openCRX

openCRX
Developer(s)	openCRX development team
Initial release	August 1, 2004
Stable release	5.3.1 (December 23, 2023; 10 months ago) [±]
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

Access a demo of openCRX directly from the site.

Training resources

Click2eLearn

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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:

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.
Operations: CRM Basics - These related tutorials deal with successfully utilizing the openCRX interface as well as managing contacts, accounts, and security settings.
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: Extended Management - These tutorials focus on the extensive management functions of openCRX, including campaign, document, project, access and customer service management.