6 Best Open Source CRM Software for Business in 2022
Open source software has revolutionized the way businesses work and collaborate in the 21st century. Because of this, you might think that there’s no longer any room for proprietary CRM software on the market; however, this couldn’t be further from the truth. As it turns out, both open source and proprietary CRM systems have their advantages and disadvantages, which is why you need to know what you’re getting into before you decide which kind of CRM software to use at your company. Here are the 6 best open-source CRM software solutions you should consider choosing in 2022.
1) FieldWatch
FieldWatch is a complete open-source ERP and enterprise management solution that covers all aspects of the business. It is one of the only solutions to offer out-of-the-box functionality for an entire enterprise, handling everything from customer support to accounting. For this reason, it makes sense that the customer list includes small startups, large companies, and even government agencies. There are some features that require a premium license, such as real-time analytics or customer service collaboration tools, but they’re still fairly inexpensive when compared to proprietary alternatives.
A key benefit of using FieldWatch is the flexibility it offers you as your company changes over time. The modular structure means any aspect of the system can be altered or removed as needed – whether you need to add new modules or delete unused ones.
2) BaseCRM
BaseCRM is a powerful CRM platform that’s open source, but it has many of the features most businesses will need to manage their sales process. The company also offers BaseCamp and BaseConnect as complementary products. BaseCRM’s web-based interface is easy to use and can be personalized with different layouts and themes. The product also makes excellent use of drag-and-drop functionality, which means users can customize fields without needing any IT assistance. The ability to quickly toggle between a high-level view of what’s happening with one client or data set and an in-depth view of other clients or data sets is an excellent feature that will make data entry much easier for managers who are multitasking on two different cases at once. What’s more, BaseCRM supports multiple languages such as Spanish, Dutch, German, French, and Italian so companies around the world will be able to easily adopt this system.
3) SalesforceIQ
SalesforceIQ is an open-source customer relationship management software. It is a cloud-based business application. The company offers customers the ability to track, manage, and optimize the entire process of their interactions with current and potential customers. SalesforceIQ integrates marketing automation, service intelligence, and social selling into a complete package. It will help your business create deep connections with its customers by providing transparency and deep visibility into the data that matters most to them. Customers are looking for brands who listen and are agile enough to work on their behalf as needs change.
This platform does both so that businesses can accelerate revenue growth by getting ahead of customer needs before they become costly problems! In particular, it’s important to know how well your products are performing across channels like web traffic, phone calls, chat conversations, or email messages. By linking insights from different data sources together through analytics visualizations and automated processes you’ll be able to improve performance. While this may sound daunting at first glance – especially if you’re not a technical person – don’t worry! That’s what CRMs are for: managing all the info you need from disparate systems and combining it in one place where you can understand it better.
4) Clarizen
This platform is an easy-to-use, intuitive solution that can be integrated into many tools. While it offers a variety of features and an attractive UI, Clarizen also offers free pricing plans that don’t require you to pay annually. Additionally, it offers a good mix of both the standard functionalities and some optional add-ons that are less common with other software providers. For companies or individuals who aren’t sure if they want to invest a significant amount of money into a CRM right away, this is an attractive choice. The design might not be as flashy as others on this list, but the functionality will serve you well. If you’re looking for something easy to use and understand, then Clarizen could be your best bet. It’s simple enough that most users won’t need any training, and there’s plenty of support available online if you do get stuck. Plus, there’s no required annual payment so it’s affordable upfront.
5) ZohoCRM
ZohoCRM provides business software applications to small and large companies alike. The company has garnered a well-earned reputation over the years as the vendor of choice for clients who are committed to saving money while benefitting from full-service capabilities.
Zoho is one of the top open-source CRM software. From a user’s perspective, it doesn’t require extensive training and offers a very intuitive interface. As with most other platforms, Zoho includes sales, marketing, customer service, and project management tools that allow users to customize their workflows and make better use of their time.
6) Workbooks Studio
In a market with many of these products, Workbooks Studio is an easy contender because it offers more features than competitors at a lower price.
Workbooks’ powerful reporting suite allows users to easily analyze their business. By understanding your own data and the performance of your employees, you can save time on training and develop better strategies for the future. Whether you are new to these types of programs or have been using CRMs for years, Workbooks Studio makes it easy to see what has worked in the past, how it applies to current events, and how you can use this information to take control of your business’s direction into the future. The drag-and-drop interface allows for simple workflow organization, which means less frustration and confusion about the best way to get work done. With great features that other systems do not offer, Workbooks Studio is a fantastic option for small businesses looking to take charge of their company’s growth trajectory.
Workbooks do not require much knowledge about coding either – in fact, it uses HTML5 standards as their development language so even people without technical experience can create professional web pages with minimal difficulty. The intuitive interface also provides guidelines so everyone from beginners to seasoned professionals will be able to find everything they need without spending hours reading manuals or tutorials.
