Yetiforce CRM Features

Yetiforce CRM

Open source CRM system

4.82/5 (50 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assignment Management
Billing & Invoicing
Budget Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Event Management
FAQ
Field Sales Management
File Sharing
Forecasting
Gantt/Timeline View
Help Desk Management
IT Asset Management
Idea Management
Interaction Tracking
Internal Chat Integration
Issue Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Multi-Channel Communication
Offline Access
Opportunity Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Project Management
Project Planning/Scheduling
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Real-Time Chat
Recurring Tasks
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Resource Management
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Service Level Agreement (SLA) Management
Social Media Integration
Source Tracking
Support Ticket Management
Support Ticket Tracking
Task Management
Task Progress Tracking
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Web Forms
Web-based Deployment
Workflow Configuration
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assignment Management
Billing & Invoicing
Budget Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Event Management
FAQ
Field Sales Management
File Sharing
Forecasting
Gantt/Timeline View
Help Desk Management
IT Asset Management
Idea Management
Interaction Tracking
Internal Chat Integration
Issue Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Multi-Channel Communication
Offline Access
Opportunity Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Project Management
Project Planning/Scheduling
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Real-Time Chat
Recurring Tasks
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Resource Management
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Service Level Agreement (SLA) Management
Social Media Integration
Source Tracking
Support Ticket Management
Support Ticket Tracking
Task Management
Task Progress Tracking
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Web Forms
Web-based Deployment
Workflow Configuration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assignment Management
Billing & Invoicing
Budget Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Event Management
FAQ
Field Sales Management
File Sharing
Forecasting
Gantt/Timeline View
Help Desk Management
IT Asset Management
Idea Management
Interaction Tracking
Internal Chat Integration
Issue Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Multi-Channel Communication
Offline Access
Opportunity Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Project Management
Project Planning/Scheduling
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Real-Time Chat
Recurring Tasks
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Resource Management
Role-Based Permissions
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Service Level Agreement (SLA) Management
Social Media Integration
Source Tracking
Support Ticket Management
Support Ticket Tracking
Task Management
Task Progress Tracking
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Web Forms
Web-based Deployment
Workflow Configuration
Workflow Management
XML / RSS
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Yetiforce CRM Feature Reviews

25 reviewers had the following to say about Yetiforce CRM's features:

gianluca p.

Real open source

2017-04-12

We ask a feedback for all our customers about their yetiforce experience and the result is always that the application is intuitive, fast and user friendly.

Pros

real open source, powerful, complete, customizable

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review our software.

Read more
Roberto L.

A very powerful and customizable platform

2017-04-18

Everything is customizable and you can add fields and particular views (filters, reports, relation tabs and widgets) very easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to make such a detailed review.

Read more
Mariusz F.

Great product, and for free! Great choice for any business!

2018-05-18

Full and quick access to customer data.

Pros

The system is quite easy to install and manage and it's very user friendly when properly configured.

Cons

Quite limited know-how resources like tutorials or manuals, no auto updates, some functionalities still need some work (eg. chat).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for your opinion and comments. We will definitely focus on creating more detailed documentation, manuals, and video tutorials for YetiForce.

Read more
Pawe W.

Splendid software with plenty of features, all very useful in your customer's service.

2018-05-22

Control over customer service process, following AM and helpdesk people tasks.

Pros

Offline installation, safe code, many many many features (you're good when you use 10% of them), nice responsive interface, e-mail integration, customization, ease of maintenance and backup.

Cons

Occasional problems with updates, some of the features sometimes suddenly disappear with the major version change (security reasons), could have been better documented.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for this amazing review, we appreciate all your comments. We're currently working on better documentation for our product.

Read more
ANDREI S.

