• Enterprise quality contact management
• A Web email client that works with POP and IMAP, and automatically relates all emails with customer
• Group calendaring
• Activity tracking and reporting
• Centralized file management
• Marketing functions including mass emailing through a mail merge utility
• Sales force automation including comprehensive opportunity tracking and proposal creation
• Project tracking with unlimited tasks and sub-tasks, milestones, alerts and emails, and time and expense
• Web ticketing entered via email and the customer and employee portals
• Frequently Asked Questions (FAQ) and Knowledge Base (KB) systems
• Accounting views for relating order, invoice, expense and other information with customer records
• Human resource module for expense form and time sheet submission and more
• Synchronization with MS Outlook, Outlook Express, Palm, Pocket PC, and Blackberry through the
CompanionLink conduit. Synchronizes all contacts, calendar items, activities, and notes.
• A customer portal that may be configured to meet your branding strategy
• A configurable interface that is easily editable via style sheets.
• An online help system
• Administrative modules to configure the software for your specific requirements
CK-ERP is an open source accounting / MRP / ERP / CRM system that runs on top of multiple middlewares. It
provides accounting and back office functionalities to SMEs and utilizes the underlying middleware to administer
accounts/groups. It comprises 22 modules - Administration, Multilingual Facility, Contact Management,
Customer Relationship, Customer Self Service, Vendor Relationship, Material Requirement Planning, Warehouse,
Inventory, Service, Accounting Ledger, Bank Reconciliation, Accounts Payable, Accounts Receivable, Purchase
Order, Sales Order, Quotation, POS for Cashier, POS for Manager, Human Resources, Staff Self Service and Payroll.
Operating platform can either be LAMP or LAPP. Backend database engine can be anyone of MySQL, PostgreSQL
One of the most important open source ERP projects, Compiere (and the recently created fork Adempiere) are
complete and sophisticated mid-tier ERP systems. Among the features:
Standard and Customizable Financial Reports - Generate standard financial and managerial reports
including Balance Sheet, Profit and Loss, Statement of Cash Flows and many others. Additional reporting
options include customizing reports with Compiere's internal report writer, data access using your
choice of 3rd party report writers, or data exports for analysis in spreadsheet or OLAP tools.
Comprehensive Financial Management - Compiere offers comprehensive financial management
capabilities. All functional elements of Compiere are global-ready, supporting the complexities of
businesses that span multiple organizations, currencies, accounting schema, tax laws and languages.
Compiere enables you to customize the system to meet your needs without risking violation of accepted
accounting and tax rules.
Customer-specified Chart of Accounts - At the heart of every financial accounting system is a chart of
accounts. Compiere ships with several charts of accounts for you to use. It also provides a streamlined
process for you to continue using your own chart of accounts.
Accounting Rule Enforcement - Compiere strictly enforces base accounting rules to ensure balanced
accounting entries and overall system integrity. An example of a base rule is that the system will reject
an entry if the accounting date is in a closed period.
Tax Calculation and External Reporting - Most tax entries are created by the transaction. Compiere
calculates, manages and applies multiple taxes (e.g. GST/PST) as well as local tax. Tax rules create
correcting tax entries for Sales Tax and VAT systems. Compiere automates the preparation of reporting
to external tax agencies.
Banking Relationship Management - Compiere automates the management of your banking relationships
and accounts. Compiere supports the import and export of bank statements using OFX, IFX and SWIFT
Quotations - Compiere provides for the creation and printing of customer quotations based on general
or customer specific price lists. Quotations can be made "binding," in which case they reserve inventory.
Quotations may also be modified at any time and can be automatically converted to a Sales Order
without additional data entry.
Sales Orders - A Sales Order is the "fulfillment control document" that is the foundation for generating
Sales Order, shipment and invoicing documentation. In addition, Vendor Purchase Orders may be created
automatically for the items specified on a sales order and directly shipped to the customer if
appropriate. Different types of sales orders cause different business process behavior in Compiere. For
example, a "Prepaid Order" will not allow shipments until payment occurs. A "Point of Sale" order
assumes the customer is at the counter with the goods in hand and generates all transactions including
stock decrement, invoicing, and payment through the entry of a single document. A "Standard Order" by
comparison, will check availability before accepting the order then queue the order for fulfillment by the
warehouse and then generate an invoice in the next invoice run or otherwise in accordance with the
invoice rules for that customer. Compiere supports the following Sales Order Situations: Standard order,
POS order, credit order, warehouse order, prepay order, RMA.
