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The goal of the project openCRX:

It is our goal to establish openCRX as a reference server for

  • relationship management and collaboration
  • enterprise resource planning

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The history of openCRX

After careful analysis of the market for Customer Relationship Management (CRM) software we came to the conclusion that the world needs a professional enterprise-class Open Source CRM solution for several reasons:

  • Spending millions on a commercial CRM solution to get an "intelligent data warehouse" with a few business rules simply does not seem justified - with a professional Open Source CRM solution you can spend your money on company-specific features and integrating CRM with the rest of your business (systems and processes) instead of financing the marketing machinery of the typical CRM vendor. It is just a fact that the true value of any CRM solution can only be unlocked with proper customization and integration, regardless of what you read in glossy brochures.
  • The cost-advantages of rented/hosted CRM applications over commercial solutions may materialize - or not (and yes, the marketing machines of many CRM providers are really outstanding...); far more important, however, is the fact that neither rented/hosted CRM solutions nor commercial CRM solutions can beat the total cost of ownership (TCO) of a well-designed Open Source CRM solution like openCRX.
  • While it is very smart to let somebody else do the work for you (e.g. running your CRM application) it is definitely not so smart to trust your most valuable data (information about your customers) to just anybody. In particular, handing over all your valuable customer data to a company under foreign jurisdiction is a substanial business risk. So, when you looked at those hosted/rented CRM applications, did you ever ask yourself where exactly they would store your data and how much better you would feel about staying in control?
  • We are strong believers in platform-independence. And honestly, is it not great to know that you can decide for openCRX without committing to a particular platform? openCRX is deployable on any J2EE-compliant application server and you can use a wide range of major database management systems (Open Source and commercial).

Hence, back in 2003 we started modeling the core of a reference CRM-application. The tool of choice for developing an open source CRM solution was openMDX, the leading open source MDA platform (MDA = Model Driven Architecture). In February 2004 we already released an initial version of the core models. The first public version of openCRX was released on 1-August-2004 and we admit that we have been totally overwhelmed by the interest in openCRX ever since.

Some of the openCRX milestones:

Date Milestone
01-Aug-2004 initial launch of openCRX v1.0.0
09-Aug-2004 made the Top100 on Sourceforge for the first time ("most active" ranking)
04-Sep-2004 openCRX v1.1.1 (support for additional DBs and language localization)
06-Sep-2004 reached 1,000 downloads
20-Sep-2004 reached 3,000 downloads
25-Sep-2004 made the Top20 on Sourceforge for the first time ("most active" ranking)
29-Sep-2004 made the Top10 on Sourceforge for the first time ("most active" ranking)
21-Oct-2004 reached 5,000 downloads
8-Nov-2004 openCRX v1.2.0 (multi-entity, security, workflows, es_MX, zh_CN, etc.)
1-Dec-2004 First openCRX-based ASP offering launched
09-Dec-2004 reached 10,000 downloads
15-Dec-2004 openCRX v1.3.0 (BEA Weblogic, IBM WebSphere, etc.)
14-Jan-2005 openCRX v1.4.0 (Security, MySQL, DHTML Calendar Control, HTML 4.01)
28-Feb-2005 openCRX v1.5.0 (MS Word Integration, E-mail Notification, Audit Trail, ...)
1-Jun-2005 openCRX v1.6.1 (Activity Mgmt, Issue Tracking, UI enhancements, cs_CZ, nl_NL, pt_BR)
1-Aug-2005 more than 85,000 downloads in year 1
17-Aug-2005 openCRX v1.7.1 (Depot Mgmt, Booking Engine, RAS, UI enhancements, etc.)
25-Sep-2005 reached 100,000 downloads
11-Oct-2005 openCRX v1.8.1 (Product/Contract Extension, Single Sign-On, Perfomance Tuning...)
31-Jan-2006 reached 125,000 downloads
02-Apr-2006 openCRX v1.9.1 (Activity Processes, Pricing Models, E-Mail Adapter, Perfomance Tuning...)
10-Sep-2006 reached 150,000 downloads
23-Feb-2007 openCRX v1.10.0 (DB2 support, Enhanced GUI, AJAX-support, ...)
01-Aug-2007 reached 180,000 downloads
26-Aug-2007 openCRX v1.11.0 (JDO/JPOX compatible DB schemas, data bindingds, grid drill down, es_CO, ja_JP, ...)
25-Feb-2008 openCRX v2.0 (Groupware Functionality (ICS/iCal, LDAP , IMAP, Wiki, index-based search, ...)
29-Feb-2008 reached 200,000 downloads
06-Mar-2008 MS Outlook ICS Adapter for openCRX v2.0
10-Jul-2008 openCRX v2.1 (Reporting, Mail Merge, Social Networks, Groupware, in-place editing, ...)
21-Sep-2008 openCRX v2.2 (Enhanced GUI, support for iPhone and Google Chrome, enhanced performance, ...)
11-Oct-2008 reached 225,000 downloads
16-Oct-2008 openCRX v2.2.1 (enhanced stability and performance, new locale ro_RO)
17-Dec-2008 openCRX v2.3.0 (REST service, various UI features, Mail Merge Wizard, Work Report Wizard, JBOss 5 support)
10-Mar-2009 openCRX v2.4.0 / openCRX v2.4.1
AJAX Forms and Wizards, Mandatory Attributes, Scheduling/Polling Wizards,
vCard/iCal Exporter, OpenJPA, OpenEJB, Thunderbird 3 Add-on, IE8
15-Jun-2009 openCRX v2.5.0
Enhanced GUI / new Icons, Enhanced Work/Expense Records with wizards to easily create them,
Wizard to create work/expense reports, Excel account importer, new openCRX plugin, OpenEJB 3.1.1
22-Jun-2009 reached 250,000 downloads
01-Aug-2009 openCRX v2.5.1
1-August-2009 marks 5 full years of openCRX!

