Difference between revisions of "OpenCRX"

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'''openCRX''' is free open-source  
'''openCRX''' is free open-source customer relationship management (CRM) software that features account, product, price, process, and activity management tools.


==Product history==
==Product history==


openCRX  
Christoph Mueller and Werner Froidevaux founded the openCRX project in May 2003 while working for Swiss company CRIXP Corporation.<ref name="oCRXPro-Linux">{{cite web |url=http://www.pro-linux.de/news/1/7103/freies-crm-mit-opencrx.html |title=Freies CRM mit openCRX |author=Baader, Hans-Joachim |publisher=Pro-Linux |date=01 August 2004 |accessdate=10 December 2012}}</ref> The openCRX project was introduced to SourceForge on November 18, 2003<ref name="oCRXSF">{{cite web |url=http://www.opencrx.org/ |title=openCRX - The Professional Enterprise Class Open Source CRM Solution |publisher=openCRX.org |accessdate=10 December 2012}}</ref>, with a 1.0.0 open-source release eventually arriving on August 1 the following year.<ref name="oCRXHome" /> On September 25, 2005, the developers claimed the application had been downloaded over 100,000 times from SourceForge, with that number going up to 150,000 by November 2006.<ref name="oCRXHome" /> Version 2.0.0 of the software was released on February 25, 2008, with new features like Tomcat support, access to LDAP and IMAP, and a new address book.<ref name="oCRXHome" />
 
The latest release is version 2.10.0, released on August 24, 2012.<ref name="oCRXHome" />
 
===Nominations and Awards===
 
openCRX was nominated in August 2010 for a CH Open Source Award for Best Open Source Contribution.<ref name="CHOpenSourceAward">{{cite web |url=http://www.ossawards.ch/awards-2010/nominierte-2010/ |title=CH Open Source Awards - Nominierte 2010 |publisher=ICT Switzerland |date=August 2010 |accessdate=10 December 2012}}</ref>


==Features==
==Features==


Features of openCRX include:
Features of openCRX include<ref name="oCRXFeats">{{cite web |url=http://www.opencrx.org/tour-features.htm |title=openCRX Tour - Features |publisher=openCRX.org |accessdate=10 December 2012}}</ref>:


*  
* sales quotes and orders
* invoicing
* account management
* territory management
* activity and task management
* incident tracking
* bug tracking
* campaign management
* notifications and alerts
* reporting
* personal and group calendars
* e-mail integration
* contact management
* booking engine


==Hardware/software requirements==
==Hardware/software requirements==


Installation requirements  
Installation requirements for openCRX Server include:
 
* OpenJDK JDK 6 or Sun Java JDK 6.0
* Ant 1.8.4
 
Refer to the [http://www.opencrx.org/opencrx/2.10/installerServer/installer_openCRX_server.html installation guide] for more information.


==Videos, screenshots, and other media==
==Videos, screenshots, and other media==


*  
* Access a demo of openCRX [http://www.opencrx.org/demo.htm directly from the site].


==Training resources==
==Training resources==
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===Click2eLearn===
===Click2eLearn===


Click2eLearn is a privately owned company offering high-quality and low-cost web-based training and tutorials for primarily open-source software platforms. The company offers [http://www.click2elearn.com/sugar-tutorials.php over 40 tutorials on the open-source EHR and medical practice management application openCRX]. Training plans begin at $35 per month. Tutorials are broken down into nine categories:  
[[Image:Click2eLearn_logo.gif‎|left|text-top|120px|link=http://www.click2elearn.com/opencrx-tutorials.php|alt=Click2eLearn]]Click2eLearn is a privately owned company offering high-quality and low-cost web-based training and tutorials for primarily open-source software platforms. The company offers [http://www.click2elearn.com/opencrx-tutorials.php almost 80 tutorials on the open-source customer relationship management application openCRX]. Training plans begin at $33 per month.  
 
