled meetings or customer inquiries
• Display personal calendar in other apps and mobile devices
• Help businesses to understand their customers and what they need properly
• Eliminate missed meetings and late tasks
• Eliminates use of paperwork by the sales team and give more control over the business
Workbooks Free Edition
Workbooks CRM makes it easy to run campaigns and generate more quality leads by proving tools that are relevant to execute the marketing strategy and measuring ROI. The marketing features provided by Workbooks CRM include data management, profiling, and targeting, email campaigns, event management, lead scoring, website analytics, and supplier management. The data management, profiling, and targeting features enable the gathering of business intelligence on the target accounts or market. The feature also allows managing of all the accounts or contacts within the CRM. The email campaigns feature allows segmenting the database and using the templates to send targeted email…
•Free for 2 users with Contact Management
•Sales Team Automation
•Marketing Campaign Management
•Customer Service Management
•Order Processing
•Invoicing & Credit Notes
• Free – 2 users only
• Gather business intelligence on the target accounts or market
• Segment the database to use templates to send targeted email messages directly from Workbooks
• Allocate criteria to help sales and marketing prioritise their time
• Generate reports that give the insight into the sales performance
• Build professional looking quotations in a matter of minutes
• Analyse which activities are the most productive
Free CRM Free Edition
Free CRM enables tracking of everything instantly. It enables this by keeping a single shared customer profile and a customer-wide profile. Free CRM also provides insights through a shared database system. The sales pipeline dashboard offers a useful platform that facilitates getting all the details from the team's deals, quotes, products, deal stages, and competition. The sales pipeline dashboard also enables seeing where the leads come from and allow staying connected to the people and information needed to close every sale. The marketing automation feature facilitates unlimited campaigns. The unlimited campaigns provide powerful SMS, email, and printed marketing tools that…
•Limited to 100 users, 100,000 contacts and no campaigns
•No technical support and expires in one year
• Free – Up to 100 users
• Deal tracking tool gives a current comprehensive view of all the sales activities
• Quick access to critical account data including key contacts and communication history
• Distribute the forms to clients through a URL to a webpage
• Gain insight through a shared database system
• See where the leads come from and allows staying connected to the people and information needed to close every sale
• Works on any device
Roboeyelabs Basic
Roboeyelabs is a customer relationship management software that is easy to customize to meet the unique needs of businesses. Roboeyelabs allows users to make their own customization decisions regarding workflow, UI, database changes, and many more without having to be professionals programmers. Roboeyelabs enables businesses to sell smarter and faster, support every customer at any time and anywhere, and connect with customers, partner, and employee engagement. With Roboeyelabs, businesses can follow quality prospects and not false leads. The customer relationship management achieves this by helping businesses to follow leads with the highest chance of conversion. Through this, it reduces the…
• Follow quality prospects and not false leads
• React to customer behaviour and market trends faster
• Centralize customer and business data in one secured ecosystem
• Access real-time data and make decision on location at any time
• Keep track of the team task
• Send email to several customers with particular info at particular time
• Basic - $0
• Standard - $5/mo
• Platinum - $10/mo
• React to customer behaviour and market trends faster
• Centralize customer and business data in one secured ecosystem
• Access real-time data and make decision on location at any time
• Connect customer, partner and employee engagement
• Support every customer anytime and anywhere
• Sell smarter and faster
ClinchPad Free Edition
ClinchPad is a CRM software that is simpler than a traditional CRM and better than using spreadsheets. The features offered by ClinchPad include visualizing the sales pipeline, collaboration tools, notes, custom fields, notifications, document and file storage, daily activity snapshot, and Google contacts Sync. ClinchPad enables the leads to be represented by cards and stage by columns in the sales pipeline view. The view is helped by the Kanban boards that allow tracking of the entire sales cycle and seeing where all the leads are in the sales pipeline. The filters and pipelines feature enable creating of multiple sales pipeline…
• Track the entire sales and see where all leads are in the sales pipeline at a glance
• Create multiple sales pipeline to allows tracking of different aspects of the sales process
• Attach additional attributes to a lead such as product ID, type of lead or any other attribute
• Centralize the storage of contact and organization information
• Sort and track sales leads product wise to understand which products are working best