Enhanced GUI / new Icons, Enhanced Work/Expense Records with wizards to easily create them,
Wizard to create work/expense reports, Excel account importer, new openCRX plugin, OpenEJB 3.1.1,
InfoVis Tookit v1.1.2, WYMeditor v0.5RC1, SIMILE Timeline v2.3.0, iPhone iCal support, Birthday calendar
14-Sep-2009 openCRX v2.5.2
CalDAV Server, Wiky, enhanced performance und simplified architecture
with new openMDX Entity Manager (i.e. no more EJBs)
02-Nov-2009 openCRX v2.5.3
openCRX PDA GUI, Search Forms, Dashboard / Dashlets
25-Apr-2010 reached 280,000 downloads
01-May-2010 openCRX v2.6.0
AirSync Server (ActiveSync compatible) - OTA synchronization openCRX ⇔ Mobile Phones / PDAs
LDAP Server, CalDAV Support for Mozilla Calendar 1.0, Thunderbird 3 Address Book Connector,
Shop Adapter (for service oriented access to openCRX), Support for Eclipse Modeling Framework EMF,
Support for Java 6, Support for HSQLDB 2.0, Upgrade to OpenEJB 3.1.2, Extended Service
07-Sep-2010 openCRX v2.7.0
AirSync Client (ActiveSync compatible) - backend synchronization openCRX ⇔ MS Exchange
28-Dec-2010 openCRX v2.8.0
WebDAV, CardDAV, Twitter, IMAP IDLE, Party Status, etc.
07-May-2011 openCRX v2.8.5
Workspace GUI Extension, Activity Replication, Shop Front End, Apache TomEE, etc.
8-Jan-2012 openCRX v2.9.0
Customer Care Wizard, Enhanced Business Processes (SCXML), Business Process Importer/Exporter
DB Copy and DB Schema Validate Wizards, Contract Groups/Creators, Address Authority, Apache TomEE,
RunAs Permissions, GUI Element-Level Security, Grid Actions, Support for OpenJDK, etc.
24-Aug-2012 openCRX v2.10.0
CardDAV support, XMPP (Jabber), Field Localization (advanced multi-language features), File Browser,
JSP Tag Library, Timers, Support for Outlook MSG-Format (incl. X.500 Addresses), many new Wizards
18-Apr-2013 openCRX v2.11.0
GUI: Rework of Operation Dialigs and Inline Wizards, Support for IE8, IE9, IE10, Workflow Structuring
and Monitoring, Bulk Activity and Follow-Up Creation, BPI Adapter (Business Process Integration Adapter),
openCRX remote with minimal set of JARs, Refactoring (Wizards, Business-Logic, Backend),
openCRX Server Installer (IzPack5, TomEE 1.6)
9-Nov-2013 openCRX v2.12.0
Web Calendar "CalDavZAP", Unified Edit/New Object, Document Filters, Cascading Code Fields,
Customer Queries in Grids, BPI Adapter with New/Additional Methods, LDAP Synchronizer,
Enhanced Campaign Wizard, Migrated from UML2Tools to Papyrus/GraphViz
   

