openCRX

openCRX is an Open Source Customer Relationship Management (CRM) System designed to meet the needs of organizations requiring multifunctional coordination of sales, marketing, and service activities. According to the vendor, openCRX is suitable for businesses of various sizes and is utilized by professionals in sales, customer service, marketing, and contact centers across industries such as Retail, Manufacturing, Financial Services, Healthcare, and Professional Services.

Key Features

Account Management: According to the vendor, openCRX provides a comprehensive view of customer accounts, including contracts, activities, products, and status, enabling the development of stronger relationships.

Product and Price Management: The vendor claims that openCRX efficiently manages products, prices, and price lists in multiple currencies, supporting complex product structuring and offering flexibility in pricing rules.

Sales Pipeline: According to the vendor, openCRX focuses on profitable deals, tracks their progress, and allows for customization of sales processes and integration with ERP applications.

Activity Management and Issue Tracking: The vendor states that openCRX helps coordinate workflow, tracks project-related incidents and activities, and can be used as a bug tracker.

Groupware: According to the vendor, openCRX manages emails, contacts, and calendars, supports AirSync, and is compatible with various email clients.

Tools and Administration: The vendor claims that openCRX can be customized to fit unique business demands, offers advanced access control, and can be extended with additional modules.

Contact Management: According to the vendor, openCRX allows users to store and manage contact information, track interactions, and categorize contacts for better organization.

Lead Management: The vendor claims that openCRX enables the capture and tracking of leads from various sources, assigns leads to sales representatives, and allows for lead qualification and prioritization.

Opportunity Management: According to the vendor, openCRX allows users to create and manage sales opportunities, track their progress, and assign tasks and activities to team members.

Task and Activity Management: The vendor states that openCRX allows users to create and assign tasks and activities, set reminders and notifications, and track their status and progress.