Manage customers

Problems it solves

• Customer details, deals and conversations sit in different tools and nobody has the full picture.
• Licence costs grow with every person you add, so you hesitate to give everyone access.
• Questions arrive by email, chat and social media and are hard to follow up in one place.
• You need to know where your data is stored and who can reach it, for example to meet GDPR obligations.

Services it can replace

Each row shows our relation records with their status and evidence. A service without a verified relation says so.

• Alternatives to Salesforce Sales Cloud
  • Twenty: Direct alternative, Verifiedevidence
  • EspoCRM: Direct alternative, Proposed
• Alternatives to HubSpot CRM
  • Twenty: Direct alternative, Verifiedevidence
  • EspoCRM: Direct alternative, Proposed
• Alternatives to Zendesk
  • Chatwoot: Direct alternative, Verifiedevidence
• Alternatives to Intercom
  • Chatwoot: Direct alternative, Verifiedevidence
  • Rocket.Chat: Partial alternative, Proposed

Components to combine

Open this need in the stack builder: it checks licence, hosting and maturity requirements per component before it ranks anything.

Starts from the example stack “Sales and customer support”. The example stack is not yet reviewed.

Limitations

• Twenty is licensed AGPL-3.0, a network copyleft licence: if you modify it and let people use it over a network, you must offer them the modified source code.

  From the project's record · Twenty · VerifiedSource

• Twenty is open core: according to its licence file, files marked as Enterprise are under a commercial licence and need a separate agreement.

  From the project's record · Twenty · VerifiedSource

• Chatwoot is recorded as open core: parts of the project are not under its open licence. Check which features you need before you plan.

  From the project's record · Chatwoot · VerifiedSource

• Moving existing history (contacts, deals, tickets or issues) is a project of its own. Map the fields and test an import before you switch.

  SIAX assessment

Running cost

Self-hosting is not free: servers, backups and your own time cost money. These figures are estimates; minimum resources come only from the project's own documentation.

• Chatwoot: minimum resources not yet assessed.
• Twenty: minimum resources not yet assessed.
• EspoCRM: minimum resources not yet assessed.
• listmonk: 1 vCPU, 1 GB RAM, 10 GB disk (Verified)

Likely savings

Open the savings calculator with this need's services and components filled in. Every amount you have not entered is 0 and marked as your input; list prices appear only with a source.