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Home / Free Crm Software for Windows Download Updated FREE

Free Crm Software for Windows Download Updated FREE

Free Crm Software for Windows Download

12 All-time Free Open Source CRM Software For Windows

Here is a list of best free open source CRM software for Windows. All these software work but like any normal CRM software, the only difference is that these software are open source. This means that you can view and modify the source code of these software without any restriction. Now coming to functionality of a CRM software, it is used to solidify relations with customers. Plus, CRM software too allow you and your employees easily admission an existing customer's details to provide a ameliorate service. Use of these software increases the overall productivity and profitability of a business.

These CRM software consists of various pocket-size modules and each module has its own defended task. Most common ones are Contacts, Calendar, E-mail, and Marketing (to run and manage campaigns, leads, opportunities, etc.). Many of these CRM software are web-based and need hosting software similar XAMPP and WAMP to run.

My Favorite Open Source CRM Software For Windows:

SuiteCRM is my favorite open up source CRM software considering it lets you lot shop and manage unlimited contacts and users. All important CRM features along with diverse handy marketing tools make it much more compelling than other software.

You tin can also check out lists of best free Membership Management Software, ERP Software, Atomic number 82 Management Software, and Church Direction software for Windows.

SuiteCRM

SuiteCRM is a free open source CRM software for Windows. It is a web-based software through which you lot tin can gain valuable insights from your customers, heave conversions, increase sales, and also strengthen the streamline business organization operation. The biggest advantage of this software is that you can customize it according to your business concern type.

Through this software, you tin can create business models and design flexible, automatic actions that can be triggered to run at any fourth dimension. Plus, you lot can likewise create templated client quotes, maintain contract renewals, and rails lead progress, control pricing strategies, etc. This software comes with diverse defended sections through which y'all can manage diverse aspects of CRM.

Let'south have a brief expect at available sections:

  • Accounts: From here, yous can view accounts of customers, create new accounts, import more accounts, etc.
  • Sales: Using this department, you tin can proceed track on all new Opportunities, Leads, and too view all the daily activities like meetings, calls, etc.
  • Marketing: Using this section, you can create Campaigns, View Existing Campaign, Assign Entrada, Import Campaign, Create Email Templates, and besides manage and create targets, leads, etc.
  • Activities: To manage and schedule calls, emails, meetings, tasks, notes, and cases.
  • Collaboration: Through this section, you lot can collaborate with your customers and employees, and keep runway of project condition and diverse documents related to project. For collaboration, this section provides menus like Emails, Projects, and Documents.

This software also has an Admin Menu from where an administrator can add together, modify, and delete both customers and employees account, information, profile, etc.

Note: This spider web-based CRM software requires software like XAMPP and WAMP to run.

EasyERP

EasyERP is another free open source CRM software for Windows. However, information technology is mainly used to provide Enterprise Resource Planning (ERP) solutions to both small and large companies. Information technology is a deject-based software merely can likewise exist implemented on servers. It provides you all ERP features like HR management, Accounting, Payroll, Expenses, Purchases, etc. forth withCRM. With the aid of CRM module , you can hands manage contacts and other of import information of Investors, Vendors, Potential Leads, Employees, etc.

Let's have a look at various features of CRM and how they piece of work:

  • Leads: It helps you view, add together, and edit leads and their information. From here, yous can also assign leads to other employees and add tags and give priorities to leads.
  • Opportunities: This characteristic helps you lot manage all qualified leads which will probably convert into a deal. In here, you tin split up your opportunities into various categories similar To be Done, Waiting for response, To be discussed, Proposal, and Finalization according to different stages of the deal.
  • Persons: Using it, yous tin view, edit, and manage all persons connected with your company like employees, customers, etc. Plus, options to export all of your contacts every bit CSV and XLSX files are too available.
  • Companies: It is similar to Persons feature only instead of managing the information of people, you tin manage data related to companies. All information related to companies can also be exported in CSV and XLSX formats.
  • Reports: This feature is for Administrator, using which he or she can find out reports virtually who created most leads, which leads assigned to which employee, who assigned leads to whom, opportunity conversion charge per unit, opportunity aging, number of opportunities won and lost, etc.
  • Quotations: Information technology allows you to track information related to quotations like Sales Person, Quoted Price, Condition, Customer, etc. You can also personally add quotations past pressing the Add push.
  • Tasks: Use information technology to assign some task for an employee and also to keep track on other overdue or future tasks.

