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!
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
Are you looking for alternatives to Corteza CRM? Please see our top picks. In this article, we provide the list of some Corteza CRM alternatives that will work on Windows and other platforms.
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