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... and the current road map of openCRX

openCRX was released into the public domain on 1-August-2004 and has been under active development ever since. With every new release a whole range of new features and enhancements are added (see also this comprehensive feature list for an overview):

Release Notes New Features / Enhancements explained
openCRX v1.2.0 multi-entity, security, workflows, es_MX, zh_CN, etc.
openCRX v1.3.0 support for BEA Weblogic, IBM WebSphere, etc.
openCRX v1.4.0 Security, MySQL, DHTML Calendar Control, HTML 4.01
openCRX v1.5.0 MS Word Integration, E-mail Notification, Audit Trail, ...
openCRX v1.6.1 UI Enhancements, Activity Mgmt, Issue Tracking, ...
openCRX v1.7.1 Depot Mgmt, Booking Engine, RAS, Mantis Adapter, ...
openCRX v1.8.1 Product/Contract Extension, Single Sign-On, Perfomance Tuning...
openCRX v1.9.1 Project/Resource Management, Price Lists, Wizards, E-Mail Adapter, Performance Tuning, ...
openCRX v1.10.0 DB2 support, Enhanced GUI, GUI modularization, AJAX-support, Report Generation, ...
openCRX v1.11.0 JDO/JPOX compatible DB schemas, data bindingds, grid drill down, es_CO, ja_JP, ...
openCRX v2.0 Groupware Functionality (CalDAV, ICS/iCal, LDAP , IMAP, Wiki, index-based search, ...)
openCRX v2.1 Reporting, Mail Merge, Social Networks, Groupware, in-place editing, ...
openCRX v2.2 Enhanced GUI, support for iPhone and Google Chrome, enhanced performance, ...
openCRX v2.2.1 Enhanced Stability and Performance, new locale ro_RO
openCRX v2.3.0 REST service, various UI features, Mail Merge Wizard, Work Report Wizard, JBOss 5 support
openCRX v2.4.0 AJAX Forms and Wizards, Mandatory Attributes, Scheduling/Polling Wizards,
vCard/iCal Exporter, OpenJPA, OpenEJB, Thunderbird 3 Add-on, IE8
openCRX v2.5.0 Enhanced GUI / new Icons, Enhanced Work/Expense Records with wizards to easily create them,
Wizard to create work/expense reports, Excel account importer, new openCRX plugin, OpenEJB 3.1.1
openCRX v2.5.1 Enhanced GUI / new Icons, Enhanced Work/Expense Records with wizards to easily create them,
Wizard to create work/expense reports, Excel account importer, new openCRX plugin, OpenEJB 3.1.1
InfoVis Tookit v1.1.2, WYMeditor v0.5RC1, SIMILE Timeline v2.3.0, iPhone iCal support, Birthday calendar
openCRX v2.5.2 CalDAV Server, Wiky, enhanced performance und simplified architecture
with new openMDX Entity Manager (i.e. no more EJBs)
openCRX v2.5.3 Enhanced PDA/MOBILE GUI, Search Forms, Dashboard/Dashlets
openCRX v2.6.0 AirSync Client (ActiveSync compatible), LDAP Server, Shop Adapter, Eclipse EMF, Java 6, ...
openCRX v2.7.0 AirSync Server (backend synchronization with MS Exchange)
openCRX v2.8.0 WebDAV, CardDAV, Twitter, IMAP IDLE, Party Status, etc.
openCRX v2.8.5 Workspaces GUI Extension, Activity Replication, Shop Front End, Apache TomEE, etc.
openCRX v2.9.0 Customer Care Wizard, Enhanced Business Processes (SCXML), Business Process Importer/Exporter
DB Copy and DB Schema Validate Wizards, Contract Groups/Creators, Address Authority, Apache TomEE,
RunAs Permissions, GUI Element-Level Security, Grid Actions, Support for OpenJDK, etc.
openCRX v2.9.1 various technical enhancements
openCRX v2.10.0 CardDAV support, XMPP (Jabber), Field Localization (advanced multi-language features), File Browser,
JSP Tag Library, Timers, Support for Outlook MSG-Format (incl. X.500 Addresses), many new Wizards
openCRX v2.11.0 GUI: Rework of Operation Dialigs and Inline Wizards, Support for IE8, IE9, IE10, Workflow Structuring
and Monitoring, Bulk Activity and Follow-Up Creation, BPI Adapter (Business Process Integration Adapter),
openCRX remote with minimal set of JARs, Refactoring (Wizards, Business-Logic, Backend),
openCRX Server Installer (IzPack5, TomEE 1.6)
openCRX v2.12.0 Web Calendar "CalDavZAP", Unified Edit/New Object, Document Filters, Cascading Code Fields,
Customer Queries in Grids, BPI Adapter with New/Additional Methods, LDAP Synchronizer,
Enhanced Campaign Wizard, Migrated from UML2Tools to Papyrus/GraphViz

