Most Popular Open Source CRM, ERP and Project Management Software
(1 votes, average: 5 out of 5)
Loading ...CRM:
1, Sugar CRM
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
Flexible Deployment Options
Why should your CRM provider decide how you manage your customer information? At SugarCRM, the customer is in control.
Choose Sugar On-Demand, if you would like SugarCRM to host your information. Choose Sugar Cube, if you need a plug-and-play CRM appliance inside your firewall. Choose Sugar On-Site, if you want to manage Sugar on your own servers.
Do not let marketing dollars and bold pronouncements fool you: if a vendor tells you there is only one way to deploy software, it is more about their business model than yours.
Transparent and Customizable
Sugar offers point-and-click capabilities for user interface customization, but for companies who want more detailed customizations, we offer something more: access to the underlying source code.
This approach differs greatly from closed vendors whose business model is driven on locking-in customers and taxing them over the long-term. Sugar is written in a simple, popular programming language (PHP) that can be customized in an instant.
Stop paying extra to customize your own information in closed environments that are difficult, if not impossible, to understand. With Sugar, it is much easier to get to your destination because you can actually see where you are going.
Employees Love It
CRM success begins with the user. SugarCRM has designed a CRM application that is fast, friendly, and even fun to use.
Accessing Sugar through a web browser, users can choose their own themes to suit their individual tastes, manage multiple information sources through Microsoft Outlook integration and content syndication, and access the information they need as fast as they can click. The joy of using Sugar translates into a more organized and efficient sales force, which drives greater productivity and more visibility for managers.
A Better Way to Build Software
SugarCRM is changing the game by finding a better way to develop software.
We author and release Sugar Open Source to a community of 2,400 CRM experts and developers who use the software, provide feedback and develop extensions to the Sugar. We then use revenues from our corporate customers to fund the development and release of new functionality for our development community. That is why Sugar was translated into 24 languages in the last 18 months. This distributed development cycle produces a product that is more innovative and of better quality than closed vendors could ever produce. Put another way, who understands the CRM market better: 8 engineers or 2,400 CRM experts?
2. vTiger
vtiger CRM is an enterprise-ready Open Source CRM software mainly for small and medium businesses. vtiger CRM is built over proven, fast, and reliable LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies and other open source projects.
vtiger CRM leverages the benefits of Open Source software and adds more value to the end-users by providing many enterprise features, such as Sales force Automation , customer support & service , marketing automation, inventory management, multiple database support, security management, product customization, calendaring, E-mail integration, add-ons, and others.
vtiger CRM software installation is very simple as all the necessary software, such as Apache, MySQL, and PHP are integrated and executables are made available both for Windows and Linux (RedHat, Debian, SuSe, Fedora, and Mandrake) operating systems in SourceForge.net. You need not concern too much about setting up database, Web server, and other software.
vtiger CRM also provides, enterprise grade business productivity enhancement add-ons, Customer Portal , Outlook Plug-in for Microsoft Outlook users, Office Plug-in for Microsoft Word users, and Thunderbird Extension for Thunderbird mail users. All these add-ons are part of the vtiger CRM Open Source project in SourceForge.net
Currently most of the other Open Source CRM projects are not providing add-ons for Thunderbird Extension and Microsoft® Office® and you have to buy the Microsoft® Outlook® plug-in separately.
3, opentaps Open Source ERP + CRM
Key features of opentaps Open Source ERP + CRM include:
- A complete suite that deliver a 360-degree view of your business, from customers to orders to inventory to accounting. opentaps is one application running on one unified data model with over 700 tables, so you’ll never have to do messy integration again.
- Compatible all major open source and commercial relational databases, including MySQL, PostgreSQL, Oracle, Sybase, and Microsoft SQL Server.
- Runs on Linux, Unix, and Windows.
- Service-Oriented Architecture for easy interoperability with external or legacy applications.
- Modular and tiered architecture allows for easy modifications or additions. An add-on application could be unzipped into a directory and start running.
- Synchronize your users’ contacts and calendars with their mobile phones or Outlook and Evolution clients using the built-in open source Funambol Data Synchronization server.
- Built-in business intelligence and reporting tools with JasperReports and Pentaho.
- Integrate with PHP and Ruby On Rails applications, including the Joomla content management system or your custom web storefronts, or use the fully-integrated ecommerce store in opentaps.
- Workflow for adapting to unique business processes.
ERP:
1, Openbravo ERP:
Openbravo is an open source ERP solution designed specifically for the SME (small to midsize firm). Developed in a web based environment, it includes many robust functionalities which are considered part of the extended ERP: procurement and warehouse management, project and service management, production management, and financial management.
