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Corteza CRM

Corteza CRM is an advanced Free and Open Source Customer Relationship Management platform. Feature rich, a cloud scalable architecture and entirely modular, Corteza CRM allows any organisation to create the CRM environment tailored to their context. Created by Corteza

Free Open Source
Web

Corteza CRM is an advanced Free and Open Source Customer Relationship Management platform. Feature rich, a cloud scalable architecture and entirely modular, Corteza CRM builds on the power of Corteza One and Corteza Low Code, allowing a organisation to create the CRM environment tailored to their context.

Main features:
* Easy to use: The intuitive block-based design makes Corteza CRM simple to use, including for people that haven’t worked with a CRM before.
* 360 degree overview: Corteza CRM provides you with a complete overview of your customers. All relevant customer information is visible in one place, allowing you to close deals faster and detect new opportunities.
* Flexible : Corteza CRM is built on the Corteza Low Code platform and is extremely flexible. Fine tuning or adding complete new modules is fast and easy.
* Unlimited workflows: Create unlimited workflows with the Corteza CRM automation rule editor. Streamline and automate your most critical tasks and increase the efficiency of your business.
* Advanced Reporting: Create beautiful charts and custom filtered lists to obtain key insights that help you to control your business.
* Secure: The code, your data and your confidential information is always under your control with Corteza CRM and only accessible to those approved to do so. Your data is yours forever!... More Info »

Complete list of Corteza CRM features:
* Leads module
* Accounts module
* Contacts module
* Opportunities module
* Quotes module
* Products module
* Price books module
* Campaigns module
* Case Management module
* Contracts module
* Events module
* Tasks module
* Notes module
* Email sending
* Notifications
* Social Media integration
* Module builder
* Pages & Dashboards builder
* Chart builder
* Automation / workflows
* Module user permissions
* Field user permissions
* Team Messaging
* Responsive design
* REST API
* Webhooks
* Online documentation
* Community forum
* Self hosted
* 100% Free and Open Source

Links to official Corteza CRM sites

Official Website Twitter GitHub

Features

Ad-free Api Business Dashboards Charts Integration with CRMs Email automation File management Multiple languages Opportunity Tracking Sales Management Task Automation Team messaging Workflow Workflow Automation Add a feature

Categories

Business & Commerce Development File Management Office & Productivity

Tags

accounting accounts automation automation-tool case-management case-management-software collaboration-software crm-ondemand crm-online crm-software crm-solution crm-system email-marketing lead-management marketing marketing-campaigns online-crm open-source-crm open-source-projects opportunity-management productivity-tool sales sales-crm sales-force team-chat unified-work-space

Corteza CRM was added by lennyhorstink in Jun 2019 and the latest update was made in Jun 2020. The list of alternatives was updated Jun 2020. It's possible to update the information on Corteza CRM or report it as discontinued, duplicated or spam.

MORE APP INFO Official website

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