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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 (CalDAV, 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

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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 Mobile/Offline Support, ...

The current roadmap looks as follows:

   openCRX Release
Target Release Date

Feature
v1.10
23-Feb
2007

 
v1.11
26-Aug
2007

 
v2.0
25-Feb
2008

 
v2.1

tbd

 
v2.2+

tbd

 
Enhanced GUI with AJAX support        
openCRX/Store        
Support for IBM DB2        
Enhanced ProductOfferings        
Contract CalculationRules and PricingRules        
Integration with OpenOffice Writer and MS Word (RTF)        
Integration with OpenOffice Calc and MS Excel (XLS)        
Programmable Reports: HTML, RTF, XLS        
Support for Apache POI        
Migrate to JRE 5.0        
Migrate to JDO/JPOX compatible DB schemas        
DataBindings        
UI Enhancement: Grid Drill Down        
Enhanced Facility Management: Inventory Items        
New Locale es_CO (Spanish - Colombia)        
New Locale ja_JP (Japanese - Japan)        
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        
New Locales        
Support for HSQLDB        
Synchronization of multiple openCRX instances        
Offline-/Mobile-Support       X  
Spreadsheet-based Report Generation       X  
FAQ Extension       X  
Additional UI Languages       X  
mySAP CRM Adapter *call for donation         X
Peoplesoft Vantive Adapter *call for donation         X
Siebel Adapter *call for donation         X
Templates, auto-complete forms         X
Customer Service / Knowledge Base - FAQ         X
Customer Service / Self-Service         X
Customer Service / FAQ Extension         X
Marketing Campaigns (E-mail)         X
Marketing Campaigns (Web)         X
Security Extension Model Permissions         X
Export CSV         X
Export MS Excel         X
MS Outlook Plugin a         X
MS Exchange Adapter b         X
MS Active Directory Adapter         X
Lotus Notes Adapter c         X
Novell GroupWise Adapter         X
Abacus Adapter         X
Advanced Analysis and Reporting         X
Dependency Diagrams (Organizations, etc)         X
CTI Integration (e.g. Asterisk)         X
Guide: "Technical Overview openCRX" *call for donation         X
Guide:"openCRX Modeling Guide" *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
a if you have excellent knowledge of MS Outlook and want to contribute.
b if you have excellent knowledge of MS Exchange and want to contribute.
c if you have excellent knowledge of Lotus Notes and want to contribute.

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

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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). All the resources have been donated by CRIXP Corp. and OMEX AG.

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.

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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.

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