Patronus

Patronus

Patronus is an open-source customer relationship management (CRM) platform focused on small businesses. It provides tools to manage contacts, track interactions, capture leads, and automate marketing campaigns.

Patronus: Open-Source CRM for Small Businesses

Patronus is an open-source customer relationship management (CRM) platform focused on small businesses. It provides tools to manage contacts, track interactions, capture leads, and automate marketing campaigns.

What is Patronus?

Patronus is an open-source customer relationship management (CRM) platform designed for small businesses. It provides a suite of tools to help manage contacts, interactions, leads, and marketing campaigns.

Key features of Patronus CRM include:

  • Contact Management - Store all customer and prospect information in one place. Track contact details, interactions, notes, and documents.
  • Lead Tracking - Capture website and email leads. Score and route them to the right sales reps.
  • Interaction Logging - Log all calls, emails, meetings, and other touchpoints with contacts.
  • Task Management - Create and assign follow-up tasks to ensure nothing falls through the cracks.
  • Campaign Automation - Send targeted emails, notifications, and reminders based on customer behavior and activity.
  • Reporting & Dashboards - Gain insights into deal pipelines, lead sources, campaign results, and agent productivity.

As an open-source platform, Patronus offers a free CRM option for small teams. Developers can also extend functionality with the open API. It runs on common web stacks like LAMP.

Patronus Features

Features

  1. Contact management
  2. Lead tracking
  3. Interaction history
  4. Marketing automation
  5. Reporting and analytics
  6. Customizable workflows
  7. Mobile app

Pricing

  • Open Source

Pros

Open-source and free to use

Tailored for small businesses

Intuitive and user-friendly interface

Integrates with various third-party tools

Continuously updated and improved

Cons

Limited functionality compared to enterprise-level CRMs

Requires self-hosting or hosting on a third-party platform

May have a steeper learning curve for non-technical users

Limited customer support options

Official Links

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