- Products and Components.
- Product categories.
- Product indexes: product types (item, service, cost), with specialized management for each. Particular warehouse management definition for each product (management of stock, tracking ability). Characteristics. Product images.
- Measurement units, conversion between units, variable weight units.
- Materials lists (products made up of others).
- Vendors by product.
- Price lists. Definitions of rates with differentiation (for example, from sales rates to purchasing rates). Automatic process of generation of rates.
- Rates. Price rates, applicable prices, price limits, specialized rules for applying prices to purchasing and sales.
- Freight categories.
- Transportation services (integrated with business partners).
- Substitute products.
- Business Partners.
- Customers, vendors, employees. Functions characterized by internal use (delivery/receipt of material, invoicing, collection, social direction, others). Contacts associated with direction. Third party grouping. Areas of interest (for commercial analysis).
- Customers. Sales rates. Invoicing method (immediate, delivery notes served, order completely delivered, periodical). Payment forms and terms (conditions of payment). Printing format and number of documents discernable by customer. Permitted risk (credit).
- Vendors. Prices and discounts. Form and period of payment (conditions of payment).
- Employees. Related with customer agent.
- Groups of business partners (segments or categories).
- Payment Terms (expiration dates, fixed payment days, working days, multiple expiration dates).
- Periodic invoicing calendars (monthly, fortnightly, weekly), with cut-off dates for each case. Possibility of mixed use calendars.
- Purchasing and volume sales discounts. Relation of articles, scalable discounts.
- Sales channels (sales representatives, telesales).
- Areas of interest.
- Third party activity reports.
- Purchase planning, based on production necessities, keeping in mind minimum stock levels, goods receipts dates, and pending requests.
- Purchase orders. Rates applications: prices, discounts and price limit controls. Warehouse control of goods pending receipt. Correction of orders. Creation of purchase orders from sales orders. Refunds to the vendor.
- Receipts. Automatic creation from pending order lines. Automation of incoming goods (location according to priority). Refunds to the vendor (according to stocks). Cancellation of delivery notes.
- Purchase invoices. Application of rates: prices, discounts and control of price limit. Automatic creation from order lines or delivery note lines pending invoicing. Invoicing of goods processed in consignment. order. Cancellation of invoice (leaving pending for invoicing the associated documents).
- Relationship between orders, delivery notes and invoices.
- Expense Invoices.
- Massive printing of documents.
- Purchasing order reports, vendor invoices.
- Warehouses and storage bins (multiple warehouse use available).
- Stock products in multiple units (for example in kilograms and boxes).
- Personalized product attributes in the warehouse (color, size, quality description, etc.).
- Lot and serial numbers.
- Printing of labels. Barcodes (EAN, UPC, UCC, Code, others.).
- Management of bundles in warehouses.
- Restocking control.
- Traceability configurable by product.
- Movement among warehouses.
- Picking strategies (according to stock, with rules of priority by expiry, location, etc.).
- Physical inventory. Inventory planning. Continuous inventory.
- Reports of movements, tracking, stock, arrivals/departures, expiry, inventories, locations, etc. Personalized reports.
- Project types, phases and tasks.
- Expenses associated with a project.
- Made-to-order projects and generation of sales orders from templates.
- Construction projects. Invoice to origin (by project).
- Rates by project.
- Budget report. Tracking of actions regarding budget estimates.
- Generation of purchase orders.
- Project reports.
- Resources.
- Register of services.
- Internal expenses.
- Invoicing of expenses.
- Invoicing of services.
- Levels of service.
- Activities report.
- Plant structures.
- HFG’s (Homogeneous Functional Groups) or Cost Centers.
- Work centers and machines.
- Materials Requirement Planning (MRP) keeping in mind client requests, existing clients, stock levels, and minimum order quantities.
- Production plans, with multiple arriving products and multiple departing products.
- Production orders.
- Sequence creation and products for each order phase.
- Confirmations with data relating to the production plan and pre-filled sequence.
- Calculation of production costs with the possibility of adding indirect costs.
- Work incidences.
- Types of equipment and management of each piece of equipment.
- Preventive maintenance and maintenance types.
- Sales areas.
- Sales orders. Direct sales. Pre-sales. Telesales. Rate applications: prices, discounts and price limit controls. Reserves of goods in warehouse for unprocessed orders. Notification of customer risks. Correction of orders.
- Types of order documents: estimations (with and without reserves of goods), standards, warehouses (automatic delivery note generation), Points of sale (automatic generation of delivery note and invoice).
