Free Crm Software Mac Os X
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Introduction
The CRM market’s size has tripled since 2010, attracting a more and more diverse user base as implementation costs have dropped and the overall software ecosystem has matured.
No surprise then that there are lots of CRM software targeted at Mac users. The majority of CRM are now SaaS, cloud-based apps that run in your web browser of choice, so whether you’re using Google Chrome, Safari, or Mozilla Firefox on your MacOS, you’ll be good to go.
Customer relationship management software can help teams using Apple devices to organize their work more efficiently. There’s a range of benefits for business activities across the board, from managing the sales process to customer support, document management, and building effective landing pages.
Benefits of using CRM software for Mac
Mac CRM software offers a holistic range of benefits for your business. From centralizing info to automating tasks and analyzing data, the idea is to provide an ‘all-in-one’ work solution that runs seamlessly in iOS and MacOS environments.
This will help give you the fundamental platform you need to grow your company on your own terms, using the devices you already run your business on. Some features to look for include good task management and contact management tools, compatibility with Apple Mail, and an iOS-friendly mobile app that works on your iPhone and iPad.
Improve team collaboration
Collaborative CRM features help your team work together more effectively. Assign tasks, track deals through stages, monitor workloads, share customer information, and @ other team members to give them a heads-up. In-app chat lets remote and distributed teams collaborate together in real-time.
Increase efficiency in serving clients
Serve clients more efficiently with quick access to their detailed contact records, including purchase history and interactions with other team members. Provide more timely service and support by receiving in-app notifications for customer inquiries across multiple channels (social media, web form, email, voice, and more). Automation tools for transferring inquiries to the most relevant agents, and collaborative tools to involve multiple team members also make your responses smarter.
Make better client relationships
Getting a Mac CRM will improve all your relationships with better timed, and better-targeted communication. Easy access to detailed contact records, including conversation and deal history, will ensure more informed interactions. Receiving task notifications and follow-up reminders will keep your communications on time, contributing to improved customer experience, reduced churn, and bonafide customer loyalty.
Automate everyday tasks
Eliminate menial admin tasks with automated data entry, smart identification of potential customers, lead and customer tracking, drip email marketing, follow-ups, and information field updating. Marketing automation, sales force automation, and service automation features free up time for human, high-level cognitive tasks like one-on-one engagement with customers.
Improved data and reporting
CRM provides a ‘single source of truth’ for your business, taking siloed data from other platforms and integrating it with data generated by your activities in CRM. Reporting tools allow you to monitor sales activity and sales trends, plus a multitude of other business activities (including team member productivity), so you can identify successful strategies and areas that need improvement.
Key features of Mac CRM
Mac and iOS friendly system interface
CRMs for Mac have been designed specifically for MacOS and iOS, meaning they work seamlessly with the operating systems you use every day. You can access your SaaS cloud-based CRM from Chrome, Safari, Mozilla, and other browsers on any Mac system.
Support for iPhone & iPad
A mobile CRM app comes standard with most CRMs for Mac, bringing business productivity on-the-go. Being able to chat with clients, access contact records, view your sales pipelines, and access other CRM features from your iPhone and iPad, you’ll never miss an out-of-office opportunity.
Easy-to-use task management
Task management tools let you assign tasks to specific team members, giving everyone full visibility on who is doing what, and when deadlines are. Send out reminder notifications to stay on-task, put all your work processes in one place, and deal with task and workflow processes on-the-fly.
Easily integrate with Macintosh e-mail
Integration with Mac’s Mail platform lets you two-way sync emails from your CRM to your inbox and vice-versa. This integration saves you flipping between inboxes and ensures contact information flows freely from Apple Mail to your CRM.
Cloud support
SaaS CRM is cloud-based, meaning you’ll have access to the app and all associated data 24/7. Data is securely stored through the vendor on a service like Amazon Web Services, Google Cloud, or Microsoft Azure. CRM vendor customer support will be around to help you with any technical issues you may have.
Top 15 best Mac CRM
Daylite
Benefits:
Daylite is a CRM designed specifically for Mac, iPhone and iPad users. It’s a pretty good platform for startups and small businesses of up to 100 people looking to expand their client list and projects so they can scale.
The Daylite set of tools are divided into CRM features and project management tools. The idea here was to break down the old division between customer-facing tasks and internal ones. It isn’t just for sales and marketing. All departments can use it to stay informed of what’s going on with a project for a client.
Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail (something very few platforms do). Daylite offers loads of customization options. These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions. Finally, as a Mac tool, it works with other Apple apps like Calendar, Contacts and even Siri.
Drawbacks:
Daylite only has one plan. This means there’s less flexibility in pricing and packages. Another limitation here is that it’s only meant to be a CRM and Project Management app for Apple users.