Shipments - Based upon the details captured on the Sales Order, one or more shipments can be
generated immediately or automatically when inventory subsequently becomes available. Compiere
automatically back orders unavailable items. Compiere can be configured to allow shipments to be
effected from the shipment documentation or alternatively provide for a more disciplined warehouse
approach by requiring explicit confirmation of picking and/or shipment prior to the generation of
invoice documentation. Confirmations can be used to manage movements of inventory from, say, a
receiving area to 'put away' areas from which it then becomes available for further processing.
Other specific functionalities:
• product catalog
• price lists
• bill of materials
• distribution and multi-warehouse control
• material receipts, replenishment
• costing of products and services
• material receipts, vendor invoices
• CRM, sales management, customer tracking, customer profitability analysis
• integrated e-commerce
• point of sale
• integrated reporting
Several extensions and plugins exist, for example the Libero manufacturing customization (adds MRP, CRP, shop
floor control, capacity control) or localised master structures for individual countries balance codes.
Cream is a multilingual customer relationship management (CRM) system for media organizations that features
powerful modules for sales automation, customer service, subscription management, incoming and outgoing
email, template-based HTML newsletters, and a WYSIWYG editor.
Highlights of Cream feature set:
• Receive e-mail functionality (text and HTML)
• Sending HTML emails
• Editing HTML emails with a WYSIWYG HTML editor
• Newsletter subscriptions for anonymous users
• External HTML forms for newsletter subcriptions and unsubscriptions
• Sending HTML newsletters
• Editing HTML newsletters with WYSIWYG HTML editor
• Powerful filter for sending newsletters to either newsletter subscribers or all customers based on type,
category, product, or campaign
• Import of products and customers
• 'Communication' and 'Sales' tabs in user interface
• Completely localizable user interface
• Localizations to Dutch, German, Spanish, Russian, Ukrainian and Serbian languages
• Home page with shortcut and summary links
• Help page with FAQ, Support and Forum links
• The application now also works on Windows
Enterprise Groupware System is a fully Open Source web-based CRM & business system released under the GPL.
Among the functionalities:
• Manage accounts, leads and customers
• Track sales opportunities and pipelines
• Organise your activities
• Plan campaigns
• Manage projects, tasks and resources
• Track hours and resources for project usage
• Complete time sheets
• Organise your customer support and emails
A sophisticated and complete ERP system, ERP5 covers accounting, customer relationship management, trade,
warehouse management, shipping, invoicing, human resource management, product design, production and
project management. All resources in ERP5 can be variated in any number of dimensions, providing built-in
configuration for products and reduced design cost for bill of materials (BOM) and bill of operations (BOO) as
well as structured rule-based approaches to complex pricing. It has been implemented in vertical industries like
banks, aerospace, health care, apparel, and government agencies. A specific mobile interface has been recently
added, with the initial certification of the Nokia E61 smartphone.
Some features [source: Herzog, "a comparison of open source ERP systems]:
Trade provides purchase, sale, order and warehouse management
PDM (Product Data Management) allows product definition, variations,
categorization, bill of materials (BOM) and a multimedia catalog. There is
also a special PDM module for the apparel industry available, which
supports all document types required for the handling of fabrics, models,
sizes, CAD files, etc.
MRP (Manufacturing Requirements Planning)
CRM (Customer Relationship Management)
HR (Human Resources)
The E-Commerce online shop supports XML based synchronization with
a backend server.
CMS (Content Management System) to store, index and classify all
documents and unstructured data.
hipergate is an open source web based application suite. Its mission is to cover a full range of technical
requirements in any organization. All applications are addresses from Internet Explorer, without needing any
other additional software in the client computer. This suite is multi-company capable, and can be used in a
single company, a corporate group or working as an ASP solution capable of serving an unlimited quantity of
single customers. It provides a Collaborative tools and Groupware Module, a contact management module,
project management, eCommerce, content management, massive email handling and corporate library.
LoopFuse is the enterprise-grade marketing and sales automation suite offering organizations the ability to
generate leads from their website, score and route leads, marketing campaign capabilities, full web analytics
support, and full CRM integration with most major vendors. LoopFuse also offers the capability to measure ROI
within marketing and sales department initiatives.