- Delivery note. Automatic creation from pending order lines. Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc). Cancellation of delivery notes.
- Automatic generation of delivery notes.
- Invoicing process. For all types of invoicing: immediate, delivered goods, order completely delivered. Periodically, (weekly, fortnightly, monthly).
- Invoice registration. Rate applications: prices, discounts and price limit controls. Automatic creation from order lines or delivery note lines of delivery notes pending of being invoiced. Notification of customer risks. Invoice cancellation (leaving associated documents pending invoice).
- Massive printing of documents (orders, delivery notes, invoices), with individual selection criteria for the user.
- Possibility of the creation of documents in any order and to disregard documents not required (Order-Delivery note-Invoice; Order-Invoice-Delivery note; Delivery note-Invoice; Invoice).
- Commissions.
- Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing.
- Integrated with order capture systems by (palm and pocket PC).
- Standardized customer information (360° vision).
- Management of requests. Integration with E-mail.
- Accounting
- Default charts of accounts.
- Definition of charts of accounts.
- Fiscal year and year to year management.
- Budgeting.
- Tax categories.
- Tax brackets. Determining flexible taxes based on regions, products, or business partners.
- Linked accounting. Direct navigation from accounting entries to documents and vice versa.
- Manual entries. Enty rates.
- Journal entries.
- Trial balance.
- General ledger.
- P&L statements (income statements).
- Balance sheets.
- General accounting plan statements.
- Receivables and Payables
- Generation of debt payments (from invoicing).
- Issue of debt payments.
- Management (cancellation, merging and division) of accounting documents. Remittances (according to bank records).
- Issue of cash accounts. Multi-cash account.
- Cash account journal (cash audit). Cash account entries by type Expenses, Receipts, Balance, Deposits, Bills, Order (for cash payment on delivery note: possibility of recovering expenses before invoicing. Automatic generation of entries for cash payments and payments on delivery note.
- Bank statements. Portfolio issues selection assistant.
- Manual liquidations. Other expenses (payroll, taxes, etc.).
- Cash account reports, bank, debt payments by position.
- Assets
- Definition of the assets, fixed assets, acquisition price, and accounting valuation.
- Temporary or percentage based amortization.
- Amortization plans.
- Integrated with application management.
- Reports definable by user.
- Pre-established dimensions (third party, product, product category, product category, project, campaign, etc.) and dimensions established by use.
- Predefined balanced scorecard.
- Configurable main menu.
- Configurable language for each user.
- Programmable alarms by specific user role or user.
- On line help (currently in English and Spanish).
- Possibility to attach documents, images or files to any register in the application.
- Navigable network of information on forms and reports, you can go to the previous form (back button), you can go to the registers used in the current register (back navigation) or to registers that use the current register (forward navigation).
- Output of reports in multiple formats: .html, .pdf, and .xls.
- Configurable filters and flexible record sorting.
- Embedded selectors in the forms for the most used entities (products, business partners, accounts, projects, orders, invoices…).
- Configurable batch processes of tasks that can be scheduled on specific
2, Compiere
Compiere is an integrated open source ERP and CRM business solution built on a powerful Model-driven Application Platform that gives you the capabilities to run YOUR business, YOUR way. Use Compiere business solutions software to automate all of your financial, distribution, sales and service processes… quickly, affordably and easily.
Broad Capabilities and Deep Integration
Compiere ERP business solution capabilities span Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM).
Learn more about using Compiere ERP business solutions software for:
- Performance Management & Reporting - Report and manage the performance of your enterprise business solutions.
- Purchasing - Automate the steps from procurement to payment.
- Materials Management - Manage inventory receipts, shipments, moves and counts across your warehouses, suppliers and customers.
- Manufacturing - Control Manufacturing operations with material planning, production scheduling and shop floor execution capabilities.
- Order Management - Create quotes, book orders, manage materials, generate invoices and collect cash.
- Sales - Control your valuable customer relationship management solutions.
- Service - Manage the entire Service delivery lifecycle.
- E-Commerce - Create and run a secure web store front.
- Point of Sale - Automate cash sales and inventory management.
- Financial Management - One system automates the processes of your business solution and manages your financial records.
- Projects - Project management, planning and execution. Track costs associated with multi-phase projects across your business solution.
Project Management
1, dotProject
dotProject is a volunteer supported Project Management application. There is no “company” behind this project, it is managed, maintained, developed and supported by a volunteer group and by the users themselves.
DotProject core features include: 
User Management; Ticketing Support System provided via email; Client Management; File Archive; Calendar Discussion Forum;
2, PHProjekt
PHProjekt is a modular application for the coordination of group activities and to share informations and document via the web.
