Overview
An open-source CRM system called Yetiforce assists businesses in managing meetings, calls, and events as well as contacts and business operations like sales, time management, projects, and more. The year it was founded was 2004, and its headquarters location is in Poland. YetiForce uses workflows to automate procedures to increase user productivity and lets users add whatever functionality their business or company requires. Users can also design graphs, tables, and charts to acquire important insight into how their businesses are performing. Yetiforce is entirely open source. It provides more than 100 user and admin modules that can be freely handled to tailor the system to business or company needs. Workflows that are automated help users be more productive and efficient.
About Yetiforce
Yetiforce is a multifunctional CRM programme that collects data on sales, marketing, projects, customer service, human resources, bookkeeping, and warehouses. Yetiforce has developed into a stand-alone project that is really open source, always free to use, and constantly improves in an effort to become the most sophisticated and functional CRM system. Yetiforce supports over 50 languages and dialects, including Bulgarian, German, English, French, Italian, Polish, Romanian, Russian, Spanish, and Turkish. Yetiforce software assists businesses in making the most of free, open-source CRM to cut expenses and boost efficiency throughout the entire communication structure. Each sort of organisation can succeed with the support of YetiForce CRM's comprehensive and cost-effective customer relationship management solutions. There are four types of pricing plans in Yetiforce, which are free, hosting & support, cloud + support, and 5h package. You can select any package based on your needs. Yetiforce provides a wide variety of widgets and as many extra features as any other CRM system. Additionally, tasks may be assigned to specific users or groups, and access to other users' planned tasks is enabled via a shared calendar. Leads are prospective clients, and if contact with a lead is fruitful, it may be transformed into an account. Every account may be linked to nearly any system module, and a single account can be managed by multiple staff members, which greatly improves efficiency and enables them to concentrate more on the needs of consumers. Right now, every module that comes standard with Yetiforce is free for everyone. Users may save money by deciding on Yetiforce not only on licence fees but also on modules that are not offered for free in other systems.
What Does Yetiforce Software Company Provide?
A variety of features are offered by Yetiforce CRM for enhanced client relationship management and help in customization to the needs of the company or business. Please review the list of features offered below.
- Dashboard
The dashboard can be customised with widgets and module summaries to display all the processes graphically. They facilitate your decision-making by delivering pertinent data analysis on a single screen. Infinite possibilities are made possible by the system's flexibility. You may choose which widgets are displayed to which people using the functions in the administrator's panel, but you can also build widgets with filters. Users may obtain the most important information and receive the most current data with just one click thanks to the sophisticated widget management platform.
- Calendar
All of your business activities are planned and managed using the Calendar module. It was especially built to live up to the highest standards of professionals. It has all the features required for efficient human resources management and time management. This module can be adjusted to the needs of the user with the help of the tools in the admin panel. There is a feature that enables entries to be coloured, making it simple to identify different event types, users, groups, or modules. Tasks and events are provided transparently on YetiForce's Calendar, which may be used to view the time as a month, week, or day.
- Companies and contacts
There are six modules making up this functionality, which are leads, accounts, partners, vendors, competition, and contacts, to collect important details about the people or businesses users work with. These modules should be the first to be filled out when you begin working with YetiForce because they represent one of the most fundamental and significant system functionalities.
- Mail
Users may send and receive emails right to the system using the built-in email module in YetiForce. This assures very high security and complete confidentiality for all of the emails. A user may view all of the emails connected to a record in the previews since emails can be readily associated with contacts, leads, accounts, partners, or competitors as well as to numerous processes and sub processes. The system also gives users the option to identify emails with specific colours, making it clear to them at a glance if they are private or business communications.
- Sales
There are nine modules that make up this functionality, which are opportunities, sales enquiries, sales requirements, calculations, quotes, sales orders, recurring sales orders, and vendor enquiries. A user can manage the entire sales process with the help of these modules. The process starts with an opportunity and can either conclude with success and conversion to a sales enquiry.
Pros
- The YetiForce CRM system is totally open source.
- The software provides more than 100 freely manageable user and admin modules that can be used to customise the system to meet business needs.
- Yetiforce provides a free trial for users.
- The programme offers documentation and webinars for training purposes.
- Yetiforce offers development in Windows.
- Yetiforce provides the following support options: email, knowledge base, help desk FAQs, and chat support.
- YetiForce CRM is an affordable software that is easy to use.
- YetiForce was rated as the best option despite the fact that there were more than 500 other CRM solutions available.
- Yetiforce offers support for the following languages: Bulgarian, German, English, French, Italian, Polish, Portuguese, Romanian, Russian, Spanish, and Turkish.
- Yetiforce assists businesses in making the greatest use of free, open-source CRM to cut expenses and boost efficiency across the department.
- YetiForce may now be utilised in large businesses and enterprises without having to worry about performance loss thanks to various upgrades and performance tests. More than 20,000 users can use the system at once.
- In Yetiforce, there is a function that lets users switch between mailboxes that is also available, making it easier for staff members to manage both their personal email and a corporate support mailbox.
Conclusion
YetiForce is an open source customer relationship management programme that serves large and midsize organisations from a variety of industries. Users can manage their interactions with both current and potential clients using the platform. The management of tasks and territories, email marketing, lead management and scoring, and internal chat integration are important aspects. Administrators can alter the dashboard in YetiForce to display modules like time management, calendars, tickets, and leads. Additionally, administrators have the ability to build custom widgets with filters and modify which widgets are visible to which users. A built-in email module in Yetiforce enables users to send and receive email instantly. You have the option of hosting YetiForce in the cloud or on your own premises. Support is available over the phone, via email, and online FAQs. So, if you're looking for a better CRM solution, yetiforce is the best choice.