Wednesday, April 17, 2024

Open Source CRMs: 10 Best Open Source Software Solutions for 2024

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Open source customer relationship management (CRM) systems offer all of the same lead nurturing and sales pipeline features as proprietary CRMs, but also make their source code available for users to customize, integrate, and distribute. The best open source CRMs offer flexibility for companies to create cost-effective solutions to suit their industry’s requirements. We reviewed the leading platforms to help you find the best solution for your business.

Here are our picks for the best open source CRM software of 2024:

  • VTiger: Best for Database Management
  • Bitrix24: Best for Online Workspaces
  • HubSpot CRM: Best for Sales and Marketing Operations
  • Suite CRM: Best for Marketing Campaigns Automation
  • Odoo: Best for Production Planning and Scheduling
  • EspoCRM: Best for Customer Behavior Analysis
  • monday sales CRM: Best for Ease of Use
  • Oro CRM: Best for Customer Activity Tracking
  • Dolibarr CRM: Best for Inventory Management
  • Epesi: Best for Business Data Organization

Featured Partners: Customer Relationship Management (CRM) Software

Best CRM Open Source Software Comparison

The table below provides an at-a-glance comparison of how the top open source CRM solutions fared against essential features and categories. All prices are per-user with a one-year commitment, unless otherwise noted.

Database Management Customer Management Source Code Cloud Platform Pricing
VTiger Yes Yes Publicly available Yes Free to $42 per user, per month
Bitrix24 Yes Yes Publicly available Yes Starts at $3,590 for 50 users for on-premise edition
HubSpot CRM Yes Yes For selected projects only Yes Free to $1,500 per month for 10 users
Suite CRM Yes Yes Publicly available Yes Starts at $120 per month
Odoo Yes Yes Publicly available Yes Free to $10.90 per user
EspoCRM Yes Yes Publicly available Yes $15 to $69 per user, per month
monday sales CRM Yes Yes Not available Yes Starts at $12 per user, per month
Oro CRM Yes Yes Publicly available Yes Contact sales for quote
Dolibarr CRM Yes Yes Publicly available Yes $14 to $45  per user, per month
Epesi Yes Yes Publicly available Yes Starts at $15 per month for unlimited users

VTiger

Best for Data Management

Overall Rating: 4.3/5

  • Core Features: 4.3/5
  • Customization: 4.8/5
  • Cost: 4.7/5
  • Ease of Use: 3.6/5
  • Customer Support: 3.7/5
  • Integrations: 4/5

VTiger is a leading CRM that helps businesses manage their databases with its free cloud platform and open source variant. You can build robust reports from real-time data via multiple sources and export them in bulk in different formats, and import files from other CRMs and automatically match field names or handle record duplicates. Developers can extend the open source edition’s functionality through a wide range of plugins available in the marketplace.

Visit VTiger

An example of VTiger’s data importing process into modules.
An example of VTiger’s data importing process into modules.

Pros and Cons

Pros Cons
Provides a plethora of features Limited mobile app features
Comprehensive free version Users report performance issues

Pricing

  • Cloud Version: Free to $42 per user, per month
  • 15-day free trial available
  • Download open source variant here

Features

  • Analytics and intelligence
  • 360-degree customer profile view
  • Data import and export
  • Sales enablement
  • Helpdesk automation
  • Document management
  • Email campaigns
  • Learning Management System (LMS)

Bitrix24 icon.

Bitrix24

Best for Online Workspaces

Overall Rating: 4/5

  • Core Features: 4/5
  • Customization: 4.3/5
  • Cost: 5/5
  • Ease of Use: 3.4/5
  • Customer Support: 3.7/5
  • Integrations: 3.7/5

Bitrix24 is a collaborative CRM that offers remote teams reliable cloud storage and an advanced document management system. Its on-premise edition provides full access to the source code, allowing teams to scale and customize workspaces according to their needs. Companies can take full control of their data with custom rules and role-based access and deploy independent intranets for specific departments for those working with large amounts of data.

A screencap of Bitrix24’s document management system.
A screencap of Bitrix24’s document management system.

Pros and Cons

Pros Cons
Free version available for unlimited users Free user support can be limited
Highly customizable platform Steep learning curve

Pricing

  • Cloud Version: Free to $399 per month for 250 users
  • On-Premise Version: Starts at $3,590 for 50 users
  • On-Premise edition is a full-access annual subscription license
  • 15-to-30 day free trial available

Features

  • Online workspaces
  • Extranet and intranet users
  • Visual project management
  • Custom fields
  • Task management
  • Dashboards
  • Deal management
  • CRM analytics

HubSpot icon.