Components of PHProjekt: Group calendar, project management, time card system, file management, contact manager, mail client and many other modules.
PHProjekt supports many protocols like ldap, xml/soap and webdav and is available for 38 languages and 9 databases.
General:
- Modular Structure
- Accessible mode
- Different stages of privileges
- Protocols: XML, SOAP, webDAV, ldap, ical/vcal
- Supports over 38 languages
- Skins
- SOX compliant by history tracking and soft delete - Supports mysql, postgres, sqlite, firebird, oracle, ms-sql, db2
- API to include other applications
- Complex filter management
- Guided installation, update and configuration
- Prepared for big amount of users or data records
- module designer to adapt own workflow
Projects
- List of projects with tree structure
- Subprojects with unlimited depth
- Includes phases, milestones etc.
- Considers project dependencies
- Basic data: start/end, leader, participants, budget etc.
- View related notes, files, tasks, events, tickets
- Statistics results: who worked on which project
- Timeline/Gantt diagram of all projects
- Cost management
- Bugdet controlling
Time card system
- Quickbuttons for ’start’ and ‘end’ in the main screen
- Several bookings each day
- Optional manual inserts x days backwards
- Assign working hours to several projects
- Monthly overview with summary
- Booking working time directly on record (task, tickets)
Contact manager
- Hierarchical structure of contacts
- Teams, companies and organisations as submodule
- Import/export contacts in different formats …
- … even multiple times by pattern recognition
- keep contacts personal or open to the group
- Table view of all project members
- sort by all categories up and down
- View all related notes, projects, files, tasks
- filter system
Calendar
- Single mode: views for day, week, month and full list
- Group mode: view schedules of several users together
- Insert events into the schedule of other users
- Create profiles for frequently used groups
- Repeat events: each day, week, month or year
- Assign a comment, contact or project to an event
- Keep an event private or allow to publish
- Start and end time of an event clickable
- reserve resources (e.g. rooms) for events
- SMS or email reminder
- print each view
Chat
- view members who are online
- Save actual discussion in a file
Forum
- View threads in tree structure
- n elements per page
- filter system
- print postings
Request tracker
- aka known as help desk or trouble ticket system
- Customer adds request on special page
- optional sets due time
- searchable knowledge base of solved requests
- automatic confirmation by mail
- automatic or manual assignment to users
- List- und Form view
- Sort- und Filterfunctions
- Define a request as a subproject
- Assign work time to request (for later billing)
Mail client
- pop3 or imap access
- send and receive mails
- ascii or html format, attachments
- supports several accounts
- rules to assign mails to folders
- display mails in tree structure with folders
- Fax and SMS support
Files
- files, intranet links and directories
- tree structure with folders
- restricted access system for each file
- table view of all group related documents
- Filter for large file lists
- sort by all categories
- upload section
Notes
- Save your personal memos and thoughts
- Quick overview on all notes, edit function
- assign a contact or project to a note
- Kepp a note private or open to the group
- Copy or mail to another user
- Full text search
Bookmarks
- Bookmark list for a quick access to important URL’s
- editor to insert new bookmarks
- check for double entries
Voting system
- select individual persons for a vote
- Editor to create the voting
- Up to the three answers possible (single or multiple)
- Table view of all actual and past votings
Administration
- access by password only for admin
- Manage group, users, projects, resources, timecards
- check for dead links in bookmarks
- delete old threads from the forum
- miscelleanous
Todo list
- quick insert of short memos
- user with chief status assigns todos to others
- list view with delete option
Reminder
- Small window that shows the actual events
- Additional option: allert box reminds you before an event
Search System
- full textr search in single module or ..
- complete site search
3, TUTOS
TUTOS is a tool to manage the organizational needs of small groups, teams, departments …
To do this it provides some web-based tools:
- a calendar for users and groups (incl. screenshot)
- Groups / Teams
- address manager for people, companies and departments (incl. screenshot)
- bug tracking system (incl. screenshot)
- product/project repository (incl. screenshot)
-
- with task management (incl. screenshot)
- with document management (incl. screenshot)
- with installation management (incl. screenshot)
- support of different roles (manager,developer,customer etc.)
- support of relations to other projects (base product, subproject etc.)
- mailboxes (imap/pop)
- timetracking on projects, installations and bugs
- Invoices
- Watchlists. Stay informed on changes on projects/bugs etc via email.
- support for teams that are distributed over different timezones
- color themes / layout
- fine grained permission handling
- change history
Ref: http://en.wikipedia.org/wiki/List_of_collaborative_software#Open_source_or_free_software
Popularity: 5%
