Update 5/31/17: The winter is over and it was time to do a little spring cleaning on our free and open source CRM piece. We scoured all the great comments and the newest research for new CRMs to check out, and updated our information on existing products as needed. There’s no such thing as a free lunch. It’s one of the saddest facts in my life, right up there with my insane student debt and the realization that Taylor Swift will probably never talk to me. But there’s good news! I just saved a bunch of money by switching to no, I’m kidding.

The real good news is that, while lunch may not be free, can be! Free stuff is exciting! Free CRM comes in two categories – free, but limited (also known as freemium), and open source. So the free, but limited, versions set caps on the amount of free users, contacts, storage, extra features, or some combination thereof. Open source, on the other hand, offers an unlimited, fully functional CRM to users.

The caveat is that your company needs a person (or team) who can install and configure the CRM. Of course, because of this, open source CRM is extremely customizable, which is nice. Most open source CRM companies also offer a preconfigured version and/or installation and support for a price. Where can you find these magical free CRMs? Well, I put together a list for you! Check out the comparison chart below and read the details about the CRM systems that interest you. Please note that I have not placed these in any particular order.

Cp210x Ubuntu Driver. Each system is different and each one will serve some companies better than others. SuiteCRM is an open source alternative to and is actually based on Sugar’s open source version, SugarCRM Community Edition, which will. SugarCRM Community Edition was extremely stripped down to begin with, and as one put it “SuiteCRM is the best of all worlds.

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It’s based on Open Source Sugar, but uses Open Source add-ons to make it close to, if not better than, the ‘Pay’ Sugar.” SuiteCRM offers free forum support, or paid in three tiers based on response time and maximum hours of support, starting at about $2,000 per year., such as an updated email module, when it is released. Capsule is free for up to two users with 10 MB of storage, and 250 contacts. To upgrade, it’s $12/user/month. With the upgrade comes two gigabytes of storage, 50,000 contacts, and integration with such applications as and. Capsule’s best feature, according to its many, is its ability to integrate with at least 33 other software programs, including Mailchimp, Freshbooks, and Gmail. Capsule’s customer support system is unique in that they have no type of phone support.

So if you’re used to picking up the phone and speaking with a human when you run into trouble, working with Capsule will be an adjustment. They do have an and a series of helpful articles. But if you run into trouble on a weekend or in the middle of the night, you might be stuck without help until normal business hours. A Capsule representative did tell us that they pride themselves on quick and thorough email support, and customers can reach out for help via,, or an.

Insightly claims on its homepage to be the “#1 online small business CRM.” I have no evidence to corroborate this particular claim, but I can tell you that they offer a great free program and a very friendly website. Insightly offers their system free for two users, 2,500 records (which they define as any stored item from contact to note), 200 megabytes of storage and two custom fields. The freemium level also includes advanced reporting and 10 emails a day. You can upgrade to the Basic level for $12/user/month, and that gets you 25,000 records and 1 gigabyte of storage. The feature that really sets Insightly apart from other CRMs is its built-in email marketing system. The freemium level has very limited access to the email marketing system, which is not likely to be a problem because a business that small probably won’t have the bandwidth for email marketing tasks.

However, when your business expands, Insightly will save you money because you won’t need to spend extra on a second system for your emails. As they say on their homepage, Insightly is great for small businesses. For many small businesses two users is really more than enough. However, many have mentioned that Insightly is not ideal for bigger businesses, particularly because its functionality is not capable of handling the demands of a larger business. One particular example cited is that the email integration lacks a lot of user functionality that other CRM platforms don’t think twice about.

It should also be mentioned that Insightly only offers support via the online community. Really Simple Systems claims to be the best CRM system for small businesses. (But it does not claim to be the #1 online CRM for small business, so there’s no rivalry with Insightly.) Really Simple Systems offers a free two user system that includes 100 accounts (businesses that you deal with), unlimited contacts within those accounts, tasks, and 100MB of storage, along with free full customer support.

When you’re ready to upgrade, Really Simple Systems has for growing businesses. Customers love Really Simple Systems because it’s actually. I honestly struggled to find the problems people had with this system, that’s how much users love it. However, I did manage to dig up one con to keep in mind., while generally praising this CRM, does mention that Really Simple Systems has limited functionality, and so works best for small businesses compared to large or enterprise ones. Version 5.0, which went live in March of 2017,.

Here’s another CRM that claims to be #1 at something. This time its #1 at free CRM software (so again, technically no rivalry!). This free version comes with 100 free users, 100,00 contacts, and all the basic features. The upgrade fee to CRM Pro is $29.95/user/month for more features, storage, and support. Two major drawbacks up front for the free version: you only get one year free, and no customer support.