• Add meeting, calls, emails and tasks with their date and time to a lead
• Bronze - $9/month
• Silver - $19/month
• Gold - $49/month
• Platinum - $99/month
• Create multiple sales pipeline to allows tracking of different aspects of the sales process
• Attach additional attributes to a lead such as product ID, type of lead or any other attribute
• Centralize the storage of contact and organization information
• Eliminate wasting time entering tons of data and creating contacts
• Store all relevant information pertaining to the lead at one place
• Easy to comprehend pre-defined reports
Instream Free Edition
Instream is an online CRM software that makes it easy for businesses to build strong relationships with customers and collect valuable information about their customers. The contact management feature enables gathering of information from social platforms and getting additional contact details from LinkedIn profile. The contact management feature also allows collecting of insights on the client’s behaviour. Instream enables tracking of mails, phone calls, meetings, and other activities in one place. The communication feature also facilitates monitoring of the conversation flow on the timeline and adding of comments. The relationship management feature enables storing of conversation with the contacts on…
• Track all the emails, phone calls, meetings, and other activities in one place
• Monitor the conversation flow on the timeline
• Store conversation with the contacts on different lists to keep them in order
• Build effective sales funnel and change more leads into satisfied customers
• Get data-driven insights about relationships with clients
• Evaluate the sales opportunities faster to shorten the process
• Freelancer - $6/month
• Basic - $10/month
• Business - $19/month
• Premium - $29/month
• Monitor the conversation flow on the timeline
• Store conversation with the contacts on different lists to keep them in order
• Build effective sales funnel and change more leads into satisfied customers
• Gather all your contacts in one place
• Get the right insight by collecting the customer data you need
• Manage your contacts regarding all accessible information
You may like to read: How to Select the Best Customer Relationship Management Software for Your Business and Top CRM Software
Top Open Source Customer Relationship Management (CRM) Software
Sugar CRM
Sugar CRM helps in improving customer relationships. It is a Saas(software as a service) product. Sugar provides both mobile and social crm to its consumers. Sugar provides crm software in four editions: Sugar Enterprise, Sugar Professional, Sugar Ultimate and Sugar Corporate. Each of these services is provided by the same code tree. The products run on LAMP stacks and on PHP-capable platforms like windows or solaris. Sugar is used to automate and customize customer service and marketing processes. Sugar has revolutionized the typical CRM solutions, which users find too bothersome, by making the user interface more friendly and personalized to…
•Cloud or on-premise deployment
•Revenue Line Item Level Opportunity Tracking Forecasting
•Product Level Quotes
•Advanced Workflow
•Role-based Views
• Customization and Configuration
• Teams, Roles and Security
• Case Management and Bug Tracking
•Sugar Professional $40 user/month billed annually *
•Sugar Enterprise $65 user/month billed annually **
•Sugar Ultimate $150 user/month billed annually
•Sales automation and forecasting
•Marketing lead management
•Support automation
• Self-Service Portal
• Knowledge Base
• Lead Management
Vtiger
Vtiger provides to be always in the know with alerts that notify you (on-screen, SMS, or email), if a contact becomes active, idle, or meets various other conditions. Booking appointments with a specific sales representative, or just any available member of your team, just got a lot easier. Just share Vtiger's appointment page URL with a contact to let them see and choose from an available slot on a personal, or a team's calendar. Vtiger then creates the appointment and notifies attendees.Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates.…
• Streamlined Contacts
• Tracks Deals history and progress
• Sales forecasts
• E-mail Marketing
• Support Cases
• Case SLA
• Customer Portal
• Knowledge Base
• Project Management
• Sales Starter - $10/use/month
• Sales Professional - $20/user/month
• Help Desk Free
• Help Desk Starter - $10/user/month
• Help Desk Professional - $20/user/month
• All-in-One CRM -$30
• Project Management
• Inventory
• Appointments
• Simplify pipeline management
• Accelerate deal nurturing
• Sales Analytics & Insights
Odoo CRM
Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management. Odoo has a set of integrated features, and they include; Automated calendar, Automated stock update, Accounting, CRM, Leave Management, MRP, Website Edition, E-Commerce, e-signature, Inventory Management, Marketing, Point of Sale, Project Management, Sales Management, Timesheets, Reporting, Efficient Integrations and Customer Support. Odoo automate activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: page viewed, mail receivedGet a quick overview of what's going on in your…
•Integration of data
•Automatic Calendar
•Automated Invoicing
•Automated Stock Update
•Website Edition
•Call-to-Actions
•Integration of Contacts into Leads.