Autonomously from these primary CRM features, you can also find some boosted CRM features like Invoices, Proforma, Invoice Aging, etc. on the left side of the interface. Overall, information technology is a really good software that will help you and your company to maintain a practiced relationship with customers.

EspoCRM

EspoCRM is yet some other gratis open up source CRM software for Windows. Information technology is a web-based software that enables yous to view, enter, and analyze your company's human relationship with customers, co-workers, and partners. This software is also quite customizable, and you can make changes to it according to your business organisation. This flexibility of this software makes it compatible with different business models like Wholesale and Retail Trade, Due east-Commerce, Banking, Manufacturing, Educational activity, Healthcare, Travel & Tourism, etc. Information technology is also quite a feature-rich software that provides all essential CRM features. Let'south take a cursory look at the highlights of this software.

  • Marketing Automation: To manage and run Campaigns, create target list, perform Email Marketing, and to sync target list with the available reports.
  • Sales Automation: Sales Automation can be performed using Leads, Opportunities, Accounts, and Contacts sections. Initial leads can be a new opportunity and once you lot become the opportunity, y'all need to maintain Accounts and Contacts of clients.
  • Assistants: This feature is but available for Administrator using which he or she can manage System Settings (UI, Authentication, Scheduled Jobs, Currency, etc. ), Users Settings (Users, Teams, Roles, Activeness History, etc.), Customization (Layout, Entities,Labels, and Extensions ), Email (Outbound Mails, Inbound Mails, setup of group post, etc.), and Data (to add new information to this software past importing a CSV file).
  • Agenda: Using it, you lot can schedule and view meetings, calls, and tasks for yourself and for other users. Plus, you lot can integrate the internal calendar with the Google calendar to view all the schedule on the go.
  • Electronic mail: It is an important feature through which you tin can communicate and share important documents and notes with customers and co-workers.

Note: The Advanced Pack improver and VOIP integration features are non bachelor in this costless version. And, like many other similar software, it also needs software similar XAMPP and WAMP to run.

Group-Office

Group-Office is the adjacent free open up source CRM software for Windows. It is an enterprise CRM and group level tool through which you tin can share agenda, email, files with co-workers and clients. Nearly of the essential CRM features are bachelor in this free or community version namely, Email, Agenda, File Sharing, Addressbook, Tasks, Notes, and Newsletter. Notwithstanding, many features are missing from this freeware like Document Editing, Projection Management, Time tracking, Billing, etc. If y'all desire to utilize all of its features, so y'all demand to purchase its Professional version.

Features of this open source CRM software:

  • Address Book: This characteristic lets you lot manage personal and contact data of clients as well as of companies. Plus, search and filter tools are also available through which you tin can quickly search specific data.
  • Calendar: Using it, you lot can quickly track schedule of meetings and other tasks. Plus, yous can too easily schedule meetings and store meeting information like Subject field, Participants, Meeting Description, etc.
  • File Sharing: By using Files Tab of this software, you can straight upload or share the existing documents between different shared groups. Plus, you tin can likewise view all the documents which are shared with you lot by other users.
  • Tasks: Using this, you tin view as well as create new tasks and set priority (low, medium, and high) of a job. A really handy filter pick is also present hither, through which you can speedily filter out agile task, overdue chore, completed job, future task, etc.
  • Notes: Information technology is a elementary notation characteristic in which you tin can shop information related to a topic, customer, etc. You can also impress these notes or save as PDF file.
  • Electronic mail: Use it to communicate and share documents and files with users and customer via Electronic mail.

This software also provides a dedicated tools section for Administrator through which he or she can perform a system cheque, database cheque, remove duplicate entries and contacts, sync file system with file database, clear calendar holiday cache, etc. Overall, it is another useful software to manage relationship between customer and providers.

YetiForce

YetiForce is a completely free open source CRM software for Windows. Using this CRM software, you tin can manage meetings, calls, and events without much hassle. Plus, it also makes it possible to manage visitor activities like sales, time control, projects, and more. In order to enhance productivity, it gives enough flexibility to add or alter features if needed. This freeware besides providescharts, tables, and graphs so that you lot can gain valuable insights into the performance of your business.