Pricing:
Daylite is $24 per user per month, billed annually. Visit the vendor’s site for the most current prices or specials.
Daylite offers a 30-day free trial. It also includes a complimentary 30-minute onboarding call to help new users get started.
Website:marketcircle.com
HubSpot CRM
Benefits:
Manages workflows for improved project management; you’ll be able to effectively assign and track leads, keep an eye on the sales process, and record customer interactions across channels
Well-built iOS native app with good functionality on iPad and iPhone
Works with both G Suite and Microsoft Office
Zapier integration enhances usefulness by making it easy to share information across apps, such as Google Sheets, Slack, Facebook Lead Ads
HubSpot CRM is free, so you can get started without overhead, while paid add-on packages for HubSpot pile on features like reporting, AI, and advanced automation
Drawbacks:
Limited customization options
The basic, no-cost CRM’s features are many but basic, and you may eventually need to buy Sales Hub or one of HubSpot’s other add-on packages to boost the CRM’s capabilities
Pricing:
HubSpot CRM is free, and the number of users is unlimited
Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly
HubSpot CMS starts at $300 per month, billed monthly
All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly
There are no free trials for the add-on packages.
Website:hubspot.com
Zoho CRM
Benefits:
Zoho CRM is easy-to-use, with a simple user interface targeted at small businesses, including customizable modules, automation, and social media features
Lets you define workflows and rationalize everyday tasks, as well as manage leads
CRM and Mail apps for iOS allow for Apple-friendly productivity on the move
Data porting features allow you to quickly migrate your data from spreadsheets and contact management software to the Zoho platform, making implementation pretty straightforward
Integrates with Twitter, Facebook, and Google+ for reaching out and engaging with leads quick and snappy, at just the right time
Drawbacks:
Zoho doesn’t have individual email tracking or lead notifications; that can be limiting if you rely heavily on one-on-one engagement
Add-on modules are priced on top of the existing CRM product you purchase, so costs can increase significantly as you expand your use of the platform
Pricing:
Free version is available for up to three users and is targeted at home businesses
Standard version is $12 per user/per month, billed annually
Enterprise version is $35 per user/per month, billed annually
A free trial is available for the Standard and Enterprise versions.
Website:zoho.com/crm
Pipedrive
Benefits:
Flexible and results-oriented CRM that allows you to construct multiple sales pipelines with customizable, unique stages appropriate to a specific product/service’s context
Reminders, notifications, and follow-up alerts automatically keep you on task
iOS app for calling, contact management, activity tracking, and more on the move
Customize data fields and workflow for your distinct business processes
Low learning curve speeds pace of implementation
Drawbacks:
No internal emailing platform, so you’ll have to use the app’s Mailchimp integration
Pipedrive Dealbot integrates with Slack, giving you a heads up in both apps when a deal is identified, won, or lost, but notifications get lost easily in normal Slack chat
Pricing:
The Essential plan is $12.50 per user/per month billed annually, and $15 billed monthly
The Advanced plan is $24.90 per user/per month billed annually, and $29 billed monthly
The Professional plan is $49.90 per user/per month billed annually and $59 billed monthly
The Enterprise plan is $99 per user/per month, billed annually
A 14-day free trial is available for the Essential, Advanced, and Professional plans.
Website:pipedrive.com
Zendesk Sell
Benefits:
Useful for prospecting, deal-making, and improving customer retention and conversions with timely sales interventions and follow-ups
Sales automation gives sales reps the space to focus on the more important things
Set triggers when you get a new lead, qualified deal, or incoming deal; everyone on the team gets a heads up and the opportunity to analyze and collaborate, so there are fewer meetings and less crossed wires
Lead prioritization capabilities and tools like funnel tracking, custom lead forms, customizable lists, communication templates, conversion rate tracking, and channel optimization make it easy to gain context on leads
Android/iOS version is the #1 rated mobile sales app
Drawbacks:
Some users have reported a slow loading time and mistakes in automated data entry
Entry-level pricing might be too high for a startup or small business.
Pricing:
Contact Zendesk directly for pricing and custom plans
No free trial is available.
