List Of Popular Open Source CRM Tools You Must Explore To Gain Customer Satisfaction

Commercial enterprises hunt for the best solution for reducing the workload, saving time and automating processes. Business firm that decided to go for a CRM must understand its own needs, cost of set up, maintenance expense, problem solving methods and viability of servicing from developers.

Best Customer Relationship Management (CRM) software drives for easy workdays, readily available customer data, seamless information history, simple tracking of workflows and high customer satisfaction. Building and managing a high volume of customers with a perfect CRM platform increases your loyal customer base. Here we list some of the credible open source CRM softwares that are actually enforced far and wide over the world.

Before knowing about the list of Open Source CRM, it is important to get a greater insight about Open Source CRM, whether a business really needs it or not, its license types, starting with Free then moving to paid version and types of Open Source CRM software wheeling around business streets.

Know about Open Source CRM

A platform or software or tool that is developed and designed to minimise the human work helping to run an organisation easily with great customer satisfaction is CRM. Open source Customer Relationship Management tool allows developers from any part of the world to discuss and modify the CRM design. Core development model of an open source CRM is released along with actual source code.

The source code is distributed to the developers, who can modify the codes according to their customers needs and redistribute the source code. Modifying anytime from anywhere can be done by anyone interested to contribute for the improvement of specific CRM software. Open source concept is a productive trademark of the development community, budding startup, small-level company, mid level business and also to large Enterprise.

Open Source CRM - A Necessary Tool For Business or not

Business firm dealing with customers directly or indirectly with an objective of customer satisfaction will require a CRM platform. Dealing with customers with appropriate information about the service or product only will yield good results. Every business will have marketing, sales, project management, inventory repository, support services and delivery departments. Storing high volumes of customer details, retrieving data from databases, reviewing the history of a customer, tracking the workflow of a particular team member, analysing market trends, generating reports and many more can be done with a CRM software.

Businesses dealing with these operations and performance will require a customer relationship management software for maintaining good relationships, executing their business plan properly and gaining more profit. Industries are switching from proprietary software to open source crm software for its variable features and robust technology development. Customer acquisition, satisfaction and retention are the key outcomes of a CRM. Team collaboration, multiple stages of development, updating with latest features are all possible and available in open source CRM systems.

CRM System Support For Company Growth

Company with diverse product or service delivery handles a large amount of data, customer information, history of orders, details about marketing campaigns, analysis of operation, report generation and so on. Managing all these manually using a lot of manpower is really a difficult labour intensive and time taking job. There comes the need for customer relationship management software in order to manage business operations in a gentle and proficient manner.

Basic Signs for a Company to go for a CRM:

Industries not only improve their traditional machineries or materials, but also try to replace old conventional ways of working, dealing with customers, servicing with advanced products and services with new smart systems or solutions.

  • Business with many automated tasks
  • Employees struggling to manage contacts
  • Teams not able to handle workflow of project
  • Tough work monitoring process
  • Top level management not finding approximate report

CRM is accessible and adaptable for different levels of business ranging from a big Enterprise to a small business firm operating in diverse industries. Optimising and organising business requirements into a single administration medium is the main purpose of customer relationship management software.

Get to Know about Open Source CRM License Types

Open source CRM comes with a licence which mentions certain terms or as limitations for using and changing the core model of software. Open source CRM software contains 4 different licenses that tells the user about the reusage procedures. They are:

1. Public Domain

This type of software doesn’t have any restrictions for using the source code. It is available in the public domain to modify and reuse the software without any limitations. It can be used after checking security issues prior to adding into your codebase and using the same.

2. Permissive

This licence type is called BSD, Apache or MIT License with minimum restrictions and also provides limited requirements about the software redistribution for modification.

3. LGPL

The GNU Lesser General Public License connects open source libraries with proprietary licenses to your software. The user is subject to the LGPL terms and conditions while using it’s part or modifying the code of the library. Compiling and linking your code with LGPL library allows using your application under any type of licence.