The current roadmap looks as follows:

   openCRX Release
Target Release Date

Feature
v2.0
25-Feb
2008

 
v2.1
10-Jul
2008

 
v2.2.1
16-Oct
2008

 
v2.3
17-Dec
2008

 
v2.4
10-March
2009

 
v2.5
02-Nov
2009

 
v2.6
1-May
2010

 
v2.7
7-Sep
2010

 
v2.8
28-DEC
2010

 
v2.8.5
7-MAY
2011

 
v2.9
9-JAN
2012

 
v2.10
24-AUG
2012

 
v2.11
18-APR
2013

 
v2.12
9-NOV
2013

 
tbd
tbd

 
CalDAV Server                            
ICS/iCalendar Server                            
FreeBusy Server                            
LDAP Server                            
IMAP Server                            
Wiki                            
Index-based Search (PDF, DOC, XLS, ODS, ...)                            
Usability: User Settings Wizard                            
Usability: Address Book                            
Support for Safari Browser                            
SDK (Software Development Kit)                            
Installers                            
AJAX in-place Editing                            
Deep Relationships / Social Networks                            
Admin Tool: Segment Setup Wizard                            
Spreadsheet-based Report Generation                            
Mail Merge Wizard                            
Groupware VCF Servlet                            
Support for HSQLDB                            
New Layout / Enhanced GUI                            
Support for Mobile Devices (incl. Apple's iPhone)                            
Support Google Chrome                            
Document Scanner Servlet                            
Enhanced iCal Servlet                            
MS Outlook ICS Adapter                            
Enhanced Performance                            
WYMeditor with support for Opera and Safari                            
Inline Flash Media                            
New Locale sk_SK (Slovak)                            
New Locale ro_RO (Romanian)                            
REST Servlet - openCRX as a REST service                            
UI Enhancement - Composite Object DataBinding                            
UI Enhancement - UI Perspectives                            
Wizard Monthly Work Report                            
Wizard Mail Merge                            
Support for JBoss 5                            
Thunderbird Add-on to sync openCRX Contacts                            
Advanced Forms and Wizards                            
Mandatory Attributes                            
Advanced Scheduling/Polling and Voting                            
vCard Exporter                            
iCal Exporter                            
RSS Feeds                            
Migration from JPOX to Apache OpenJPA                            
Migration from openMDX LWC to Apache OpenEJB                            
Migration from RSM 6 to RSM 7.5                            
Enhanced Mobile Support                            
Support for IE8                            
Enhanced GUI with new Icons                            
Enhanced Work / Expense Record                            
Wizard to create Work Records                            
Wizard to create Expense Records                            
Wizard to create Work / Expense Reports                            
Excel Account Importer                            
openCRX Application Plugin in openMDX 2 Architecture                            
Upgrade to Apache OpenEJB 3.1.1                            
Upgrade to InfoVis Toolkit 1.1.2                            
Upgrade to WYMeditor 0.5RC1                            
Upgrade to SIMILE Timeline 2.3.0                            
iPhone Support for iCal Servlet                            
iCal Servlet can generate Birthday Calendar           ok                  
CalDAV Support           ok                  
Wiky - a WYSIWYG Editor for Wiki-style text entry           ok                  
Performance Tuning - new openMDX Entity Manager                            
PDA GUI (iPhone, Android, ...)           ok                  
Search Forms           ok                  
Dashboard / Dashlets           ok                  
ActiveSync Server (OTA Sync openCRX ⇔ PDAs)             ok                
LDAP Server (native)             ok                
CalDAV Support for Mozilla Calendar (TB3/Lightning1)             ok                
Thunderbird 3 Address Book Connector             ok                
openCRX Shop Adapter             ok                
Support for Eclipse Modeling Framework EMF             ok                
Support for Java 6             ok                
Support for HSQLDB 2.0             ok                
Support for OpenEJB 3.1.2             ok                
Extended Service for easy openCRX/Tomcat Mgmt             ok                
ActiveSync Client (Backend Sync openCRX ⇔ MS Exchange)               ok              
WebDAV support                 ok            
CardDAV support                 ok            
E-Mail Import with Auto Assign                 ok            
Support for Party Status of ActivityParties                 ok            
Extension Sales Volume Budgets                 ok            
Connector for Twitter                 ok            
IMAP Adapter supports IMAP IDLE                 ok            
Workspaces GUI Extension                   ok          
Activity Replication                   ok          
Shop Front End (Presta Shopt)                   ok          
Customer Care Wizard                     ok        
GUI ELement-Level Security                     ok        
Enhanced Business Processes                     ok        
Wizard Business Process Manager                     ok        
Wizard Bulk Create Activity                     ok        
Wizard Bulk Activity Follow up                     ok        
Model Extension: Contract Creators                     ok        
Model Extension: Contract Groups                     ok        
Model Extension: New Contract Types                     ok        
Reporting and Output Management                     ok        
Grid Actions (XML Export, Excel Export)                     ok        
Move Address                     ok        
Address Authority                     ok        
Search Criteria for Group Membership                     ok        
Wizard DB Copy                     ok        
Wizard DB Schema Validate/Upgrade                     ok        
Apache TomEE                     ok        
RunAs Permissions                     ok        
Support for OpenJDK                     ok        
CardDAV support                       ok      
XMPP (Jabber) Notifier                       ok      
Field Localization                       ok      
File Browser                       ok      
JSP Tag Library                       ok      
Timers                       ok      
Support for Outlook MSG-Format                       ok      
Many new/enhanced wizards                       ok      
GUI: Rework of Operation Dialigs and Inline Wizards                         ok    
GUI: Support for IE8, IE9, IE10                         ok    
Workflow Structuring and Monitoring                         ok    
Bulk Activity and Follow-Up Creation                         ok    
BPI Adapter (Business Process Integration Adapter)                         ok    
openCRX remote with minimal set of JARs                         ok    
Refactoring (Wizards, Business-Logic, Backend)                         ok    
openCRX Server Installer (IzPack5, TomEE 1.6)                         ok    
Web Calendar "CalDavZAP"                           ok  
Unified Edit/New Object                           ok  
Document Filters                           ok  
Cascading Code Fields                           ok  
Custom Queries in Grids                           ok  
BPI Adapter with New/Additional Methods                           ok  
Enhanced Campaign Wizard                           ok  
Migrated from UML2Tools to Papyrus / GraphVis                           ok  
Migrated from UML2Tools to Papyrus / GraphVis                           ok  
Janino scripts as workflows                             working
Auto update of addresses                             ok
Activity Relationships                             working
Next/Prev Inspector                             ok
various features under consideration                             working
CTI Integration (e.g. Asterisk)                             X
Guide: "Technical Overview openCRX" *call for donation                             X
Guide: "openCRX User Guide" *call for donation                             X

