Empower Your CRM Team with Free Open Source Software
Horilla CRM offers all the features you would expect from your favorite Open Source CRM Software and much more.
What makes Horilla CRM Standout
-
Free of Cost
Horilla is the only comprehensive HR software solution that's absolutely free.
-
Open-source
Horilla is open-source. You get to call shots. Use it however you see fit.
-
Host Yourself
Horilla is yours, forever. Host it wherever you like — local or live server.
All the modules you'll ever need in one software.
-
Comprehensive Overview at a Glance
The predefined dashboard provides a quick snapshot of key CRM metrics — total leads, contacts, opportunities, and accounts — allowing users to instantly assess business performance without navigating multiple pages.
-
Visual Insights for Better Decisionsn
Interactive charts and graphs (like funnels, bar charts, and pie charts) make it easy to identify trends in leads, opportunities, and campaigns, helping teams focus on high-performing sources and areas needing attention.
-
Personalized and Configurable Experience
This is the default dashboard shown when users haven’t selected their own. However, users can fully customize and set their preferred dashboard as default — ensuring every user starts their day with the most relevant data for their role.
-
Centralized Lead Management
Manage all your potential customers in one place with a clear view of every lead’s key details — including name, contact info, source, industry, and revenue. This helps sales teams prioritize and follow up effectively.
-
Seamless Lead Conversion
Convert qualified leads into active business opportunities in just one click. Upon conversion, the system automatically creates a corresponding Account, Contact, and Opportunity, ensuring a smooth transition through the sales pipeline.
-
Smart Controls and Quick Actions
Sort, filter, and search leads effortlessly, and take instant actions like editing, assigning, or deleting leads directly from the list. This streamlined interface helps sales teams move faster from prospecting to closing deals.
-
All Campaigns in One Place
View and manage all marketing campaigns — including type, owner, status, expected revenue, and budget cost — in a single, easy-to-navigate table that keeps your sales and marketing teams aligned.
-
Seamless Lead Association
Easily add leads to campaigns to track how each marketing effort contributes to lead generation and conversion. This integration helps your team measure campaign effectiveness and identify the most impactful sources for new business.
-
Efficient Campaign Control
Quickly update, analyze, or delete campaigns using the built-in action buttons. The system supports multiple campaign types such as Email, Event, Social Media, and more, providing full visibility from planning to completion.
-
Complete Opportunity Tracking
Manage all sales opportunities in one place — from initial prospecting to deal closure. View essential details such as opportunity name, amount, close date, stage, type, and campaign source to monitor progress and forecast revenue effectively.
-
Connected Sales Workflow
Each opportunity is linked to its respective lead, contact, and campaign, providing a clear view of the sales pipeline. Users can update stages, analyze performance, and identify high-value deals directly from the list for faster decision-making.
-
Configurable Forecasts
Forecast types and targets can be added from the Settings section, enabling businesses to define and customize forecast categories such as revenue, quantity, or performance metrics based on company objectives.
-
Comprehensive Forecast Views
Each tab represents a unique forecast type, showing detailed insights by time period (month, quarter, etc.). Users can analyze progress, track goals, and identify performance trends across teams or individuals.
-
Performance Comparison & Analysis
Compare forecasted vs. actual results for different forecast types to measure accuracy, identify shortfalls, and refine future projections for improved sales planning and strategy.
-
Comprehensive Account Management
View and manage all business accounts in one place, with clear visibility into account name, type, owner, source, and annual revenue for effective tracking and segmentation.
-
Quick Access & Actions
Instantly edit, view, or delete accounts using inline action buttons. The searchable, sortable columns and bulk selection features make navigation and updates effortless.
-
Integrated Relationship Overview
Each account connects seamlessly with related contacts, leads, and opportunities, giving a complete picture of every business relationship and its contribution to revenue.
-
Centralized Contact Directory
Maintain a complete list of all customer and business contacts with key details such as job title, email, phone number, birth date, and source — all accessible from one organized interface.
