YetiForce Reviews & Pricing

by YetiForce Sp. z o.o. | Founded 2014, Warszawa, Poland

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What is YetiForce?

Industry Specialties: Serves all industries

YetiForce is a comprehensive CRM software designed to streamline business processes, making it particularly suitable for industries like sales, marketing, and customer service. It offers a robust suite of features including contact management, sales automation, and project management, which are essential for enhancing customer relationships and improving operational efficiency. Users appreciate its flexibility and customization options, allowing businesses to tailor the system to their specific needs. YetiForce stands out with its open-source nature, providing a cost-effective solution compared to proprietary systems. This adaptability makes it ideal for small to medium-sized enterprises seeking a scalable CRM solution. While pricing details are not explicitly provided, potential users are encouraged to contact SelectHub for a tailored quote. Overall, YetiForce is praised for its user-friendly interface and powerful functionality, making it a compelling choice for organizations aiming to optimize their customer management strategies.

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#337

YetiForce is ranked #337 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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YetiForce Pricing

Based on our most recent analysis, YetiForce pricing starts at $0 (Free, Open-Source).

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Starting From: $0
Pricing Model: Free, Open-Source
Free Trial: Yes, Request for Free

Training Resources

YetiForce is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for YetiForce:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

YetiForce Benefits and Insights

Why use YetiForce?

Key differentiators & advantages of YetiForce

Cost Efficiency: YetiForce is open-source, which means businesses can access its full range of features without incurring hefty licensing fees, making it a budget-friendly option for companies of all sizes.
Customization Flexibility: The software allows extensive customization, enabling businesses to tailor the CRM to their specific needs, ensuring that the system aligns perfectly with their operational processes.
Enhanced Collaboration: YetiForce facilitates seamless communication and collaboration among team members by providing shared access to customer data and project information, improving teamwork and productivity.
Data Security: With robust security measures, YetiForce ensures that sensitive customer information is protected, giving businesses peace of mind regarding data privacy and compliance.
Scalability: As businesses grow, YetiForce can scale with them, accommodating an increasing number of users and data without compromising performance or requiring significant system overhauls.
Comprehensive Reporting: The software offers advanced reporting tools that provide valuable insights into sales, customer interactions, and business performance, aiding in strategic decision-making.
Integration Capabilities: YetiForce can integrate with various third-party applications and services, allowing businesses to create a cohesive ecosystem that enhances operational efficiency.
User-Friendly Interface: The intuitive design of YetiForce makes it easy for users to navigate and utilize its features, reducing the learning curve and increasing user adoption rates.
Community Support: Being open-source, YetiForce benefits from a vibrant community of developers and users who contribute to its continuous improvement and provide support and resources.
Automation of Routine Tasks: YetiForce automates repetitive tasks such as data entry and follow-up reminders, freeing up time for employees to focus on more strategic activities.
Improved Customer Relationships: By centralizing customer information and interactions, YetiForce helps businesses build stronger relationships with their clients through personalized communication and service.
Real-Time Data Access: YetiForce provides real-time access to customer data and analytics, enabling businesses to respond quickly to market changes and customer needs.
Mobile Accessibility: With mobile access, YetiForce allows team members to manage customer relationships and tasks on-the-go, ensuring productivity is maintained outside the office.
Task Management Efficiency: The software streamlines task management by organizing and prioritizing tasks, helping teams meet deadlines and achieve project goals more effectively.
Reduced IT Dependency: YetiForce's user-friendly customization and configuration options reduce the need for constant IT support, empowering business users to make changes independently.

Industry Expertise

YetiForce is particularly well-suited for businesses that prioritize cost-effectiveness and customization, as it's a free, open-source CRM with a large and active community that contributes to its development. This makes it ideal for companies seeking a flexible and adaptable solution that can be tailored to their specific needs without the burden of expensive licenses.

Synopsis of User Ratings and Reviews

Based on an aggregate of YetiForce reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Ease of Use: Users have praised YetiForce for its user-friendly interface, making it easy to navigate and use for their daily tasks.
Comprehensive Features: YetiForce comes with a wide range of features, including contact management, lead management, sales pipelines, and marketing automation, catering to various business needs.
Customization: YetiForce allows for extensive customization, enabling businesses to tailor the software to their specific workflows and processes.
Affordability: YetiForce is an open-source CRM, making it a cost-effective solution for businesses of all sizes as it eliminates software licensing costs.

