Open Source CRM Tools

2030-02-04T10:03:00.000-08:00

Open Source CRM Tools: Screenshots. Descriptions. Reviews.

Best Commercial CRM Tools

Ardexus MODE – Ardexus, Inc.
C2 CRM – Clear Technologies, Inc.
CMS/Oncontact V – Oncontact Software Corporation
Goldmine – FrontRange Solutions, Inc.
Maximizer Enterprise – Maximizer Software Inc.
Microsoft CRM – Microsoft Corporation
NetSuite CRM – NetSuite, Inc.
Powertrak – Axonom, Inc.
Relavis CRM – Relavis Corporation
RightNow CRM – RightNow Technologies, Inc.
Sage CRM 100/200 – Sage Software
Sage SalesLogix – Sage Software
Salesforce.com – Salesforce.com
Salesplace – Interchange Solutions
SalesPage CRM – SalesPage Technologies, LLC
Siebel CRM OnDemand – Oracle/Siebel Systems, Inc.
StayinFront CRM – StayinFront, Inc.

Tustena CRM

2008-02-04T09:39:00.000-08:00

Description:

Tustena CRM is an Enterprise-Class Customer Relationship Management server written in C# for the .NET platform with many advanced features like Companies/Leads/Contacts Manager, Calendaring, Groupware, Email Marketing, Reporting, Orders, Catalogs, etc.
Every version of TUSTENA CRM is a complete, easy-to-use and an affordable solution designed to help you . The maximum from a CRM in three different solutions: the "OnDemand", the "Business" and the "open source" (that includes the complete source codes, and an increasing community of programmers that provide support of a retail product.)

Features:

Available 24 / 7
No installations nor maintenance is necessary
Always up-to-date
Full "First Class" technical support
Automatic backups

Reviews:

Screenshots:

Site:

http://www.tustena.com/crm

SourceTap CRM

2008-02-03T10:11:00.000-08:00

Description:

SourceTap's CRM application is a highly flexible Sales Force Automation (SFA) tool that meets both the needs of sales managers and the sales rep.
In addition to standard SFA functionality such as lead, account and opportunity management, Sales Management provides a powerful sales management system to improve a sales organization's productivity, allowing management to plan ahead of economic changes in order to effectively manage any market condition.
It provides sales reps the capability to develop accurate forecasts, seamlessly share information across sales teams, and configure products and services to meet the unique needs of each customer. Its simple user interface is designed to improve sales rep productivity, yet support best practices across the entire sales organization.

Features:

Improve forecast accuracy - The sales pipeline is continually updated in real time so that everyone in your organization is provided with a clear view, allowing resources to be focused accordingly.
Close more deals - Sales process visibility enables each member of your sales team to know precisely what the other teammates are working on, allowing them to collaborate to transform prospects into profitable customers.
Shorten and standardize unique sales cycles - Because different channels require different sales processes, Sales Manager allows an unlimited number of unique sales methodologies or sales process to be created. Teams, both inside and outside your organization can effectively work together to close accounts by scheduling events, assigning tasks, coordinating meetings, flagging new opportunities, and updating client files on every account.
Enable collaborative and consistent customer management - Real-time, secure access to detailed account data enables you and your channel partners to collaborate with sales, customer service & support, and marketing personnel. With instant access to all communication, including email, notes, calls, resolutions, and more, you can collectively manage customer relationships across your entire extended enterprise.
Recognize "big picture" market trends - With SourceTap's flexible reporting system, it's easy to review and analyze sales data, both current and historical, allowing sales management to spot changes in customer behavior or shifts in key market indicators. Armed with a comprehensive contextual view of both past and current events, your sales organization can respond to evolving customer needs and economic conditions.

Reviews:

Screenshots:

Site:

http://sourcetapcrm.sourceforge.net

hipergate CRM

2008-01-26T10:59:00.000-08:00

Description:

The most complete Open Source Java CRM + GroupWare suite including: sales automation, customer service, intranet, email marketing, content management, bug tracker, project manager, groupware, webmail, calendar, forums, file sharing and directory.

Features:

Functional Modules included in the base distribution:

Collaborative tools and Groupware Module

Private and/or shared calendar and diary.
Discussion forums, open or moderated.
Frequently Asked Questions manager.
Employees directory.
Reservation of shared resources (rooms, equipement).

Contact Management Module

Clients, Suppliers, Competitors and Partners.
Personal and group contacts.
Multiple addresses per contact.
Local offices management and separate storage for each one.
Sales Pipeline Management (Bussiness oportunities)
Different kinds of distributions lists.
Import from Windows Address Book (Outlook Express)
Import from data files (text, Excel).