•Project Integration
•Timesheets,
•Leave Management
•Website Edition
Free Plan
•1 App
•Suitable for up to 50 Users
•Cloud Hosting
Online – USD 8.0/user/month
•Pay as You Grow
•Suitable for up to 50 Users
•Cloud Hosting
I•mplementation Service
•Customization
•Support
Enterprise – USD 8.0/user/month (minimum 5 users)
Suitable for more than 50 Users
All Apps
•Integration of data
•Automatic Calendar
•Automated Invoicing
•Accounting
•CRM
•Point of Sale
SuiteCRM
SuiteCRM is a free CRM tool that provides customizable workflows and record keeping fields to serve as centralized portal for customer data base, account management, sales pipeline and contacts and customer support. Access and controls of the program are managed through logins and customizable permissions. As data collection, storage and management is streamlined into its solution, SuiteCRM is also able to provide actionable information and meaningful analysis that help with marketing and sales strategies including building a sensible sales pipeline. SuiteCRM’s interface is user-friendly and simple. Workflows are easily created and customized through its Action Module where users can label…
• Customizable Workflows
• Sales Management and Pipeline
• Customer Support Portal
Free
• Customizable Workflows
• Sales Management and Pipeline
• Customer Support Portal
EspoCRM
EspoCRM is a free web-based CRM solution that provides multiple features to improve productivity, communication, collaboration and efficiency by automating various business processes. EspoCRM can be integrated with communication channels and task manager applications including: e-mail, telephony, calendar, and social media. It can serve as the single repository of customer and internal team contacts for more efficient workflow of communications. It has an existing calendar function but can also be integrated with Google Calendar. Meanwhile its e-mail function can be linked with group IMAP accounts or personal accounts while also automatically associating correspondence to the related record. It has all…
• Sales Automation
• Calendar
• Emails
• Social
• Customer Support
• Documents
• Inventory Management
Free
• Sales Automation
• Calendar
• Emails
• Analytics
• Marketing Automation
• Telephony
X2CRM
X2Engine ensure better marketing strategies to help your business maximize its potentials to getting more sales while taking care of customer relationship at the same time. With its simple interface and useful information on customers and internal employees, managing them all is easier as it gets. Save all your important data on X2Engine and let your people work by automated task to promote productivity. Set priorities that need immediate attention and your team will be notified that it has to be done. To manage the company’s online presence, X2Engine performs a tracking activity on your website to make sure you…
•Sales
•Marketing
•Service
•Sales
•Marketing
•Service
Epesi
Epesi CRM is an open source multi-user application dedicated for any company or business for rapid development of web based and data base driven applications. It is a tool with a lot of features which enables organizing, processing and storing information in every business. Epeai helps to manage data precisely. It is flexible and very simple to use. It simplify internal communication and makes workflow more efficient. It is a fully functional web CRM/ERP application to store, organize access and share business records. Epesi code is open source PHP/Ajax framework which means it can be changed and developed any how.…
• Availability of watchdog utility
• Dashboard
• Allows development of new modules
• Integrate email client
• Available as open source
• Installation of additional modules
•Free trial
•Less than $1/day
• Cloud edition - $30/month
• Enterprise edition - contact for price
• DIY edition - free
• Availability of watchdog utility
• Dashboard
• Allows development of new modules
Fat Free CRM
Fat-Free CRM is an open source customer relationship management software, whose functionality is based on Ruby on Rails. Ruby on Rails is an MVC (model-view-controller) framework, which provides default features for a database, web pages, and web services. It facilitates the use of web standards such as JavaScript for visualization and user interface.Fat-Free CRM is simple to use, and it allows both small and big businesses organize and maintain data on their client relations. The contact module contains any information about people that the organization connects with. It could be their name, email address, street address, as well as phone…