So what makes FreeCRM worth it? First, their upgraded system is actually one of the most affordable CRMs on the market for mid to large sized businesses. Second, it’s a web-based solution, so you don’t need to create an expensive and time-consuming infrastructure to host it on, meaning pretty much anyone can get it up and running with ease. I like Bitrix a lot because it offers really flexible price options.

I like flexibility. For a completely free account you get 12 users, five GB of storage and the ability to do anything you want with that storage, which is already a pretty sweet deal. This is how it gets better. The upgrade fee to get unlimited users and 50 gigs of storage is $99, but if you’re not feeling that cause really all you needed was a few more users, or maybe just more storage Bitrix totally hears you! They offer an additional 12 users to the same program for $39/user/month.

And/or if you want even more storage they offer an unlimited plan for $199/month. If you’re looking for an installed CRM, Bitrix can do that for you as well (although it’s not free). For a one-time fee of $2,990, you can get their small-business installed CRM (good for 50-500 users). So that’s the pricing.

Overall, reviewers find Bitrix to be a very easy-to-use system. In addition, its. What makes Bitrix really stand out above the crowd is just how feature-rich it is. Check out this (very abbreviated) list of all the things the free version comes with: • Project management features such as: tasking, Gantt charts, and time tracking. (In fact, Bitrix is actually one of our favorite.) • Built-in email marketing • Telephony features such as: call-recording, and dial-out from within the CRM. • Sales automation • Sales funnel + reporting • Invoicing • Sales team management The drawback that reviewers all point out is that Bitrix’ aesthetics are a little rough at points.

One reviewer mentioned that they use a flashing clock in the corner to remind users to timestamp all activities, which I could easily imagine is quite obnoxious. Raynet markets itself as an easy-to-use, does-it-all CRM. Its free version allows for two users, 150 accounts, 50MB of storage, and full customer support. Upgrade to 20,000 accounts and one TB of storage for just $19/user/month. Raynet’s system is very aesthetically pleasing and features an “account card” (featured above) where you can glean most of the information you need about a customer from a single glance, including how much they’re worth to your company. All that said, Raynet is a fairly new company, and the fact that it’s headquartered in the Czech Republic may make support difficult for U.S.-based companies (though they have an office in Florida).

Find Raynet to be very intuitive and easy on the eyes. VTiger is an open source CRM, that is also based on Sugar. VTiger was actually originally a part of Sugar, but both have since gone their own ways. While you can download and install the open source version of the software for free yourself, vTiger does offer a preconfigured Ultimate version for $30/user/month.

In addition, vTiger also offers installation, support, hardware, and/or administration for starting at about $700. The paid version integrates with MailChimp, and, among others. One thing that vTiger does really well is offer a, even on the preconfigured level. These features include billing, inventory tracking, and project management capabilities, all of which are fairly unusual to find in any CRM system.

From, it would appear as though a fairly important drawback to vTiger is the fact that it has had compatibility issues with PHP 5.6 and above. Zoho is one of the big dogs of business software, so it’s pretty cool that they offer a free program.

This CRM version is free for 10 users and 25,000 records. It comes with a mobile app and social CRM among other things. Their first step upgrade (for more users, features, and 100,000 records) is only $12/user/month. Zoho is well known for being easy to use with highly developed importing features. Unfortunately, Zoho is not as feature-rich as other CRMs on this list and has some quirks that take getting used to. An example that one reviewer used was that, when exporting from Zoho, you have to be very careful to ensure that there are no commas in any records, or else it will split up the record when putting it into Excel. Zurmo is open source, and is unique on this list because it is also gamified.

Zurmo was written on the principle that offering users incentives along the way makes users better employees. So the system sets goals, or ‘missions’ (which are different for different types of users) and then gives badges along the way to goal completion.

It also allows coworkers to challenge each other to missions with set rewards at the end (like a gift card). Currently, the biggest drawback to Zurmo is that it’s pretty new on the scene – which, being open source, can actually be a bit of a bother. Zurmo’s open source version lacks some fairly basic features such as social CRM. This, of course, is unlikely to remain a problem the longer it sticks around. Zurmo’s preconfigured version has now been spun off as it’s own cloud-based, gamified CRM system called. The upgrade fee starts at $35/user/month.

At the time that I originally wrote this article, I mentioned that Hubspot was coming out with a free CRM. Well, they finally have come out with their CRM so let’s talk about it. It’s a 100% free CRM. They have a few “Sidekick” features, like click-to-call that you do have to pay for if you want them, but this is not a product Hubspot is interested in making much money off of.

Because Hubspot’s main product is their phenomenal marketing automation solution and this CRM is intended to be a gateway system to using Hubspot’s marketing automation software. Having said that, let’s talk about what makes Hubspot’s CRM worth looking. For starters, being designed by marketing automation specialists with the purpose of eventually convincing users to start using their marketing automation software, Hubspot’s CRM has some amazing data gathering abilities. Traditionally, all the data in a CRM must be entered by a salesperson. That’s slowly changing, but Hubspot really jumped in. They’ve got a leg up on the competition because they long ago figured out how to pull data about people from their internet doings and email engagement rates among other things.

