An absolutely free customer relationship managment (CRM) application developed by Codeiron Ltd.
Available under Codeiron Public License 1.0 (a BSD-style license but a little bit less permissive, check the License folder of project files).
Features
- Documenting customer-related communication.
- Email campaigns.
- Task management with email notifications.
- Attaching, filing, and searching of documents (even the contents of attached Microsoft Word, Microsoft Excel, OpenOffice.org Writer, OpenOffice.org Calc, Adobe PDF, etc. files).
- Printable reports, drillable tables and charts.
- Reports can also be created from other databases (database manager with JDBC driver is required), thus it can be used as an Executive Information System.
- Dashboards in the main window, and for the persons, organizations, and campaigns.(charts, tables, other information panels like unread system messages, open tasks, etc.).
- Management of connections between communications, tasks, documents, etc. (linking).
- Full-text search. (Searches documents, tasks, communications, campaigns, master data of persons and organizations.)
- Data can be synchronized from other source databases (database manager with JDBC driver is required).
- Accepts data from other databases. (database manager with JDBC driver is required). (Can be scheduled.)
- Task schedule. (System tasks, data transfer, Groovy-scripts.)
- Supports multiple regional settings and multiple languages.
- Installation, Update and Administrators' Guide (Files->Guides folder)
Categories
CRMLicense
Other LicenseFollow Secretica CRM
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User Reviews
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Good install and admin guide. Easy to use. But I need to organize tasks in projects. I hope projects will be supported in the next releases.