4. Copyleft

This type of licence allows distributing the result of derivative after changing its original source code by using the same licence. It is also called a restrictive or reciprocal licence for its derivative sharing terms. Revealing the new derivative software codes may not be interesting for many users.

Typically, Proprietary license is considered as the highly secured and restricted type of software by reserving all the rights. The base model is used with actual development structure and modifying, redistributing and reusing the source is prohibited.

Trying Free Open Source CRM to Go On the Stand

Open source CRM software specifically fuels up development of business with multifaceted approach, execution plan and report generation. If the company is a startup, there will be a lot of factors preventing the investment for new customer relationship management software. In that case, including CRM cost in budget may not be possible, required technical expertise may not be available and questions rise up like whether this CRM meets all business needs as proprietary software. A very big answer for these questions is opting for a free open source CRM for your business. Of course you can get an open source CRM suite for free.

Planning and examining the various types of products available in the marketplace is very important for every industry. Small business firms, medium size companies and high earning entrepreneurs are thinking from all points of view before investing anything for business. Getting a CRM for business is not always an investment which lifts up the revenue. Finding a suitable customer relationship management software is actually an investment of time for deciding the exact platform.

Regardless of the size of the company and range of capital amount invested in business, choosing free open source CRM software is a preferable choice to practice the platform. Getting used to the free version helps the CRM users and business to tweak their teams. Knowing everything about the tool is possible in free open source CRM like the time taken for a person to get trained or learning time, integration of data, importing old information from your existing system and many other operational functions. Most of the organizations go for the free version of the CRM system initially even if they decide to buy it’s pro version later.

Why does your Business require Paid Versions?

CRM is a specially configured system developed for the convenience of the business industry. Many customer relationship management systems provide free and paid versions for its customers. A free open source CRM also gives extra facilities by selling the additional features. There are CRMs available only on paid versions by providing more specific competencies of industry.

Types of CRM Types Running Through diverse Industry

Business world focuses on the conversion of opportunities into customers with best customer service excellence. Customers are always a powerful resource for every seller in the global market. There are certain factors available for driving the recent trends to impact business development. Based on such factors and resourceful characteristics of software, CRM is basically classified into 4 types:

1. Strategic CRM focus on gaining and retaining beneficial customers:

Customers are considered and served in the first place from gathering, dividing and using customers data in a secured way. Serving customers plays a vital role in this type of CRMs by studying customer’s requirements and ways of accommodating them with great satisfaction. Getting the knowledge about customers buying behaviour is the prominent expertise of this CRM.

2. Operational CRM deals on Marketing, Selling and Customer Service:

This customer-centric CRM deals with automation processes including Sales Force Automation (SFA), Marketing Automation (MA) and Service Automation (SA).

  • Salesforce automation uses the technology to handle sales by regulating the sales cycle and common problems of the sales team. It contains different modules including product configuration, quotation and proposal management, account management, lead Management, contact management and opportunity management.
  • Marketing automation handles market classification, event based marketing, promotions and campaign management. Accessing customer data for planning, operating, reviewing targeted offers and communication histories is possible for the marketing force provided in the campaign module. Contacting and giving offers to customers in a particular time is triggered through event based marketing to retain customers.
  • Service automation diagnoses and solves issues related to product by addressing inbound customer communication. IVR system plays a major role in this type by routing the call automatically to the available employee. Servicing consumer products is initially done at retail stores. Field equipment, service manual, spare parts manual assistance are given to service professionals.

3. Analytical CRM emphasis on Customer Data Mining and its usage:

Customer data is utilized effectively on the basis of particular strategies for using it in future. Data of customers are captured, interpreted, splitted, stored, modified, processed and reported using this analytical CRM. It also includes Internal business data like sales data marketing data finance data for comprehensive analysis of such information. Customers segment separately will be approached in a different selling manner with an analysis of valuable customers, responsive consumers and converted prospects from previous campaigns. Getting potential leads for sales, acquisition and retention of customers are easy.

