Best Open Source CRM Software For Your Small Business

 

The rather noble philosophy behind Open Source CRM software deserves recognition. For small businesses, Open Source CRM software solutions will merit serious consideration in the near future.

Right now, however, Open Source is a bit of an unknown quantity from a CRM context, and especially from a small business perspective.

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But this grassroots movement has already assumed cult-like status with major backers from IBM to astro-entrepreneur Mark Shuttleworth. Sun has also made Java fully open source. With this groundswell of support, CRM Open Source solutions will find themselves in the mainstream sooner rather than later.

The open source contender to Microsoft Office – Star Office/Open Office, is steadily eroding Microsoft’s market share as it proves itself a reliable, capable alternative.

What makes OpenSource products attractive are their price, depending on how the Open Source Foundation (OSF) price models are applied. Open Source products are ostensibly free. But there is a hidden price tag. Support is not that readily available, and comes at a cost. Your choice of software is still rather limited and a proficient IT person/team is necessary if you are to fully benefit from open source software.

So, approach with caution. Our ‘small business’ instincts are probably more tuned to the word ‘FREE’ than others, and Open Source CRM solutions could end up being a case of ‘false economy’.

If you are going to need to customize your CRM software, however, as is often the case, there is strong justification for going the Open Source route. Proprietory CRM software can be difficult and expensive to customize as the source code is not readily available, if at all. And using their in-house development services could end being extremely costly if you are not careful.

If you do opt to have a proprietory CRM vendor or one of their VAR’s (Value Added Resellers) do your customization, ensure your CRM specification is thoroughly thought through, right to the last full-stop!


Best Open Source CRM Software Solutions.


SmallBizCRM - highly Recommended CRM

Sugar CRM logo

SugarCRM

Highly Recommended. Founded in 2004, SugarCRM is one of the three largest global CRM providers. It’s a complete all-in-one CRM solution without any extra license fee for additional modules. Ideal for midsize companies and large enterprises, different versions cost $35 to $150/user per month – billed annually. A 7-day free trial is available.

Concursive Logo

ConcourseSuite

ConcourseSuite (Concursive CRM). Previously called CentricCRM, it’s a J2EE compliant, open source CRM founded in 2000 by Concursive Corporation – a private media and open source software development company. Equally beneficial for small and large businesses, especially those with complex sales processes. Pricing for ConcourseSuite is a onetime fee of $750 (25 users). Pricing increases as the number of users increase.

vTiger

Founded in 2004, it’s a feature-rich, yet cost effective CRM for small and medium businesses. The basic features of vTiger CRM cost $12/user/month, but extras such as additional emails or additional storage space can stack up the cost. A 30-day free trial is available. The features include Sales, Marketing, Customer Support and Calendar.

Odoo Logo

Odoo

Odoo, formerly OpenERP, was started in 2005 and thrives in a unique and open ecosystem by combining the resources of its open source community, partners’ network and resellers. Odoo provides software that is not complex but is still full featured, tightly integrated, runs smoothly, and upgrades seamlessly. Their mission is to provide a range of easy to use business applications.

OroCRM Logo

OroCRM

Available to download from GitHub, OroCRM is an open-source, easy-to-use small to medium business CRM that provides tools for both sales and marketing. Multi-Channel marketing, custom reporting and customer segmentation are some of the tools for marketing, whereas sales management, customer service productivity and multi-channel organization management are some of the tools for sales management.

Daffodil logo

Daffodil CRM.

Targeted at SMBs – particularly those related to manufacturing, IT, customer service and financial and insurance industry – Daffodil CRM was founded in 2001. It supports both B2B and B2C business models. Based on on-Premise/client server model, it enables unified coordination between sales, marketing, customer service, field support and other departments which interact with customers.

Junari - May

JunariCRM

Based on Open ERP Platform, Junari CRM+ (previously just Junari CRM) was founded in 1998. Though intended for small business, the CRM can grow as your business expands. It costs £49 plus £10 /user/month (excluding VAT). Add-ons such as document version control, HR etc. cost between £2 and £5. Standard features include Activities and Communications.

Anteil - May

Anteil CRM

Launched in 2000, Anteil is a light-weight open source CRM that offers basic features for SMBs. Vertical markets include education, governmental depts., NGO’s, fashion industry, financial services, medical/healthcare, and real estate. Anteil can be downloaded for free, the download process comprises of a series of RPM files which need a Linux server.

Perfex CRM

Perfex CRM is an open source Client Relationship Management software. It is a feature rich system with a clean modern design to fit many applications. Perfex CRM has a powerful support system that helps to track and resolve issues via the integrated ticket system and customer reminders. With Perfex you can assign reminders to yourself or one or many staff members and with one click.  Reminders can be sent to email and to an in-app notification system. Billable hours can be tracked, notes can be assigned to tasks and timesheet entries and professional estimates and invoices can be generated with Perfex CRM. Pricing starts at $54 and six months support is offered.

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Open Source Accounting and CRM Solutions for Accountants

Turbo Cash logo

TurboCASH

One of the most popular Open Source Accounting software solutions is TurboCASH. TurboCASH .7 is an open source accounting package that is free for everyone to download and distribute under the terms of the General Public Licence (GPL). Although aimed at the small- to medium-sized business market, TurboCASH is not a simple ‘home finances’ software.

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