HubSpot CRM

Best for Sales and Marketing Operations

Overall Rating: 4/5

  • Core Features: 4.3/5
  • Customization: 4.1/5
  • Cost: 4.2/5
  • Ease of Use: 4/5
  • Customer Support: 3.5/5
  • Integrations: 3.7/5

HubSpot CRM is a free platform that helps businesses engage with leads and customers via free sales and marketing tools. Users can manage pipelines with free contact management features and reach out to leads through live chat and social media. Although HubSpot is not strictly an open source solution, it offers open source projects developed by its product team and third parties to support marketing events, advanced workflows, and content management.

Visit HubSpot CRM

A website page builder in HubSpot’s event app [beta].
A website page builder in HubSpot’s event app [beta].

Pros and Cons

Pros Cons
Versatile free version Only some addons are open source
Robust integration with HubSpot ecosystem Free user support can be limited

Pricing

  • Cloud Version (Sales Hub): Free to $1,500 per month for 10 users
  • Explore HubSpot’s open source projects here

Features

  • Free tools for sales, marketing, and service
  • Lead management
  • Prospecting
  • Workflow automation
  • Tasks and activity management
  • Free meeting scheduler
  • Quotes and e-signatures
  • Content management system (CMS) tools

SuiteCRM icon.

Suite CRM

Best for Marketing Campaigns Automation

Overall Rating: 3.9/5

  • Core Features: 4.1/5
  • Customization: 4.3/5
  • Cost: 4.7/5
  • Ease of Use: 4/5
  • Customer Support: 2.9/5
  • Integrations: 3/5

SuiteCRM is an open source solution that helps businesses automate their workflows and marketing operations. Users can create both email- and non-email-based campaigns, such as telesales and radio, and track useful metrics for marketing and advertising activities. This software is specifically designed for platforms running PHP applications, and its open source solution recently released a SuiteCRM 8.5 version, improving data visualization and interaction.

Visit SuiteCRM

An email template editor in SuiteCRM’s campaign module feature.
An email template editor in SuiteCRM’s campaign module feature.

Pros and Cons

Pros Cons
Cost-effective plans Users report security concerns
Active user community Platform uses an outdated PHP version

Pricing

  • Cloud Version: Starts at $120 per month
  • 30-day free trial available
  • Download latest release here

Features

  • Email campaign automation
  • Non-email marketing tools
  • Bugs module
  • Contract management
  • 360-degree profile view
  • Task management
  • Contact management
  • Invoice tracking

Odoo icon.

Odoo

Best for Production Planning and Scheduling

Overall Rating: 3.9/5

  • Core Features: 4/5
  • Customization: 3.8/5
  • Cost: 4.3/5
  • Ease of Use: 3.8/5
  • Customer Support: 3.3/5
  • Integrations: 4.4/5

Odoo is an enterprise resource planning system (ERP) and integrated CRM solution that offers companies a suite of open source business applications. Companies can plan their production schedule based on the demand forecast, and define their safety stock target that must be replenished in each period. Odoo also allows work orders to be carried out at specific work centers, which allows users to calculate work order duration, operation capacities, cost per hour, and more.

A dashboard in Odoo’s master production schedule tool.
A dashboard in Odoo’s master production schedule tool.

Pros and Cons

Pros Cons
Customizable product planning settings Platform can be overwhelming for newbies
Offers a free cloud version Users report slow customer support

Pricing

  • Cloud Version: Free to $10.90 per user
  • 15-day free trial available
  • Download open source solution here

Features

  • Master production schedule tool
  • Lead nurturing
  • Predictive lead scoring
  • Activity management
  • Opportunities analysis
  • Modern user interface
  • Product configurator
  • Point of sale (POS) system

EspoCRM icon.

EspoCRM

Best for Customer Behavior Analysis

Overall Rating: 3.8/5

  • Core Features: 4/5
  • Customization: 4.3/5
  • Cost: 5/5
  • Ease of Use: 3.8/5
  • Customer Support: 3.2/5
  • Integrations: 1.6/5

EspoCRM is a free, open source application that helps businesses analyze relationships with customers and partners. Users can extensively analyze their customers’ communication and purchasing histories, segment them, and create individual offers and discounts based on these data. The platform also helps businesses gain insights based on how customers behave by systematizing information about current and potential clients, suppliers, partners, and investors.

An overview of EspoCRM’s customer database.
An overview of EspoCRM’s customer database.