Project Management and Support Issues Tracking Module

Hierarchic projects tree.
Pending tasks tracking.
Issues control.
SLA and maintenance contracts.

eShop Module

Multiple product catalogs.
Unlimited hierarchy of products.
Custom attributes per product.
Stock management, with multiple warehouses.
Order and Invoice management.
Modular and extensible Payment Processing.

Content Management Module

e-mail templates.
website templates.
Electronic forms.
Web based outgoing fax.
Can include rich media (video, flash).
Categorized contents management.
portlets library for content dynamic presentation.

Massive Email Module

Multiple e-mail management addressed to distribution lists.
Message reception statistics.

Coporate Library

100% web based virtual disk.
Role based security for all files.
Can read and index OLE documents properties.
Shared bookmarks.
Bookmarks Import/Export.

Common features to all modules:

Roles based security

Multiple isolated security domains.
Unlimited users and groups.
Predefined groups for rapid application rollout.
Security can be implemented in a company and/or departament basis.
Can be integrated with a LDAP directory.

Hierarchic data management

Geographic thesaurus.
Lexical thesaurus.
Object categorization.

Queries and Reports

Rapid query wizard (forms based).
Excel export.
Online reports in HTML format.
All reports can be sent via e-mail.

Job Scheduler

Process queue management.
Background multi-thread executor.

Reviews:

Screenshots:

Site:

http://www.hipergate.org

SugarCRM

2008-01-26T10:37:00.000-08:00

Description:

A complete CRM system for businesses of all sizes. Core CRM functionality includes sales force automation, marketing campaigns, support cases, project mgmt, calendaring and more. Built in PHP, supports MySQL and SQL Server.

Features:

Account Mgmt
Backup and Recovery
Banner Tracking
Books
Bug Tracking
Calendaring
Case Mgmt
Collaboration
Contact Mgmt
Contributions
Cool Gadgets
Email
Email Marketing
Expense Controls
Forecasting
HR Mgmt
Implementation Svcs
Installation
Integration
Knowledge Mgmt
Language Packs
Lead Mgmt
List Mgmt
Migration
Mobile
Opportunity Mgmt
Order Mgmt
Portal
Project Mgmt
Quotes and Products
Reporting
Sales Compensation Mgmt
Sales Performance Optimization
Security
System Admin
Task Mgmt
Telephony Integration
Themes
Training
Web Self-Service
Workflow

Reviews:

Screenshots:

Site:

http://www.sugarforge.org

vtiger CRM

2008-01-26T05:05:00.000-08:00

Description:

vtiger CRM is an enterprise-ready Open Source CRM software mainly for small and medium businesses. vtiger CRM is built over proven, fast, and reliable LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies and other open source projects.
vtiger CRM leverages the benefits of Open Source software and adds more value to the end-users by providing many enterprise features, such as Sales force Automation , customer support & service , marketing automation, inventory management, multiple database support, security management, product customization, calendaring, E-mail integration, add-ons, and others.
vtiger CRM software installation is very simple as all the necessary software, such as Apache, MySQL, and PHP are integrated and executables are made available both for Windows and Linux (RedHat, Debian, SuSe, Fedora, and Mandrake) operating systems in SourceForge.net. You need not concern too much about setting up database, Web server, and other software.
vtiger CRM also provides, enterprise grade business productivity enhancement add-ons, Customer Portal , Outlook Plug-in for Microsoft Outlook users, Office Plug-in for Microsoft Word users, and Thunderbird Extension for Thunderbird mail users. All these add-ons are part of the vtiger CRM Open Source project in SourceForge.net

Features:

Sales Force Automation
Customer Support & Service
Marketing Automation
Lead Management
Trouble Tickets
Campaign Management
Account & Contact Management
Knowledge Base
Mass Mailing
Opportunity Management
Customer Self Service
E-mail Templates
Sales Quotes
Online Knowledge Base
Mail Merge Templates
Inventory Management
Activity Management
Productivity Add-ons
Products Catalog
To Dos
Meetings & Calls
Email Client
Price Books
Recurring Events
Outlook Plug-in
Vendor Management
Shared Calendar
Office Plug-in
Purchase Orders
Activity History
Thunderbird Extension
Sales Orders
E-mail Notifications
Customer Portal
Invoices
Notes
RSS Feeds
Reports & Dashboards
Product Customization
Security Management
Key Metrics
Custom Fields (10 different data objects)
User Management
Customizable Reports
Pick Lists
Profiles
20 Pre-built Reports
Custom List Views
Roles
20 Pre-built Dashboardsc
Drag & Drop Modules
Groups
Report Folders
Currency customization
Organization-level Access Control

Reviews:

1. vtiger CRM project provides an easy to install, industrial-strength, business-ready open source CRM. It provides rich UI, reports, multiple database-type support,sales-management,inventory-management,etc. Demo available.

