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YetiForce CRM

YetiForce CRM

Overview

What is YetiForce CRM?

YetiForce is an open source CRM software. It is a multichannel system that can be tailored to meet the needs of a company. It is equipped with over 100 user modules and 100 admin tools, however, it can also be…

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Recent Reviews

TrustRadius Insights

YetiForce is a versatile CRM tool that has been widely praised for its ability to enhance communication with clients and facilitate …
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Pricing

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YetiForce CRM

Free

On Premise

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://gitdeveloper.yetiforce.com/inde…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is YetiForce CRM?

YetiForce is an open source CRM software. It is a multichannel system that can be tailored to meet the needs of a company. It is equipped with over 100 user modules and 100 admin tools, however, it can also be integrated with third-party libraries to become an even more comprehensive solution, according to the vendor. YetiForce aims to be a free alternative to common paid CRM systems.

YetiForce CRM is free to download, use and modify for an unlimited number of users. The software vendor offers also additional and paid services, including CRM in the cloud. All products and services are available in the Marketplace that can be accessed directly from the vendor.

YetiForce CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data

Platform Features

  • Supported: Mobile access

YetiForce CRM Screenshots

Screenshot of DashboardScreenshot of MapScreenshot of MultiImageScreenshot of Screenshot of Screenshot of NotificationsScreenshot of Permission InspectorScreenshot of Switch UsersScreenshot of Awards

YetiForce CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo
Supported LanguagesEnglish, Polish, Bosnian, Chinese, Croatian, French, German, Greek, Italian, Portuguese, Romanian, Russian, Slovenian, Spanish
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Comparisons

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Reviews and Ratings

(1)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

YetiForce is a versatile CRM tool that has been widely praised for its ability to enhance communication with clients and facilitate comprehensive business analysis. Users have found the software to be innovative and helpful in promoting various tasks within the system, ultimately leading to positive effects on their overall business approach. One area where YetiForce excels is in marketing campaigns, as it enables users to improve visual aspects and customize functions according to their specific needs. Additionally, the software offers robust features such as measuring customer interactions, managing leads, tracking contacts and clients, and maintaining a complete client contact history for effective follow-up. It has been successfully implemented in small businesses as well as government administration offices, indicating high user acceptance across different sectors. Beyond CRM functionalities, YetiForce has proven valuable for project monitoring and optimizing costs. Users appreciate its features, fast display, automation capabilities, and customization options that allow the creation of automatic alerts and seamless communication with customers. Furthermore, YetiForce's integration into other systems and collaboration abilities make it a notable choice for organizations seeking a reliable CRM solution. While some users have encountered challenges during the setup process, many have experienced numerous benefits from using YetiForce, making it an excellent tool that surpasses other CRM platforms available in the market. Overall, users have had positive experiences with YetiForce and find it to be an amazing tool that improves work efficiency, provides control over customer service processes, and grants quick access to customer data. The software's customization options, regular bug fixes, and ongoing improvements contribute to users' satisfaction. Those who have used YetiForce for lead management, customer support, task management, and other business processes have recommended it to others due to its effectiveness in streamlining operations and increasing productivity. The free-to-use aspect of YetiForce is another advantage that users value. Although there are some minor issues like difficulties in customizing drop-down lists or navigating through aspects of the software interface, the overall consensus is that YetiForce is a highly capable CRM solution that has garnered significant user acceptance. As users eagerly await the next release, YetiForce remains their preferred choice for comprehensive client management and seamless business operations.

Versatile and Adaptable: Many users have found YetiForce CRM to be a versatile and adaptable tool that aligns well with their system and budget management strategies. They appreciate the ability to customize and modify the software according to their specific needs.

User-Friendly and Easy to Navigate: The ease of installation and absence of complications were praised by users, who found the system user-friendly and easy to navigate. This makes it convenient for users to quickly learn and utilize the features of YetiForce CRM.

Effective Project Management Tool: Users appreciate the ability to track milestones and monitor time and budget details from start to end, making YetiForce CRM an effective tool for project management processes. It provides a centralized system for managing projects, enhancing efficiency in planning, execution, and monitoring.

Cons:

  1. Complex CRM with Limited Instructions: Some users have found the amount of tools and integration in the CRM complex, especially for those without experience in this type of software. They suggest providing more comprehensive instructions to make it easier to navigate.
  2. Tricky User Interface: Several users mentioned that the application is tricky to use at first, making it harder for new users. It takes a while to get used to the interface and configure the CRM, which can be daunting and confusing.
  3. Lack of Integration and Mobile Support: Users have expressed disappointment over the lack of integration with Google Contacts and Calendar, as well as the absence of a portal module for clients. Additionally, some users feel that the UI design responsiveness could be improved for mobile phones and have suggested having a mobile version or app available.

Users commonly recommend trying out the demo first to see if YetiForce meets their needs. It allows them to assess the CRM features provided before committing to it.

Some reviewers suggest using something else if you are a small to medium-sized team without an IT department. They highlight potential challenges in implementing and managing the system without dedicated technical support.

Other users highly recommend YetiForce as a free CRM solution that offers all the necessary features. They mention the abundance of information available on GitHub, which can be leveraged to get started effectively.

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Michael Brennan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
YetiForce delivers a great and fully functional CRM solution - for free. It is fully customizable. Our company has been using it for the past year as our preferred CRM mainly for the outreach to potential clients. We are extremely satisfied and we are currently planning its deployment as the primary CRM solution company wide.
  • Detailed customization
  • Stability and speed
  • Customer support
  • Lack of documentation
  • No auto updates
  • Server requirements
YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Sales Force Automation (8)
86.25%
8.6
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
90%
9.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
75%
7.5
Lead management
80%
8.0
Email marketing
70%
7.0
CRM Project Management (3)
80%
8.0
Task management
90%
9.0
Billing and invoicing management
70%
7.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
80%
8.0
Pipeline visualization
70%
7.0
Customizable reports
80%
8.0
Customization (4)
90%
9.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
75%
7.5
Role-based user permissions
80%
8.0
Single sign-on capability
70%
7.0
Social CRM (1)
80%
8.0
Social data
80%
8.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
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