Open Source CRM Comes of Age

by Sam Dean - Aug. 26, 2008Comments (3)

Few categories of open source software have seen so much solid teamwork and rapid development as customer relationship software (CRM) projects. As evidenced by huge proprietary players such as Salesforce.com, CRM implemented on the web as an on-demand tool for teams of co-workers also creates substantial business efficiencies. If you have a business and haven't looked into some of the top open source CRM offerings lately, here's a look at what you can start doing.

Concursive is now offering a completely free, open source 100-user CRM system to everyone. The company's ConcourseSuite 5.0 ConcourseSuite is notable in that it offers flexible deployment options. You can have it implemented as a hosted traditional SaaS (Software-as-a-Service) application, where it works on the web for mobile employees and office employees alike. (This is similar to how Salesforce works.) Or, alternatively, you can implement it as a standalone, in-office installation, where a team can use it as central database-driven application.

If you're interested in Concursive's offering, you can sign up for it here. You can also find a PDF case study on a business that uses the suite midway down the page here. The company gets revenues from supporting CRM solutions in businesses with more than 100 employees, but the open source, 100-worker offer is free.

Of course, no discussion of open source CRM offerings would be complete without mentioning SugarCRM. SugarCRM is for businesses of all sizes. It supports sales force automation, marketing campaigns, support cases, project management, calendaring and more. It also supports MySQL and SQL Server. Sugar CRM was also recently named best open source CRM technology by CRM Magazine.

Looking for another choice? I've used SplendidCRM extensively. It's free and open source, and is particularly good at producing snazzy charts that you can add annotations and business logic to. Take a look at the home page for the many recent additions made to it by its community, and many screenshots. It also generates PDFs of customer orders, invoices and more, and is available in many languages.

For many types of businesses, there is no need to front up the substantial fees required for proprietary CRM applications such as Salesforce. Give some of these open source alternatives a try.


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Jesse Babson uses OStatic to support Open Source, ask and answer questions and stay informed. What about you?



3 Comments
 

Compiere is another interesting product here. They are positioned more as an ERP, but they have CRM functionality in there. Pretty robust.

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Great post! I have been blogging for while on open source ERP solutions, and just started covering open source CRM, recognizing it's huge potential, both as an on-premise solution as well as SaaS deployments. SugarCRM is the clear leader here, being around for a very long time, providing professional services, building a partner ecosystem and even offering a development platform (SugarForge). You are welcomed to visit my blog at: Open Source CRM Guru , to read about open source CRM solutions SugarCRM, Concursive and Vtiger.

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I wanted to let the readers know about FranklinCovey CRM, they have 3 editions with several different feature sets. They all feature the FranklinCovey Planning Methodology in a planner like interface that combines Tasks, Calendar, Notes and Email from the Home Page. Powerful Weekly Planning Tools will assist in prioritizing your most important tasks and goals. Great Question, have you heard about Franklin Covey 's Business CRM its not Free but close to it .

The Contact Management tools will keep you organized. Team collaboration and Task delegation features will take your teams effectiveness to new heights. With all that said, it provides CRM functionality with the ability to configure the CRM to track your business process's. It's technology with FranklinCovey’s proven methodology that users are able to quickly adopt and use to prioritize their daily activities. - As you are probably finding out there are numerous hosted CRM systems that provide you with a variety of features and services which may provide a full solution or a partial solution for every business.

The following link will allow you to create a VIP account for a test drive without having to enter a creditcard . Let me know if I can answer any additional questions about becoming and affiliate . You can earn 10% to 30% a month as an affiliate I have heard there are more than 190 CRM solutions on the market today— (which I have never validated ).

Cheers, A CRM technology which integrates Business Process Management (BPM) through easy to define automated engine should be a serious consideration when looking for a solution. Its your definition and allows you collaborate with decision makers in the process ie. customers, partners, affiliates, investors, etc.

More importantly you build the process and the application does the work and keeps you and your team on track.

With that said, you should look @ FranklinCovey 's CRM PlanPlusOnline for business's.

Franklin Covey is a worldwide leader in organization effectiveness. It's technology with Franklin Covey’s proven productivity methodology that users are able to quickly adopt and use to prioritize their tasks, mission statement, values, goals, top priorities, and daily activities.

You combine that with typical CRM applications such as Sales, Support, Marketing, and Projects, and you end up with a solid online application that is customizable for any business process, including non-profit companies.

The following link will allow you to create a VIP account for a test drive without having to enter a credit card.

Mike

Links:

http://tinyurl.com/franklincovey-software

http://www.planplusonline.com

http://www.completexrm.com


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