Screenshots:

Site:

http://www.vtiger.com

Cite CRM

2008-01-26T04:26:00.000-08:00

Description:

Cite CRM is an Open Source PHP/MySQL Customer Relations Management System written for the Computer Repair Industry. Cite CRM is a complete CRM with everything a mobile computer repair company would need.

Features:

PDF invoicing
Access to source Code
Contract and non Contract customers
Support Call tracking
Custom invoicing
Campaign Tracking
Bar Code Support
Workflow Management
Auto Billing for Contract Customers
Credit Card Billing

Reviews:

Screenshots:

Site:

http://www.citecrm.com

XRMS

2008-01-26T04:04:00.000-08:00

Description:

XRMS is a web-based application for managing business entities such as employees, customers, contacts, activities with those contacts, etc.
XRMS generally falls into the category of application known as Customer Relationship Management (CRM), Sales Force Automation (SFA), with aspects of Business Intelligence (BI). Basically, if your company needs to manage relationships with your customers and business partners, XRMS should be able to fulfill your needs.

Features:

Manage information about client Companies;
Keep information about Contacts within a Company;
Track relationships between Contacts and/or Companies;
Initiate and manage marketing Campaigns;
Initiate and manage Cases, Opportunities and Activities related to Companies and Contacts;
Upload and attach files to Companies, Contacts, Activities, Campaigns or Cases;
Implement and use workflows and business processes for supporting customers;
Generate activity reports for tracking pipeline statistics ;
Integrate with your phone, email, website, and other critical systems; and
Customize and administer the environment.

Reviews:

1.XRMS CRM is an extensible Customer Relationship Management (CRM) system that enables your organization to successfully become customer-focused.

2.XRMS is a fully-integrated suite of web-based tools for Customer Relationship Management (CRM), Sales Force Automation (SFA), and Business Intelligence (BI) tools.

3.Use it to integrate and manage your sales, service, and marketing data in a single information store. XRMS has the enterprise capabilities to become a single system of record for storing activities, files, and other interaction data with your customers, employees, partners, and prospects. And, it is easily extensible to support your own processes and procedures for interacting with and supporting your customers.

4.The most advanced open source customer relationship management (CRM), Sales Force Automation (SFA) suite: also features business intelligence (BI) tools, Computer Telephony Integration (CTI), and advanced plugin architecture. PHP/ADOdb/LAMP

Screenshots:

Site:

http://xrms.sourceforge.net

SellWin

2008-01-25T12:39:00.000-08:00

Description:

SellWin is an open source CRM Sales application that is ready for your enterprise.
SellWin is built upon a multi-tier component architecture using the latest Java technology. Since SellWin is open source, you can custom tailor every aspect of the application to suit your unique sales process.
SellWin comes completely functional with contact management, activity scheduling, data synchronization, administration dialogs, quote generation, quote-to-order conversion, and many other features.
SellWin includes two user interfaces currently: a J2ME Wireless User interface that enables users to retrieve data via their phone or other J2ME capable device and a full-featured Swing client.

Features:

Users can access SellWin data on their phone or PDA device
Users can see who is logged on and chat online with them
Users can manage key information about any number of sales opportunities.
Key sales activities can be tracked for an opportunity.
Alarm notification alerts users to special events related to a sales opportunity.
Allows automatic configuration and quoting of products or services.
Users can submit an order to a back-end system by converting an existing quote.
An order's status can be easily tracked.
Sales forecasts can be entered for any reporting period.
Forecasts can be consolidated and viewed by management.
Any number of sales contacts (e.g. managers, users, client, prospects) can be created and associated with an opportunity.
Allows for the graphical tracking of an opportunity through a multi-stage sales process.
Allows users to work remotely, disconnected from their corporate server and then synchronize their work when connected.
All of a user's data can be downloaded to their laptop.
Users are associated with a user group.
User groups can be defined to represent a sales group or team.
Allows for the creation and updating of customer information separate from the creation of an opportunity.
Allows the GUI user to view screen labels in multiple languages.
Help text for each screen is presented in HTML format.
Companies can customize the help text using HTML.

