CRM
From SME Guide
CiviCRM
CiviCRM is the first open source and freely downloadable constituent relationship management solution. CiviCRM is web-based, open source, internationalized, and designed specifically to meet the needs of advocacy, non-profit and non-governmental groups. Integration with both Drupal and Joomla! content management systems gives you the tools to connect, communicate and activate your supporters and constituents. It includes modules for online fundraising and donor management, events and participants tracking, personalized email blasts and newsletter.
CentraView
CentraView is a leading Open Source Centralized Business Management (CBM) solution that delivers an ideal combination of Contact Management, Salesforce Automation (SFA), and Customer Relationship Management (CRM) functionality and much more, all through a standard web browser. CentraView is much more than just CRM or SFA. We offer a comprehensive business management suite that reduces the need to purchase many different software applications that don't talk to one another. Ultimately we provide you with that all important "Centralized View" of all your customer information. Among the features:
- Enterprise quality contact management
- A Web email client that works with POP and IMAP, and automatically relates all emails with customer records
- Group calendaring
- Activity tracking and reporting
- Centralized file management
- Marketing functions including mass emailing through a mail merge utility
- Sales force automation including comprehensive opportunity tracking and proposal creation
- Project tracking with unlimited tasks and sub-tasks, milestones, alerts and emails, and time and expense tracking
- Web ticketing entered via email and the customer and employee portals
- Frequently Asked Questions (FAQ) and Knowledge Base (KB) systems
- Accounting views for relating order, invoice, expense and other information with customer records
- Human resource module for expense form and time sheet submission and more
- Synchronization with MS Outlook, Outlook Express, Palm, Pocket PC, and Blackberry through the CompanionLink conduit. Synchronizes all contacts, calendar items, activities, and notes.
- A customer portal that may be configured to meet your branding strategy
- A configurable interface that is easily editable via style sheets.
- An online help system
- Administrative modules to configure the software for your specific requirements
CREAM
http://www.campware.org/en/camp/cream_news/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/cream
Cream is a multilingual customer relationship management (CRM) system for media organizations that features powerful modules for sales automation, customer service, subscription management, incoming and outgoing email, template-based HTML newsletters, and a WYSIWYG editor.
Highlights of Cream feature set:
- Receive e-mail functionality (text and HTML)
- Sending HTML emails
- Editing HTML emails with a WYSIWYG HTML editor
- Newsletter subscriptions for anonymous users
- External HTML forms for newsletter subcriptions and unsubscriptions
- Sending HTML newsletters
- Editing HTML newsletters with WYSIWYG HTML editor
- Powerful filter for sending newsletters to either newsletter subscribers or all customers based on type, category, product, or campaign
- Import of products and customers
- 'Communication' and 'Sales' tabs in user interface
- Completely localizable user interface
- Localizations to Dutch, German, Spanish, Russian, Ukrainian and Serbian languages
- Home page with shortcut and summary links
- Help page with FAQ, Support and Forum links
- The application now also works on Windows
EGS
http://www.enterprisegroupwaresystem.org/
Enterprise Groupware System is a fully Open Source web-based CRM & business system released under the GPL. Among the functionalities:
- Manage accounts, leads and customers
- Track sales opportunities and pipelines
- Organise your activities
- Plan campaigns
- Manage projects, tasks and resources
- Track hours and resources for project usage
- Complete time sheets
- Organise your customer support and emails
Hipergate
http://www.hipergate.org/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/hipergate FLOSSMETRICS quality evaluation: http://melquiades.flossmetrics.org/projects/hipergate/quality
hipergate is an open source web based application suite. Its mission is to cover a full range of technical requirements in any organization. All applications are addresses from Internet Explorer, without needing any other additional software in the client computer. This suite is multi-company capable, and can be used in a single company, a corporate group or working as an ASP solution capable of serving an unlimited quantity of single customers. It provides a Collaborative tools and Groupware Module, a contact management module, project management, eCommerce, content management, massive email handling and corporate library.
LoopFuse
LoopFuse is the enterprise-grade marketing and sales automation suite offering organizations the ability to generate leads from their website, score and route leads, marketing campaign capabilities, full web analytics support, and full CRM integration with most major vendors. LoopFuse also offers the capability to measure ROI within marketing and sales department initiatives.
- LoopFuse Web Analytics component allows organizations to better tune their websites to increase message response with accurate statistics covering a wide-range of metrics. Our integrated lead generation platform, enables you to generate increased demand for your products and services, providing a continuous flow of qualified leads to your sales team. Automated lead generation allows marketing organizations to have a measurable process that can be adjusted in order to maximize sales results.
- The LoopFuse marketing campaign manager gives marketing organizations complete control over all marketing initiatives, including: email marketing, internet marketing, and traditional/print marketing. Our innovative ability to tie these marketing initiatives in to your CRM information and web analytics, means that marketing organizations can now calculate the exact ROI value for all their campaign initiatives, be it a banner ad, email campaign, or even a highway billboard.