•Contacts
•Accounts
•Tasks
•Opportunities
•Leads
•Campaigns
•The Permissions Tab
•Navigation Bar
•Flexible plug-in design
•Easy to use user interface
Free
•Contacts
•Accounts
•Tasks
CiviCRM
CiviCRM is a CRM software designed to help organizations build, centralize, organize and engage members through its varied features. CiviCRM provides space to consolidate all constituent information in one system and enables the organization to organize, track and manage relationships within its system too through defined fields and activity types including communication preferences. CiviCRM also supports import/export of data for easier transition. It also includes a workflow for tracking and reacting to contributions allowing organizations to respond better and professionally to members who contribute. This feature includes customizable contribution categories, automatic receipt and thank you notes generation, and a reporting…
• Contacts
• Contributions
• Events
• Memberships
• Email marketing
• Reports
Contact for Pricing
• Contacts
• Contributions
• Events
• Configurable & Customizable
• Accounting integration
• Case management
SplendidCRM
SplendidCRM is the clear and obvious choice for companies that prefer Microsoft IIS to Apache and SQL Server to MySQL and provide all the C# and SQL source code so that the CRM can be deeply integrated into your business. SplendidCRM new chat system of this release allows messages to appear as they come through (in real time). This enables matters to be resolved in the quickest way possible. Images, files, and links can now be opened through this updated chat system. The system has been updated with the new HTML5 making offline storage of data possible. With HTML5, the…
• Offline Client Native Application
• New Report Designer
• HTML5 charts.
• Mobile Client Native Application
• Chat
• Updated HTML5 Offline Client
Free
• Offline Client Native Application
• New Report Designer
• HTML5 charts.
OpenCRX
OpenCRX is a CRM solution software that is able to automate multiple areas of the business including sales pipeline, sales, pricing and product management, account management, activity management, groupware with customizable application for specific workflows and activities needed by the business. It is currently open-sourced but offer free and paid support. The program is said to be true open source software compared to others and is BSD Licensed as well as OSI certified. It features customizable controls, workflows and reports. The user Home Page provides users a view of account activities including assignment, reporting contact, classification, importance and entry creation…
• Acount Management
• Product and Price Management
• Sales Pipeline
• Activity Management and Issue Tracking
• Groupware
• Tools and Administration
Free
• Acount Management
• Product and Price Management
• Sales Pipeline
Xrms CRM
Xrms is an advanced open source customer relationship management (CRM), Sales Force Automation (SFA) suite: also features business intelligence (BI) tools, Computer Telephony Integration (CTI), and advanced plugin architecture. PHP/ADOdb/LAMP. XRMS CRM is written in PHP. XRMS also features business intelligence (BI) tools, RSS feeds for new records, advanced Workflow, Computer Telephony Integration (CTI), and an advanced plugin architecture. XRMS is a web-based CRM application for managing business entities such as employees, customers, contacts, activities with those contacts, etc. Many improvements have been made in overall stability, unitialized variables, workflow, and many other things large and small. You may like…
• Customer relationship management (CRM)
• Sales Force Automation (SFA) sute
• Business intelligence (BI) tools
• Computer Telephony Integration (CTI)
• Advanced plugin architecture
Free
• Customer relationship management (CRM)
• Sales Force Automation (SFA) sute
• Business intelligence (BI) tools
Zurmo
