Please note that new features are usually added as products evolve.
This is why you should consult
the respective product's website to get
the latest information about
its current feature list. Nevertheless, the following tables might
give
you some
ideas
about the capabilities of openCRX and how openCRX compares to
the rest
of
the pack. If you
think
that
openCRX
is lacking
somewhere,
please keep in mind that openCRX is evolving rapidly. Check out the openCRX roadmap for more information on planned features - there is definitely more to come!
Generals Features
| General Features |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Product Classification |
Open Source |
Commercial |
Commercial |
Commercial |
Commercial
Open Source * |
Open Source |
| Pricing |
free |
$$$ |
$$ |
$$$ |
free * |
free |
| Source Code Available |
yes |
— |
— |
— |
some of it |
yes |
| License |
BSD-Style |
Commercial |
Commercial |
Commercial |
SPL |
MPL 1.1 |
| OSI-Certified a |
yes |
— |
— |
— |
yes |
yes |
* Sugar CRM is "two-speed" OSS: various new features are available in the commercial version only
a OSI = Open Source Initiative
Sales Force Automation supports the selling efforts of your sales force, managing leads,
prospects, and customers through the sales pipeline or sales funnel metaphors.
| Sales Force Automation |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Account/Contact Mgmt |
yes |
yes |
yes |
yes |
yes |
yes |
| Complex Legal Entities |
yes |
— |
— |
— |
— |
— |
| Leads/Opportunities |
yes |
yes |
yes |
yes |
yes |
yes |
| Quotes/Sales Orders |
yes |
— |
— |
— |
yes |
yes |
| Invoices |
yes |
— |
— |
— |
— |
yes |
| Territory Management |
yes |
— |
— |
— |
? |
— |
| Complex Product Catalog |
yes |
— |
— |
— |
— |
yes |
| Complex Pricing/Discounting |
yes |
— |
— |
limited |
— |
— |
| Activity/Task Management |
yes - Meetings - Sales Visists - Tasks - E-mails - SMS/MMS - Fax/Mailings |
yes |
yes |
yes |
yes |
yes |
| Collaborative Sales Support |
yes |
limited |
limited |
yes |
— * |
limited |
* Team Selling is only available in Sugar CRM Professional (a commercial application)
Customer Service and Support
| Customer Service |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Incident/Case Management |
yes |
yes |
yes |
yes |
yes |
yes |
| Complex Contract Management |
yes |
— |
— |
limited |
— |
— |
| Collaborative Service Support |
yes |
limited |
limited |
yes |
— |
limited |
| Advanced Bug Tracking |
yes (see below) |
— |
— |
— |
basic |
— |
| FAQ |
planned |
— |
— |
— |
— |
— |
| Effort Tracking / Billing |
yes (see below) |
yes |
— |
— |
— |
— |
Bug Tracking / Incident Management (starting with openCRX v1.6.0)
| Bug Tracking |
openCRX |
JIRA/E 6 |
Mantis 7 |
Bugzilla 8 |
sugar.crm 4 |
| Product Classification |
Open Source |
Commercial |
Open Source |
Open Source |
Commercial
Open Source * |
| Pricing |
free |
$$$
(free for Open
Source Projects) |
free |
free |
free * |
| Architecture |
enterprise-class
- J2EE
- support for various AppServers
- support for
various DBs
- remote APIs |
enterprise-class
- J2EE
- support for various AppServers
- support for
various DBs
- remote APIs |
LAMP/WAMP
-
PHP/MySQL |
LAMP/WAMP
Perl/MySQL
- maybe PostgreSQL
- maybe other DBs |
LAMP/WAMP
PHP/MySQL |
| Security |
enterprise-class |
advanced |
basic |
advanced |
basic |
| Scalability |
unlimited |
unlimited
(reduced usability
for large data
sets
due to the
lack of iterators) |
basic
(architectural
limitations) |
basic
(architectural
limitations) |
basic
(architectural
limitations) |
| Notification |
advanced
- subscription based
- e-mail / SMS |
advanced |
basic |
advanced |
basic |
| Activity Management |
yes
- sub-tasking
- scheduling
- task sequencing
- activity linking
- trackback linking |
yes |
yes |
yes |
basic |
| Effort Tracking |
advanced
- estimated work effort
- effective work effort
- resource mgmt
- calendar mgmt |
limited |
basic |
basic |
basic |
| Reports / Filters |
advanced
- time tracking
- developer workload
- version workload
- overviews |
advanced |
basic |
advanced |
basic |
Version Control
Integration |
— |
advanced
- CVS
- Subversion
- Perforce
|
basic |
advanced
- CVS
- Bonsai
- LXR |
— |
| Workflows |
yes |
yes |
— |
— |
— |
Product and Service Management
| Product and Service Management |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Complex/Structured Products |
yes (with v1.8) |
yes |
— |
— |
— |
— |
| Complex Pricing (e.g. customer-driven pricing/discounting, etc.) |
yes |
yes |
— |
— |
— |
— |
Full Support for OMG's RAS Spec
(Reusable Asset Specification) |
yes |
— |
— |
— |
— |
— |
| MOF-compliant repository |
yes |
— |
— |
— |
— |
— |
| Complex Contract Management |
yes (see v1.8) |
— |
— |
— |
— |
— |
| Service Contracts with Work-Orders |
yes (see v1.8) |
— |
— |
— |
— |
— |
openCRX features an extremely sophisticated Real-Time Booking Engine that will be at the heart of ERP functionality to be added in due time.
