ValCRM

ValCRM

ValCRM is an open-source customer relationship management (CRM) software designed for small and medium-sized businesses. It provides features for managing contacts, accounts, leads, opportunities, activities, and more to optimize sales processes.
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crm sales customers open-source

ValCRM: Open-Source CRM for Small & Medium Businesses

ValCRM offers a range of features to manage contacts, accounts, leads, opportunities, activities, and more, optimizing sales processes for small and medium-sized businesses.

What is ValCRM?

ValCRM is an open-source customer relationship management (CRM) software application designed specifically for small and medium-sized businesses. It provides a suite of features to help manage key customer and sales data in one centralized location.

Key features of ValCRM include:

  • Contact Management: Organize contact details for leads and customers including name, company, email, phone, address, and custom fields.
  • Account Management: Track companies and link multiple contacts to accounts.
  • Lead Management: Score, qualify, and track leads through the sales funnel.
  • Opportunity Tracking: Manage deals and sales opportunities through customizable pipeline stages.
  • Activity Tracking: Log calls, emails, meetings, and tasks to keep track of customer interactions.
  • Reporting and Dashboards: Analyze sales metrics and track KPIs with visual reports and dashboards.
  • Email Integration: Sync emails from third-party clients like Gmail and Outlook.
  • Custom Fields & Layouts: Customize data fields and interface layouts for an optimized CRM.
  • Role-based Access Control: Assign restricted access settings across teams.
  • Third-party Integrations: Connect with marketing, support, and financial tools.

With its user-friendly interface, secure cloud hosting options, mobile access, and affordable pricing, ValCRM is a CRM platform designed to help small businesses effectively manage critical sales and customer data.

ValCRM Features

Features

  1. Contact Management
  2. Lead Management
  3. Opportunity Tracking
  4. Activity Management
  5. Reporting and Dashboards
  6. Email Integration
  7. Calendar
  8. Mobile Access

Pricing

  • Open Source

Pros

Open source and free

User friendly interface

Customizable

Integrates with other apps

Good for small businesses

Cons

Limited features compared to paid CRMs

May require technical skills for setup/customization

Lacks some advanced CRM functionality


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