Zurmo provides specialized gamified Customer Relation Management (CRM) applications to businesses. Zurmo’s CRM platform allows businesses to manage all aspects of customer relations. This software is open source and highly customizable, allowing businesses to pick and choose which management features they want to use. Intuitive and adaptable, Zurmo simplifies the process of managing customer relations for a variety of businesses. Zurmo provides a number of CRM functions, including creation of marketing campaigns, activity and contact management, integration with other services, management of products, and even on-the-go tablet and mobile services. On the customer end, Zurmo creates rewards, badges, and achievement…
•CRM integration
•Rewards available
•Increased market reach
•Engagement
Contact for Pricing
Deskera CRM
Like any other CRM software, Deskera CRM software is designed to meet entire goals of customer relationship management. What makes Deskera stand out from other CRM’s applications, is its holistic arrangement that takes care of the needs of the clients as well as the businesses. Key features of Deskera includes; campaign management, Lead management, Account management, Case management, Product management, Contact management and opportunity management.The campaign management module helps in identification of potential business targets, running campaigns, communicating with the right people and finally closing deals with firms with a prospective future. Campaign management deals with the creation of marketing…
•Campaign Management
•Lead management
• Account Management
•Case Management
•Product Management
•Contact Management
•Opportunity Management
•Deskera Email
Free
•Campaign Management
•Lead management
• Account Management
asterCRM
AsterCCA IP PBX is a call center system integrated with CRM software. The role of call center CRM software helps call center agents obtain proper information and knowledge about a client’s history to enhance overall customer experience. It is a desktop application that is integrated with the available telephony and any back-office applications. Key features of asterCC include; inbound route, outbound route, ring group, IVR, call popup, consult transfer, spy, whisper, barge-in, block, conference, real-time agent status monitor, agent idle/busy, agent pause/unpause, click dial, click send SMS/Email, hang up SMS/Email, TTS, Maps, Queue, Music On Hold, Agent calendar, customized custom…
•Mutli-tenant
•Customized role and privilige
•Call recording
•Voicemail
•Inbound route
•Call popup, consult, transfer
•Spy, whisper, barge-in, block, conference
•Realtime agent status mnitor
•Agent idle/busy, agent pause/unpause
•Click dial, click send SMS/Email
•Hangup SMS/Email
•Open source version
(include astercrm and asterbilling, 5 free channels license by default)
•Commercial version
(IP PBX, no extension limitation, 5 agents, 20 concurrent calls in predictive dialer, 60 days free trail)
•Mutli-tenant
•Customized role and privilige
•Call recording
•TTS
•Maps
•Queue
OnlyOffice
Onlyoffice is a free cloud-based business suite that consolidates and organizes various business processes and tasks into one easily accessible cloud-based solution. Business may access the free suite cloud or opt to integrate the solution into their servers for a price. The program also comes with a free downloable desktop editor that supports varied MS Office and OpenDocument formats and compatible with Windows and Mac platforms as well as other popularly used desktop platforms. The suite features one of the first HTML5 online editors through Canvas element with specific features available exclusively in onlyoffice. It supports the full range of…
• Online Document Editor
• Document Management
• Mail
• CRM
• Projects
• Calendar
• Community
• Cloud 1 Month - $75 + $5 /user/mo
• Cloud 1 Year - $360 + $2 /user/mo
• Cloud 3 Year - $540 +$1 /user/mo
• Cloud First 5 users Free
• Server Enterprise Edition Start -$600/server
• Server Enterprise Edition Standard - $1500/server
• Server Enterprise Edition Standard + - $5000/server
• Integration Development Server - $1200 lifetime license
• Integration SaaS Server – Price on Demand
• Integration SaaS Server – Price on Demand
• Online Document Editor
• Document Management
• Mail
Hipergate
