So I wanted an online CRM/ERP package to keep track of what was happening in my company. I saw that there were hundreds of open-source solutions available and narrowed it down to these:
- SugarCRM
- Compiere
- Zimbra
- vTiger
- egroupware
- TUTOS
- Cynapse
- Daffodil CRM
- Hipergate
- OpenCRX
- Civicrm
I finally chose vTiger because it fit most of my requirements
- Full size calendar.
- Sales planning and progression tools. Looks very nice. Hope it works as good as it looks
- Contacts have the ability to be categorized.
- Can run email campaigns.
Other nice functions are that it appears that it will be easy to import and export contacts and calendars.
egroupware was a close second for me, but I could not get the email to work. I might have been able figure it out, but it is time for me to sell.
Here is why I did not choose the others from what I can remember.
- Compiere – required Oracle DB
- Zimbra – no sales forecasting tools
- SugarCRM – no recurring events option for calendar
- TUTOS – no sales forecasting
- Cynapse (cyn.in) – over-collaboration with chat & more
- Daffodil CRM – no sales tools I believe
- Hipergate – no calendar
- OpenCRX – no viewable calendar
- Civicrm – too difficult for me to get Calendar features to work with Drupal
If you want to try these out, I suggest you type in the product name to google and the word “demo”. For example, “hipergate demo”. Most of these firms have demos that you can drive and you can see if it will work for your purposes.
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Okay, I figured out the email thing on EGroupWare, and I am evaluating that versus SugarCRM.
I think that EGroupWare will be our tool of choice. For a small business that runs computer camps, it can do recurring events in the calendar which is pretty important for Funutation.
It is harder to do sales tracking, but that can be worked around. When it comes to genereal purpose software, they will all give you 90% of what you want, and the other 10% you have to workaround. This is not different. Doesn’t matter if is closed- or open-source.
We will eval both for a month.
Oh man, no one told me about CiviCrm. I think this is the one.
It takes registration, credit cards, and because it sits on Drupal, there
are hundreds of other hooks for expansion.
Testing this one now. Civicrm.org for download & info.