Website:zendesk.com/sell
Freshsales
Benefits:
Easy to get up-and-running with critical startup features like lead management, email management, and pipeline management
Lead capture lets you grab leads from emails automatically, and you can also sort out your own lead scoring criteria to better keep track of who’s who and who’s most likely to convert (it’s possible to set custom organizational parameters too)
Access customer data and track sales pipeline on your iPhone with iOS app
There’s a “free forever startup plan” limited to 10 users and 10,000 records (aka leads, contacts, accounts, and deals); it’s a bit hidden, however (you’ll have to sign up for a 21-day free trial, which gives you the full-stack version of the software; at the end of the period, you’ll be asked if you’d like to commit to one of four paid plans or continue with the free, no-frills version)
Drawbacks:
Once you start to expand your use of Freshsales and access more complex features, there is a significant learning curve
Sorting and filtering tasks is less intuitive than it could be
Pricing:
Blossom plan for small teams is $12 per user/per month, billed annually
Garden plan for growing teams is $25 per user/per month, billed annually
Estate plan for large teams is $49 per user/per month, billed annually
Forest plan for enterprises is $79 per user/per month, billed annually
A 21-day free trial is available for all Freshsales plans.
Website: freshworks.com/freshsales-crm
Bitrix24
Benefits:
Bitrix24 is a comprehensive CRM that handles sales management and marketing campaigns, and helps your team collaborate effectively
Allows you to create unlimited work and user groups, set up an HR help desk, and centralize the storage of documents in-app
iOS app with mobile CRM (allowing access to deals, contacts, companies, products), public/private chat, activity stream calendar, and project and task management
Bitrix24 offers a free version for up to 12 users with 5 GB of storage, targeted specifically at startups, with HR, task, lead, contact, and project management tools (it’s actually the most popular free CRM in the world)
Drawbacks:
UI is a bit “busy,” which can hinder app navigation
There are customization and configurability limitations
Pricing:
Free starter business tool suite for up to 12 users
Start+ plan for up to 2 users is $19 per month billed annually, and $24 per month billed monthly
CRM+ plan for up to 6 users is $55.20 per month billed annually, and $69 per month billed monthly
Project+ plan for up to 24 users is $55.20 per month billed annually, and $69 per month billed monthly
Standard plan for up to 50 users is $79.20 per month billed annually, and $99 per month billed monthly
Professional plan for unlimited users is $159.20 per month billed annually, and $199 per month billed monthly
The prices above are for the cloud-based version; On-premise solutions are also available. There are no free trials for paid plans.
Website:bitrix24.com
Copper
Benefits:
Automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities
Native integration with G Suite, meaning data import is seamless from Gmail and other Google tools you most likely use every day
iOS app has great UX, with easy management of sales process through visual pipelines
Improves management of teams and workflows with weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale
Provides an eye-pleasing sales pipeline for easy tracking and managing of leads through the qualification process
Drawbacks:
Despite its excellent UX, it has a moderate learning curve, so be forewarned you’ll need to set aside some time for implementation
Sometimes there are issues with Excel data import, meaning you’ll be required to manually enter information into Copper
Pricing:
Basic plan is $19 per user/per month, billed annually
Professional plan is $49 per user/per month, billed annually
Business plan is $119 per user/per month, billed annually
Copper offers a 14-day free trial for all plans.
Website: copper.com
Insightly
Benefits:
Streamlined, user-friendly CRM platform for tracking contacts, communications, projects, sales and documents in a single interface
Provides customization options for structuring and accessing customer data, including customized data capture, display, and validation; users can also create their own specialized fields to add unique information, such as customer types, subscriptions, contract renewal dates, and billing ID numbers
Smooth pipeline integration between CRM features, like managing contacts and customer data, tracking opportunities (aka sales leads)
Insightly sidebar runs as a handy Chrome extension, letting you save Gmail messages directly to your CRM so you can easily cross-reference contact information
Drawbacks:
Two-way sync for Google Calendar can be glitchy at times, with events not displaying for other team members
Custom fields for contacts are capped at 25
Pricing:
“No-frills” plan is free for up to two users
Plus plan is $29 per user/per month, billed annually
Professional plan is $49 per user/per month, billed annually
Enterprise plan is $99 per user/per month, billed annually
A 14-day free trial is available for the Plus and Professional plans.
Website:insightly.com
Gro CRM
Benefits:
Covers full spectrum of business processes, including lead acquisition, deal tracking, task management, invoicing, order processing, and much more
Developed specifically as a mobile CRM for iOS 13, Apple Watch, iPhone & iPad, so the app has excellent, desktop-level mobile features and UI on-the-go
Integrated email app routes your prospects into leads and customer contact lists, which saves time and seamlessly increases visibility.
Drawbacks:
A desktop app is in the works, but it's not available yet; that may be a deal-breaker for some teams who want both an out-in-the-field and in-the-office solution
Pricing:
Solo plan for a single user is $14.99 per seat/per month billed annually or monthly.
Basic plan for team CRM is $19.99 per seat/per month billed annually, and $24.99 per seat/per month billed monthly.
Pro plan for core CRM is $39.99 per seat/per month billed annually, and $49.99 per seat/per month billed monthly.
A 14-day free trial is available and offers the full features of the Pro plan.
