UpiCRM
UpiCRM is an open-source customer relationship management system that helps small businesses organize contacts, track leads, manage accounts and opportunities. It has features for email marketing, calendars, reports and more.
opensource
crm
contact-management
lead-tracking
account-management
email-marketing
reporting
UpiCRM: Open-Source CRM for Small Businesses
UpiCRM is an open-source customer relationship management system that helps small businesses organize contacts, track leads, manage accounts and opportunities. It has features for email marketing, calendars, reports and more.
What is UpiCRM?
UpiCRM is an open-source customer relationship management (CRM) system designed for small and medium-sized businesses. It helps organize contacts, track leads, manage accounts and opportunities, and more.
Key features of UpiCRM include:
- Contact Management: Organize contact details for leads, customers, partners etc with customizable fields.
- Lead Management: Track leads through the sales funnel from first contact to closed deals.
- Account & Opportunity Management: Manage accounts, view account history and activity, log opportunities and sales pipelines.
- Email Integration & Marketing: Sync email, track emails sent, and create email marketing campaigns.
- Reporting & Dashboards: Generate reports on sales activity, lead status, account details etc. Customizable dashboards.
- Calendars: Shared calendar for the team to coordinate meetings, calls etc.
- Custom Fields & Modules: Add custom fields and modules to fit business requirements.
- Role-based Access Control: Control what users can see and do within the system.
- Open API: Integrate with other software through the open API.
- Mobile Access: Access UpiCRM on-the-go through the mobile apps.
UpiCRM is free, open-source, customizable and scalable. It works for small teams and growing businesses looking to better organize their customer data in one place.
UpiCRM Features
Features
- Contact management
- Lead tracking
- Account and opportunity management
- Email marketing
- Calendar integration
- Reporting and analytics
Pricing
- Open Source
Pros
Open-source and free to use
Customizable and scalable
Integrated email marketing
Comprehensive CRM features
Cons
Limited mobile functionality
Steep learning curve for non-technical users
Requires self-hosting or hosting on a third-party platform
Official Links
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