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You are in: ECommerce-Guide > Product Guide > E-business > Customer Relationship Management


E-business

Analysis | Conferencing | Customer Relationship Management | Database Gateways | Development | Document Management | E-commerce | E-marketing/Site Promotion | Groupware | Intranet | Sales Force Automation | Service | Storefront Tools

SnapCRM / Rendezvous

Open-Source Web-Based CRM

CodeGlide offers open source products--available separately--especially targeted to sales forces and work teams. Among them:

- SnapCRM is open source Web-based CRM software. It includes Sales Force Automation modules such as Account Management, Contact Management, Competitor Management, Opportunity Management, Forecasting, Sales Order Processing, Quote Management, Billing, Activity Management, Territory Management, Product Catalog and Sales Literature.

SnapCRM comes with marketing automation tools including multi-channel campaign management, lead management and Web-to-lead forms. It also includes service and support automation modules such as Case Management, Contract Management, Defect Management and Knowledge Base.

An integrated collaboration suite with a Webmail client, AJAX calendar, project management, document management and RSS feeds reader is included as well.

All CRM information can be analyzed using business analytics tools such as reports, charts and dashboards.

SnapCRM can be accessed using a browser-based AJAX interface or from mobile devices such as iPhones, Blackberries or Smartphones. It includes support for over-the-air push synchronization with mobile devices using SyncML, and includes an Outlook plugin to integrate Outlook.

Files and folders stored in SnapCRM can be accessed as WebDAV folders from Windows, Linux and Mac clients. Information stored in SnapCRM can be accessed from external applications using SOAP and RESTful Web services.

SnapCRM can be customized using the Module Builder which the vendor states allows even inexperienced users to create new applications or modify existing ones.

Other features include role-based administration, business units, sales territories, teams, granular access levels (ACLs) and database support.

- Rendezvous is an open source Web-based collaboration suite including Webmail, group & shared calendars, tasks and activities, contact management, project management, documents, notes and an RSS reader.

Rendezvous can be accessed using a browser-based AJAX interface or from mobile devices such as iPhones, Blackberries or Smartphones. It includes support for over-the-air push synchronization with mobile devices using SyncML, and includes an Outlook plugin to integrate Outlook with Rendezvous.

Information stored in Rendezvous can be accessed from external applications using SOAP and RESTful Web services. Files and folders stored in Rendezvous can be accessed as WebDAV folders from Windows, Linux and Mac clients.

Other features include role-based administration, business units, territories, teams, granular access levels (ACLs) and database support.

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fact sheet
DPW id#: 1232211166
date posted: Jan. 20, 2009
category: E-business:Customer Relationship Management
platform: Windows; UNIX; Linux; MacOS X
vendor: CodeGlide, Inc
(www.codeglide.com)


E-business

Analysis | Conferencing | Customer Relationship Management | Database Gateways | Development | Document Management | E-commerce | E-marketing/Site Promotion | Groupware | Intranet | Sales Force Automation | Service | Storefront Tools

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