Open-SourceAI-Native CRM for RevOps

Open-source CRM consulting services

We set up, migrate and support the CRM you host yourself. We earn no commission on anything we recommend, so our Odoo, Twenty and SuiteCRM assessment is not a pitch. Our goal is to tell you the exact platform you need to run revenue operations efficiently.

Talk to a CRM consultant See the twelve service lines

What an open-source CRM engagement covers

120+CRM projects delivered

45Published case studies

12+Years since 2014

4Delivery hubs

Our approach

Open-source CRM removes the license fee. But it does not remove the cost.

Teams pick a self-hosted CRM for control and cost, and the first year usually proves them right. The trouble arrives in year two. The server runs and the records are in it. Nobody owns the data model, the upgrade path, or the integrations added after go-live.

We consult on CRM and nothing else. Open-source CRM platforms like Odoo and Twenty are what we have excelled at for the past 12+ years. Our team utilises years of skills and the latest AI trends to design custom CRM solutions for your unique business requirements.

Platform-neutralAlways open-source when it fits.

Upgrade-testedSeamless custom modules testing.

Yours to keepThe database and the schema stay in your hands.

Our Global CRM Work

We have been working with clients from the USA, Europe, the Middle East, and various global markets. Our approach is product-agnostic and process-centric, enabling us to concentrate on the reasons for implementing CRM software rather than focusing on which specific CRM software to use.

Meet the team

Every engagement is led by senior consultant

Telling a client their platform choice is wrong takes someone who has been wrong before and fixed it. These four set that standard. Every engagement here is led by a senior consultant.

30+consultants and engineers

12 yrsaverage CRM tenure

5CRM platforms covered

Charud ThuteCEO and Founder

Jason LinkswilerStrategy Head, US

Atul KumthekarCTO

Jeremy JosephSales and Operations, US

Our services

Open-Source CRM Services for Enterprises

Few teams need all twelve, and many need four or five. The engagements that go wrong are usually the ones that skipped the first line and started at the second.

01Open-source CRM selectionCompare the self-hosted options against your process and who will maintain them.→02Open-source CRM implementationA build shaped around your sales and service process, not around the default modules.→03Data model designObjects, fields and relationships defined once, so reports do not disagree later.→04Migration to open sourceMove off a licensed CRM with the records, the history and the attachments intact.→05Migration off open sourceMove the other way when growth makes a licensed platform cost less to run.→06Custom module developmentExtensions built and tested against the next release.→07CRM integrationConnect the CRM to your ERP, accounting stack and website through documented APIs.→08Self-hosting and deploymentWe set up the server and backups, then hand over the runbook.→09Version upgrade planningA tested path from the version you run to the one you should be on.→10CRM data cleanupDuplicates merged, owners corrected and rules that stop the mess returning.→11Reporting and dashboardsPipeline and service reports built straight on the schema.→12Managed supportThe admin and developer hours a self-hosted CRM needs every month.→Already running an open-source CRM?Tell us which platform and which version, and we will scope what it takes to put it right.Send us the details

Open-source CRM and AI

As an official Claude partner, we connect self-hosted CRMs like Odoo to a LLM model through the API.

The AI question gets answered late, and usually badly. In Odoo, the AI app and its agents sit in the Enterprise edition. A community build has none of them. We say that up front, then attach what your team needs.

See our AI CRM consulting

Odoo's AI, where it exists

The AI app, Ask AI and agents, configured on the edition that has them.

Agents through the API

As a Claude partner, we connect a self-hosted CRM to a model through the model's API.

Schema before agents

AI on an undocumented schema guesses. We write the schema down first.

What's Included

What Open-Source CRM Consulting Covers

Every open-source CRM engagement can include the following:

Platform Fit Review

We review whether an open-source CRM actually fits your process and budget, before recommending one.

Setup & Configuration

We set up and configure the CRM around your sales and service process.

Data & Workflow Migration

We move your existing records and workflows into the new setup.