Website:grocrm.com
Odoo CRM
Benefits:
Odoo CRM handles leads, sales forecasting, and all the other CRM features you might need, while a modular design lets you mix and match different features to meet your business requirements
The open source Community Edition of Odoo CRM plugs into the 10,000+ apps in the vendor’s orbit, which are configured to integrate with one another seamlessly
Odoo mobile app for iOS allows easy access to CRM and other Odoo modules you may use
If you’re in retail, restaurants, or other brick-and-mortar enterprises, you may be interested to know Odoo has a very useful point of sale app; working with other Odoo apps, point of sale data can easily flow into your inventory management, email marketing, and sales operations
Drawbacks:
Open source version of Odoo CRM has a significant learning curve, and you’ll have to pay special attention to setting it up and implementing it to prevent headaches later
The invoicing tool is a bit more complicated than necessary (you have to create a quote, followed by an order in order to generate an invoice)
Customer support is dependent on app community members, which is not always the fastest route to issue resolution
Pricing:
Open source CRM is free. Paid add-ons available.
Website: odoo.com/page/crm
Agile CRM
Benefits:
Integrates contact management, marketing automation, real-time alerts, VoIP telephony, social suite, and email and web tracking
Feed your appointment calendar into Agile CRM and it will automate all your upcoming voice calls and follow-ups
Easily attach documents to deals, companies, contacts, and emails in-app
Agile CRM offers a free, full-featured sales CRM for up to 10 users
Drawbacks:
Price increases significantly as you move up from one version to the next, which may cause headaches as your company scales
The iOS mobile app's UI is clunky and could use a refresh
Pricing:
Free version is available for up to 10 users
Starter version is $8.99 per user/per month (billed every two years)
Regular version is $29.99 per user/per month (billed every two years)
Enterprise version is $47.99 per user/per month (billed every two years)
There are no free trials available for paid plans.
Website:agilecrm.com
Pipeliner
Benefits:
Built to meet today’s complex selling needs with real-time communication and collaboration; helps sales teams effortlessly view opportunities and their place in the sales process, as well as completed and in-progress tasks
Create, import, save and store collaborative documents in-app
iOS app with account, contact, lead, opportunity, and task management features
Drawbacks:
Sometimes a number of erroneous “opportunities” are auto-generated and you have to delete them manually
Software and support are only available in English, which can be a dealbreaker for non-Anglophone companies
Pricing:
Starter plan is $25 per user/per month, billed annually
Business plan is $65 per user/per month, billed annually
Enterprise plan is $85 per user/per month, billed annually
A 14-day free trial is available for all plans.
Website: pipelinersales.com
Sugar CRM
Benefits:
Provides a comprehensive CRM solution covering marketing, sales, and customer service, with an emphasis on cross-team sharing of relevant and useful intel
Lets you map customer journeys to get your messaging right, and automate complex business processes like lead routing quote review and approval with drag-and-drop flowchart
iOS app for iPhone and iPad lets you manage sales activities, make phone calls, send SMS and emails, and more on-the-go
Vendor customer support is attentive, which is a major plus for startups who need quick answers and issue resolution times; on top of that, there's a large user community surrounding Sugar CRM, so you can talk shop with other startups
Drawbacks:
Sugar CRM app's roots are in the open-source, developer community, so there's a moderate learning curve
You have to have at least 10 people on your team to use Sugar CRM, so it might not be appropriate for very small startups
Pricing:
Sugar Professional plan is $40 per user/per month (10 user minimum), billed annually.
Sugar Enterprise plan is $65 per user/per month (10 user minimum), billed annually
Sugar Serve plan is $80 per user/per month (10 user minimum), billed annually
Sugar Sell plan is $80 per user/per month (10 user minimum), billed annually
Sugar Market plan is $1,000 (unlimited users, 10,000 contacts per month), billed annually
A free trial is available for all plans. After answering a few questions on the vendor website, you’ll be assigned the version of SugarCRM that best matches your business needs.
Website:sugarcrm.com
FreeAgent
Benefits:
Captures customer interactions across channels and automatically centralizes and updates data
Has a configuration engine called ‘Composer’ that allows you to customize the platform for your startup's distinct workflow and business requirements
FreeAgent includes a large list of integrations, which helps it slot into your existing work tools; these include real-time sync with Gmail, Twilio, Office365, and Google Calendar, and two-way Mailchimp sync
Drawbacks:
Price might be a deal-breaker for some companies, given there's a big jump in cost between the first and second levels of paid plans
Pricing:
Essentials plan is $25 per user/per month, billed annually
Professional plan is $75 per user/per month, billed annually
Enterprise plan is $135 per user/per month, billed annually
Unlimited plan $250 per user/per month, billed annually
A full-service free trial is available; no credit card is required.
