Corteza CRM
A highly flexible, scalable CRM, that enables you to sell faster.
Corteza CRM
Corteza CRM is the most advanced open source Customer Relationship Management platform in the world. Feature rich, a cloud scalable architecture and entirely modular, Corteza CRM builds on the power of Corteza One and Corteza Low Code, allowing your organisation to create the CRM environment tailored to your context.
With Corteza CRM, handling customer, partner and supplier identities and building meaningful workflows around them has never been easier. Seamless integration with Corteza Messaging makes customer engagement and communications a pleasure.
Granular permissions allow you to effectively and securely manage all relationships in your organisation, both inside and outside the firewall.
Freedom and control over your critical customer data and exchanges is more complete and secure than ever with Corteza CRM.
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!
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
Download and use Corteza for free
Corteza CRM is part of the core technology of Corteza. Download Corteza for free and follow the simple instructions to set up your own digital work platform!