Pros and Cons

Pros Cons
Affordable and transparent pricing Limited scalability for large enterprises
Highly customizable platform Has a steep learning curve

Pricing

  • Cloud Version: $15 to $69 per user, per month
  • 30-day free trial available
  • Download open source solution here

Features

  • Communication history
  • Activity tracking
  • Social activity stream
  • Contact management
  • Email templates
  • Reports and analytics
  • Automated workflows
  • Business process management

monday sales CRM icon.

monday sales CRM

Best for Ease of Use

Overall Rating: 3.7/5

  • Core Features: 3.6/5
  • Customization: 4.3/5
  • Cost: 3.4/5
  • Ease of Use: 4.1/5
  • Customer Support: 3.8/5
  • Integrations: 2.7/5

monday sales CRM is an intuitive CRM that offers businesses user-friendly and highly visual tools to manage their sales processes. While monday sales CRM isn’t an open source platform, it offers the same flexibility for businesses that don’t have an in-house developer team. Users can easily customize the CRM with its drag-and-drop interface, integration with monday apps for collaborative workflow design, and a thriving user community creating and sharing new tools.

A dashboard for deals and task management in monday sales CRM.
A dashboard for deals and task management in monday sales CRM.

Pros and Cons

Pros Cons
Highly customizable platform No free-forever plan
Visual and user-friendly interface Limited workflow automation feature

Pricing

  • Cloud Version: Starts at $12 per user, per month
  • 14-day free trial available

Features

  • Drag-and-drop tool
  • Unlimited contact databases
  • Project management
  • Kanban boards
  • Lead scoring
  • Sales automation
  • Activity management

Oro icon.

OroCRM

Best for Activity Tracking

Overall Rating: 3.6/5

  • Core Features: 3.8/5
  • Customization: 4.1/5
  • Cost: 2.6/5
  • Ease of Use: 3.8/5
  • Customer Support: 3.5/5
  • Integrations: 3.4/5

OroCRM is an open source solution that enables client-facing teams to monitor and analyze customer activity. Teams can track customer wins or losses as they move into the pipelines and organize information into a single view to quickly see tickets created, orders placed, and customer interactions logged. It also offers a tracking website solution that helps gain insight into how your customers use your website and then use this data to collect statistics.

A screencap of how to create a tracking code in OroCRM.
A screencap of how to create a tracking code in OroCRM.

Pros and Cons

Pros Cons
Scalable platform Has a steep learning curve
Activity user community Limited pricing transparency

Pricing

  • Enterprise Edition: Contact sales for quote
  • Download open source edition here

Features

  • Website tracking
  • Lead scoring
  • Lead management tools
  • Workflow automation
  • Activity management
  • MySQL support
  • Performance testing
  • B2B analytics

Dolibarr icon.

Dolibarr CRM

Best for Inventory Management

Overall Rating: 3.4/5

  • Core Features: 3.6/5
  • Customization: 3.7/5
  • Cost: 4.3/5
  • Ease of Use: 2.5/5
  • Customer Support: 2.5/5
  • Integrations: 3.5/5

Dolibarr is an open source ERP and CRM system that enables businesses to manage their stocks and warehouses. Users can choose between recording their stock movement manually or automatically increasing or decreasing stocks on invoices, orders, and shipment validation. Dolibarr also enables individual and mass stock changes, as well as tracking products in detail by setting properties such as sell-by date, eat-by date, and more.

An example of Dolibarr’s stock transfer page.
An example of Dolibarr’s stock transfer page.

Pros and Cons

Pros Cons
All-in-one open source solution Limited customer support
Wealth of ERP tools Relies on plugins for overall usability

Pricing

  • DoliCloud Edition: $14 to $45 per user, per month
  • 15-day free trial available
  • Download open source solution here

Features

  • Stock management
  • Warehouses
  • Orders and payments
  • Opportunity management
  • Email campaigns
  • Bank reconciliation
  • Task management
  • CRM analytics

Epesi icon.

Epesi

Best for Business Data Organization

Overall Rating: 3.3/5

  • Core Features: 3/5
  • Customization: 3/5
  • Cost: 4.6/5
  • Ease of Use: 3.8/5
  • Customer Support: 2.7/5
  • Integrations: 3.2/5

Epesi BIM is an open source solution that allows users to store, organize, and share business records. Its design is to seamlessly integrate with CRM, ERP, and rapid application development (RAD)  functionalities, offering a unified platform for managing business data and processes in real-time. Epesi automatically structures information on customers, leads, and partners so users can integrate this data into the sales funnel, process automation, and tasks.

A dashboard in Epesi.
A dashboard in Epesi.

Pros and Cons

Pros Cons
90-day free trial Limited CRM features
Robust compatibility with Linux Lackluster mobile app

Pricing

  • Epesi Cloud: Starts at $15 per month for unlimited users
  • 90-day free trial available
  • Download open source solution here

Features

  • Configurable dashboard
  • Address books
  • Shared calendar and task list
  • Phone calls log
  • Document management
  • E-mail IMAP client
  • Click2Fill form filling
  • Unique watchdog module

5 Key Features of CRM Open Source Software

Open source CRM solutions enable businesses to effectively manage data and customer interactions, and tailor the software to fit their needs. The best open source CRMs provide a customizable yet user-friendly and easily accessible platform for business even without the need for in-house developers. When selecting an open source CRM, there are five key features to look for.

