Saelos CRM

Saelos CRM

Saelos CRM is an open-source customer relationship management platform focused on small and medium sized businesses. It offers features like contact management, lead tracking, opportunity pipeline, and sales analytics out of the box.

Saelos CRM: Open-Source Customer Relationship Management for Small & Medium Businesses

Saelos CRM offers contact management, lead tracking, opportunity pipeline, and sales analytics, all in an open-source platform designed for small and medium-sized businesses.

What is Saelos CRM?

Saelos CRM is an open-source, self-hosted customer relationship management (CRM) platform designed for small and medium-sized businesses. It provides a suite of tools to organize contacts, track leads, manage deals in the pipeline, analyze sales performance, and more.

Key features of Saelos CRM include:

  • Contact Management: Organize leads and customers with custom fields, tags, activities, notes, and more. Segment contacts for targeted campaigns.
  • Lead Tracking: Score and qualify leads to focus sales efforts on hot prospects. Set up lead assignment rules automatically.
  • Sales Pipeline: Visualize and manage the opportunity pipeline across stages. Forecast expected revenue over time.
  • Sales Analytics: Gain insights into sales performance with reports and dashboards for win rates, activity levels, revenue targets, and more.
  • Email Integration: Sync email conversations to relevant contacts, leads, and deals inside the CRM.
  • Custom Fields & Modules: Adapt the CRM to business workflows with custom fields, layouts, and modules.
  • GDPR Compliance: Data protection tools like data requests, encryption, and access control.
  • Mobile App: Android and iOS apps provide CRM access on-the-go.

As an open source platform, Saelos CRM is free to use and customizable by developers. It uses Node.js and MongoDB and can be self-hosted on premises or in the cloud.

Saelos CRM Features

Features

  1. Contact management
  2. Lead tracking
  3. Opportunity pipeline
  4. Sales analytics
  5. Open-source

Pricing

  • Open Source

Pros

Customizable and flexible

Affordable for small and medium-sized businesses

Extensive integration capabilities

Active community and development

Cons

Steep learning curve for non-technical users

Limited out-of-the-box functionality compared to enterprise-level CRMs

Requires self-hosting and IT maintenance

Official Links

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