openCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, sales fulfillment, marketing, enterprise-wide coordination of sales generation and service activities to customers, partners, suppliers or intermediaries:
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 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. openCRX also features an LDAP Server.
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.
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).
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.
What are the benefits of openCRX?
True Open Source
openCRX is open source CRM software packed with enterprise-class features like role-based security, system-wide/pervasive audit-trail, true platform independence, virtually unlimited scalability, and much more - in addition to the openCRX source code you also get all the UML models and the full Javadoc (everything published with a truly open and OSI-certified BSD style license)
Professional CRM suite — limitless relationship management
powerful and comprehensive best-of-breed features for sales, service, marketing, contact center, and issue management; multi-entity enabled with multi-language and multi-currency support for players in a global market (» read more or take a tour)
Deployment-free client — simply connect with your browser
no need to deploy proprietary clients throughout your organization, openCRX works with any recent version of IE, Opera, Mozilla, Firefox, Safari, etc. - try our demo
Easy to integrate and highly interoperable
easy integration with your existing applications (ERP, IVR, CTI, ...) is the best protection for your previous investments and openCRX supports all common technologies like RMI, CORBA, JMS, and JCA; openCRX also includes smart front-ends for typical add-ons like document management, inventory tracking, facility management, etc.
from a single-user environment on a laptop to enterprise-class globally distributed systems with tens of thousands of concurrent users - openCRX is designed to fit your needs
Extremely low operations and maintenance costs
open standards, low complexity, highest quality, designed for true 24x7 availability - if you think that hosted/on-demand CRM is a cost-effective solution, think again!
Platform-independent and vendor-neutral
openCRX runs on any platform with Tomcat or a J2EE-compliant AppServer (e.g. JBoss, Sun Java System Application Server, BEA WebLogic or IBM WebSphere) and one of the major database management systems (e.g. HSQLDB, MySQL, PostgreSQL, MS SQL, Oracle, or IBM DB2).
Easy to customize
XML-based customization, straight-forward, fast, and flexible (including multi-language features)
Easy to extend
write your own workflows or develop your own extensions - it's an easy task thanks to openCRX's component-based architecture and open standards like J2EE, MDA, etc.
What's New in This Release: [ read full changelog ]
· Wizards which make the user interface more intuitive to use
· User-defineable forms
· Migration from JPOX to OpenJPA for database schema generation
· Support for Apache OpenEJB
· Improved performance
· Fixed bugs