CRM and Customer Resource Management with Corteza

Designed from the ground up as a Salesforce alternative, Corteza has modern, open-source CRM platform capabilities designed to give organizations complete control, flexibility, and scalability in managing customer relationships. Built on the robust Corteza Low Code platform, Corteza CRM empowers businesses to create a tailored CRM environment that fits their unique needs-whether you’re a small business or a large enterprise.

With Corteza, you organization gets a feature-rich suite that streamlines sales processes and enhances productivity. The platform offers:

  • Customizable Dashboards: Instantly visualize key metrics and gain actionable insights with dashboards and interactive charts.

  • 360 Degree Management: View all customer interactions and history in one place, enabling stronger relationships and faster deal closures.

  • Sales Tools: Easily create sales forecasting, lead scoring, conversion metrics, and personalized quoting to boost your sales effectiveness.

  • Workflow Automation: Automate critical business processes with Corteza workflows, reducing manual effort and increasing efficiency.

  • Reports and Analytics: Generate detailed reports and analytics to support data-driven decision-making across your organization.

  • Tasks and Calendars: Stay organized with built-in tools for managing tasks, meetings, and calls.

  • Granular Security: Control user access and data privacy with robust, role-based permissions and multi-factor authentication.

Corteza’s modular architecture means you can easily fine-tune existing modules or add entirely new ones-no coding expertise required. The intuitive, block-based design ensures that even users new to Enterprise CRM systems can get started quickly.

As a 100% open-source solution, Corteza gives you full ownership of your data and the freedom to customize every aspect of your CRM. It integrates seamlessly with other business applications and supports industry-standard protocols, ensuring your CRM grows with your business.

Experience a CRM platform that puts you in control-secure, flexible, and free forever. Discover Corteza CRM and transform the way you manage customer relationships and grow with your business.