opencrx Enterprise Class Open Source CRM

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1 opencrx Enterprise Class Open Source CRM

2 What is opencrx? opencrx is an Open Source Standard Solution for CRM (CRM = Customer Relationship Management) opencrx is highly interoperable and easy to integrate with existing applications ( protect your previous investments) opencrx is component-based and therefore easy to extend opencrx is customizable so that it fits your particular needs opencrx is multi-entity enabled and highly scalable opencrx is secure (e.g. suitable for financial institutions) opencrx is platform-neutral (various deployment scenarios) opencrx is vendor-independent 2008 CRIXP Corp. 2

3 Some Facts and Figures Project launch in August 2004 ~ 2'500 downloads per month ~ 30 partners and contributors world-wide ~ 3 releases per year Figures of known systems in production: > 1 Mio. accounts > 1 Mio. activities > 1 Mio. contracts > 100 concurrent users Funding Feature accelerations Feature contributions Human resources 2008 CRIXP Corp.

4 Functions Account and Contact Management Sales Process Management and Controlling: Leads, Opportunities, Quotes, Orders, Invoices Product Management Incident and Activity Management Facility Management Document Management Access control at object level Audit trail for all data Multi-currency support Multi-language support (17 locales) 2008 CRIXP Corp. 4

5 Account Management Different types of accounts: contact, legal entity, group, unspecified account All accounts can have unlimited number of addresses Management of complex organizations Powerful, user-definable account and address filters allow easy definition of marketing campaigns Real-time access to involved activities and contracts 2008 CRIXP Corp. 5

6 Activity Management Highly advanced and customizable Activity Creators Powerful and generic Activity Filters Project Management XML-based importer/exporter for MS Project (under development) Calendar Management for activities and resources Resource Management Work Effort Reporting (suitable for billing) Generic and user-definable Activity Processes Example: Bug tracking process 2008 CRIXP Corp. 6

7 Product Management Advanced Price and Price List Management Management of structured, complex products Automatic generation of derived prices Powerful and generic Product Filters Pricing rules: allocate appropriate price to any given pair account/product 2008 CRIXP Corp. 7

8 Flexible Customizing opencrx is extremely flexible and can be customized in the following areas: UI customizing: perspectives, forms, layouts, labels, locales, colours Wizards and Reports: user-defineable functions can be added as wizards and reports. The operations have access to the full opencrx API. Business Logic: The API / model can be extended. Business logic can be added CRIXP Corp.

9 Interoperability Access all opencrx functions using standard browser Standard GUI opencrx ICS, VCF clients, e.g. Sunbird, Chandler, Outlook,... ICS, VCF API Activity Management User REST service allows access to full API REST Document Management User User-specific Programs and GUIs can easily be added User-specific programs and GUIs Contact Management User All functions can be accessed via the API opencrx offers out-of-the-box frontends, e.g. Standard GUI, ICS, VCF and REST service User-defined frontends (e.g. Store) can be added easily Business logic can be extended with user-defined plugins 2008 CRIXP Corp. 9

10 Platforms opencrx openmdx (MDA, platform abstraction) Browser (FF, IE, Safari, Chrome, Opera) Java 5 Application Server (Tomcat, JBoss, WLS, WebSphere, ) Operating System (Linux, Windows, BSD, Solaris, AIX, Windows) Database (PostgreSQL, MySQL, Oracle, DB2, SQL Server) opencrx is a highly scalable CRM-Suite that runs on all widely used platforms. Changing the platform does not require any changes to the application layer CRIXP Corp. 10

11 opencrx Enterprise Class Open Source CRM

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