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8 Best Free and Open Source CRM Software

 
 
8 Best Free and Open Source CRM Software
 

One of the ways to improve your company's ROI (Return on Investment), build customer loyalty, and increase conversions overall is to use
a customer relationship management ( CRM ) solution.

A CRM can handle a variety of tasks, from communicating with prospects, onboarding them, sending quotes, collecting historical data, and analyzing the customer lifecycle. All of this can help you build better relationships with your customers and grow your business.

That said, there are many expensive CRM solutions out there , making integration difficult for novice, budget-conscious businesses. With this in mind, we've created a list of the best open source and free CRM software on the market.

In this guide, we'll compare the best free and open source CRMs , their features, and help you make the right choice for your business.

 

What to consider when choosing the best free and open source CRM

 
Finding the best free, open source CRM solution for your business depends a lot on the functionality and flexibility you expect. Each free solution is limited, so it's up to you to consider the features that might be relevant to your business, exclude those that aren't, and select a tool accordingly.

That said, here is a list of the main factors to help you select the right solution for you:

⮚Ease of Use Customer relationship management is as important as time management. A good free CRM program should be able to have a good learning curve, especially if your team is using CRM software for the first time. This means that users should be able to quickly understand the interface and get started in no time.
⮚Features and Flexibility Another thing to consider is the features you are looking for. Some companies, for example, use 1-2 users to manage customer relationships, but others may have multiple users working on different aspects of building customer relationships. Therefore, for the latter cases, you might look for a free CRM that offers an unlimited number of users. Likewise, check other features like third-party integrations, sales tracking, web hooks, number of contacts or contacts allowed, and so on.
⮚Reporting and Analytics In general, look for CRM tools that offer in-depth analytics and sales insights for your business. Feedback and reporting are important to building strong, long-term relationships with your customers and closing more deals.
⮚Customization Since we are talking about open source CRM software , we absolutely cannot ignore the customization aspect. Some free CRMs offer a completely customized experience for your business. Most of the time, you'll have to pay for additional customization, but some solutions offer it for free.
⮚Easy-to-Understand Pricing The final factor to consider for your free, open source CRM is upgrade costs. If, at any time, you want to upgrade from the free version to the paid version, whether to remove a limit or add new features, you will be charged a fixed amount. You need to take this into account, as it may happen in the future.

 

8 of the best open source and free CRMs

 

The tools on this list are not all both free and open source at the same time. We've done our best to highlight the differences and make sure everyone understands the limitations of each CRM .

So what's the difference between free and open source , isn't it the same thing?

 Free CRM just means you can use it for free – without paying.
 Open source CRM means that not only can you download and use it for free, but you can also access the source code and can modify/compile that source code yourself.


Now that you know the subtle differences between free and open source CRM software , let's get down to the list.

Here are the best free and open source CRM tools we will cover:

⮚Bitrix24
⮚Zoho CRM
⮚Insightly
⮚Freshsales
⮚SuiteCRM
⮚HubSpot CRM
⮚vtiger
⮚CiviCRM



 Bitrix24
 
8 Best Free and Open Source CRM Software
 

⮚Open source: (via partner network)
⮚Upgrade price: $19 per month for two users
⮚CRM emails: 1,000 per month
⮚Number of users: 12
⮚Unlimited leads and contacts: YES
⮚Analysis and reporting: NO
⮚Key Features: Kanban boards, Gantt charts, workload planning

Bitrix24 is a great choice if you're looking for a free and open source CRM . Although the open source part of the offering must be managed by a Bitrix24 partner .

The reason I recommend Bitrix24 is the number of features it offers without charging for them. You'll gain access to sales tracking, email marketing and more, all for free.

The fact that over 7,000,000 businesses use Bitrix24 speaks volumes about the popularity of this tool. The only downside to this cloud-based CRM software is the learning curve (even with the paid version), especially when you compare it to platforms like Freshsales.

Apart from that, it is one of the best free CRM software to improve collaboration and communication, as well as help you manage your customers easily. I think it's a good choice for small businesses looking for collaboration software that won't put a dent in their marketing budgets and has almost all the features.

 Zoho CRM software

 
8 Best Free and Open Source CRM Software
 
⮚Open source: NO
⮚Upgrade Price: n/a
⮚Email CRM: 4.500
⮚Number of users: 3
⮚Unlimited leads and contacts: NO
⮚Analysis and reporting: NO
⮚Key Features: Scoring Rules, Workflows, Email Notifications, Web Forms, Custom Dashboard

Zoho started out as a cloud-based CRM but has diversified over time. Nowadays, it offers an all-in-one suite to help you manage everything from invoicing to customer management.

While it is not an open source CRM , it can be easily integrated with other platforms via third-party apps. You can use Zapier for example to connect to e-commerce platforms like Shopify , which otherwise wouldn't be possible.

If you want to use it for a small business, I would suggest activating the Standard plan with custom reports and analytics, webhooks, etc. It is a good choice for startups or new companies.

 Insightly

 
8 Best Free and Open Source CRM Software
 
⮚Open source: NO
⮚Upgrade Price: $29 per user/month, billed annually
⮚Email CRM: 25.000
⮚Number of users: 2
⮚Unlimited leads and contacts: NO
⮚Analysis and reporting: YES
⮚Key Features: Sales Tracking, Free Forever Plan, Intuitive UI

Insightly is a smart, streamlined addition to our list of the best free and open source CRMs . This tool focuses on improving your workflow and organization and how to get better leads.

The free version offers quick onboarding and a lifetime free plan. The built-in tracking system is great, ideal for newbies. It helps track everything from sales prospectuses to delivered projects via the same dashboard.

That said, compared to some of its competitors, Insightly provides fewer features in the paid versions. Despite this, it's a good CRM for tracking customer relationships, monitoring a sales pipeline, and diving deeper into sales processes in general.

The main dashboard will also provide you with highly detailed sales and pipeline statistics. With the free version of Insightly, you'll have access to approximately 25,000 records, including contacts, leads, organizations, reports, projects, and more.

Overall, I'd say it's a great choice for businesses that aren't looking for a lot of features and functionality, but want to get started quickly with a CRM .


 Freshsales

 
8 Best Free and Open Source CRM Software
 

⮚Open source: NO
⮚Upgrade Price: $12 per user per month (billed annually)
⮚Email CRM: NO
⮚Number of users: unlimited️
⮚Unlimited leads and contacts: YES
⮚Analysis and reporting: NO
⮚Key Features: Unlimited Users, Unlimited Support, Top Score Information

Many of the best free and open source CRM software aim to be all-in-one suites.

Freshsales , on the other hand, focuses on sales. You can use it to interact with customers, close more deals, and attract new sales.

Freshsales offers a free plan for startups on a budget. With this plan, you get unlimited users, contacts, and premium support, including email, chat, and phone support.

On the downside, Freshsales Free doesn't have some of the advanced features like email tracking, behavior analysis, and reporting.

It has a good learning curve, so businesses new to CRM software can get started quickly.

To sum up, I would say that Freshsales is a good CRM to start with. It focuses exclusively on scalability and sales to help you grow your business faster.

The free plan is great for startups, but you may want to skip this plan if you run a small to medium-sized business.


 SuiteCRM

 
8 Best Free and Open Source CRM Software
 

⮚Open source: YES
⮚Upgrade price: £95 per month (billed annually)
⮚CRM Emails: Not disclosed
⮚Number of users: 10
⮚Unlimited leads and contacts: YES
⮚Analysis and reporting: YES
⮚Key Features: Business platform ready to be fully customizable

SuiteCRM is another great solution for the list of our best free and open source CRM tools . This software offers useful information to make more informed business decisions and create marketing strategies.

SuiteCRM is a feature-rich open source CRM that can be customized to your needs. The interface is very intuitive and easy to use. The fact that it is open source and includes REST APIs simplifies the integration of SuiteCRM with other company systems.

Unlike other tools, you will have to download SuiteCRM, then connect by registering on the site. Use this open source CRM software to collect valuable data about your customers and build strong relationships to improve and grow your business.