All those abilities are put to good use in their CRM, the point being, of course, to make their CRM an intuitive part of their marketing automation software. As a result, though, Hubspot’s data tracking features are head-and-shoulders above the competition. It’s important to keep in mind that Hubspot’s CRM is extremely lightweight. It is really only an option for. Of course, the solution is brand new on the market. There may come a day when this free CRM can compete swing for swing against a solution like (who also has a ). InStream is a fairly new CRM, but it’s great for small businesses.

It’s free for one user and 100 contacts, and includes unlimited lists, social integrations, and basic integrations. InStream’s upgrade price for the Basic plan is $10/user/month.

One feature that makes InStream great for small businesses is its suggestion feature. InStream is able to provide in-app suggestions on how to continue working on a prospect, which is a pretty cool feature for a sales team just learning the ropes. InStream is so new that it’s still a very lightweight CRM, which makes it ideal for small businesses, but difficult to use for larger businesses. Agile CRM launched in 2012 and has been gaining momentum and since then. The free version allows up to 10 users, 1,000 contacts, and unlimited deals, tasks, and documents. It is also surprisingly rich in features, with custom data fields, lead scoring, and email tracking. The free version even includes marketing and service features, which is why Agile CRM proudly calls itself the “All-in-One CRM.” Agile CRM was “built with love for small businesses” according to the website.

But growing businesses can, starting at $8.99/user/month if the free version reaches its limits of usefulness. Advanced features include telephony, gamification, and social media integration among others. Honorable Mentions So that’s my round up. Industrial Hydraulic Systems And Circuits Ebook Torrents here. CRM, though, is a category that’s very rich in free and open source programs.

Some others to check out include,,,, and. Finally, there are a whole host of you should be considering that, even though not free, may be the perfect fit for your organization. Comment by Roger William on October 11, 2014 at 4:35 pm I think you missed one very important thing about OpenSource CRM. That is the creeping transformation of many packages into proprietary software just like SAP, Microsoft etc. SugarCRM had been built on the shoulders of hundreds of willing contributors giving their time to develop and bugfix. Over the time the Community Edition of SugarCRM (the Software you can actually download and install on your OWN Server) became significantly different from the SaaS version.

They are holding back the achievements from the community. Many feel that they are violating the OpenSource principles. So the project forked and VTiger was born.

These guys claimed to be “real OpenSource ” again. But then after some years they too started VTiger as paid SaaS and the downloadable version – guess what – became crippled You mention SuiteCRM. This is also a fork of SugarCRM. The people behind that project understood that the only way an OpenSource Software would stay free if they put all the code and project governance into a not-for-profit foundation. To be able to accomplish that task and to bring the software to an up-to-date level SuiteCRM started a campaign on Kickstarter. I thought about it for a while and I contributed. The campaign is still ongoing.

Comment by on October 15, 2014 at 9:08 am I do understand what you mean. I’d like to point out that the list is about open source software, not open source companies. Vtiger was included because I read many reviews, and overall, users have a very positive response to VTiger’s open source product. I disclosed they had a paid product as well.

Sugar didn’t make the main list because reviews stated that their open source is very limited. I don’t have a problem with companies producing both an open source version and a paid version. Many smaller businesses lack the tools necessary to implement and maintain an open source product. However, if they like the software, why should they not be able to have it?

Open source companies offering a paid version allows companies without the resources to use the same product. Comment by Jeff on November 14, 2014 at 12:58 am Hello Cara, A real good article I must say. The comparison between ‘Free but SaaS version’ and ‘Free Open Source version’ has been very nicely put up. Your article actually brings out CRMs that actually focus on giving more features, clean UI design and good user experience in their free open source versions and not those which do provide free open source versions but are very much limited in many things. I personally believe that Vtiger is one of the best in that segment and is doing a good job in providing cost effective customization especially using vtiger free and open source versions. They have industry specific custom crms too that are developed using vtiger. These can be further customized and used as per individual requirement.

Comment by on January 8, 2015 at 9:01 am Hi, Art, I didn’t actually come across any during my research, however, you should check out our real estate software database. I’m linking you right to the results filtered for client database and client/property matching.

(You should play around with the filters to help you find exactly what you need.) If this doesn’t help you as much as you need, please call us up at Capterra: 703-994-4500. Feel free to email, as well. We have a CRM specialist who would be happy to reach out to you to help you find what you’re looking for. Please let me know if there’s anything more that I can do for you!