The honest fit check

When self-hosting is the right call, and when it is not

We work on five CRM platforms: Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow and open-source CRM. We take no margin on any of them, so our answer does not change with what you buy. Three situations come up most often:

Holding data that cannot leave your servers

Some client contracts, and some internal data-residency rules, will not accept a CRM you do not control. Self-hosting answers that directly. You still need someone to run the server and patch it, but the requirement settles the platform.

Usually the right call.

See the implementation service

Weighing license cost against running cost

Sometimes the seat fees are the biggest line in the budget, and self-hosting removes them. Sometimes hosting, upgrades and developer hours cost more than the seats did. We run that arithmetic against your headcount and your growth plan.

It depends on the numbers.

See the CRM selection service

Scaling past what your team can maintain

An open-source CRM with no owner is technical debt with a login page. Often the fix is a maintenance plan and one version upgrade. Sometimes it is a move to a licensed platform, and we will say so.

Sometimes the answer is no.

See the CRM audit service

Case study

Emaar Energy: the sales lifecycle, rebuilt on Odoo

Emaar Energy, a Middle East-based chemical engineering services company, needed its CRM operations reviewed from prospect onboarding to customer conversion. We built the sales lifecycle on Odoo CRM.

What the build included:

Lead capture through to opportunity tracking and conversion, configured in Odoo CRM against their sales workflow.
Automated follow-up reminders, lead scoring and status updates, reducing the manual work that came before.
Customised dashboards and reporting inside Odoo, giving the sales team real-time data on lead progression.
Role-based permissions and user access controls, so sensitive information stayed protected.

Results, as the published case study states them:

80%

of repetitive sales tasks automated in the new Odoo workflow

30%

increase in successful conversions reported after the Odoo CRM build

*Delivered as Vegacompass.

Read the full case study

published case studies

Browse all case studies

Why VegaCompass

Top 3 Benefits of Choosing Vegacompass for Open-Source CRM Consulting

What a CRM-only, platform-neutral team gets you:

Platform-Neutral by Design

We consult on five CRM platforms and sell none of them, including the open-source ones.

Process Decides the Platform

We recommend open-source CRM only when it actually fits your process and budget, not by default.

Full Lifecycle

We set up the full sales and service journey, not just a database of contacts.

FAQs

Choosing the platform is easy. Getting value from it needs experts.

It covers the advisory and technical work around a CRM you host yourself. That runs from deciding whether self-hosting fits your process, through the build and the migration, to keeping the system upgradable afterwards. Almost nobody buys just one of those.

Odoo is the one with a published Vegacompass case study. Beyond that we work from a shortlist matched to your process, not from a product we prefer. The platform that suits a ten-person sales team is rarely the one that suits sixty.

Both, and much of this work starts with a system someone else installed. We read the schema, the custom modules and the version you are on. Then we tell you what can be kept and what is holding the upgrade back. We rebuild the least we can get away with.

Sometimes. On a community edition the seat fee goes to zero, and four costs take its place: hosting, version upgrades, integrations, and someone who understands the data model. For a small team with a simple process and technical staff, it usually wins. For a large team without either, it usually does not.

Vegacompass is ISO/IEC 27001 Certified, SOC 2 Type II, GDPR Compliant and HIPAA Ready. On a platform we do not resell, those and the published Odoo case study are the credential.

We scope first and quote second, because cost follows scope. The assessment generally runs two weeks and is priced on its own. The build is then estimated against the diagnosis it produces. Nobody here will give you a number before we have seen what you are running.

Yes, and that is the point of the fit check above. Self-hosting suits a team with technical staff and a real reason to hold its own data. When your numbers say otherwise, we will tell you to buy the license instead.

You do, unless you ask us to. The handover includes the runbook, the credentials and the documented schema, so your team can run it without us. Managed support covers the monthly admin and developer time. Upgrade planning is scoped with you, against the path agreed before the build.