BEST CRM SOLUTION EVER

2018-11-18

Good support, good soft!, Increase in Sales

Pros

One of the best solution out there, also very friendly staff, has all option plus you can do Api integration, has a nice notification system , a in house chat also, and anything you can imagine, taxes , pdfs , multi currencies, all type of invoices, and transport notes, basically you can integrate everything in it , a accountant software, some online stores, plus databases from social networks, and works as a charm too, support very fast, really guys try it , you won't regret :) have fun learning it as i do

Cons

Nothing, all good, i learn mostly all software in less than 24 h

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for this amazing review! We're very glad you find YetiForce useful and helpful in your company.

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Damian P.

YetiForce proves that decent business software doesn't have to be expensive

2019-01-31

So far YetiForce has been great.

Pros

When I first found YetiForce I wasn't sure how good a free CRM can be judging from my previous experience but I was pleasantly surprised.

Cons

I think an update notification would be a great addition, whenever a new update is available the admin could get a notification in the CRM. Another thing that could also use a notification system are emails, it would be great if YetiForce had sound notifications when an email is received.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to leave your amazing review! We're glad YetiForce surprised you.
We forwarded your comments about the notifications to the development team.

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Bojan F.

I've been looking for such a CRM for a long time

2018-11-27

Very young, dynamic, especially good TEAM. They know exactly what they want! On top

Pros

Each window has as so much data as the brain can handle and you do not feel that you have lost control.

Cons

Working with customers is changing every day and I can adapt quickly and easily to this

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for your amazing review!

Read more
Anonymous
(Mining & Metals company, 11-50 employees)

The intention is good - the result is disappointing

2019-08-24

Neutral to negative. Did not try to make more complex functions work as it consumed a lot of our time with the setup process.

Pros

The choice of functions available and the opportunity to log most of the activity in a single platform.

Cons

Then, simple functions like the email integration does not work and you start thinking again about whether it is a wise choice becoming dependent on this platform for all the activities in your operation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Rui S.

In my opinion, simply the best of the open-source alternatives I've seen

2017-03-13

Highly customizable with a very large and supportive community.

Pros

Very customizable and a out-of-the-box fully usable featured solution.

Cons

Some modules are complicated to understand, and some are very dependent on others. Customization must be done with caution and a lot of trial and error.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for comments. We hope that our new version 4.0. has fixed some of the compatibility issues.

Read more
Anonymous
(Wholesale company, 11-50 employees)

Yetiforce is a great solution for a self-hosted CRM

2018-11-30

An overall decent self-hosted solution for your CRM needs, definitely have an expert help with setup and configuration and/or do your research first.

Pros

There are a lot of features, a lot of options...and once setup to use, it's easy and easy to train your sales and marketing reps.

Cons

Initially, although the basic install is easy, the setup/configuration and learning how the flow works is daunting and a little confusing...you definitely want to checkout the documentation before delving in (unlike I did).

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review YetiForce.

Read more
David G.

Great and very Cost Effective

2018-11-09

Pros

This CRM is excellent.

Cons

There are no manuals, so there is some trial and error when it comes to learning to maneuver around the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for your review and comments. We appreciate your feedback.

Read more
Steven B.

Yetiforce was extremely easy to install and is leaps and bounds above other CRM solutions

2018-05-10

Relatively straightforward CRM editing.

Pros

YetiForce requirements and install was extremely straight forward and easy to get setup.

Cons

There are already a few versions available on GitHub so I wish there was a clear, concise way of adding this feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for your review! As far as your issue with portal is concerned, we're currently working on a new, more user-friendly and secure version of portal.

Read more
Jakub M.

Great alternative for paid CRMs

2019-05-30

It increased efficiency for accounting and project related processes, and saved us a significant amount of money.

Pros

It’s a free alternative to some very popular and very expensive CRMs everyone knows.

Cons

Sparse documentation seems to be the biggest issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Benjamin B.

An awesome CRM and its opensource and free !

2018-11-14

YetiForce works perfectly and I have never had any big issues. They seem to make it better and better with each new release.

Pros

The most complete CRM system with many built-in features.