Website:freeagentcrm.com
Maximizer CRM
Benefits:
Provides full-fledged service, sales, and marketing CRM features
Intelligent address book where every contact with all their info is readily accessible; Maximizer shows you all related contacts, for example, grouped by job, industry or location (and you can upload and store documents there too)
Multiple-step solutions can be standardized and reused as templates, and there are triggers for alerts and notification tools that can be customized.
Drawbacks:
Customer support is not always super responsive
UX is functional, but it's a bit dated and could be more intuitive
Pricing:
On-Premise CRM plan is $40 per user/per month, billed annually.
CRM Live plan is $65 per user/per month, billed annually.
CRM for Financial Advisors plan is $70 per user/per month, billed annually.
Maximizer offers a 30-day free trial.
Website:maximizer.com
Conclusion
CRM users today are a diverse bunch, from traditional enterprise organizations to real estate agencies, nonprofits, PR firms, editorials, and more. The maturation of the cloud-based app ecosystem has allowed small and medium-sized businesses, and even individuals, to take advantage of sophisticated CRM tools. Costs have gone down, and ease of implementation has gone up.
The MacBook and iPhone crowd are now well-served; and even those with a mix-and-match setup, say an Android phone and a Mac, will have no problems with any of the CRMs on this list.
The easiest way to find out which Mac-friendly CRM works for you is, of course, comparison shopping. Sign up for a free trial with a few of the vendors above, see which suits, and get on track to stabilizing and scaling your business.
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To open source or not to open source, that is the question. Well, it is if you’re trying to choose a CRM for your business at least.
Open source CRM software and its proprietary competitors each have their pros and cons in terms of costs, complexity, upkeep, and overall user-friendliness.
Which one should you get to make your work life easier? What is the best customer relationship management software for your company? The answer, as usual, can be somewhat complicated, but we break it all down for you.
What is open source CRM?
When an app is “open source,” this means its ‘source code’ (i.e. the code that makes the program run) is publicly available. This source code may be distributed, modified, and redistributed by users according to their needs. The idea is that, if any and all developers can peek under the hood and tweak the way the program works, the app will become more useful and error-free over time.
Developers get together on Github or other platforms to fix bugs, add features, or change existent ones. Companies can hire out developers to modify the open source CRM tool of their choice, and get a platform that meets their hyper-specific needs.
Open source CRM solutions usually run on Linux (as opposed to the usual Mac/Windows support) and often combine freely available software like Apache web server and PHP. Any software that operates under an Open Source Initiative and holds an OSI-compliant license can be integrated into a CRM platform and used for commercial purposes.
Open source customer relationship management offers all the useful features of a proprietary CRM like customer support, pipeline management, market automation, and contact management, however, there are significant differences between the two types to consider. We explain it all here.
Difference between open source code vs. proprietary software
Think of it this way: Proprietary software is a closed system, a boxed up, finalized product. You download it for free, or buy a subscription, then set it up for your needs. No assembly required (aka. you can skip hiring in-house developers).
This is a ‘full stack’ category of CRM—generally designed for the big picture, which means they can cover basic needs across the board, right out of the box.
Meanwhile, an open source platform’s source code is available to the public for use and further development and modification. The expectation is that you’ll want to take the existent product and tweak things here and there to calibrate it towards your specific workflow needs. In most cases, open source code is already well developed, and customization solutions have been streamlined for speed and ease.
Many small and medium-sized businesses go open source. Others choose closed source, proprietary software.
Both types do sales, service, marketing, project management, and every other CRM-y thing you can imagine and usually come with mobile apps that let you work on-the-go. Qualitatively speaking, there’s not a massive difference between the two.
The choice is really all down to what kind of CRM applications you need, and how much time you’re willing to invest in getting your system up and running.
The advantages of open source CRM
Some may find great appeal in the open source movement that surrounds CRM. With its sense of reciprocal community and freedom to innovate, contributing to open source can feel like you’re hacking the system, or simply producing something original (rather than just buying Salesforce or Microsoft Dynamics and calling it a day). Others might find open source software development to be a time-consuming foray down the rabbit hole that distracts from the primary business.
One advantage of open source, however, is that these CRM systems tend to offer more robust integrations. You can also build the exact integration you want without any vendor restrictions. If you’re concerned about flexibility and scalability over time, open source definitely has the advantage.
Another very pragmatic reason for using open source tools is its cost—they’re free or affordably priced (generally speaking) and are less likely to have time-based commitments to software licenses. If you signed up for a year with a proprietary CRM but decided it wasn’t right seven months in, you’d be eating some fairly rich costs. That wouldn’t happen with most open source tools.