This CRM is the perfect solution if requirement no. 1 you want is to use open source software .


 HubSpot CRM

 
8 Best Free and Open Source CRM Software
 

⮚Open source: NO
⮚Upgrade price: $50 per month for two users
⮚CRM Emails: Not disclosed
⮚Number of users: unlimited️
⮚Unlimited leads and contacts: NO
⮚Analysis and reporting: YES
⮚Key Features: Unlimited team members, Gmail /Outlook integration, contact insights

HubSpot started its free CRM service in 2014, expanding its company in a completely new direction. This expansion means you can have marketing and sales under one roof.

In addition to inbound marketing campaigns, you can use HubSpot software to generate more sales by better connecting with your customers. The cornerstone of HubSpot is its Unlimited Teams feature that lets you add more users and build a better team.

When you sign up for HubSpot CRM 's free lifetime plan , you can select your level of familiarity with customer relationship management software. Hubspot will then give you a quick overview of the software so you can use it easily. Next, you can import your existing data, filter contacts, and invite your team members.

HubSpot has a collection of built-in dashboards for sales, marketing, support, and CMS to manage everything easily. To help you get more sales, there are six unique sales reports available on different factors focused on monthly performance. All contacts are maintained in a customizable centralized database.

What's great about HubSpot CRM is that it offers some advanced features like email tracking, deal pipelines, messaging integrations, and email templates. These features are not standard in other free CRMs .


 Vtiger

 
8 Best Free and Open Source CRM Software
 

⮚Open source: YES
⮚Upgrade Price: $30 per user per month (billed annually)
⮚Email CRM: n / a
⮚Number of users: unlimited️
⮚Unlimited leads and contacts: NO
⮚Analysis and reporting: NO
⮚Key Features: Outlook integration, contacts and engagement score

If you want a simple CRM that's both free and open source , look no further. Vtiger not only claims to be the #1 open source CRM software . 1, but has the most active users according to usage statistics .

It is a comprehensive CRM suitable for those who have recently started their business and want to build strong customer relationships without spending too much on business licenses.

With a very active community and easy-to-navigate documentation , you can get up and running quickly with this CRM software . From a functionality perspective, this tool has pretty basic features for managing contacts and the ability to send AMP -enabled emails.

To add more advanced features, you can upgrade to the cloud version. If you just want a specific feature like customizable popup calls, pipeline visualization, VTE currency converter, and more, you can use Vtiger's internal extension marketplace .


 CiviCRM

 
8 Best Free and Open Source CRM Software
 

⮚Open source: YES
⮚Upgrade Price: $0
⮚CRM Emails: Unlimited ️
⮚Number of users: unlimited️
⮚Unlimited leads and contacts: YES
⮚Analysis and reporting: YES
⮚Key features: campaign analysis, mapping, fundraising management, donor management, multiple integrations

Last but not least on our list of the best free and open source CRM software is CiviCRM , designed for non-profit, civil sector and related organizations.

CiviCRM is fully customizable, free, and developer-friendly software with built-in features like online fundraising, grant tracking, case management, and other useful features aimed at association-based organizations. You can even collect donations by integrating PayPal, Stripe , and CiviSMTP.

Another interesting feature that makes this free and open source CRM exceptional is its compatibility with the best CMS such as WordPress or Drupal . If you are already familiar with WordPress , using CiviCRM will be easier. For completely new users, however, the learning curve can be steeper.

Final thoughts on the best free and open source CRM software
There are several free and open source CRMs on the market , but they have limitations or even disable some features in the free versions. Here are the platforms we recommend:

Fewer limitations – if you want an option that offers the most features in the free version, you can't go wrong with Bitrix24 or Insightly .
More scalable – For new companies with large teams, HubSpot is the best choice as it provides a solution for unlimited users. If you want something more focused on scalability, choose Freshsales .
Completely open source and free – CiviCRM is perfect for WordPress users and non-profit organizations. Vtiger works great as a standalone global open source CRM .
Alternatives : An all-in-one suite with a low upgrade price is Zoho CRM . Finally, for a highly customizable enterprise-grade solution, consider SuiteCRM .


Good work!


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