Hipergate is a free CRM Software that supports both customer-facing processes and internal business processes allowing improved over-all performance. Customer information, supplier contacts, leads and other marketing, corporate directory and sales contacts are consolidated and organized into one contacts directory allowing users to efficiently work through contacts and support customers. Contact information can be grouped into distribution lists for corporate communication of updates, performance dashboards and statistics as well as for use in SMS campaigns. Team and Cross-functional collaborative work is also supported by hipergate through its collaborative tools including: Intranet, Groupware, Agenda, Shared Resources Management, Working Timetables, Forum portal…
• Contact Management
• Collaborative Tools
• Orders and Invoicing
• Corporate Communication
• Project Management
• Training
Free
• Contact Management
• Collaborative Tools
• Orders and Invoicing
Group-Office
Group-office consolidates collaborative tools and customer-facing functions into one CRM/groupware solution with a simple intuitive interface. Group office easily integrates e-mail, calendar, task lists, employee and customer information, as well as notes and newsletters to customer profiles and projects allowing easier management of information and tasks. Workload and support is also supported through its Helpdesk feature, Time Tracking module, mobile sync which can all be organized under its project module. Collaborative working documents are also easily worked on through its Group-office transfer feature or via integration with Google Drive or ThinkFree. Collaborative documents and other files uploaded into Group-Office are…
• E-mail
• Calendar
• File Sharing
• Addressbook
• Tasks
• Notes
• Newsletters
• Helpdesk
• Time Tracking
• Mobile Sync
• Document Editing
• Billing
• Document Search
• Group-Office Professional 6.2 Download - € 399
• Add-on Billing 6.2 - € 199
• Add-on Documents 6.2 - € 299
• Group-Office Hosting - € 10/user/month
• E-mail
• Calendar
• File Sharing
Dolibarr CRM
Dolibarr CRM is a modern open source software package, licensed under the GNU General Purpose License, which manages business activities effectively and efficiently. It is written in PHP and uses MySQL database for data storage. The feature list of Dolibarr is extremely long and diverse, including shipping management, customer mining, and employee scheduling. Dolibarr’s aim is to create an application that is easy to develop, easy to install, and easy to use. With Dolibarr, set up the application to your needs by enabling only preferred business management features. The features and modules are integrated to work immediately without any further…
• Customers, Suppliers, and Prospects directory
• Commercial proposals management with PDF generator
• Standing orders management
• Mass emailing module: Reuse prospect or customer database to send mass emailing
• Predefined statistics page gives useful information of the company or sales representative performance
• Double entre accounting, general and auxiliary accounting
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• Customers, Suppliers, and Prospects directory
• Commercial proposals management with PDF generator
• Standing orders management
• Highly customizable: Enable only the modules company needs
• Manage workflow order and products stock according to pre-defined rules
• 360 degree view: Opportunity amount averaged with the probability
Grass CRM
Grass CRM provides end to end sales cycle management from campaigns, leads, Opportunity. Its Open source Java based, based on SSH, you can easily change it according to your requirement and provides Data import & export via CSV files and Role based access control. Grass CRM is a java based CRM tool that is open sourced and provides features that organize information and activities for end-to-end sales. Fields and functions are customizable to the company needs and it allows data import/export for easier transition and use of data. Roles and access are also customizable for security. Grass CRM enables sales,…
• End to end sales cycle management from campaigns, leads, Opportunity..
• Open source Java based, based on SSH, you can easily change it according to your requirement
• Data import & export via CSV files
• Role based access control
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• End to end sales cycle management from campaigns, leads, Opportunity..