This free open source CRM software comes with various sections which will assist you manage diverse aspects of CRM, named as:

  • Companies and Contacts: From here, you can manage Leads, Accounts, Partners, Vendors, Competition, andContacts. In each of these fields, you can add, edit, and delete data. Plus, filters and search options to quickly find and retrieve information are also available.
  • Marketing: The department is solely build to run and manage campaigns. As well entrada direction, you tin can too assign campaign to other users.
  • Sales: Through this section, you can add and manage opportunities, view sales inquiries, and manage sales requirements, purchase orders, recurring orders, etc.
  • Accounting: In information technology, yous become options to create and view Invoices, Proforma Invoices, Correcting Invoices, and Cost Invoices. In addition to information technology, options to manage both in and out payments are also available.
  • Databases: Through this database department, you can manage three aspects of database named as Product Database (to manage products, outsourced products, and assets), Service Database (to manage services, outsourced services, and sold services), and Lists (to manage corporate emails, text messages, listing of calls, E-mail templates, user passwords, etc.)

This software also has a really handy dashboard that shows all unlike activities related to sales, marketing, accounting, etc. on its interface. Hence, you don't always need to go to a specific section to view the progress.

CiviCRM

CiviCRM is another spider web-based, open source CRM software for Windows. This software is mainly designed for non-profit organizations. It helps non-turn a profit organizations to strengthen the human relationship between their members and people who support them. Plus, information technology likewise proved to be useful in improving the membership process and increasing the participants.

Let'southward checkout functionalities of this open source CRM software:

  • Contributions: Using this section, you can add together newly received contribution, find existing contributions, view complete contribution reports, manage pledges, and besides create and manage new contribution pages.
  • Events: This section is used to create and manage events. An effect is an effective method to meliorate the human relationship betwixt your organizations, members, and donors. Besides consequence, you can besides manage personal campaign pages and event templates.
  • Mailing: From hither, you can create new emails, view previous emails, view complete mail service reports, and too create and find messages.
  • Memberships: Information technology is used to add new members, members personal information, find members, to view membership reports, and also to go on rail on contributions made by members.
  • Reports: In this section, y'all can find and view reports of all other sections. This section has a really avant-garde filter organization through which you can filter out a group of people based on their gender, historic period, name, DOB, e-mail, contact ID, credit card blazon, street address, nickname, etc.

The main authorization of this software always stays in the mitt of the administrator. The administrator can view, edit, and delete every information. Plus, another privileges like Permissions, Organization Settings, Communication, Civil Effect, etc. tin can also be modified by the ambassador.

Note: To run this software, yous demand WordPress desktop customer and hosting software like XAMPP and WAMP.

X2CRM

X2CRM is another one of open source CRM software. It is a fast and feature rich marketing, sales, and customer service software. Its chief goal is to provide a comprehensive yet easy to utilise sales, marketing, and customer service system and then that companies tin can retain and larn new customers. In information technology, yous can observe every possible CRM feature that yous would need to maintain a relationship with customers. The most of import feature of this software is its Action Tab. It provides you all important information in ane place like Activeness Feed, Recent Items, Favorite Contacts, Schedules, Active Users, Tag Cloud, Uploaded Files, Comments of other users, etc.

Many other CRM features that you make it this software are:

  • Contacts: To add and manage contacts, contact lists, and contact maps. Option to filter out relevant results is also present.
  • Accounts: From here, you can view existing accounts, add new accounts, and besides view reports associated with accounts.
  • Marketing: Using information technology, you tin view and create new campaigns, view existing campaigns, create Web Lead grade (to receive new contacts), track contacts who visit your website, etc.
  • Leads: It is used to create new leads and to view all existing leads.
  • Opportunities: From here, you tin create new opportunities and view all previous opportunities.
  • More: In this carte, y'all become a lot of useful features like Calendar, Electronic mail, Products, Quotes, Reports, Media, and more than.

The Administrator of this software has some extra features through which he or she tin customize themes, personalize background images, customize Widgets, etc.

Joget Workflow

Joget Workflow is the next costless open source CRM software for Windows. Information technology works more than similar a platform where you can add various apps to perform a task like Expense Mangement and Tracking, 60 minutes Expenses Claims, Service Help Desk, Asset Management, etc. In addition to that, it also provides uncomplicated tools to build your ain apps. Past default, it comes with a Customer Human relationship Management App through which you can manage contacts and other important data of all existing and possible customers. The CRM app present in this software is very basic and has express features when compared to other CRM software.

CRM features that you get in this costless software are:

  • Contacts: Equally its proper noun implies, this feature is used to add together contacts of peoples who may be your current customers, potential future customers, or persons who may pb yous to your potential customers. A contact listing with all contacts is also available in this characteristic.
  • Accounts: This characteristic lets you manage Joget business relationship of your employees and customers.
  • Opportunities: It is divided into 2 sections, one department is Opportunity List (to track and manage information of already existing opportunities) and another one is New Opportunity (to add information and account details of new opportunity).
  • Proposal Process: Using this feature, yous can add new proposals and too track existing proposals and their condition (approved, waiting, rejected).

