CRM for B2B sales teams

A pipeline your reps will actually update.

Leads come in from the site, referrals and outbound. A rep qualifies on the first call, sends a proposal, and most deals go a round on price before they close. That is the standard funnel, and the standard six stages fit it. The point here is what sits around the stages: the fields you report on and the nudge when a deal goes quiet.

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What the copilot builds for you

• Pipeline stages: Lead → Qualified → Proposal → Negotiation → Won → Lost
• Fields you track: Deal amount · Expected close date · Lead source (website, referral, outbound)
• Follow-up rule: No activity on a deal for 14 days: create a follow-up task for the rep who owns it.
• Saved view: Stale deals, sorted by days since the last touch.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.

Say it in your own words

We sell to other businesses. Leads come from the website, referrals and outbound. A rep qualifies, sends a proposal, we negotiate, we win or lose. Nudge the rep if a deal sits two weeks.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

• CRM for SaaS and software companies
• CRM for consulting and professional services firms
• CRM for marketing and creative agencies
• CRM for recruiting and staffing agencies
• CRM for commercial real estate brokers
• CRM for construction contractors
• CRM for wholesale distributors
• CRM for equipment dealers
• CRM for manufacturer's representatives
• CRM for field and technical service companies
• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy