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Editor’s note: An updated version of this article for 2016 is also available.
Creating and maintaining relationships with customers can be a challenge. But it’s also essential for a business’ survival and growth. To maintain those relationships, a CRM system is a must. And CRM is one area in which open source shines brightly.
Let’s take a quick look at five of the top open source CRM systems. This is by no means a definitive list. Each CRM system covered in this article has been selected based on its rich or unique feature set.
CRM is short for customer relationship management. A CRM system is a web application that businesses use to organize information about their customers and leads. But a CRM system isn’t just a list of contacts. It contains customers’ details and history of their transactions with an organization, along with information about those customers’ place or status in the sales process.
Many CRM systems can hook into financial and accounting systems to help organizations track earnings and costs. They can also provide analytics that enable a business to better predict a customer’s future needs.
Using an open source CRM system requires only a web server, database, and browser.
Let’s examine five open source CRM systems that make managing customer relationships easier.
SugarCRM is arguably the most well-known and most popular open source CRM system. It’s also the basis for several other CRMs including SuiteCRM (which Opensource.com covered in 2013) and Vtiger.
SugarCRM performs just about every function a business might need, including customer, lead, and contract management; reporting and analytics; mobile support; and a suite of marketing tools.
SugarCRM is available in two versions: a hosted version and a Community edition. The hosted version is a paid version, and is available in three packages (if you want to get your feet wet, you can sign up for a seven-day free trial). Users can also download the Community edition and install it on their own servers. The Community edition lacks a number of the features of the hosted version, but is definitely useful for smaller businesses.
While Vtiger is based on SugarCRM, it’s not a feature-for-feature clone. It has all of the core functions found in SugarCRM, but is missing some collaboration, task management, and third-party integration features out of the box.
Most of the people I’ve talked to about Vtiger have stated that it’s a good choice for small or medium-sized businesses. Like the Community edition of SugarCRM, Vtiger packs the features smaller organizations need and it’s extensible via add-ons.
Users can download Vtiger and install it on their own servers, or use the hosted version. The latter costs $12 per user per month, and is available for a test drive.
Two aspects of CiviCRM set it apart from other CRM tools: it’s aimed at non-profits, and it’s designed to work with Drupal, Joomla!, or WordPress—which means that non-profits can integrate it with their existing websites or content management systems fairly seamlessly.
Everything about this CiviCRM revolves around its non-profit focus. Not only can it help track contacts and donors, but it can also help keep tabs on contributions, do fundraising, and plan and monitor campaigns.
A demo version is available, and the entire tool is available for download. A number of third parties offer hosted versions of CiviCRM.
As its name implies, Fat Free CRM is a minimal but functional system. Its developers state that “out of the box it features group collaboration, campaign and lead management, contact lists, and opportunity tracking.” It’s not going to compete with SugarCRM or Vtiger, but it’s probably more than enough for smaller businesses and other organizations.
But Fat Free CRM does have one of the most attractive and easiest to use interfaces of any CRM out there. On top of that, a number of plug-ins are available for Fat Free CRM—and developers already working with Ruby on Rails can write their own.
There’s no hosted version of Fat Free CRM, so organizations need to download and install it on their own servers. Before doing that, however, they can give Fat Free CRM a try using the online demo.
What happens when you combine CRM with gamification? You get Zurmo. Not only does it pack the features that organizations expect from a CRM system—like contact management, deal tracking, mobile capabilities, and reporting—it also rewards people for using the system.
According to its developers, Zurmo “uses game mechanics to reward an individual’s usage of the system and promote best practice behaviour.” This encourages users to explore Zurmo: the more areas they explore and use, the more rewards (like badges and coins to purchase rewards) they earn.
Zurmo offers an online demo, as well as a free trial of the hosted version. The source code is also available.
Do you have a favorite open source CRM tool? Feel free to share it by leaving a comment below.
X2Engine CRM should also be included in this list. Started over four years ago, X2Engine is one of the fast growing new open source Marketing Automation and Sales CRM applications.
X2Engine is in active development with releases every few weeks, unlike most of the other CRM apps you have listed above. See for yourself. http://www.x2engine.com
In reply to X2Engine CRM should also be by x2engine (not verified)
SugarCRM is less and less open source, and community has almost no influence anymore on new release.
I would suggest to have a look at SuiteCRM, that is much more open and very powerfull (SugarCRM fork with many communities addon included to replicate the SugarCRM pro edition features) : http://www.suitecrm.com/
In reply to SugarCRM is less and less by Victor (not verified)
Odoo (formerly OpenERP) has a CRM module
I like open source products. EspoCRM (http://espocrm.com) is the newest that I found.
Odoo has a great CRM with gamification, kanban view, business intelligence to analyst opportunities pipeline… Check it here: https://www.odoo.com/page/crm
SugarCRM and Vtiger are very popular CRM tools, but I have other list of best CRM tools for business. You should also check this software before choosing right software for your organization. http://www.softwaresuggest.com/crm-software
Thanks Scott ! for sharing details about different CRM platforms. We were planning InfusionSoft or Salesforce (Salesforce.com) as CRM platforms for our Business http://www.yoginetindia.com. But now also considering SugarCRM.
I am really suprised that opensource.com cannot distinguish between open source and prorprietary software. You do your readers a great disservice when you mix the two.
In your SugarCRM article, you say that you can get extended functionality in the paid for version. What you do not say is that the extended/paid-for version is proprietary software. It is not open source.
If you want the extended version of sugarcrm as open source, then suitecrm is the logical place to go.
ONLYOFFICE has CRM module as well. Contacts, deal opportunities, tasks, web-to-lead form, communication history, invoicing system. The product is cross-platform: https://www.onlyoffice.com/open-source.aspx
I like open source tools .I think all above open source platforms are so great and provide professional services as well as easy to use.
I was too on a search for the CRM Software.. Most of them are too costly affair. . I came through the product which is not opensource but completely free. CVenture. http://www.cventure.in it is completely free for on-premise installation. they only charge for the SAAS version. Even installation support is free so you can get it installed and start using it.. The product has covered almost everything. Complete sales life cycle, Complete support life cycle including features for field staff reporting, invoicing and payment tracking, purchase management. . So every thing you are lookiing for is there free of cost..
If required you can buy the annual support. or Administration manual. They even customize as per customers need..
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