Overall, information technology is a simple merely very basic CRM software which may be useful for modest organizations.

Dolibarr

Dolibarr is a complimentary open up source CRM and ERP software for Windows. This software works similar a platform into which you can add together features according to your requirements. By default, it comes with CRM features, and so you don't have to manually add them. Besides CRM, you can as well add together HR direction, Sales, Logistics, Stock, Invoicing, etc. features to this software.

CRM modules provided in this software:

  • Third Parties: This module allows you to manage contact and of import data of entities like customers, prospects, and suppliers. The purpose of this module is to keep contacts with current or possible future customers.
  • Commercial: This module is used to manage and view statistics related to Quotations, Customer orders, and Contracts/Subscriptions. Plus, an option to manage interventions is also present using which y'all can keep tape ofyours and co-workers interventions. A listing of previous interventions can likewise exist viewed using Intervention option.
  • Tools: Past default, this module only has one tool to create Email Templates. You tin can add more tools from its setup carte according to your requirements.
  • Members: Using this module, yous can add new members, notice out up to appointment and out of engagement members, members statistics, terminated members, etc.

The Dashboard of this software is really useful as it shows all important data like Database Statistics, Quotations Per Month, Customers Orders Per Month, Proposals, etc. stats at 1 identify.

EPESI

EPESI is next freeware in this list of open up source CRM software for Windows. This software helps you organize, access, and share business data, records, and other important data with employees and clients. It too makes all the CRM processes more precise and flexible. Plus, information technology lets users take total control over the direction of their data. It is a PHP/Ajax based software. Yous can access and brand necessary changes in it to enhance the overall workflow according to your business organization.

This software comes with a dedicated CRM Menu through which you can manage various aspects of your business. In the CRM menu, you become options like Companies (add and edit customer companies, notes, and schedule meetings), Calendar (view and schedule tasks, meetings, weekly plans, yearly plans, etc.), Contacts (view, add, and edit personal data and contact details of your customers), Tasks (add detailed description of tasks and to schedule tasks), etc.

Apart from CRM menu, you can observe another handy menus like Study (track of activities like actions taken by employees, date of action, details of activities, etc.), Shoutbox (it is a messenger feature to straight communicate with other users of this software), Assistants (ambassador tin can give or take some rights to/from employees, manage users and their data, view and manage all files, common information, etc.), etc.

Note: In this free version (DIY Edition) of this software, you don't go dedicated hosting and premium support features. Plus, you need hosting software similar XAMPP and WAMP to run it.

Zurmo

Zurmo is a free open source client human relationship management software for Windows. It is an effective CRM software that combines project direction, marketing, and sales software into a single unit. It uses gamification to engage users that farther helps to increment user adoption. The interface of this software is quite modern and fresh, and is quite intuitive too.

Through this software you can manage and work on diverse aspects of CRM, which are:

  • Account management
  • Activeness direction
  • Campaigns and E-mail Marketing
  • Conversations
  • Group Security
  • Security Management
  • Workflow
  • Reporting
  • Production Management
  • Lead management
  • Opportunity direction
  • Marketing Automation

The Ambassador of this software has some special privileges using which he or she tin can manage modules, layouts,tables, currency, authentication, email, groups, marketing, plugins, etc. Plus, Administrator can also use Developer tools to configure Bounce, Email SMTP settings, and email Archiving settings.

Note: To run this software, you lot need software like XAMPP and WAMP.

WP ERP

WP ERP is a mainly an open up source ERP (Enterprise Resource Planning) software for Windows. Even so, it also contains a CRM section which has all necessary CRM features named as Contacts (to add together and manage customer contact information), Companies (to add together and manage customer and associated companies' information), Activities (to track and find activities performed past companies or employees), Schedule (to schedule meetings, job over a calendar interface, or just proceed track of futurity schedules), Contact Groups (to manage groups fabricated out of various existing contacts), and Reports (view Activeness, Customer, and Growth Report).

This software provides many other comprehensive sections such equally HR Direction, Leave Management, Accounting, etc. which tin can come in handy for Enterprise Resources Planning.

Note: This software requires WordPress Desktop Client and hosting software like XAMPP to run.

Free Crm Software for Windows Download

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Source: https://listoffreeware.com/free-open-source-crm-software-windows/

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