Cons

Documentation: Users report that documentation is lacking, making it difficult to learn the software's more advanced features and customizations.
Reporting Module: YetiForce has discontinued its built-in reporting module, requiring users to rely on third-party tools like Power BI or Excel for advanced reporting.
Updates: Users have noted that updates can be delayed and there is no automatic update functionality, potentially leaving users on older versions for extended periods.
Complexity for Beginners: While praised for its customizability, the wide array of features and tools can be overwhelming for new users who lack prior experience with CRM software.

Researcher's Summary:

Is YetiForce truly a force to be reckoned with in the realm of CRM? User reviews from the past year paint a largely positive picture of YetiForce, highlighting its exceptional value proposition as a free and open-source CRM solution. Users rave about its extensive customization options, allowing them to tailor the software to their specific business needs, such as creating custom modules for managing service contracts or integrating with third-party email marketing tools. This level of flexibility is a key differentiator for YetiForce, particularly for businesses with unique workflows or those seeking an alternative to costly proprietary CRM solutions.

However, some users have pointed out that this depth of customization can also be a double-edged sword. The learning curve for setting up and configuring YetiForce can be steep, especially for users without prior experience with CRM systems or open-source software. The lack of comprehensive documentation further exacerbates this issue, making it challenging for some users to fully leverage the platform's capabilities. Despite these drawbacks, the overwhelming sentiment among users is that YetiForce's strengths, particularly its affordability, customizability, and robust feature set, make it an incredibly compelling choice for businesses of all sizes, especially those comfortable with a bit of technical tinkering or willing to invest in training to unlock its full potential.

Key Features

Dashboard: Use a drag-and-drop dashboard to get a visual overview of various business aspects such as leads, tickets, calendar, history, time control, finances and more. Admins can also set user roles and permissions to maintain data privacy and accessibility.
Calendar: Plan and manage business activities in a color-coded calendar. Filter by event types, tasks, users, groups or modules for effective time and resource management. Assign tasks to individuals or groups. Use a shared calendar to avoid scheduling conflicts for shared tasks.
Companies and Contacts: Gather key information about contacts such as leads, accounts, partners and vendors. Assign contacts from an organization to accounts for efficient communication. Track competition for strategic planning.
Email Management: Send and receive emails directly from the system. Label and track emails from contacts, leads, accounts, vendors, partners, competitors and internal stakeholders. Manage separate mailboxes for customer and corporate support.
Sales: Manage sales processes and activities such as opportunities, price books, catalogs, quotes, sales orders along with sales and vendor inquiries. Automate sales processes with rule-based workflows and eliminate manual work. Track requirements, goals and results. Measure month-to-month sales performance at individual, team and organization levels.
Marketing: Manage multi-channel drip campaigns to engage, convert and retain customers. Leverage mass email and SMS services to enhance outreach. Integrate with social media to engage with customers actively.
Customer Portal: Get a dedicated customer portal to handle notifications, complaints, tickets and issues. Enable auto-responses and a content repository for frequently asked questions.
Project Management: Manage internal and external projects, including details like goals, activities, deadlines, resources and vendors, stakeholders, notes, documents and financials.
Accounting: Manage invoices, payments, transaction history and receipts. Integrate with leading banking and ERP systems to keep accounting and finances up to date.

Limitations

These limitations are current as of the writing of this review:

Native mobile apps are not available
Mobile web browsing has clunky navigation
Auto updates are not available
Requires additional resources for customization and implementation

Suite Support

YetiForce offers 24/7 community support to its users. In-house support experts can be reached via mail or phone during business hours. It offers support documentation in more than ten languages such as Bulgarian, German, Greek, English, French, Italian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish and Turkish.

Email: Users can reach support experts by emailing them at [email protected].

Phone: Support experts are available by phone at +48-884-999-998.

Training: Training is available through documentation and webinars.

Tickets: Users are requested to access support documentation to address queries. Alternatively, they can submit an issue to the software’s GitHub repository, or use the contact form on the website.