• Open source Java based, based on SSH, you can easily change it according to your requirement
• Data import & export via CSV files
•Data import & export via CSV files
•Role based access control
xTuple CRM
xTuple is an open source Corporate and Customer Relationship Management platform that integrates various business process of the supply chain functions of the business into one system. This includes support for manufacturing, distribution, sales and invoicing, and customer service.Its full-featured platform is customizable to specific workflows throughout the supply chain while also consolidating all information allowing more efficient work, better coordination and collaboration, and reduced risks for loss. As it integrates multiple processes into on, it breaks working silos and enhances the product, employee and customer journey with the product and business. And because it automates these processes compliance to…
• Contacts
• Opportunities
• Incidents / Trouble Tickets
• ToDos/Tasks
• Quotes
• Purchase Orders
• Requirements Planning (DRP/MRP)
• Multi-Level MRP
• Master Production Schedule (MPS)
• Bills of Operations
• Breeder BOMs — Process Manufacturing
• Capacity Planning
• Commercial - $45/user/month
• Distribution - $90/user/month
• Manufacturing – $130/user/month
• Enterprise - $150/user/month
• One-Click Quote to Sales Order
• Accounts Receivable
• Shipping / Receiving
• Lean / Constraint Management
• Integrated 3rd Party Product / Pricing Service (e.g., Trade Service)
• Advanced Sales Margin Handling
Compiere CRM
Compiere CRM is a modern, highly adaptable, enterprise-class business solution - that can be deployed on-premise or on the Cloud - for a fraction of the cost of traditional CRM systems. Improve agility and dramatically lower cost of ownership with Compiere. Compiere delivers a broad and rich set of integrated business functionality on a global-ready platform. Manage any number of organizations, warehouses, languages, currencies, and accounting rules. Utilize role-based Management Dashboards with drill-down capability to effectively monitor and analyze your operations. Pre-built charts and graphs are provided and are easily expanded to meet specific needs. Compiere CRM is built to…
• Business View Layer: Securely access business data through optimized reporting schemas
• Role-based dashboards allow users to drill-down to monitor and analyze operations more effectively
• Standard financial and managerial reports including Balance Sheet, Profit and Loss
• Internal report writer
• Customer-specified Chart of Accounts
• Case Management Solution is a ready-to-deploy functional extension to the Services capability
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• Business View Layer: Securely access business data through optimized reporting schemas
• Role-based dashboards allow users to drill-down to monitor and analyze operations more effectively
• Standard financial and managerial reports including Balance Sheet, Profit and Loss
• Data Security: Restrict access to specific data records or fields
• Reliable: Ensure that the information becomes available immediately through the entire application
• Import and export of bank statements using OFX, IFX and SWIFT formats
Anteil CRM
Anteil open-source CRM software offers a variety of basic features to help any business manage and improve its customer relationships. Anteil offers open-source CRM software solutions designed to help you better identify, attract, retain, service and support customers--ultimately increasing your competitive position and profitability. Employing full Web architecture, this open-source solution is available at no cost and is a fast and easy way for your company to implement a basic CRM application. At the same time, it gives programmers a head start in developing a more customized solution. Anteil understands that for businesses to make profits; expenses must be minimized.…
•Consolidated account information
•Contact manager
•Sales opportunity manager
•Campaign manager
Free
•Consolidated account information
•Contact manager
•Sales opportunity manager
•Event manager
•Consolidated marketing materials
•Corporate communications
EBI Neutrino
EBI Neutrino R1 is an open source software that combines both Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). ERP and CRM are essential in aiding companies to maximize their resources and success. ERP deals with accounting functions, internal processes, inventory management and orders. CRM handles the call center, customer service functions, marketing, and sales.Key features of EBI Neutrino include Open source CRM, ERP, new search engine integrated with the new web based technology groovy, Leads, Opportunity, Offer, Orders, Campaign, Product, Calendar, Email Client. The orders module under ERP has made it possible for employees to orders coming through…
• Fully Customer Releation Management Leads,Opportunity,Offer
•Orders,Campaign,Product, Calendar, EMail Client
• New Web Based technology using groovy with a new search engine to discover your data
• Open Source CRM ERP
Free
• Fully Customer Releation Management Leads,Opportunity,Offer
