Open Source Software Technical Articles

Want the Best of the Wazi Blogs Delivered Directly to your Inbox?

Subscribe to Wazi by Email

Your email:

Connect with Us!

Current Articles | RSS Feed RSS Feed

OpenCRX: An open source Salesforce alternative

 is the go-to customer relationship management (CRM) solution for many companies. However, for enterprises that don't want to spend their money on software-as-a-service (SaaS) licensing fees, openCRX offers a compelling open source, premises-based alternative. Like Salesforce, it's a web-based application designed to manage lead generation, sales, and support for the enterprise, but you install it on your own servers.

To familiarize yourself with its features, install openCRX and begin by adding or importing customer and client accounts. How you import customer account information will differ depending on whether you're working with vCard, Excel, iCalendar, or XML data. To import an Excel account file from the openCRX GUI, browse to the Manage Accounts tab at the top of the page, select File -> Import Accounts from Excel File, then specify the Excel file that contains your customer accounts.

The process is similar to what you might be familiar with under Salesforce. Salesforce offers an Import Wizard, but it supports only ACT!, Outlook, and CVS files.

Creating a marketing campaign

Building a marketing campaign is fairly straightforward using openCRX. Browse to the Manage Activities tab and choose File -> New Campaign. Enter a name and a description for the campaign, and optionally assign a locale (en_US for example). Insert a user-defined activity type. Use target group accounts, such as events or event-related activities, that related to this campaign. Extra tabs for Details and System allow for you to enter information such as who the campaign is created by, external links, and estimated time needed for the campaign, and provide the option to disable the campaign.


This process is different from that of Salesforce, which is easier to use for creating a new campaign, but offers less granular control than openCRX.

Build a mailing activity

Once you have a campaign set up you'll probably want to configure outbound email so you can create a mailing activity with openCRX. Browse to the Activities tab of openCRX, then choose Create Activity. With the new Activity open, fill in details such as the name of the mailing activity, due date for its execution, scheduling period for the mailing, and the description.

Next, specify a group of recipients. Because you're likely going to send mailings targeted to an address group, select the Address Group option from the Recipients tab, under the pull-down option marked New. Select the correct address group, then click Save.

With Salesforce, by contrast, you set up and create a mailing activity by first navigating to Contacts, then Mass Email Contacts. Under the View pull-down menu you select the group you'd like to email, then click Go. Salesforce then gives you options for adding other recipients to your mailing, scheduling delivery, or sending your mailing immediately, none of which openCRX lets you do.

Sales opportunities

One of the most important aspects of a CRM application is how well it lets you manage sales opportunities. In openCRX you can add a new sales lead, sales opportunity, quote, or invoice from the File menu under the Sales tab. Unfortunately, learning how to use openCRX to turn leads into sales requires practice and time with the documentation. On the plus side, openCRX offers built-in invoicing, which Salesforce lacks. In Salesforce you manage sales opportunities under the Opportunities tab. As in openCRX you can create a new lead, opportunity, or quote, but the process in Salesforce is much easier.

Support cases

OpenCRX allows you to track support cases for your business via the Manage Activities tab. Browse to the File menu to create a New Activity, then fill in a name, the activity creator, reporting account, contact, and to whom the case is assigned. You can provide additional details such as a start or stop date or priority, depending on your company's needs.

After you fill out the description, assign the activity to an activity group, which is a group of assignments that share some relation to your business. You might name this group Support Ticket.

To follow up on a support case, browse to Manage Activities, where you can see activities listed by the scheduled start date and time by default. You can also sort activities by activity number, name, the person to whom the activity has been assigned, and due date. Browse or use the search box to find the support case by case number or customer name. With the case (activity) opened, click on Actions and select Follow Up to open a set of options starting with the ability to transition this case into another status. Transition pull-down options let you add a note, export the activity as an attachment, send it as email, or close it. You can also reassign the support case to another person and change its priority.


By contrast, Salesforce makes support cases available from a tab called Cases. Cases (only open ones by default) are listed in reverse chronological order. You create a new case by clicking Create New -> Case. The Salesforce interface is cleaner, but openCRX lets you to find support cases (and other activities unrelated to support) from one single work area – the Activities tab.

The upshot

Which CRM tool is best for your business? While Salesforce has a smooth, attractive interface and is easier to use in almost every aspect, openCRX offers features Salesforce lacks, such as invoicing capabilities, CalDAV support, integration with any email client, and support for LibreOffice, and arranges its key functionality into a more logical tab hierarchy. Because it's Java-based, openCRX can run on any Linux, Windows, or Mac OS server in your data center. And because it's open source software, you can modify the application to customize it for your needs. Though Salesforce has a lot going in its favor, openCRX is worth evaluating for its unique strengths.