Tutorials are broken down into four categories:  


# Miscellaneous - This section contains four free tutorials that demonstrate some of the basic operational possibilities of OpenEMR.
# Getting Started: Concepts and Tips - These related tutorials focus on the basics of openCRX, including aspects like keyboard shortcuts, zooming tools, user preferences, querying, and reporting.
# Getting Started: Overview - These related tutorials focus on the architecture of OpenEMR, including the home page and log-in interfaces.
# Operations: CRM Basics - These related tutorials deal with successfully utilizing the openCRX interface as well as managing contacts, accounts, and security settings.  
# Operations: Clinic Setup - The tutorials in this section cover how to set up the demographics and users of a clinic.
# Operations: Value Generation - These related tutorials introduce the concepts of opportunities and leads as well as the calender, e-mail, and scheduling tools associated with those concepts. More advanced program features are also introduced.  
# Operations: Patient Management - These tutorials heavily focus on entering and modifying patient data in OpenEMR.
# Operations: Extended Management - These tutorials focus on the extensive management functions of openCRX, including campaign, document, project, access and customer service management.
# Operations: Appointments - These related tutorials focus on how to set up schedules and appointments in OpenEMR.
# Operations: Encounters and Issues - These tutorials explain how to add encounters, issues, and immunization history in OpenEMR.
# Operations: Reporting - These tutorials cover the various report types available in OpenEMR.
# Administration: Accounting - he tutorials in this section cover how to administrate the billing of claims and the posting of benefits and payments.
# Setup: Installation and Upgrades - This section contains tutorials concerning how to install OpenEMR in either a Linux or Windows environment.


==Entities using openCRX==
==Entities using openCRX==
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* [http://www.ohloh.net/p/opencrx openCRX on Ohloh]
* [http://www.ohloh.net/p/opencrx openCRX on Ohloh]
* [http://sourceforge.net/p/opencrx/wiki/Home/ openCRX wiki]
* [http://sourceforge.net/p/opencrx/wiki/Home/ openCRX wiki]
* [http://www.opencrx.org/documents.htm openCRX documentation]


==References==
==References==

Revision as of 03:06, 11 December 2012

openCRX
OpenCRX logo.gif
Developer(s) openCRX development team
Initial release August 1, 2004 (2004-08-01)[1]
Stable release

5.3.1  (December 23, 2023; 10 months ago (2023-12-23))

[±]
Preview release none [±]
Written in C++, Groovy, Java, JavaScript
Operating system Cross-platform
Available in 17+ languages
Type Customer relationship management software
License(s) BSD License
Website openCRX.org

openCRX is free open-source customer relationship management (CRM) software that features account, product, price, process, and activity management tools.

Product history

Christoph Mueller and Werner Froidevaux founded the openCRX project in May 2003 while working for Swiss company CRIXP Corporation.[2] The openCRX project was introduced to SourceForge on November 18, 2003[3], with a 1.0.0 open-source release eventually arriving on August 1 the following year.[1] On September 25, 2005, the developers claimed the application had been downloaded over 100,000 times from SourceForge, with that number going up to 150,000 by November 2006.[1] Version 2.0.0 of the software was released on February 25, 2008, with new features like Tomcat support, access to LDAP and IMAP, and a new address book.[1]

The latest release is version 2.10.0, released on August 24, 2012.[1]

Nominations and Awards

openCRX was nominated in August 2010 for a CH Open Source Award for Best Open Source Contribution.[4]

Features

Features of openCRX include[5]:

  • sales quotes and orders
  • invoicing
  • account management
  • territory management
  • activity and task management
  • incident tracking
  • bug tracking
  • campaign management
  • notifications and alerts
  • reporting
  • personal and group calendars
  • e-mail integration
  • contact management
  • booking engine

Hardware/software requirements

Installation requirements for openCRX Server include:

  • OpenJDK JDK 6 or Sun Java JDK 6.0
  • Ant 1.8.4

Refer to the installation guide for more information.

Videos, screenshots, and other media

Training resources

Click2eLearn

Click2eLearn is a privately owned company offering high-quality and low-cost web-based training and tutorials for primarily open-source software platforms. The company offers almost 80 tutorials on the open-source customer relationship management application openCRX. Training plans begin at $33 per month.

Tutorials are broken down into four categories:

  1. Getting Started: Concepts and Tips - These related tutorials focus on the basics of openCRX, including aspects like keyboard shortcuts, zooming tools, user preferences, querying, and reporting.
  2. Operations: CRM Basics - These related tutorials deal with successfully utilizing the openCRX interface as well as managing contacts, accounts, and security settings.
  3. Operations: Value Generation - These related tutorials introduce the concepts of opportunities and leads as well as the calender, e-mail, and scheduling tools associated with those concepts. More advanced program features are also introduced.
  4. Operations: Extended Management - These tutorials focus on the extensive management functions of openCRX, including campaign, document, project, access and customer service management.

Entities using openCRX

Further reading

External links

References