Out of the box vs ready-to-go
When it comes to ease of implementation, however, proprietary CRMs have the alpha. The task of adapting an open source solution to your purposes is not to be taken lightly.
While both genres of software are functional out of the box, proprietary software is ready-to-go after the initial set-up. Open source business tools are usually going to require developer hours, as well as a very considered implementation plan to make them worth the time invested.
If you choose an open source platform, it’s important to make sure it has a strong, active community of developers. Updates, bug fixes, and the like all have to be taken care of by the developer community surrounding the platform.
As far as names in the field, SugarCRM was historically the most well-known open source CRM. Their Community Edition project spanned 14 years and resulted in a ton of spin-off projects. Yes indeed, those two sentences are past tense for a reason—the platform quietly stopped being open source in early 2018.
But its legacy lives on! Vtiger and SuiteCRM, for example, are proud children of SugarCRM’s original open source code, birthed and set off into the wilds in 2004 and 2013 respectively. We take a look at each plus 14 more great open source or free options.
8 best open source CRM Software 2021
SuiteCRM
Benefits:
SuiteCRM handles sales, service, and marketing, with custom module, layout, and relationship development tools that will please your IT department too (if you have one). This CRM has also got a real-time dashboard, meaning as data streams in, new figures offer broader insights into things like pipeline metrics, open project statuses, and cash flow.
Endless modular customizability and add-ons mean you can use it for applications, simple or complex. It also works on every operating system under the sun: Windows, OS/X, Ubuntu, Android, iOS—you name it.
With a low learning curve and easy set-up, it’s definitely one of the most approachable open source systems on the scene. It’s also one of the most popular.
Drawbacks:
Helpdesk support can be slow, as it is community-based. There’s also a moderate learning curve, and the free open source version’s integrations and features aren’t as developed as in paid versions. SuiteCRM doesn’t integrate with ERP software, so if you’re looking for holistic business process integration, it may not be the right choice.
Pricing for SuiteCRM: OnDemand:
Pure SuiteCRM is free.
Starter plan (recommended for 1-10 users) is $123 (billed as £95) per month, billed annually.
Business plan (recommended for 5-50 users) is $430 (billed as £332.50) per month, billed annually.
Premium plan (recommended for 10-150 users) is $614 (billed as £475) per month, billed annually.
A 30-day free trial is available for all SuiteCRM: OnDemand hosted solution plans.
Odoo
Benefits:
Odoo is all about ‘extensible architecture,’ with a modular design that lets you mix and match different features. The open source Community Edition of Odoo CRM plugs into the 10,000+ apps in the vendor’s orbit, which are configured to integrate with one another seamlessly.
If you’re in retail, restaurants, or other brick-and-mortar enterprises, you may be interested to know Odoo has a very useful point of sale app. Working with other Odoo apps, point of sale data can easily flow into your inventory management, email marketing, and sales operations.
Drawbacks:
The open source version of Odoo CRM has a significant learning curve, and you’ll have to pay special attention to setting it up and implementing it to prevent headaches later. The invoicing tool is a bit more complicated than necessary (you have to create a quote, followed by an order in order to generate an invoice), and reporting options are limited. Customer support is dependent on app community members.
Pricing:
Open source CRM is free. Paid add-ons available.
OroCRM
Benefits:
OroCRM has a reputation as the most flexible open source CRM. It’s based on the Symfony2 PHP framework for web development, which is widely used and well-liked. That means that lots of open source developers find it easy to understand Oro’s code and create new customizations, making it relatively easy and cost-effective to modify the platform to your needs.
Easy integrations with Zendesk, MailChimp, and many other clutch apps are a nice touch too.
Drawbacks:
If you’re managing ecommerce, you might need a developer to customize the app in order to fulfill helpdesk / customer support functions. There is also no localization (Oro is only available in English).
Pricing:
Open source edition is free.
Contact vendor for Enterprise Edition access.
X2CRM
Benefits:
X2CRM has an open source edition, which generously shares code through GitHub, SourceForge and Bitnami, thus encouraging anyone and everyone to customize it for their own purposes. The software can be downloaded right onto a webserver, but you can also get help when downloading it as part of a full stack version.
This open source edition employs many of the core modules from the general (non-open source) X2CRM platform, which is more geared toward larger enterprises rather than lean startups.
Lighter operations can take advantage of X2CRM Open Source’s tools for marketing campaigns and pipeline and funnel management. There are email modules that include open email tracking and a feature to design workflow visualizations. X2CRM also has Android and iOS apps.
Drawbacks:
X2CRM is an up-and-coming platform and not the most widely used, so you may find it tricky to get the support you need through its small-ish community.
Pricing:
Open source version is free.
Paid custom configuration and development solutions also available.
