openCRX provides comprehensive, enterprise-wide coordination for sales, service, and marketing activities, enhancing customer relationship management. While the interface may take time to get used to, its extensive customization capabilities and robust feature set offer significant value. Overall, openCRX’s open-source nature and powerful functionalities make it a compelling choice for businesses.
openCRX Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is openCRX?
openCRX is a professional open-source customer relationship management (CRM) solution designed for organizations requiring comprehensive, enterprise-wide coordination of sales, marketing, and service activities. This system centralizes contact management and streamlines operations, offering a 360° view of customer interactions. The platform’s design supports businesses of various sizes in managing prospects, tracking deals, and automating marketing efforts.
openCRX Pricing
The vendor has not disclosed specific pricing details of the software.
openCRX Integrations
While the software likely supports third-party integrations, the vendor has not published an official list of supported applications.
Who Is openCRX For?
openCRX is ideal for businesses within diverse sectors and industries, which may include:
- Sales
- Customer service
- Marketing
- IT
- Education
- Law
Is openCRX Right For You?
If an organization seeks a highly customizable, open-source CRM with enterprise-grade features for sales, service, and marketing coordination, openCRX is an excellent fit. Its robust 360° account management and flexible pricing capabilities stand out, offering profound control over customer relationships. With its enterprise-level security protocols, including robust audit trails and role-based control, this platform provides a scalable, adaptable solution for evolving business needs, supported by a vibrant user and developer ecosystem.
Still doubtful if openCRX software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
openCRX Features
Among the prominent openCRX features, this feature empowers sales teams to concentrate on profitable deals and accelerate closures by providing consistent information sharing. Users can track deal progress, record interactions, and customize sales processes with activity management. It also integrates with existing ERPs for real-time data, enabling effective sales strategy and prospect management.
See How It WorksThis capability provides a comprehensive 360° view of each customer, encompassing contracts, activities, products, and status. This holistic perspective enables employees to cultivate stronger, more profitable relationships by deeply understanding each account's current standing and historical interactions. It centralizes critical customer information for unified access.
See How It WorksopenCRX provides a comprehensive groupware feature set, enabling users to manage emails, contacts, and calendars (both shared and private). It supports AirSync for synchronization with mobile devices like iPhones and Android PDAs. Users can access these features via a web browser or third-party applications, promoting flexible and collaborative work environments.
See How It WorksThis feature facilitates coordinating workflows in large projects, tracking and monitoring all project-related incidents and activities. It also allows for grouping and structuring activities with trackers, maintaining control through advanced time-tracking and real-time reports. This also functions as a sophisticated bug tracker, ensuring comprehensive project oversight.
See How It WorksopenCRX offers robust product and price management, allowing users to define and manage products, prices, and price lists across multiple currencies. It also supports complex product structuring, including bundling, and enables highly flexible pricing rules that can be adjusted at runtime to implement any desired pricing algorithm.
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