|
Untitled Document Open Source CRM - CentricCRM v3.0 Review Centric CRM v3.0 has raised the bar once again in Open Source CRMs with more than 75 new features. Here is a list of some of the new features of CentricCRM 3.0.. General Improvements include: * Centric CRM has been updated with a simple look and feel to promote productivity and usability * The global toolbar can now be hidden for systems using a smaller screen resolution or for those users that prefer to use a smaller browser window -- recognizing that some businesses still use 800x600 * 100% compatibility with Internet Explorer 5.0, 5.5, and 6.0 * 100% compatibility with Mozilla and Mozilla Firefox * 100% compatibility with Mac OS Safari My Home Page * Managers can now view action lists for users in their hierarchy * Action lists can be reassigned to other users by a manager * Additional capability to reassign pending activities and document stores * Calendars can be subscribed to via iCalendar applications for offline access to calendar data, such as Apple iCal and Mozilla Sunbird * managers can now subscribe to other users in a hierarchy Lead Management Module * Brand new module for managing leads, from lead transfer, to lead qualification and to lead closure
* Users can manually add contacts as leads * Leads can be imported from .csv files * Leads can be inserted from the HTTP-XML API * Users can review the latest leads * Users can work leads using round-robin lead assignment automation * Leads can be assigned, skipped, trashed, or deleted * Duplicate leads appear with a duplicate warning * Contact links are provided to Google, MSN, Yahoo and Ask Jeeves * Lead dashboard shows lead-to-contact conversion rate * Leads are worked using all of the tools from the contact modulePipeline Module * Integrated with quote management module providing access to quotes and quote functionality Contacts Module * New fields have been added to indicate primary address, primary telephone number, and primary email address * Additional fields include: contact source, contact rating, and text messaging addresses * Capability to send contacts an email with directions for updating his or her own contact information Accounts Module * Custom fields and folders have been upgraded for quickly modifying and viewing custom fields * Integrated with quote management module providing access to quotes and quote functionality * Bi-directional account relationships have been added * Integrated with project management module to allow viewing of associated projects * Using the "move contact" wizard, contacts and contact data can be moved to other accounts * New fields have been added to indicate primary address, primary telephone number, and primary email address * Account documents can be accessed by a WebDAV client Product Catalog Module * New capability for accessing company product and services information * Products and services can be categorized * Products and services have pricing information * Each product can be further customized with various options and option pricing Quote Management Module * Brand new module for creating and managing quotes * Create quotes for contacts and accounts * Track the life of a quote by adding notes, adjusting the status and versioning * Email a well-formed PDF quote to the customer * Print quotes for faxing or review * Clone an existing quote to be used for the same account or for another account * Add products and services to the quote directly from the product catalog * Create products during the quote process for organizations that require ad-hoc products and services * Add terms and conditions from a reusable library * Add remarks from a reusable library * Personalize each quote with a company logo or brand logo * Link quotes to opportunities Project Management Module * Dashboard quickly shows the latest project data from the last 24 or 48 hours, the last 2 weeks, or even the last 30 days * Project progress indicator shows status of a project at a glance * Team members can now include account contacts * Users receive an email when invited to a project * News articles can be assigned a category * News articles can be emailed to team members or to yourself * Projects can now be linked to organizations in the Accounts module * Users can record notes on project activities, which are indexed and searchable * Project plan indicator shows status of the plan, overdue activities appear in red, other activities appear in green * Project plans can be imported from Excel documents and OmniOutliner XML documents * Additional filters have been added to the project plan for incomplete/complete and priority * All project data is indexed and searchable including uploaded document content * Project documents can now be accessed by a WebDAV client Communications Module * Capability to send campaign recipients an email with directions for updating his or her own contact information * Broadcast capability to send a communication to a campaign recipient's email and text messaging address Help Desk Module * Custom fields and folders have been upgraded for quickly modifying and viewing custom fields Documents Module * Brand new module for sharing documents * Users can create multiple document stores, each with a specific purpose * Access to each document store can be provided to specific employees, account contacts, departments or roles * Permissions can be assigned for guests, contributors, and managers * Documents and versions can be uploaded to the store * Documents are immediately indexed with content indexers for Microsoft Word, Microsoft Excel, Microsoft Powerpoint, PDF, Open Office and HTML documents * Documents can be quickly searched for based on document content * Documents can be accessed by a WebDAV client Employees Module * Custom fields and folders have been upgraded for quickly modifying and viewing custom fields * Managers can review projects associated with each employee Administrative Module * Administrator can modify the industry lookup list * Multiple logos can be uploaded for use in the quotes module * Company information can be modified, which appears on quotes Internationalization Support * Application accepts UTF-8 data for required languages * Added a dictionary for translating terms, phrases, lookup lists, and reports * Calendar holidays for Canada, Germany, United Kingdom, and United States * German language translation provided Report Module * All reports upgraded to new version of JasperReports for added features and to support more reporting tools * Custom reports can include images using the "path_report_images" which looks in the fileLibrary "report_images" path Developer Improvements * Compiles and executes with Java 1.5 and Tomcat 5.5 * Added CRMConnection Class allows Java applications to easily exchange data with CentricCRM, including all CRM data * Object validation is now centralized for making changes and extending Centric CRM * All graphs now use new version of jFreechart for easy, professional graphing * All HTML "containers" are now drawn programatically Enhancements * Exporting data now only has a single header row with the column names, which provides for easier importing Fixes * CPU intensive documents no longer timeout during indexing * Project issues and issue replies are now properly indexed Visit the CentricCRM website for further information. More Best Open Source CRM Software Solutions Back to SmallBizCRM Home Page

|