Open Source Code

Open source code allows users to modify and extend a CRM system’s functionality based on their needs. Open source software allows the source code to be publicly available, and anyone can view, modify, or distribute it; users often share customizations and add-ons in user communities.

CRM Tools

With CRM software, users can manage contact data, monitor the sales pipeline movement, and nurture leads. While there are various types of CRMs, a standard CRM platform includes features for contact management, lead management, reporting, and customization capabilities.

Scalability and Customization

A scalable open source solution enables businesses to expand their CRM as their customer base grows to ensure that it can handle large volumes of data. Additionally, customizability allows users to tailor the CRM to their specific needs so they can optimize the platform to fit their unique business processes.

Usability

A platform’s usability is important in an open source CRM, as it determines how users can navigate and use the platform to its full extent. A user-friendly and intuitive open source CRM allows businesses to effectively set up and implement the CRM system even without extensive training, technical support, or a team of developers.

Community Support

An active community of users, developers, and experts fosters a collaborative environment where users can seek help in using and enhancing the CRM system. Community support allows users to share knowledge and documentation to continuously improve and sustain the software.

How We Evaluated the Open Source CRM Software

In our in-depth review of the best open source CRMs, we started by identifying six major criteria essential for businesses looking for a robust and customizable platform. We then determined weighted subcriteria and included a five-point scale to evaluate each CRM solution. Finally, we summed up the scores to find out the winners per category and each platform’s use case.

Evaluation Criteria

We put the highest weight on core features and customization, as open source CRMs should be flexible and provide standard tools for data and customer management. We then assessed each option’s cost and ease of use, followed by third-party integrations and customer support.

Core Features | 25 percent

We reviewed each open source CRM’s standard offerings including database management, pipelines, scalability, and workflow automation. Criteria Winner: VTiger, HubSpot CRM

Customization | 20 percent

Here, we looked into how flexible each CRM platform is in terms of its reports and dashboard, pipelines, data repositories, user roles, and more. Criteria Winner: VTiger

Cost | 15 percent

We assessed the pricing structure of the CRMs on the list, such as their hosted starting price, availability of open source variants, free trial length, billing options, and pricing transparency. Criteria Winner: EspoCRM, Bitrix24

Ease of Use | 15 percent

We checked reviews and ratings from real users across certified sites to assess each CRM solution’s overall usability and learning curve. We also looked into each option’s knowledge base, documentation, and community forums. Criteria Winner: monday sales CRM

Customer Support | 15 percent

This evaluates each platform’s support solutions, such as live chat, phone, and email. We also browsed through feedback from real users on reliable review sites. Criteria Winner: monday sales CRM

Integrations | 10 percent

We considered how each CRM seamlessly syncs with applications for email, Google Workspace, analytics, machine learning, and API frameworks. Criteria Winner: Odoo

Frequently Asked Questions (FAQs)

Are Open Source CRMs Free?

Open source CRMs are generally free to use and are cost-effective alternatives to proprietary software. While its source code is shared with the public, there might be additional costs for customization, maintenance, and support. There are also CRM platforms that only offer an open source version for on-premise editions and require annual subscription fees. Carefully consider the total cost of ownership and its benefits before choosing an open source CRM.

What Are the Two Types of Open Source Software?

The two types of open source software are copyleft and permissive. Copyright licenses, such as the GNU General Public License (GPL), ensure that any derivative work or modifications remain open source—anyone who makes changes to the software should share those changes with other user communities, promoting collaboration and sustainability.

On the other hand, a permissive license such as the Massachusetts Institute of Technology (MIT) or Apache license places minimal restrictions on the use, modification, and distribution of the software compared with that of a copyleft license.

How Do I Know If Open Source Is Right for Me?

To know if an open source option is right for you, consider factors such as your business needs and long-term goals, budget, and expertise. Also consider your customization needs before deciding to use open source, as it can be a cost-effective solution for your business when used properly. However, open source might require more internal resources and technical know-how than proprietary software, so carefully consider these factors before making a decision.

Bottom Line: CRM Open Source Software Is Beneficial For Data Management

With open source software, businesses can tailor their CRMs to fit their specific needs in data management and customer relationships. While these solutions are supported and updated by active user communities, the best open source CRMs provide a solid suite of features, customizability, and usability. Consider our list to narrow down your options, seek advice from experts, or sign up for demos to find the best open source CRM for your business.

If you’re working beyond customer data and large datasets instead, open source data mining tools can be a better option for you. Read our detailed guide to the best open source data mining tools to help you find cost-effective tools to meet your organization’s data management and advanced analytics needs.

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