CentricCRM v3.0
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 module
Pipeline 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.
Back
to SmallBizCRM Home Page
|
|
|