Vtiger
Benefits:
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. It’s the #1 most downloaded Open Source CRM on SourceForge (with 4.5 million+ downloads), so it has a big community of users and developers behind it.
Drawbacks:
Vtiger’s reporting features are somewhat lightweight in open source when compared to its paid version. Navigation between features sometimes feels a bit clunky, and the Google Sheets integration isn’t the best. Vtiger also has a moderate learning curve, so it will take time to train your team to implement the platform effectively.
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Pricing:
Free, with paid add-ons available.
EspoCRM
Benefits:
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. EspoCRM’s social stream allows you to track activities and “follow” specific records that are relevant to your work.
Drawbacks:
Time spent implementing the open source solution on-premise and paying for developers, data hosting, etc. may negate some of the financial benefits of getting the software free. Also, there aren’t many integrations with other apps.
Pricing:
Self-hosted (on-premise) solution is free.
Cloud-hosted solution pricing in consultation with vendor.
A one-month free trial is available for the cloud-hosted solution. Credit card not required.
CiviCRM
Benefits:
CiviCRM is a completely free open source CRM targeted at non-profits, associations, and civic sector organizations. 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.
Drawbacks:
You will likely need help installing and tailoring the solution for your organization’s needs. It’s not designed for sales, so you may find it doesn’t meet your business requirements or requires too much investment in time and money to customize. It should be noted, the UI is also somewhat out-of-date.
Pricing:
Free.
Looking for a free option?
If you’re considering open source purely for the sake of minimizing expenses, you may want to check out the free version of the following all-in-one (proprietary) CRMs.
Freshsales
Benefits:
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.
Drawbacks:
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.
Pricing:
There is a Free Forever Startup plan
Growth plan is $15 per user/month billed annually
Pro plan is $39 per user/month billed annually
Enterprise plan is $69 per user/month billed annually
HubSpot CRM
Benefits:
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. many open source solutions.
Drawbacks:
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.
Pricing:
HubSpot CRM is free.
Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly.
HubSpot CMS starts at $300 per month, billed monthly.
All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly.
Really Simple Systems
Benefits:
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 100 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.
Drawbacks:
RSS doesn’t offer a lot of third-party integrations. 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.
Pricing:
Free version for up to two users.
Starter plan is $14 per user/per month, billed annually.
Professional plan is $30 per user/per month, billed annually.
Enterprise plan is $46 per user/per month, billed annually.
Trello
Benefits:
A non-traditional CRM option with a simple and effective Kanban-view project management app that can work as a lightweight CRM. 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.
Drawbacks:
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.
Pricing:
Free version available, with limited features.
Business Class plan is $9.99 per user/per month billed annually, and $12.50 per user/per month billed monthly.
Enterprise plan is $20.83 per user/per month billed annually (price variable, figure given for 100 users).
Airtable
Benefits:
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. It’s easy and straightforward to import and export data as a CSV as well.
Drawbacks:
Airtable is indeed a “lightweight” CRM, so for more complex task management (i.e. with sub-tasks), you may find the platform is not ideal.
Pricing:
Free version provides essential features.
Plus version is $10 per user/per month, billed annually.
Pro version is $20 per user/per month, billed annually.
Enterprise version pricing is in consultation with vendor.
Streak
Benefits:
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.
The free version of the app is mainly for personal use and includes basic CRM tools and full email features. The email templates feature is an excellent way of sending out a high volume of personalized emails. You can also manage leads and sales with unlimited pipelines. Make notes in-app for centralized record keeping, track data on your correspondence with contacts, and check whether leads have opened your emails or not.
Drawbacks:
Since Streak runs as a browser extension, every time you change devices, you’ll have to download it again. It’s a relatively lightweight CRM solution and may not be up to the task if you deal with relatively complex business processes.
Pricing:
Personal version is free for individual users.
Professional plan is $49 per user/per month, billed annually.
Enterprise plan is $129 per user/per month, billed annually.
Bitrix24
Benefits:
The cloud version of Bitrix24 is free for up to 12 users and offers 5GB of data storage space. It has largely the same features as the paid version, albeit presented in a scaled-down form. All told, it’s a pretty generous gratis product offering.
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The Bitrix24 CRM provides all the necessary features via a clean UI (with a particularly nice Kanban view), like pipeline management, reporting, and sales tracking. The app’s communication kit encompasses voice, chat, email, and video—so you can always reach a contact on the best channel.
Drawbacks:
Bitrix24’s UI doesn’t always offer the most intuitive navigation, and the app can slow down from time to time. There’s a moderate learning curve and the customizability features may not be sufficient for niche business applications.
Pricing:
Free starter business tool suite for up to 12 users.
CRM+ plan for up to 6 users is $55 per user/per month billed annually, and $69 per user/per month billed monthly.