| Real-Time Booking Engine |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Enterprise-class Booking Engine |
yes |
yes |
— |
— |
— |
— |
Chart of Accounts with
unrestricted complexity |
yes |
— |
— |
— |
— |
— |
Compound Bookings
with multiple legs |
yes |
— |
— |
— |
— |
— |
Booking Periods with
multi-phase finalization |
yes |
— |
— |
— |
— |
— |
Commitment of Bookings
with multi-party sign-off |
yes |
— |
— |
— |
— |
— |
| Multi-Currency |
yes |
yes |
yes |
yes |
— |
yes |
| Tamper-proof audit |
yes |
— |
— |
— |
— |
— |
Additional Features
| Additional Features |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Building/Facility Management |
yes |
— |
— |
— |
— |
— |
| On-the-fly Reporting |
yes |
yes |
yes |
yes |
yes |
yes |
| Event Subscription |
yes |
— |
— |
— |
— |
|
| Notification Service |
yes |
? |
— |
— |
— |
|
| Real-time Alerts |
yes |
— |
— |
yes |
yes |
— |
| Notes/Attachments |
yes |
limited |
limited |
limited |
limited |
limited |
| Media Attachments |
yes |
— |
— |
limited |
— |
— |
| Document Mgmt |
yes |
— |
— |
— |
basic |
— |
| Multi-Language |
yes a |
yes |
yes |
yes |
yes |
yes |
| Multi-Currency |
yes |
yes |
yes |
yes |
— |
yes |
Multi-Location and Time Zone Support |
yes |
? |
yes |
yes |
— |
— |
| Import/Export |
yes b |
yes |
yes |
yes |
yes |
yes |
| CalDAV Server |
yes |
— |
— |
— |
— |
— |
| Integration with MS Word, MS Excel, MS Outlook |
yes |
? |
? |
yes |
— |
— |
| Integration with Open Office Writer, Calc |
yes |
? |
? |
? |
— |
— |
| Integration with Thunderbird |
yes |
? |
? |
? |
— |
yes |
Integration with ANY E-Mail Client (POP3, POP3S, IMAP, or IMAPS) |
yes |
? |
? |
? |
— |
— |
a any number of languages can be supported (it's a matter of translating) - English (en_US), German (de_CH), Spanisch (es_MX), Chinese (zh_CN), French (fr_FR), Polish (pl_PL), Portuguese (pt_BR), Russian (ru_RU), Swedish (sv_SE), Turkish (tr_TR), and Farsi (fa_IR) are included, additional languages in development
b included are importers and exporters for vCard and iCalendar objects, a Mantis-Importer, and XML-Importers/-Exporters for all objects
Security is probably not one of your first concerns if you are new to CRM and
intend to start out with a small sales team. However, customer data is usually considered confidential in virtually all industries.
In some industries (e.g. banking, insurance, healthcare) confidentiality of customer data is vital. Hence, it is probably a good
idea to verify that your CRM System was designed with security in mind.
| Security |
openCRX |
Siebel 1 |
salesforce.com 2 |
MS CRM 3 |
sugar.crm 4 |
Compiere 5 |
| Basic Authentication |
yes |
yes |
yes |
yes |
yes |
yes |
| Advanced Authentication |
yes a |
? |
? |
yes (add-ons) |
— |
— |
| Multi-Segment Single Sign-On |
yes |
? |
? |
? |
— |
— |
Authorized User Access Control (roles, privileges, and so forth) |
yes |
yes |
yes |
yes |
— |
limited |
| Record-Level Security |
yes |
yes |
yes |
yes |
? |
yes |
| Audit Trail (system-wide) |
yes |
? |
— |
— |
— |
— |
a CRIXP Corp. offers advanced security plugins for openCRX (e.g. for financial institutions, healthcare providers, etc.)
1 Siebel onDemand: http://www.crmondemand.com/
2 salesforce.com Team Edition: http://www.salesforce.com/
3 Microsoft CRM Standard Edition: http://www.microsoft.com/CRM/
4 sugar.crm: http://www.sugarcrm.com/
5 Compiere: http://www.compiere.org/
5 JIRA: http://www.atlassian.com/software/jira/
5 Mantis: http://www.mantisbt.org/
5 Bugzilla: http://www.bugzilla.org/