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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.

Description

openCRX serves as your sophisticated private cloud solution, featuring cutting-edge customer relationship management (CRM), calendaring, and issue tracking capabilities, making it a premium open-source option. It is essential to identify and evaluate your core business processes and how they interface with the CRM application. This involves outlining functional requirements and recognizing opportunities for optimization and automation, along with understanding the systems and their interconnections. Establishing a shared terminology, documenting business logic, and crafting a tailored blueprint for success are crucial steps in developing a CRM solution that aligns with your business needs. At CRIXP, we possess the expertise needed to seamlessly integrate openCRX with all pertinent systems, and we will collaborate closely with your IT specialists to determine the most effective integration strategy for your specific environment. By doing so, we ensure that your CRM implementation is not only efficient but also fully aligned with your business objectives.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
PayPal
Paysera
iCalendar

Integrations

Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
PayPal
Paysera
iCalendar

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Sonaro

Country

Lithuania

Website

www.sonaro.lt/crm-programa-en

Vendor Details

Company Name

CRIXP

Founded

2003

Country

Switzerland

Website

www.crixp.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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