Project+ plan for up to 24 users is $55 per user/per month billed annually, and $69 per user/per month billed monthly.
Standard plan for up to 50 users is $79 per user/per month billed annually, and $99 per user/per month
Professional plan is $159 per user/per month billed annually, and $199 per user/per month for an unlimited number of users.
The prices above are for the cloud-based version. On-premise solutions are also available.
Insightly
Benefits:
Insightly’s free version is not very well advertised (hidden at the bottom of their pricing page), so consider this a semi-insider tip. The unpaid version features a clean user interface, with project, contact, and customer management and pipeline features to keep your sales process humming.
The software provides native integration with G Suite and Microsoft 365, as well as Mailchimp and many others. Training videos are available to explain features in a straightforward way, easing the learning curve.
Drawbacks:
Insightly’s free version is limited to up to two users. The free version also lacks a data backup system, sets daily caps for mass emailing, and limits how many custom fields can be added for each record. More useful lead assignment modules are only available in the paid plans.
Pricing:
No-frills plan for up to 2 users is free.
Plus is $29 per user/per month, billed annually.
Professional is $49 per user/per month, billed annually.
Enterprise is $99 per user/per month, billed annually.
A 14-day free trial is available for the Plus and Professional plans.
Apptivo
Benefits:
Apptivo provides a flexible suite of apps focused on customizability. Their starter version is free, and offers many of the core tools from their full kit and 500 MBs of storage. The number of users is capped at three.
The contact app allows you to import data from emails and websites, so you can populate your contact and lead data with minimal manual entry. Project management apps in the Apptivo universe offer individual and team organization, while the Cases app automates customer inquiries by turning emails into tickets with a service-level agreement.
Drawbacks:
The free version of Apptivo doesn’t support third-party integrations. Sometimes it runs a bit slow, and the user interface, while fit for its purposes, is not necessarily the most intuitive.
Pricing:
Starter plan is free for up to three users.
Premium plan is $8 per user/per month, billed annually.
Ultimate plan is $20 per user/per month, billed annually.
Flowlu
Benefits:
Handle project management and build a knowledge base in one place. Create personalized invoices with CRM data auto-inserted into each invoice. Build web forms to generate leads and invite customers to upcoming surveys and events in-app. Free version for 2 users offers 1 TB of storage data.
Drawbacks:
Financial reporting features may not be deep enough, depending on your business. Task filter function is a bit clunky. Collaboration tools are not advanced.
Pricing:
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Free for up to two users.
Team plan is $29 for all users/per month billed annually, and $39 for all users/per month billed monthly.
Business plan is $59 for all users/per month billed annually, and $74 for all users/per month billed monthly.
Professional plan is $119 for all users/per month billed annually, and $149 for all users/per month billed monthly.
Enterprise plan is $239 for all users/per month billed annually, and $299 for all users/per month billed monthly.
Socially open
While all CRMs—both open source and proprietary—started out as tools for sales teams and later extended that reach to give marketing and support some helping hands, nowadays its social media teams that are the latest to enjoy the added perks of these platforms.
And so it should be, as so much advertising goes on in that coveted social space.
Some CRM features for social media managers and teams include tools to unify all social channels into a single overview, the ability to pre-compose and schedule posts, provide analytics on reach and engagement, aggregate all incoming communication via all social channels into one dashboard, and even offer constantly-updated suggestions on what to post, when, and how frequently.
Some examples of open source CRMs working closely in social media spaces are Vtiger, which integrates with Twitter, where you can tweet or upload a 3MB pic to Twitter directly from your CRM. SuiteCRM integrates with other apps to do things like, finding out which social media networks your leads are most active on.
The name of the game is interoperability
Thankfully, softwares don’t come into this world in isolation building garrisons around their code.
A big advantage to many platforms is flexibility, specifically in the form of their API (application programming interface). This is sort of like the instructions from one set of code to another that allows two programs to work alongside, or on top of one another.
There are different standards of API, with RESTful API (or sometimes just REST) being somewhat of a gold standard, especially with open source CRM. Since the idea of open source is to never close the gates on new developments—no matter where they come from—many API builders count on the freedom and flexibility of RESTful API.
All of the above-discussed open source CRMs take advantage of RESTful API.
Are you an open source CRM type?
Depending on your skillset and what you want to achieve with a CRM, open source might appeal to you more than a free or paid closed source one.
If you’re running a small business and looking for very specific features, opting for open source CRM software could indeed be the way forward. But if your business is doing something more ‘normal’ in a well-defined market, needs more complex tools, and/or demands highly responsive product support, it might be better to go with a feature-rich proprietary tool that was built to address your needs.
Thankfully, if you’re on the fence, it’s easy enough to download a free open source program and explore.
Happy hunting.
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