*donation this feature is accelerated by a donation to the openCRX project - thank you!
*call for donations we are looking for additional sponsors to fund this feature

If you want to propose new features please post your request to the forum Feature Requests.

^top


The driving force behind openCRX

Werner Froidevaux and Chris Mueller have been the main drivers behind the development of openCRX; in total there are 4 people working on the project (each spending about 20% of their time on this project). Most of the resources have been donated by CRIXP Corp. and OMEX AG.

Localization is done by a dedicated team of translators who contribute their valuable business and language know how to the project - a list of available locales is available here.

The task of building a CRM suite with such limited resources is doable thanks to MDA (MDA = Model Driven Architecture), which makes our team roughly 10 times more efficient than typical development teams. Our development platform - openMDX - is also playing a major role. We spend virtually no time programming as all the main patterns (persistency, security, etc.) are readily available. Our focus is on analyzing business processes and modeling.

It is the hope of the openCRX team that lots of bright people join the effort to make openCRX the tool of choice for limitless relationship management. If you can contribute or want to co-operate . Any kind of support is appreciated.

^top


The openCRX project is registered with SourceForge:

http://sourceforge.net/projects/opencrx/

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openCRX mailing lists and forums:

All the mailing lists and forums related to openCRX are listed here.

^top

http://www.crixp.com/ http://www.openmdx.org/