The 10 Best Customer Portal Open Source for Making Clients Happy

Customer Portal software Open Source has been a hot topic for the past few years. For all customers today, the ability to self-serve and the ability to access information from their device go hand in hand. That means customer portals must be responsively designed and mobile optimized.

The 10 Best Customer Portal Open Source for Making Clients Happy

Customer Portal software Open Source has been a hot topic for the past few years. With more and more people switching to online shopping, it's getting harder and harder to retain customers.

There are many tools out there that can help businesses with customer retention, but only a handful of them actually work.

In this blog post, we will show you 10 different customer portal software that can help your business attract new customers while retaining the ones they have!

What is an Open Source Customer Portal ?

An open source Customer Portal is a software whose 'source code' is made available to public users under an open-source license and can be freely used, modified, and redistributed by developers according to their needs.

For all customers today, the ability to self-serve and the ability to access information from their device go hand in hand. That means customer portals must be responsively designed and mobile optimized.

The idea behind it all is that if any developer has access to the code that makes up a program, this will make it more useful and less prone to errors in the long run.

The advantages of open source Customer Portal software

Open source Customer Portal software is very beneficial for businesses as they offer many advantages. These include:

  • Faster innovation and better quality of code, as more developers are contributing to the project.
  • The opportunity to get your hands on a multilingual Customer Portal that can be used by people from all around the world with no need to pay for expensive translation tools.
  • More opportunities to customize your Customer Portal if you need specific features that are not available out of the box.

1. SuiteCRM

SuiteCRM is a Customer Portal software that can turn any business into a CRM powerhouse. It includes Sales, Marketing and Service modules which makes it perfect for businesses of all sizes.

It's easy to install SuiteCRM on your server in less than an hour and start using it right away thanks to its user-friendly interface.

It also has a real-time dashboard which gives you the chance to get insights into things like pipeline metrics, open projects and cash flow.

Limitless modular  customizability and add-ons make it possible for you to use SuiteCRM for any kind of application, simple or complex.

The open source version is available on Windows, OS/X, Ubuntu, Android & iOS platforms while the Enterprise edition has a few more features such as multi-user support with all modules enabled and priority email support.

Features

  • User management and ownership groups.
  • Role-based access control policies for customizing data permissions.
  • Customizable workflows that can be configured to match your business needs.
  • Integration with third party services via API (e.g Google Analytics, MailChimp).
  • Support for third party integrations.

2. Odoo

Odoo is  another open-source Customer Portal software that you can use for both small and large businesses.

It has all the features of an open source system, but it goes beyond just tracking customer interactions.

It also includes modules for inventory management, manufacturing, sales forecasting & reporting among many others to help your business grow in no time.

A third party integration marketplace  makes it really easy for businesses to extend Odoo's functionality by installing any app that might be needed.

You can either opt for the open source community edition or purchase the enterprise version.

Features

  • Lead management, opportunity forecasting.
  • Accounting, sales & purchasing modules.
  • Manufacturing and warehouse capabilities.
  • Enterprise version has multi-tenancy and user management features.

3. Vtiger

Vtiger  is an enterprise-grade Customer Portal software that offers a cloud and open source version.

The Open Source Version allows you to host  it yourself or hire a team while the cloud version obviously looks promising as you get to use it without having to manage anything.

The cloud version also comes with a multilingual Customer Portal that you can use to communicate with your customers in any language they might speak.

If managing the open source version seems like too much, just go for the cloud one and enjoy all its features without having to worry about anything else. The possibilities are endless!

Features

  • Separate pricing plan.
  • Customer portal with multilingual support.
  • Contact management, lead tracking and email marketing tools (CRM).
  • Project coordination & collaboration features.

4. ConcourseSuite

ConcourseSuite is a simple and practical Customer Portal software that offers an open-source version as well.  

It is an open source Java based application with a standards-based plug in architecture that can scale to the largest enterprise, yet delivers ease of use and low cost required by small and medium businesses.

ConcourseSuite comprises several fully integrated modules including Sales, Marketing & Support for different business units within an organization. Developers can also add custom functionality through Java Portlet Architecture.

In case you want the latest version (which is the enhanced version of the community edition), you will have to opt for a trial or purchase the enterprise/cloud version.

Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Qualification
  • Project Management

5. EspoCRM

EspoCRM is the latest  Customer Portal software that you can use for your business. It is an open source Customer Portal software and it has one of the best user interfaces we have seen so far.

They are offering a free version as well as a paid cloud-based solution with some additional features like On Premise, Multi User Support & Priority Email support among others.

They have got  a detailed documentation – in case you want to try it yourself. Also, if you want to go with the cloud solution – you can always switch to on-premise anytime you want. I guess that makes it a bit more appealing!

Features

  • Automated Emails
  • Contact Management
  • Customer Success Dashboard
  • Task & Project Management with Gantt Charts.
  • Social Media Integration
  • Sales Forecasting

6. Axelor

Axelor is the compilation of all suites namely ERP, CRM and BPM. It is an open source Customer Portal software that comes with a ready-made Odoo Module for customer relationship management (CRM).

This platform offers the tools to manage your business whether it is small or large scale enterprises. This solution also provides fast access to real time data through any device such as Mobile, Tablet or Smartphone.

The best part is that it offers a flexible version as well – so you can always give it a try before going for the paid solution. Also, if your business grows and requires more features/functionalities - they have got some premium options available too!

Features

  • Mobile  access  for Android
  • Customer Relationship Management (CRM)
  • Contact Tracking & Profile Setting.
  • Real-time Dashboard with Charts and Data Analysis Tools.
  • Customizable Search Engine Optimization (SEO).

7. Corteza

Corteza is one of the best open source Customer Portal. Well, the primary aim of Crust CRM is to provide you a unified platform.

Crust CRM offers a community edition “Corteza” which is open-source in nature with all the latest features that you get with Crust CRM.  

It has been recently launched – so you can expect it to be compatible with a lot of services. You need to go through the technical documentation to set it up.

They have got some amazing plans available for medium and large scale enterprises too!

Features

  • Creates Scalable Websites
  • User friendly applications
  • Futuristic digital transformations
  • Enterprise-grade platform
  • Business process modelling.

8. X2CRM

X2CRM is aM online productivity tool that can help you in organizing and managing your business. It offers the latest Customer Portal software which has an excellent user interface!

It is indeed one of the best Customer Portal open source available out there – with features like predictive lead scoring to identify hot leads, automated workflows for efficient product sales & marketing campaigns and real-time analytics to make better business decisions.

You can also get training and support. It has a good responsive roadmap too with some great upcoming features like mobile-responsive design, data encryption & multi -level user access controls!

Features

  • On-premise and hosted options available
  • Customized and tailored for business process
  • Supports Direct Implementation
  • Simplified Administration
  • Impressive Integration

9. CiviCRM

CiviCRM is an open source Customer Portal software that you can use for your business. It is an open source Customer CRM and it has one of the best user interfaces we have seen so far.

They are offering a free version as well as a paid cloud-based solution with some additional features like On Premise, Multi User Support & Priority Email support among others.

If you are interested in more features – they have got some premium options as well. It is indeed one of the best open source Customer Portal software available out there!

Features

  • Integratable with WordPress, Drupal and Joomla
  • Easy to use & robust front end
  • Sales Forecasting by Quoting Tool
  • Completely Open Source

10. YetiForce

YetiForce is yet another open source Customer Portal that offers a free community version. Yetiforce has some great features like Gantt Charts to track the project progress and tasks, Project Report Generation with Data Analytics.

You can also install it directly via Softaculous. If you are not going to host it yourself, you can opt for the affordable hosting plans which supports unlimited users.

Features

  • Affordable  pricing
  • Cloud-based service & self-hosted options available
  • Support for both cloud and on premise hosting.

Conclusion

The Open Source Customer Portal Software list described above is a great starting point for companies looking to introduce Customer Portals.

This Open Source CRM software has been designed and built by experts with years of experience in the industry.

It provides your business with everything it needs to grow, from marketing tools that increase revenue generation opportunities to customisable dashboards & reporting functions that allow you to monitor business performance.

However, it is important to keep in mind that Open Source solutions do not come with the same level of support as commercial software would – so you need to be prepared for self-support or hire an expert consultant.