Reviews:

Screenshots:

Site:

http://sellwincrm.sourceforge.net

openCRX

2008-01-25T12:12:00.001-08:00

Description:

openCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries

Features:

Groupware
openCRX features lots of groupware functionality enabling users to manage e-mails and calendars (shared and/or private ones). Calender information is available in a variety of formats including CalDAV, ICS/iCal, and FreeBusy so that users manage their calendars with their preffered calendar client. E-mails are accessible with any IMAP-enabled E-mail client. With the seamlessly integrated XWiki users can easily manage and share documents and other information. openCRX also features an LDAP Server.
Account Management
openCRX's account management provides a true 360° view of customers across contracts, activities, products, and status. Account management enables your employees to build tighter, more profitable relationships by understanding the status of each account.
Product and Price Management
In addition to managing products, prices and price lists in multiple currencies, you can build complex products based on simple products. openCRX supports the whole range of advanced product structuring, e.g. product bundling and design of product offerings based on multiple product bundles. Extremely flexible pricing rules, which you can add/modify at run-time, allow you to implement any desired pricing algorithm.
Sales Pipeline
openCRX allows your team to focus on profitable deals and close them faster by sharing consistent sales information, tracking deal progress, and recording all deal-related interactions. In combination with openCRX's activity management you can customize your own sales processes. The sales pipeline gives marketing professionals the tools to manage prospects and existing customers. You can integrate the openCRX sales pipeline at any stage with your existing ERP application to provide your sales force with relevant real-time data like warehouse information, shipping status, etc.
Advanced Activity Management and Issue Tracking
Coordinate workflow in large projects, track and monitor all project-related incidents and activities, group and structure your activities with activity trackers, stay in control with advanced time-tracking and real-time reports - or simply use openCRX as a very sophisticated bug tracker (» read more). openCRX v1.12 will include a fully fledged CalDAV server.
Tools and Administration
openCRX administrators can customize the openCRX application to fit unique business demands, from adding/removing attributes or changing the screen layout to designing advanced activity processes to enhance the information flow within your organization. Advanced access control allows you to share information or restrict access based on user profile, role or team. Finally, extend openCRX with additional business modules with the openCRX wizards, reports and workflow capabilities.
Read more ...

Reviews:

1. Professional CRM suite — limitless relationship management powerful and comprehensive best-of-breed features for sales, service, marketing, contact center, and analytics; multi-language and multi-currency for players in a global market...

2. openCRX is a professional CRM solution, deployable to all major platforms. openCRX is multi-entity enabled, scalable, a real enterprise-class CRM-solution - new: Groupware Server with CalDAV, Wiki.

Screenshots:

Site:

http://www.opencrx.org

Daffodil CRM

2008-01-18T11:19:00.001-08:00

Description:

Daffodil CRM is an Commercial Open Source Customer Relationship Management software that helps enterprise businesses to manage customer relationships in a highly efficient and organized way. In today's cut-throat competitive market, it is essential to build and sustain intimate relationship with customers, while keeping costs low, but delivering results better than ever before. Daffodil CRM software is a feature-rich solution that seamlessly integrates all the aspects of customer life cycle from identifying business opportunities to sustaining existing customers. With Daffodil CRM software, you can automate everyday tasks, catch mission-critical & time-sensitive issues and stay on top of big opportunities.
Because of the high cost required to market and sell CRM CRM software, only a few CRM software vendors have succeeded in the proprietary CRM arena. An Open Source CRM software built on a business model that is much more flexible and cost-effective and marketed by the community is the need of the hour. Businesses are starting to appreciate the advantages of running an Open Source based CRM solution when compared to the cost of hosting or renting a CRM application.
With a servlet enabled server and a JVM, Daffodil CRM will be up and running in a few minutes - installation is that easy and features abound. Daffodil CRM's unique features like integrated email campaigns, customizable views, powerful filtering and automatic mail attachment facility will help businesses manage leads that drive successful, profitable and long term customer relationships. With One$DB - an Open Source database - as its back-end, Daffodil CRM software users can even make changes in One$DB codes to suit your varied business needs

Features:

Campaign facility

Customizable Views

Applying Quick Filters

Automatic Mail Attachment

View summary of latest interaction

Efficient leads management

Track lead history & Recent Action/Interaction

User friendly interface

Availability of a built-in database

Data integrity and security

Company backed project

Supports B2B and B2C functions

Screenshots:

Site:

http://crm.daffodilsw.com