Comment by on January 12, 2015 at 11:02 am With pretty much any freemium CRM that you use, you should be able to upgrade to some type of paid level for more contacts etc. There would, of course, be no data migration in that case. However, if you’re trying to keep your CRM free, you’re likely going to have to move to an open source platform (which can be costly if you don’t have a tech team/person). In that case, the data-migration-ease-level depends entirely on the platform you’re migrating to. Some platforms make data migration/uploading easier than others. While researching, look for features like.csv upload.

A few of the solutions I’ve come across even allow for platform-to-platform migration, though I apologize because I can’t remember the names of these solutions. Comment by on January 19, 2015 at 9:34 am Hi, John! Thanks for asking! On this list, Bitrix and Zoho would probably serve your needs best (they both have unlimited contacts, and Zoho has free support!). However, given that you’re actually a retailer, you may be more interested in a POS system with CRM and Inventory Management. This would allow you to separate the dogs (your products) from the clients.

Listing the dogs in an Inventory Management system could have its drawbacks, so I think it’s something to think about, not jump right into. However, POS fits your needs a lot better simply because it will be able to track sales – who bought what, when – and you can include notes about each client – their email address, why they chose the puppy they did. Anyway, it’s not foolproof but its a method worth thinking about. I’m actually about to publish a free POS piece in about two weeks.

If you’d like I can email you the link directly when it goes live. In addition, there may be sometime of pet-selling software that might suit your needs even better. After, most POS system will not be flexible enough to track a dog’s lineage etc, which you may really want. Comment by DaPoneKine on January 17, 2015 at 1:38 am It seems like everyone always overlooks Dolibarr.

Its Absolutely Packed with features; – web site integration for support, – tons of free and paid addons, – almost every option os customizable, – includes Project Management with all the bells, – has a good selection of ERP and inventory control, – looks good and has several free or paid skins, – and is logical in layout and workflow. And then add in that its FREE if self hosted 2 hands up here for Dolibarr! I’ve used it for my last 2 projects and am now using it with a third. Comment by on February 3, 2015 at 11:11 am Gary: A lot of CRMs allow you to do that. On the list above, at least Zoho, Insightly and Capsule allow you to. (The others may as well.) This link from Zoho can tell you how to do it for Zoho:. Brett – Any of the open source options on this list will be locally installed and monthly fee free.

At this point, most CRMs are going to be cloud-based simply because it ensures that multiple users can all access the same information. As well, it frees up space on your computer, allowing to run faster. Your laptop’s speed is likely lagging because of all the space being taken up by your current solution. And because cloud-based is offered as a service, you will be paying those monthly fees. If you’re interested in looking at options off this list, follow the next link. I’ve filtered our directory for you so that all the options you see are locally installed.

Comment by on February 23, 2015 at 8:50 am Craig – All CRMs are set up to work equally well with services provided, not just products. And I believe the same goes for finances. So feel free to pick anyone that works. On a side note, I’m not sure exactly how hypnotherapy and hypnotist practices work, but there’s a lot of software out there specifically for therapists and mental healthy professionals.

It may be worth looking into. You could start here if you wanted:. If you just search “therapy” in the top bar, it’ll pull up a couple of categories you might want to research.

Let me know ho wit goes! Comment by Josh Lyons on March 4, 2015 at 1:03 am Hi Cara, Thanks for this article it definitely helped me. I was wondering if you could recommend a specific one for my industry. I run an auto finance company that cold calls customers, pre approves them through lenders and then delivers the vehicle anywhere in Canada. I would like to be able to list any of the relevant details of the customers, the vehicle they purchased and set a reminder of when to do follow ups, birthday presents, promo’s from us etc. Then once we are happy with the CRM we have and are proficient with the UI upgrade to a more feature rich option.email campaigns etc. Any help would be greatly appreciated.

Thanks again. Comment by on March 4, 2015 at 8:36 am Hi, Josh! I have a few options for you. It sounds like you mainly want an email marketing solution to integrate with a CRM. I’d check out MailChimp, because they seem to integrate with everything, but I also wrote an article about MailChimp alternatives that’s worth checking out b/c one of them may work for you better:.

Email marketing is very cheap and can send out promos/birthday emails, etc. I have no specific recommendations of a CRM based on your industry – any CRM should be able to keep track of your customers to remind you to cold call them, and when their birthdays are coming, etc (again, if you integrate with an email marketing solution, you will be able to auto send on their birthdays).

The CRM should be able to keep track of their purchases as well. The only a CRM probably won’t be able to is pre-approve them for a lender. If that is a necessity, I would recommend checking out Capterra’s Auto Dealer Software directory:. I don’t know much about auto dealer software, but I know that they can come with CRM, credit reporting tools, inventory management, accounting management, and sales performance tracking features. (And I’m certain you can easily find one to integrate with MailChimp.) Now, I don’t know that you could find a free one, but it’s likely with some hunting you could dig so.

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