4. Collaborative CRM applies Technology across Company boundaries:

In order to optimize the customers and company on the line, collaborative CRMs are used. It involves aligning strategies and resources for valuable customer identification, procurement, development, retainment and maintenance. The Business To Business (B2B) industry uses this type for developing products, conducting market research and marketing with multiple business firms. Latest communication systems like VoIP (Voice over Internet Protocol), EDI (Electronic Data Interchange), Forums and chat rooms help for gentle transaction and communication among businesses over the traditional systems.

Remember to take a plunge after checking out for trial period opportunities to learn and use your CRM. The more time you invest in selecting your perfect CRM will give back more and more benefits for your business.

Explore the Popular List of Open Source CRMs

Build your fully customised Business system helping for better customer service and create loyalty. After intensive research and insights of our team, here we listed the best Open source CRM:

1. Vtiger CRM

Vtiger is a popular customer relationship management software helping businesses for enhanced decision making with 360 degree data visibility. Considering Vtiger CRM provides the following benefits:

  • On premise hosting and managing it is possible.
  • 360 Mobile Application allows real-time push notification, offline changes synchronisation and so on.
  • Community support is provided from a developer’s, user’s and partner’s community for your business requirements.
  • System Extensions allows adding extra features with free and paid plugins which are developed by professionals.
  • Monitoring your team performance is simple, enabling Managers to track the sales team activities driving to improve training of members and increasing performance of the sales team.
  • Open Source version is developed on the basis of SugarCRM

2. SuiteCRM

SuiteCRM is developed on the basis of modules helping business firms to meet their requirements. Module based design allows a company to run through teams and tasks seamlessly in quick time. You can consider SuiteCRM for the following reason:

  • Real time sales report with brief notes on sales pipeline and creating advanced customer reports with pinning it on dashboard options.
  • High Security management with different levels of access for inherited groups. Administrators can restrict the permission to specific users and during sensitive data access given to particular groups.
  • Advanced search option allows to find out specific information with an access to search in over all deployed modules of CRM.
  • Developer Tools Studio helps to personalize CRM modules including its display, information to be shown and also creating new one.
  • Automation of repeated tasks and workflows can be triggered for customized actions by setting up your business rules.

3. Joforce CRM

Joforce open source CRM is a potential solution for every business level with advanced customer-centric characteristics. Joforce CRM suite is a Free Open Source Customer Relationship Management software helping business firms to lift up their sales and customer satisfaction. Joforce is serving the industry with following highlights:

  • Helps to connect with customers anytime in an optimized, streamlined and responsive manner. Right segmentation of customers, customized marketing solutions are major benefits of Joforce CRM.
  • Integration of multiple channels to improve the performance of your business and import export features helps to incorporate more data for building a strong customer base.
  • The Quick Sale process is managed with Sales CRM by manipulating the sales funnel with minimum clicks, drags and drops.
  • Closure is simple and done in a quick time with dynamic call and schedule management with appropriate logs tracking, pipeline management and team analysis.
  • Marketing campaigns are easily organized, performed and processed in various channels after thorough research of recent market trends.

Selecting the best free open source CRM requires a deep understanding of multiple CRMs and comparison of provided features given in free, add-on and paid versions. Each business model is different and the requirements also vary according to the core function of products and services. Profound knowledge about the preferred CRM may help to accelerate your business growth with proper navigational procedure.

Winding Up

Open Source CRM is an excellent choice for managing your business and its operational functions. Getting the suitable open source CRM is definitely a big challenge for every organization. Trying the free version and if completely satisfied, then opting for the Pro version reduces the risk. There are many free open source CRM is available with enhanced features helping a business to manage its complete operation. Specific requirements of your business can be met by paid add-ons and sometimes with affordable paid CRM solutions. This article helps you to choose the right open source CRM after reviewing all it's free features and pro version costs. If you need any questions or enquiries, please write to us [email protected]

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