List of top open source Sales Force Automation software

Sales force automationOpen source brings with it freedom, affordability as well as independence. It literally means free access to the source codes. By using open source software you will not be restricted to one supplier.

More about what open source is, regulations that would apply, general advantages of using open source as well as who may use it, will be discussed in a future article.

What is sales force automation software?

It is software that is designed to assist with the tracking of customers and their needs. It also helps with effective sales follow-up. It could typically include modules such as contacts, tasks, activities and financials. It should provide information to the sales rep or sales manager in the form of reports or analytical functionalities.

What does open source sales force automation software offer

Apart from the software addressing the information needs of the sales reps and sales managers, being Open Source, it also provides the following benefits:

  • Open Source products always have the lower cost advantage, as licensing fees would typically not need to be paid as with commercial closed source products, regardless of how many users use it.
  • It can be customized in order to meet the needs of a specific market. It provides the freedom to mix and match with other technologies and to change it to meet unique organizational needs.
  • Smaller businesses could use it to evaluate if sales force automation can generate a return on investment for them
  • It can also be used as an entry point to gather ideas when the intent is to build a custom application.
  • Or it could serve merely as a learning tool for new programmers

Here is a list of popular open source sales force automation software currently available:

  • Within the Sales force automation section is included modules for opportunity management, contact management, account management, forecasting, quotes & contracts, plug-ins for MS Office, mobile solutions and dashboards.
  • Their community edition is free, but they also provide a professional and enterprise edition, for which they charge license fees.

  • A free, full featured 100% open source crm for small to medium size businesses.
  • Provides low-cost and affordable support for productions users required technical support.
  • Key capabilities include sales force automation, marketing automation, activity management, customer support and services, etc.
  • Available for Windows and Linux

  • Apart from the Sales Force Automation function, functions such as sales forecasting, efficient opportunity tracking, customer satisfaction and performance management are also included.

  • open CRM solution that is capable of sales generation, sales fulfillment, marketing and service activities to customers, suppliers, partners or intermediaries.
  • Web-based thus there is no need to deploy clients
  • Comparing against some other commercial CRM software, OpenCRX has to following extra capabilities including complex legal entities, invoice management, territory management, complex product catalog, complex contract management and complex pricing / discounting.

  • The software is continuously being improved.
  • The program covers the functions of customer management, sales force automation, customer support, campaign management, correspondence management, customer interaction and activity tracking, reporting and analytics and document management.
  • Translations are available for more than 20 languages

  • SourceTap’s Open Source CRM includes, apart from Sales Force Automation (SFA) modules, also marketing, campaign management, and customer service functions.
  • Includes modules for leads, accounts, contacts, opportunities, forecasts, activities, time management, products and territories.

  • Includes modules for accounting, contacts, activities, tasks and analytics
  • Developed with Microsoft VB Net, Asp Net and SQL server 2000

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Here you go, a list of top open source sales force automation (SFA) software for you to manage your sales and customers today!

About the author

Bob Lee

Hi! My name is Bob Lee and I’m a web developer / technical writer who specializes in developing and reviewing web applications. As an entrepreneur, blogger, developer, and tech enthusiast, I have been in this field for more than 10 years, and have been loving every minute of it.

4 Comments

  • I hope you’ve heard of http://www.worketc.com/CRM_Project_Management. I didn’t think it was possible to do everything in one app without requiring me to do programming. I’ve tried many open source software but only Worketc had the capability of integrating all my management tasks in a single platform. I didn’t have to switch from one software to another to track my sales leads, interact with my virtual team and do my accounting and payments. I used to be a sucker for open source, but now with Worketc, I never have to change platforms, thus saving me valuable time and money.

  • There are numerous low cost web-based Salesforce automation options available for purchase, which can then be customized to suit your individual needs. As a company, which specializes in small and medium business scale CRM implementations, Intelestream has found that a combination of open source software and customizations has yielded successful results. We have published a whitepaper for further in depth reading at Intelestream’s web page.

  • Well, I would prefer Vtiget than SugarCRM cos lots of featire is lacking in SugarCRM & most imp thing in Vtiger is not present is the Email management. The inbound email management.

  • One of the biggest reasons to go in for sales force automation software would be the fact that it is a high tech solution to taking care of your problems. Since everyone wants to be taken care of right away, it might make more sense to get something that can handle the high number of customers and ensure that their requests are served to in a timely manner.

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