Open source contact management software free

Vtiger CRM Open Source covers the breadth of customer relationship management features you know and love. You can use it to run marketing campaigns and keep track of leads, customers, and opportunities, handling the sales cycle and daily workflows. Reporting and analytics features are included, and it has a Gmail extension, which is super handy for referencing CRM data and info while emailing.

As you scale up your usage, you can check out the market for add-ons for greater features. Vtiger also has a moderate learning curve, so it will take time to train your team to implement the platform effectively. EspoCRM offers full-featured sales automation for leads and tracking for opportunities, accounts, and contacts. It also keeps tabs on contacts by defining relationships and relating them to multiple accounts.

Time spent implementing the open source solution on-premise and paying for developers, data hosting, etc. User-friendly and designed to be adapted towards a wide range of uses, CiviCRM provides full-fledged CRM features like contact management, accounting integration, case management, and email marketing.

It should be noted, the UI is also somewhat out-of-date. Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships.

With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales.

Also, the option to use native CPQ makes generating and sharing quotes and other vital sales assets hassle-free. Like many vendors, some of the better features are reserved for premium packages. Among these for Freshworks CRM are time-based workflows, some chatbot tools and advanced metric reporting. But overall, the free and basic plans are a decent place to start, and you can always upgrade.

HubSpot is a massive company, and played a big part in ushering in the rise of inbound marketing. Their free version automates menial tasks, manages lead management, and allows for a database of one million contacts. It also allows unlimited users and unlimited storage. Some advantages to HubSpot are firstly their large wealth of training videos to help speed up adoption. Also, because of their sheer enormity, they have a pretty great reputation for personalized customer service, which is a big point in its favor vs.

Some negatives include limited syncing between contact and deal data, a weak search function, and the inability to log email attachments into the contact record. Also, as you may have surmised, you may well need to dish out money on add-on modules to get the most out of the free version. Really Simple Systems RSS is an easy-to-use, yet effective marketing automation, sales and service platform designed specifically for B2B.

They offer a free version of their software for up to two users, which includes many of the core features of the paid product, including sales automation and customer service. It gives you unlimited contacts and MB of document storage. RSS contact management updates info and related tasks in real-time for clients, vendors, and suppliers.

This is very useful for coordinating remote teams. Customization features are somewhat limited, and may not accommodate niche businesses, nonprofits, or non-traditional CRM applications then again, it is designed for B2B. While serviceable, the mobile app is not the most user-friendly one out there. Very low learning curve and easy to use across mobile and web apps. The free version, although limited, may be sufficient for small business team collaboration and simple business processes.

Kanban view can become confusing as the complexity of your project increases. Limited file attachment size in the free version can be an issue with video files, Powerpoints, heftier PDFs, etc. Airtable is a non-traditional, lightweight CRM with pleasing aesthetics as one of its main selling points. The workflow management database aims to re-invent spreadsheets, letting users quickly link and interpret data from different sets. Users can play with design to tailor data sorting to their needs via customization.

Streak is a fully integrated Gmail CRM that lives in your inbox. Based in a familiar environment, the app streamlines CRM adoption for new users. You can create your own custom sales funnel and easily see how your leads are distributed among different sale stages. You can also attach documents, notes and see the entire history of communications with a particular person or company.

Supervisors can easily see detailed reports of how many contacts were made by each sales agent and the outcome. Find out more. Free Contact Center Bitrix24 lets you convert your contact manager to a contact center. Email, SMS, and voice calls The tried-and-true customer communication channels that are still highly popular are also included in your Bitrix24 Omnichannel Contact Center.

Be sure to check out other Bitrix24 tools:. Online Groupware. Free Groupware. Project Management. Open source Kanban boards. Free sales agent software. Privacy Overview. Cookies of both types can be enabled or disabled within this plugin. Cookie Settings. Strictly Necessary Cookies. Analytical Cookies. Cookie Policy. More information about our Cookie Policy. We use cookies to enhance your browsing experience - Find out more. By continuing to browse this site you are agreeing to our use of cookies.

For example, the marketing module has features such as marketing statistics collection and Google Analytics integration, whereas the project management module includes project status tracking and customizable workflows. With the software, you can get better visibility into your sales pipeline, track prospects, manage customer support, schedule meetings, and handle other customer relation activities.

RealOffice is a CRM platform designed specifically for the real estate industry. However, it offers all the standard features of a CRM tool and can be used for other industries as well. It allows you to manage your leads and contacts, add notes against their profiles, organize tasks, and import data from Outlook, Google, or a spreadsheet.

A view of a contact profile in RealOffice Source. Through one-on-one conversation and personalized recommendations, Software Advice guides you through your software search.

In as little as 15 minutes, our software advisors can help you pick the right CRM software for your business needs, so you can feel confident in your choice. Click here to chat with an advisor for free or schedule a call here. This article was updated on July 13,