YetiForce CRM Platform

What is YetiForce CRM Platform?

YetiForce CRM Platform is an open-source business management system designed to handle sales, projects, support, HR, logistics, and finance in one unified workspace. The platform focuses on flexibility, deep configurability, and process automation, giving companies an alternative to rigid proprietary CRMs.
Its architecture includes more than 80 modules and over 90 configuration panels, allowing businesses to shape the system around their workflows instead of adapting to generic templates. YetiForce CRM Platform is used by organizations in manufacturing, services, IT, medical fields, logistics, and e-commerce.
The core idea behind YetiForce CRM Platform is simple: one system, many departments, zero data fragmentation. Instead of stitching together separate tools for sales, marketing, support, and operations, the platform centralizes your business logic and provides an open environment for integrations, extensions, and custom processes.
Companies can deploy it on their own servers for full control or use the official cloud hosting managed by YetiForce. With open-source transparency, scalable components, and enterprise-level features, it offers a strong balance between cost efficiency and customization.

---

What are the key features of YetiForce CRM Platform?

• Modular CRM & ERP Architecture
  Integrates sales, marketing, service desk, project management, HR, logistics, and finance modules, with the ability to enable or disable components based on business needs.

• Advanced Automation Tools
  Provides workflows, triggers, scheduled tasks, field automation, validation rules, and process chains to reduce manual work and maintain consistent operations.

• High Customizability
  Users can modify fields, views, permissions, record structures, workflows, dashboards, widgets, and even core module behavior without breaking the system.

• Comprehensive Support & Implementation
  Includes technical support, business analysis, implementation, training, and process mapping to help companies adopt the system smoothly.

• Cloud or Self-Hosted Deployment
  Supports fully managed cloud hosting or private on-premise installation with full data ownership and server-level access.

• Security & Permissions
  Fine-grained role hierarchy, profile permissions, record-level sharing rules, logs, audit trails, 2FA, and a strong focus on secure data handling.

• Integrations & Marketplace
  Offers connectors, modules, and add-ons plus an API for linking ERP, e-commerce, telephony, invoicing, payment systems, and external databases.

• Scalability for Growing Teams
  Designed to support thousands of users and large data volumes, suitable for small businesses and enterprise operations.

---

How can YetiForce CRM Platform be used in real scenarios?

• Sales Pipeline Optimization
  Tracks leads, opportunities, quotes, and contracts while automating follow-ups and improving sales forecasting.

• Customer Support & Ticketing
  Manages service requests, SLAs, ticket routing, knowledge bases, and communication history.

• Project & Task Management
  Handles milestones, workloads, time tracking, files, and cross-department collaboration within a unified workspace.

• HR and Employee Management
  Centralizes employee records, attendance, recruitment, permissions, and evaluation processes.

• Finance, Inventory & Logistics
  Keeps control of stock movements, orders, invoices, suppliers, warehouses, and procurement cycles.

• Marketing & Campaigns
  Organizes campaigns, newsletters, segmentation, and lead flows integrated with sales operations.

• Operational Automation
  Streamlines repetitive workflows such as document generation, renewal reminders, task creation, and multi-step approvals.

---

What are the main benefits of YetiForce CRM Platform?

YetiForce offers a rare combination of cost efficiency and enterprise-grade functionality. Its open-source nature eliminates licensing fees while preserving full scalability and configurability. Businesses gain control over data, deployment, and customization without being tied to a single vendor ecosystem.
The platform replaces multiple fragmented tools, reducing operational complexity and preventing data silos. Since it covers CRM, ERP, service desk, HR, and logistics, organizations can create a unified data environment that evolves with their processes.
Automation features help lower manual labor costs, reduce human error, and speed up routine tasks. With its security framework and detailed permissions, it’s suitable for sectors where access control and compliance matter.
Overall, the system provides strong value for companies looking for flexibility and long-term stability rather than packaged, restrictive software.

---

What is the user experience like with YetiForce CRM Platform?

The interface is designed around modular dashboards, customizable widgets, and configurable views that adapt to different roles—sales, support, HR, managers, and administrators. Users can manage complex data without feeling overloaded thanks to filters, advanced search, grouping, and clean record layouts.
Admin users gain full control over fields, workflows, permissions, and layouts without needing to modify core code.
For teams, the experience centers on working within a single environment where tasks, communication, files, and histories remain connected. This helps reduce context switching and improves cooperation between departments.
For developers and power users, the platform provides an open ecosystem where custom modules, logic, and integrations can be added with minimal constraints, making it suitable for businesses that need tailored solutions rather than one-size-fits-all templates.

Start your free trial