CRM
The CRM software provides enterprise quality business enhancement utilities, such as CRM Outlook Plug-in for Microsoft® Outlook® users, CRM Thunderbird Extension for Thunderbird/Mozilla users, and CRM Office Plug-in for Microsoft® Office® users. These utilities are part of the CRM Open Source project.

The CRM software installation is hassle free, as we have bundled well-tested third-party software, such as Apache, MySQL, and PHP along with CRM-specific source code. Most of the other open source CRM software providers offer only the application and ask users either to install all other LAMP/WAMP third-party software or approach them for installation.

Features

Sales Force Automation
  • Lead Management
  • Account & Contact Management           
  • Opportunity Management
  • Sales Quotes
 Customer Support & Service
  • Trouble Tickets
  • Knowledge Base
  • Customer Self Service
  • Online Knowledge Base
 Marketing Automation
  • Campaign Management
  • Mass Mailing
  • E-mail Templates
  • Mail Merge Templates
     
Inventory Management
  • Products Catalog
  • Price Books
  • Vendor Management
  • Purchase Orders
  • Sales Orders
  • Invoices
 Activity Management
  • To-Do's, Meetings & Calls
  • Recurring Events
  • Shared Calendar
  • Activity History
  • E-mail Notifications
  • Notes
Productivity Add-ons
  • Email Client
  • Outlook Plug-in
  • Office Plug-in
  • Thunderbird Extension
  • Customer Portal
  • RSS Feeds
     
Reports & Dashboards
  • Key Metrics
  • Customizable Reports
  • 20 Pre-built Reports
  • 20 Pre-built Dashboards
  • Report Folders


Product Customization
  • Custom Fields (10 different data objects)           
  • Pick Lists
  • Custom List Views
  • Drag & Drop Modules
  • Currency customization


 Security Management
  • User Management
  • Profiles
  • Roles
  • Groups
  • Organization-level Access Control