-
Smart Management & Quick Actions
Edit, view, or remove contacts directly from the list using intuitive action icons. Sort, search, or filter contact data effortlessly to find and manage records in seconds.
-
Linked to Accounts & Opportunities
Each contact is seamlessly connected to its respective account and sales opportunities, ensuring a unified view of customer relationships and enhancing follow-up efficiency.
-
Organized Report Management
Create and manage reports for any module — such as Leads, Opportunities, or Campaigns — and neatly organize them into folders for easy access.
-
Customizable Report Builder
Add or remove columns, group data, and apply filters to generate meaningful insights tailored to your needs.
-
Detailed & Pivot Views
View both detailed and summarized data through intuitive tables, helping you track performance and source-based metrics effectively.
-
Comprehensive Visualization from Reports
Dashboards allow users to add any chart created from reports, enabling a clear visual representation of business data. Components like bar charts, line graphs, and KPIs can be added to present key insights at a glance.
-
Folder and Default Dashboard Management
Dashboards are organized into folders, similar to reports, allowing better categorization across different models (Lead, Opportunity, etc.). Users can set any dashboard as the default, making it the first view upon accessing the dashboard module.
-
Customizable Layout and Reordering of Components
Multiple components can be added within a dashboard, such as charts and tables.Users can easily reorder these components to customize the layout according to their preference for better data visibility and workflow efficiency.
-
Comprehensive Activity Management
The calendar allows users to add and manage multiple types of activities such as meetings, tasks, events, and user unavailability. Each activity type is visually differentiated, helping users easily identify and organize their schedules.
-
Customizable Calendar Preferences
Users can configure calendar preferences to display only selected activity types. The “Display This Only” option helps focus on specific events or tasks for better clarity and productivity.
-
Color Coding and Visibility Control
The module supports color-coded categorization for different activities, making it easier to distinguish between events. Users can personalize color preferences to suit their visual workflow and highlight important schedules.
-
Centralized Activity Management
The Activities module allows users to create, view, and manage all types of activities such as meetings, calls, and follow-ups from one place.
-
Auto-Sync Across Components
Any activity created in other modules like Leads, Opportunities, or Customers is automatically displayed here, providing a unified view of all engagements.
-
Quick Access and Control
Users can easily edit or delete existing activities, filter by type or status, and manage their schedule efficiently from this single interface.
We will guide you every step of the way
Frequently Asked Questions
Does Horilla CRM support email integration?
_Yes. Users can integrate their email accounts to sync conversations, send messages directly from the CRM, and maintain complete communication history in each record.
How does Horilla CRM handle customer communication?
+Every interaction—emails, calls, notes, activities, and tasks—is logged and visible in the customer’s timeline. This helps teams stay updated and provide a consistent experience.
Can multiple teams use Horilla CRM simultaneously?
+Yes. Horilla CRM supports role-based access and custom permissions so sales, support, marketing, and management teams can collaborate without exposing sensitive information.
Is data import/export available in Horilla CRM?
+Yes. You can import data from spreadsheets or other systems. Data can be exported in Excel, CSV, or PDF formats. If multiple modules are selected, the export is delivered as a ZIP file.
Does Horilla CRM include activity and task management?
+Yes. Users can schedule meetings, calls, tasks, and reminders. All activities are linked to contacts, leads, or deals to maintain proper tracking.
Does Horilla CRM provide analytics and reports?
+Yes. The system offers dashboards, charts, and detailed reports covering sales performance, lead sources, pipeline stages, and deal conversion metrics.
Is the CRM mobile-friendly?
+Yes. Horilla CRM provides a responsive interface that works smoothly on laptops, tablets, and smartphones, allowing your sales team to manage their work on the go.
How secure is the customer data in Horilla CRM?
+Horilla CRM uses secure authentication, access control, encrypted data handling, and audit logs to protect customer information.
Can Horilla CRM integrate with marketing or support tools?
+Yes. Horilla CRM supports integration with email platforms, marketing systems, HRMS, ERP, and third-party applications through APIs.
Is training available for new users?
+Yes. Horilla provides documentation and support resources to help new users quickly understand and use the CRM.
