EnterpriseCRM

2006年7月17日 (一) 16:30的版本

EnterpriseCRM : Enterprise Open Source Customer Relationship Management

EnterpriseCRM分发版

EnterpriseCRM包含两个分发版

• EnterpriseCRM-PHP 基于PHP技术
• EnterpriseCRM-J2EE 基于J2EE技术

EnterpriseCRM主要Features

• Sales Force Automation (SFA)
• Customer Support & Services (CSS)
• Marketing Automation

EnterpriseCRM-PHP功能一览

一、Sales Force Automation (SFA)

• Lead Management
• Lead Conversion Mapping
• Account Management
• Contact Management
• Opportunity Management
• Quote Generation

二、Customer Support & Services (CSS)

• Trouble Tickets
• Knowledge Base
• Customer Self Service
• Online Knowledge Base
• Support Statistics
• Customer Portal

三、Marketing Automation

• Online Lead Forms
• Mailing Lists
• E-mail Templates
• Mail Merge Templates
• Mass E-mail

四、Inventory Management

• Products Catalog
• Price Books
• Vendors List
• Purchase Orders
• Sales Orders
• Invoices

五、Activity Management

• Tasks, Meetings, and Calls
• Recurring Events
• Group/Shared Calendar
• Activity History
• E-mail Notifications
• Notes

六、Microsoft Tools Integration

• Outlook Plug-in
• Office Plug-in

七、OpenOffice Tools Integration

• Write
• Calc
• Impress

八、Mozilla Tools Integration

• Thunderbird Extension
• Mozilla Extension

九、Support Many Database

• Oracle 8i, 9i, 10g
• PostgreSQL 7x, 8x
• MySQL
• Microsoft Sql Server

十、Security Management

• User Management
• Profiles
• Roles
• Organization-level Sharing Model
• Organization-level Field Access

十一、Reports & Dashboards

• Key Metrics
• Customizable Reports
• 20 Pre-built Reports
• Dashboards for Sales Force Automation
• Report Folders

十二、System Management

• Configure system-wide settings
• Upgrade Sugar Suite
• Setup Currencies and Currency Rates
• Custom Fields Management
• Tabs Management
• Bug Tracker
• Email Management
• web site management

十三、Information Integration

• RSS Feeds

相关链接

• 项目主页 http://labs.huihoo.com/enterprisecrm