We Built a Free, Open-Source CRM Plugin for Mautic. Here's Why.

There's an irony in how most Mautic installations work today.

You chose Mautic to escape per-contact pricing. You run your own marketing automation - email campaigns, workflows, segmentation, lead scoring - on your terms. No $66,000/year HubSpot Marketing Hub bill. No surprise price hikes.

Then you need to track a deal. A sales pipeline. A follow-up task after a demo call. And suddenly you're logging into HubSpot CRM "free tier," or Salesforce, or Pipedrive, or a spreadsheet with 47 tabs.

Your marketing automation is open-source and self-hosted. Your sales pipeline lives in someone else's SaaS. The leads flow from Mautic into a vendor you were trying to avoid in the first place.

We built a plugin to fix that.

Introducing MautomicCrmBundle

MautomicCrmBundle is a CRM plugin for Mautic 7 that adds deal tracking, sales pipelines, tasks, notes, and a sales dashboard - directly inside your Mautic instance. No external tools. No SaaS subscriptions. No data leaving your server.

Install it in two minutes:

composer require mautomic/mautic-crm-bundle
php bin/console mautic:plugins:reload

That's it. You now have a CRM tab in Mautic's navigation with a dashboard, deals, pipelines, and tasks.

What's Inside

Sales Dashboard

KPI cards showing open deals, weighted forecast, win rate, average deal size, and sales cycle length. Pipeline funnel chart, revenue trends over time, at-risk deals, and recent activity - all filterable by pipeline.

This isn't a bolt-on reporting page. It's a working dashboard that updates in real time as deals move through your pipeline.

Pipelines and Stages

Configurable sales pipelines with ordered stages, probability percentages, and win/loss designations. The default pipeline ships with stages you'd expect (Qualification -> Proposal -> Negotiation -> Closed Won/Lost), but you can create any pipeline structure that matches your process.

The Kanban board view gives you drag-and-drop deal management across stages - similar to what you'd use in HubSpot or Pipedrive, but running on your server.

Deals

Deals link to Mautic contacts and companies. Track value, expected close date, pipeline stage, and custom fields. The deal detail page shows full history - every note, task, and stage change in one timeline.

Custom deal fields work the same way Mautic's contact custom fields do. Text, select, date, number - whatever your sales process needs.

Tasks and Task Queues

Create tasks with due dates, priorities, and user assignments. Task queues let you build structured workflows - sequences of tasks that guide reps through your sales process step by step.

Notes

Log calls, meetings, and general notes against deals. Every interaction is timestamped and attributed to a user.

REST API

Full CRUD API for deals, pipelines, tasks, task queues, notes, deal fields, and forecast data. Everything you can do in the UI, you can do via API. This matters if you're integrating with external tools, building custom reporting, or automating deal creation from Mautic form submissions.

Permissions

Role-based access control: view own, view all, edit own, edit all, create, delete - per entity type. Sales reps see their own deals. Managers see everything.

Why We Made This Free

There's a broader shift happening right now. SaaS prices went up 14.2% on average in 2025 - more than five times the rate of general inflation. Slack went up 20%. Salesforce's top tier hit $500/seat/month. 42 vendors raised prices without even announcing it.

At the same time, building software got dramatically cheaper. AI coding tools cut development costs by 50-70%. The breakeven on build-vs-buy shifted from years to months. 35% of enterprises have already replaced at least one SaaS tool with custom-built or open-source software.

Mautic is at the center of this. It's the most mature open-source marketing automation platform, with over 200,000 installations. People are actively migrating from HubSpot, ActiveCampaign, and Marketo - not because Mautic is trendy, but because the math changed.

But every Mautic user who needs deal tracking hits the same wall: Mautic doesn't have a CRM. So they end up right back in HubSpot's ecosystem. The "free" CRM tier is the gateway - you start tracking deals there, then Sales Hub at $100/seat/month "makes sense," and before you know it, you're paying more than you were before Mautic.

We think the CRM piece should be open-source too. The entire sales pipeline - from first website visit through closed deal - should be trackable in one system, on your server, under your control.

That's why MautomicCrmBundle is GPL-3.0. No premium tier. No feature gating. No "contact us for enterprise pricing."

The Technical Details

The plugin is built as a standard Mautic 7 bundle using Symfony conventions:

• Entities: Deal, Pipeline, Stage, Task, TaskQueue, Note, DealField, DealFieldValue - all with proper Doctrine ORM mappings and repositories
• Controllers: Standard Mautic CRUD controllers for the UI, plus full API controllers for every entity
• Frontend: Mautic's native template system with Chart.js for dashboard visualizations and a Kanban board for pipeline management
• Permissions: Integrated with Mautic's security system - same permission model, same admin UI

It follows Mautic's patterns closely. If you've built Mautic plugins before, the codebase will feel familiar. If you want to extend it, the development harness has everything you need - validation scripts, test infrastructure, and setup automation.

Requirements

• Mautic 7.0+
• PHP 8.2+

Mautic 7 is required because the plugin uses Symfony 6.4 features and Mautic 7's updated plugin architecture.

What's Next

This is version 1.0. It covers the core CRM workflow - pipelines, deals, tasks, notes, reporting. Here's what we're planning:

• Mautic campaign integration - trigger campaign actions based on deal stage changes (e.g., send a proposal email when a deal moves to "Proposal" stage)
• Contact timeline integration - show deal activity in the Mautic contact timeline
• Email tracking - link sent emails to deals automatically
• Import/export - bulk import deals from CSV, export to common formats
• Mautic Marketplace listing - once the Mautic 7 marketplace is ready

Contributions are welcome. The repo is at github.com/mautomic-com/mautic-crm-bundle.

Who This Is For

If you're running Mautic and currently tracking deals in a separate tool - HubSpot CRM, Pipedrive, a spreadsheet, or your head - this plugin gives you a way to do it all in one place. Your marketing data and your sales pipeline, in the same database, on the same server.

If you need something more complex - multi-tenant Mautic, high-volume email optimization, custom integrations - that's what we do at Mautomic. But for deal tracking, this plugin is the full solution, and it's free.