Cons

I'd love to see a mobile app. But maybe it's better to work strictly from computer, helps to stay focused.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for your favorable review and comments. There is no mobile app for YetiForce indeed, but you can use it in your browser on any mobile device if needed.

Read more
Jakub N.

Low cost, support, right tools.

2017-09-25

Pros

Project management and product catalog I can find and use easily.

Cons

No training module. If you're starting from very beginning it would be much help to understand all further steps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review our software. We appreciate it.

Read more
Eugene Y.

Great service

2017-03-13

Github contacts fast and ready to react on all the problems.

Pros

UI

Cons

Bugs and slow interactions when there are a lot of users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you so much for reviewing our system. You might want to check out 4.0. We believe it runs much better. Basically we vamped it up so it runs well for 10000+ users

Read more
Markus D.

Few words of truth about Yetiforce

2017-03-14

I actively testing and spying of developers activities. Yetiforce is not only loaded with lots of extremely useful modules, but its code has been swept with all residue bad and unnecessary code produced by "older brother".

Pros

flexibility and well organized code

Cons

Should have some easy to manage webforms generator and robust flexible customer portal

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Yetiforce CRM

Convince other developers to start designing some additional modules.

Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for taking the time to review our system. We'e put a lot of energy towards coding and getting it work well and in a manner that will meet a diverse set of needs. We like your suggestions for improvement.

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Piotr W.

Customized CRM

2017-09-24

It keeps our document and information circulation much easier.

Pros

CRM is fully customised which makes it suitable for all our activites.

Cons

Each phase implementation is quite time-consuming and needs excessive testing, but we have faced no major issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for the favorable review.

Read more
Arkadiusz D.

Reliable, fast, free

2018-01-03

Pros

I used a couple of different CRM apps before, both free and paid but they were never enough.

Cons

I think that the documentation should be a little bit more detailed because sometimes I can not find needed information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review YetiForce

Read more
Chris S.

Yetiforce CRM - A superb newcomer that exceeds expectations, and continuously delivers and surprises

2017-03-08

I have been using Yetiforce for just over a year now and can honestly say it is the best Open Source CRM I have ever worked with.

Pros

Feature rich, easy to customize, ability to create your own modules, fast loading (no shaky screen transitions like my old vtiger used to do), superbly integrated with components such as Roundcube

Cons

Lack of documentation so it requires some technical ability to do customizations and setup some tasks

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review our system. We are working on better documentation.

Read more
Michiel G.

A Great step forward !

2017-03-07

When we found YetiForce, Leased.Computer and its brands was growing at a fast rate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you and much recognition should go to the community of developers that make it possible to create the best open CRM system.

Read more
Alonso E.

really good crm

2017-03-27

this is really amazing crm, what make better job on my company!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for sending us a review. From past experiences, your review may not be accepted by Capterra. If you can re-submit, then I kind ask that you consider a few examples of what you like. Here is link with guidelines. http://www.capterra.com/reviews/guidelines?lightbox=true

In the mean time, we appreciate the nice comments.

Read more
Luis C.

Excellent CRM Project

2017-04-28

We still are implementing this CRM. But Its very complete.

Pros

It would be the best CRM.

Cons

The documentation isn enough if we compare with others CRMs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for taking the time to review our software. We do offer paid support.

Read more
Valmir T.

Excellent CRM Software

2017-03-13

I've been using Yetiforce CRM for 1 year and its evolution is fast with new added features.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you for kind words. We've been working very hard.

Read more
Krzysztof K.

I found YetiForce a little bit over a year ago and decided to give it a try

2018-01-04

Flexible and user friendly CRM

Pros

The developer always surprises us with something great. For example the latest version brought a record preview functionality that I've been waiting for for a long time. It saves us a lot of time (and clicks) on a daily basis.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from YetiForce


Thank you very much for the positive review and the feedback on our development.

Read more