Open-Source CRM Software

Customer relationship management software (CRM software) helps you manage contacts, leads, sales opportunities, and customer communication.

Typical users include sales and service teams that want to build, track, and develop customer relationships in a structured way.

While CRM software manages customer relationships and sales opportunities, project management helps plan and deliver client projects. ERP systems also cover commercial order processing with purchasing, inventory, and finance.

Features

Below is an overview of common features of CRM software.

Contact and account management

Lead and opportunity management

Activities, notes, and tasks

Sales pipeline and forecasts

Email and communication history

Quote and deal tracking

Roles and permissions

Reporting and dashboards

Integrations with email, calendar, and ERP

Products

Below is an overview of popular open-source software in the category «Open-Source CRM Software». The list is sorted alphabetically.

Well-known proprietary examples include HubSpot CRM, Microsoft Dynamics 365, Pipedrive, Salesforce Sales Cloud, SelectLine and Zoho CRM.

Aureus ERP

Aureus ERP combines finance, inventory, human resources, customer relationships, and projects through modular apps.

  • Accounting
  • CRM
  • ERP
  • Invoicing
  • Projects

Dolibarr ERP/CRM

Dolibarr combines customer management, quotes, invoices, accounting, and inventory. Modules add management of subscriptions and contracts.

  • Accounting
  • Contracts
  • CRM
  • ERP
  • Invoicing

ERPNext

ERPNext combines accounting, quotes, invoices, and time tracking with subscription and contract management in one web application.

  • Accounting
  • Appointment Scheduling
  • Calendar
  • Contracts
  • CRM
  • ERP
  • Invoicing
  • Project Time Tracking

EspoCRM

EspoCRM brings together contacts, companies, and sales opportunities for central management of customer relationships.

  • CRM

Odoo Community

Odoo Community brings together sales, purchasing, inventory, invoicing, calendar, and time tracking in a modular business suite.

  • Calendar
  • CRM
  • Employee Time Tracking
  • ERP
  • Invoicing
  • Project Time Tracking

SuiteCRM

SuiteCRM brings sales, marketing and service work together in a shared CRM platform.

  • CRM

Twenty

Twenty manages customer relationships and adapts to a company's workflows and customer processes.

  • CRM