- LoopFuse OneView stores all demographic, product interest, viewing habits data in your dedicated database, so you can segment the data by this information and queue them for further nurturing, export to a CRM, or export in a raw format.
- OneView's CRM Integration feature, allows organizations to automate the process of routing segmented (or all) potential leads to your sales professionals. LoopFuse can export as much, or as little information as a marketing organization would like, providing sales professionals with all the information they need on a qualified prospect.
- Once you have segmented your leads, qualified, or even routed them to your sales professionals, OneView allows marketing organizations to have a bird's eye view of how a potential lead has progressed through you marketing and sales funnel, and valuable historic/demographic data that will increase the "Lead Intelligence" factor for your sales professionals.
- Automated Lead Scoring allows you to perform automated scoring of all leads and organizations in your database. The lead scoring process is automated, allowing you to create Lead Scoring Rules, that are executed on a frequency basis.
OpenCRX
http://www.opencrx.org/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/opencrx
A complete and powerful CRM system. It provides: Account/Contact Mgmt, management of complex legal entities, leads/opportunities, quotes, sales orders, invoices, territory management, product catalogs, multiple pricing and discounting, task management, collaborative sales support, customer service and support (incident/case management, contract management, collaborative service support, FAQ, effort tracking and billing), alerts, document management.
OpenEMM
http://www.openemm.org FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/openemm
OpenEMM is a feature-rich, industrial-strength enterprise software for professional e-mail newsletters and e-mail marketing. Moreover, OpenEMM lets you send event and time triggered transaction e-mails. OpenEMM is the first open source application for e-mail marketing. The OpenEMM code base has been developed since 1999 and is used (as part of the commercial ASP product E-Marketing Manager) by companies like BenQ, CA, IBM, Siemens, Deutsche Telekom, Tiscali, etc. It features target groups, integrated HTML editor, complete reporting and statistics functionalities.
SugarCRM
http://www.sugarforge.org/content/open-source/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/sugarcrm FLOSSMETRICS quality evaluation: http://melquiades.flossmetrics.org/projects/sugarcrm/quality
SugarCRM is the most widely used open source CRM system; with a strong developer community and a large number of ancillary projects hosted in the SugarForce, the development site managed by the main developers. SugarCRM features the following functions to help streamline your business:
- Account, Contact, Opportunity and Lead Management: Manage the important details about your valuable accounts including organisational contacts, outstanding activities, leads and opportunities.
- Sales activity management: Management of important sales activities, including sales calls, meetings, tasks and recording of notes and email related to the account, opportunity or lead.
- Dashboard: The Dashboard provides a single-view of the important statistics about sales performance including Pipeline by sales stage, Pipeline by month, Opportunity by outcome, and opportunity by sales stage.
- Case Management and Bug Tracking: Optional Case and Bug Management functions to ensure customers are being looked after, and to provide critical information about the customers' situation.
- Customisable user interface: SugarCRM can be customised in-place by an end user without the involvement of expensive external consultants. Its easy to add new or remove fields, change the contents of dropdown lists and modify what function tabs are visible, either per user or for the entire organisation.
vTiger
http://www.vtiger.com/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/vtigercrm FLOSSMETRICS quality evaluation: http://melquiades.flossmetrics.org/projects/vtigercrm/quality
A complete CRM system, providing lead and opportunity management, activity and reporting subsystems, dashboards, integration with Microsoft Outlook and Mozilla Thunderbird, easy product customization, campaign management. It also integrates Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using vtiger CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application.
XRMS
A complete and customizable web-based CRM system. Among the features:
- Customer Management: Contains a very complete set of fields for tracking Companies, their Contacts, and a wide variety of information about them.
- Sales Force Automation: Provides extensive support for tracking Opportunities and Leads through the selling cycle. Allows configurable sales processes and supports different processes depending on the opportunity type.
- Customer Support: XRMS uses Cases to track client support issues. Cases are completely configurable and can be associated with workflows and role assignments.
- Campaign Management: Campaigns are marketing-related activities, such as direct mailings or conferences, and are directed towards generating leads. XRMS provides basic campaign management functionality for tracking leads generated through the sales process. This functionality is currently in active development.
- Correspondence Management: Users can send e-mails to company contacts, and may use either standard or custom templates. Templates can be easily created to contain pre-written text that may be altered prior to being sent.
- Customer Interaction and Activity Tracking: Provides tracking for any action taken by users that puts them in touch with a contact in a company (e.g., calls, letters, meetings, and e-mails). Activities are linked to Companies and Contacts and can also be related to Campaigns, Cases and Opportunities. Activities may have multiple Participants from different Companies.
- Reporting and Analytics: The browser interface provides flexible displays of data that allows for sorting and grouping of data, reordering or hiding columns, and exporting table data for analysis. Some standard reports are included, but custom reports can also be created. Reports may also be generated with third party business intelligence tools, such as Crystal Reports.
- Document Management: Files and folders may be attached to any entity. Files may be of any type, and PDFs and MS Office files are fully searchable.
