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Cover Image for Open Source CRM's (English 🇺🇲)
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Open Source CRM's (English 🇺🇲)

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​This is our English version of this event. Find the German one on Luma.

​Have you considered using open-source software as your CRM?

​The reasons could be many: you might be using spreadsheets to manage your customers. Maybe your SaaS is becoming too expensive, or you just want to have your data under control.

​Fact is: A functioning CRM is critical for business success, B2B and B2C alike.

​But many companies don't have open source alternatives to well-known products (like Salesforce, HubSpot, Zoho, Pipedrive, Monday) on the radar. Fact is: they are well established, and of course the code open and free.

​In this meetup I'll show those systmes, that we work with the most for our clients at Savio Media GmbH.

​Agenda:

  • ​Introductions: How do you use CRM's?

  • ​Overview: EspoCRM & Twenty CRM

  • ​Q&A

​Why Open Source CRM?

  • ​No licensing fees. They are free to download and deploy. But don't think it's free: Next to hosting and maintenance, you also need to implement your workflows, and that might need an expert like us at hand.

  • ​Customization: As the code is open, you can adapt it to your needs. Usually, licences allow adaptations; often they don't allow you to resell them or require certain licences.

  • ​Data Control: You own your data. You can export, import, and back it - you're not locked into a certain system.

​If you're curious about those alternatives to expensive SaaS, and you'd like to evaluate them for your business, I'll take you on a journey through the systems that our clients choose the most. And obviously, we'll give an overview of others.

​We'll have a look at the following systems:

  • ​EspoCRM Oleksii Avramenko started EspoCRM in 2011 as a free, open-source CRM platform designed to help organizations build and maintain strong customer relationships. It provides a wide range of tools to store, organize, and manage leads, contacts, sales opportunities, marketing campaigns, support cases, and more.

  • ​Twenty CRM Founded in 2023 by Charles Bochet, Thomas des Francois, and Félix Malfait through Y Combinator, Twenty is an open-source, AGPL‑licensed CRM built as a modern, developer-friendly alternative to Salesforce, emphasizing extensibility, community, and user-owned data.

  • ​OroCRM OroCRM – Created by the original Magento founders under Oro Inc., OroCRM is a Symfony‑based, open-source CRM first released in the mid-2010s, designed for B2B and multichannel commerce use cases with a strong marketing automation focus.

​There are many more systems that we can also discuss if it is reqeuested in time: odooCRM, SuiteCRM, KrayinCRM, CiviCRM, Atomic CRM, Monica CRM, and more...

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Presented by
Digital Ideas
B2B Marketing Consulting · Community Building · Website Development · Marketing Technology
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