•Orders,Campaign,Product, Calendar, EMail Client
• New Web Based technology using groovy with a new search engine to discover your data
Tine
Tine 2.o is an open source application that covers the software categories of groupware (software designed to facilitate collective working by many users) and CRM (Customer Relationship Management). CRM is defined as practices, strategies, and technologies that firms use for analyzing and managing client interactions and data with the objective of enhancing business relationships with client and customer retention.) Basically, Tine 2.0 is enterprise software. Companies need a combination of the tools that Tine 2.0 offers. Instead of installing multiple Web-based applications and your resources are limited, make use of Tine 2.0. It provides a single point of contact for…
•Calendar
•IMAP webmail client
•Addressbook
•CRM
•Task management
•Time tracker
•Synchronisation with mobile devices
Free
•Calendar
•IMAP webmail client
•Addressbook
•VoIP integration (click to dial)
•Provisioning of Snom VoiP telephones
•Course management for schools
VIENNA Advantage CRM
VIENNA Advantage gives businesses an integrated business solution that tightly combines Enterprise Resource Planning (ERP Solution), Customer Relationship Management (CRM Solution) and secure Document Management System (DMS). The first of its kind, this web-based and open source ERP/CRM platform features an HTML5 User Interface which runs smoothly on all displays and devices, including smartphones and tablets. The platform allows for deep customization, so users are able to tailor the system to meet the needs and requirements of their organization. As a cloud-based system, Vienna Advantage CRM works on both Mac and Windows computers. It also features companion apps for Android…
• Customers historical data access for field personnel
• Minimum lead-to-cash cycle-time
• Product Configuration Management
• Customer Locations and Contacts
• Self-configurable management dashboards proffers User-specific business figures, required for quick decision-making
• Inbuilt Business Intelligence and Reporting has all that it takes to generate powerful reports of different types
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• Customers historical data access for field personnel
• Minimum lead-to-cash cycle-time
• Product Configuration Management
• Modular: Quick upgrading of the system to the latest version
• Mobility: User Interface runs flawlessly on all mobile devices
• Import & Export: Data to any window can be imported from excel and all records and reports can be exported to Excel
opentaps CRM2
opentaps CRM2 focuses on organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship. Access it from the web, from Gmail, and even embed it into the existing order management or business application system. It lets everybody in the organization work together by sharing emails, discussions, and activities while using favorite tools to get the job done. Opentaps CRM2 offers users the unlimited flexibility and innovation that comes with free access to the source code,…
• Browser-based email with integration to email server
• Customer services and case management
• Tracking code reporting and management
• Quotes, order entry, and order prioritization
• Integration with Asterisk open source Voice over IP (VOIP) system
• Address lookup and correction via USPS
• Professional - $6 / month
• Browser-based email with integration to email server
• Customer services and case management
• Tracking code reporting and management
• Automatically associate follow up emails with the task
• Integrated: Analyze tweets to identify trending topics and people
• Organized: Better understand customer relationships over time
You may like to read: How to Select the Best Customer Relationship Management Software for Your Business and Top CRM Software
What is CRM Software?
Customer Relationship Management software manages the business interactions with current and future customers using technology to organize, automate and synchronize sales, marketing, customer service, and technical support business process in an organization. CRM enable better interactions between organizations and their clients. As the name suggests, they are basically meant to allow better customer relationships.
What are the Top Free Proprietary Customer Relationship Management (CRM) Software?
Streak Free Edition, CapsuleCRM Free Edition, Really Simple Systems CRM Free Edition, Raynet CRM Free Edition, Workbooks Free Edition, Free CRM Free Edition, Roboeyelabs Basic, ClinchPad Free Edition, Instream Free Edition are some of the Top Free Customer Relationship Management (CRM) Software.
What are the Top Open Source Customer Relationship Management (CRM) Software?
Sugar CRM, Vtiger, Odoo CRM, SuiteCRM, EspoCRM, X2CRM, Epesi, Fat Free CRM, CiviCRM, SplendidCRM, OpenCRX, Xrms CRM, Zurmo, Deskera CRM, asterCRM, OnlyOffice, Hipergate, Group-Office, Dolibarr CRM, Grass CRM, xTuple CRM, Compiere CRM, Anteil CRM, EBI Neutrino, Tine, VIENNA Advantage CRM, opentaps CRM2are some of the Top Open Source Customer Relationship Management (CRM) Software.