LoopFuse Web Analytics component allows organizations to better tune their websites to increase
message response with accurate statistics covering a wide-range of metrics. Our integrated lead
generation platform, enables you to generate increased demand for your products and services,
providing a continuous flow of qualified leads to your sales team. Automated lead generation allows
marketing organizations to have a measurable process that can be adjusted in order to maximize sales
The LoopFuse marketing campaign manager gives marketing organizations complete control over all
marketing initiatives, including: email marketing, internet marketing, and traditional/print marketing.
Our innovative ability to tie these marketing initiatives in to your CRM information and web analytics,
means that marketing organizations can now calculate the exact ROI value for all their campaign
initiatives, be it a banner ad, email campaign, or even a highway billboard.
LoopFuse OneView stores all demographic, product interest, viewing habits data in your dedicated
database, so you can segment the data by this information and queue them for further nurturing, export
to a CRM, or export in a raw format.
OneView's CRM Integration feature, allows organizations to automate the process of routing segmented
(or all) potential leads to your sales professionals. LoopFuse can export as much, or as little information
as a marketing organization would like, providing sales professionals with all the information they need
on a qualified prospect.
Once you have segmented your leads, qualified, or even routed them to your sales professionals,
OneView allows marketing organizations to have a bird's eye view of how a potential lead has progressed
through you marketing and sales funnel, and valuable historic/demographic data that will increase the
"Lead Intelligence" factor for your sales professionals.
Automated Lead Scoring allows you to perform automated scoring of all leads and organizations in your
database. The lead scoring process is automated, allowing you to create Lead Scoring Rules, that are
executed on a frequency basis.
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. It supports:
procurement management: 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,
Warehouse management: The warehouse management processes built into Openbravo allows the
inventory in your organization to always be up to date and correctly valued. The possibility of defining
the warehouse structure of your organization to unit level (storage bins) facilitates the exact localization
of your stock at any time. Additionally, the capacity for managing product lots and the possibility of
using serial numbers assure compliance with the tracking requirements imposed by the majority of
industries. Among the features: 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.
Project and service management: This functionality is orientated towards companies whose activities are
based on the delivery of projects and services. With relationship to projects, Openbravo allows for the
management of budgets, phases, tasks, expenses and purchases related with each individual project.
These projects may be related to monitoring construction projects or even sending out and sales and
purchase related requests. The service component permits companies to define services and resources
and control all activities. These activities may or may not be billable, for internal or external customers,
and be monitored for incurred expenses at a detailed level. Functionalities: 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.
Production management: Plant structure, production plans, BOM's, MRP, manufacturing orders, job
reports, costs of production, work incidences, preventive maintenance types, etc. The production
functions and plant management in Openbravo allow a complete shaping of the productive structure of
each organization (sections, cost centers and work centers) as well as the relevant data for production:
production plans (operation sequences), and products used to make one another. Currently, the
functionality provided by Openbravo is orientated towards covering the usual necessities of a discrete
production environment: production planning and requests related to procurement using MRP, creation
of manufacturing orders, job reports (notification of times and consumption), calculating costs of
production, notification of job incidents and maintenance reports. Features: 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.
Financial management: The financial management functionality provided by Openbravo is designed to
minimize manual data input on behalf of the user, thereby freeing them from tedious, routine tasks and
allowing greater focus on other, more value added tasks. This increase in productivity is due to the
financial department acting as collector of all the relevant actions generated from the other management
departments. This occurs in such a way that these have an automatic reflection in the general
accounting, in the accounts receivable and accounts payable as soon as they are produced. The module
covers accounting, receivables and payables, assets, amortization.
Business intelligence: Nowadays, business organizations handle a great deal of data in the practice of
their business activities. This does not necessarily mean that they have available to them the necessary
information for the management of their enterprise. The BI component of Openbravo, integrated into the
management system, will help you to monitor of the state of your company, providing you with the
relevant information for decision-making. The predefined balanced scorecard will allow you to verify,
through the monitoring of a series of key indicators, if the defined strategy is being correctly
implemented in your organization.
A complete and powerful CRM system. It provides: Account/Contact Mgmt, management of complex legal
entities, leads/opportunities, quotes, sales orders, invoices, territory management, product catalogs, multiple
pricing and discounting, task management, collaborative sales support, customer service and support
(incident/case management, contract management, collaborative service support, FAQ, effort tracking and
billing), alerts, document management.
Documents you may be interested
Documents you may be interested