openCRX
The Professional Enterprise Class Open Source CRM Solution
openCRX Tour - Features |
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!
| 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 | 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 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 | 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: https://www.crmondemand.com/
2 salesforce.com Team Edition: https://www.salesforce.com/
3 Microsoft CRM Standard Edition: https://www.microsoft.com/CRM/
4 sugar.crm: https://www.sugarcrm.com/
5 Compiere: https://www.compiere.org/
5 JIRA: https://www.atlassian.com/software/jira/
5 Mantis: https://www.mantisbt.org/
5 Bugzilla: https://www.bugzilla.org/
openCRX Tour - Features |