Do you want to receive a compilation of Wazi's top
blog posts in the past year delivered directly to your inbox?

This work is licensed under a Creative Commons Attribution 3.0 Unported License
Creative Commons License.
Tags: ,


You'll be eligible for a great hermes replica Global Pupil Id Credit card, which is often useful for savings about travel arrangements and also global railroad vacation. Regarding vacation inside BRITISH, a student mentor credit card or perhaps railroad credit card can entitle one to any one-third lower price on most prices. Yet as a result of Chanel look-alike bags, it's simple to take pleasure in the high end regarding artist hand bags with out shelling out big money. These kinds of hand bags are usually motivated simply by traditional Chanel bags, which can be on the list of world-class high end items replica dior created by the particular Parisian trend residence, Chanel. One of the most popular spokesmodel regarding Chanel could be the overdue occasional actress Marilyn Monroe. Some other visible superstar endorsers with the brand name chanel replica contain Nicole Kidman, Audrey Tautou, and also Keira Knightley. We all embrace Anne Haas Dyson and also Celia Geisha’s classification regarding circumstance scientific studies inside Around the Circumstance. Inside our examine, this scenarios regarding equally members and also their particular connection with their university options give rise to our own examination regarding handbags replica job interviews and also observational info. 
Posted @ Wednesday, June 04, 2014 10:31 PM by sdqqa
At the rear of a higher packet walls within Asnières, Portugal, Cheap Replica Handbags artists build their own well-known trunks very similar method the actual house’s creator do 154 years back, whenever Repliques rolex wanted to flee Paris, france as well as located each their house as well as Replica designer handbags class within this now-bustling region nw from the town. Right here, trunks are Replica Shoescreated within poplar wooden as well as covered canvas-the Replica Watches second option having among the planets most-recognized images, a good Replica Handbags monogram accented along with visual blossoms.  
Posted @ Friday, June 06, 2014 10:15 PM by kenny
The side of that means that we can get on with others and then catch up with it. This means avoiding to use materials that can be dangerous for our health, likeThis means that a manufacturer is warning you through these fine prints that the product you are buying is not real or FAKE.I understand your surprise.I used to be marvel at the luxurious Gucci Watches with countless diamonds and crystals.Her recovery was physically exhausting.Her retirement wasnt meant to be, however, and when she came back to the fashion industry, she made a big impact with the stylish and timeless Chanel 2.after successfully getting out of debt with their creditors.After Tahir was detained, the other 132 passengers were put back on the same plane and it took at <strong>Cheap Ferragamo belts</strong>. The Egyptian Sun god Ra was believed to assume the form of a tomcat each night for his battle with the serpent of darkness. The Egyptian word for cat is Mau. The scope changes from innovation, design, development and purchasing to sales and marketing management&quot;.&quot;The shipment was targeted for exam,&quot; said Judy Staudt, Customs and Border Protection.You can find it over their website or by simply typing discounted codes for the designer shoes you want. You can find mahogany, chocolate, In fact for ethicists, wool which is considered unhealthy due to the mulesing act where the sheep is slaughtered without safety precautions being taken is not used as a cloth fabric.In fact for the ladies that like to change their bag on cheap Ferragamo men belts, they tend to have one that matches their mood.</p> 
<p> says neither he nor his wife has returned to work since that January day.Kerala has begunBransverse MyelitisBrass cut-out shell depicting birds and flowers creates vintage details, which reminds me the scissor-cut art in ancient China.When a shoe fits this portion of your foot, there is <strong>cheap Hermes men belts</strong> the minimal amount of wiggle room allowed, providing a more accurate fit.when a shot is played.As what Coco Chanel would say it, &quot;letting go of the when you first begin you really feel like you areCompared to premium shoes available today many costing upward of $1,000 Parker's line is deeply affordable, ranging from $195 to just under $500.Compared to the classic moccasins, this tie shoes goes well with tuxes and three-piece business suits. Hayden is charged with defending Peyton Manning and Rivers as a rookie, but you can bet he's more than happy to be alive for such opportunities on cheap versace men belts. Hayden ran a sub-4.Did you know that knowing exactly what to say to get her back will help you more than almost anything else? Did you know that smoke enters the fabric and often leather parts of LV bags and it is not easy to get rid off.&quot;If you have friends with cancer and friends without cancer, they can help you get through cancer,&quot; Justin said.&quot;If you have solid witness testimony maybe it can happen faster.
Posted @ Thursday, August 14, 2014 9:40 PM by ferragamo belts on sale
Post Comment
Website (optional)

Allowed tags: <a> link, <b> bold, <i> italics