openCRX


The Professional Enterprise Class Open Source CRM Solution

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openCRX Tour - Features

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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 GPL v3 MPL 1.1
OSI-Certified a yes yes yes

* Sugar CRM is "two-speed" OSS: various 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
Campaign Management yes yes yes yes yes
Effort Tracking / Billing yes (see below) yes

Bug Tracking / Incident Management

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
- Apache Tomcat or
  various AppServers
- support for
  various DBs
- remote APIs
enterprise-class
- J2EE
- Apache Tomcat or
  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, MS SQL, Oracle
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

Groupware Features

Groupware Feature openCRX Siebel 1 salesforce.com 2 MS CRM 3 sugar.crm 4 Compiere 5
ActiveySync yes (AirSync) yes
Integration with MS Exchange yes yes
Personal Calendars yes yes yes
Group Calendars yes yes yes
Calendar Server accessible
with third-party clients
yes (CalDAV, ICS)
- Thunderbird/Lightning
- Sunbird
- MS Outlook
- iPhone
- etc.
MS Outlook only
FreeBusy Calendars yes yes yes
FreeBusy Server accessible
with third-party clients
yes
- Thunderbird/Lightning
- Sunbird
- MS Outlook
- etc.
MS Outlook only
E-Mail Integration yes
(IMAP, ActiveSync))
yes yes
E-Mail Server accessible
with third-party clients
yes
- Thunderbird
- Evolution
- MS Outlook
- etc.

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 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
Service Contracts with Work-Orders yes
Effort Tracking advanced
- estimated work effort
- effective work effort
- resource mgmt
- calendar mgmt
basic
Reports / Filters advanced
- time tracking
- developer workload
- version workload
- overviews
basic

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
Calendar 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.)

Information about the roadmap and recently added features is available here.

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/


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openCRX Tour - Features

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