openCRM

CRM (Customer Relationship Management)

Unpublished

An open-source, metadata-driven, multi-tenant Customer Relationship Management (CRM) platform designed for developers enables flexible customization of objects, fields, pages, workflows, and permissions through configuration rather than hard coding, effectively addressing needs for adaptable and scalable customer management solutions. Key features include app builder tools for creating branded apps with object navigation, extensive dashboards with customizable widgets and filters, solid data loading and import/export capabilities, permission and sharing rules for granular access control, duplicate detection, assignment routing, and detailed audit trails, making it suitable for developers, technical teams, and organizations seeking highly configurable, extendable CRM systems that improve data management, security, and user collaboration.

openCRM can be found in CRM (Customer Relationship Management) categories.

The most similar products to openCRM are:

ClearCRM Promoted → Twenty → Fynsis → VTiger →

Details

openCRM Main Features

• Dashboards
  You can set up dashboards to see and analyze data with charts and lists.
• List Views
  Saved filters and settings help users see specific data sorted and displayed their way.
• App Builder
  Users can create, customize, and brand their own apps within the CRM.
• Audit Trail
  The system keeps a history of changes to fields and record owners for tracking and compliance.
• Open-Source
  The CRM code is open for anyone to see, learn from, and modify.
• Permissions
  You can set who can view, edit, or delete data and control access with permission sets.
• Data Loading
  It allows you to add or update multiple records at once using external IDs.
• Multi-Tenant
  Many users can use the CRM at the same time, each with their own data.
• Sharing Rules
  You can set rules to control who can see or access certain records based on criteria.
• Duplicate Rules
  The system can find and warn about possible duplicate records during creation or editing.
• Metadata-Driven
  The CRM uses settings and configurations to build features instead of hard coding them.
• Assignment Rules
  New records can be automatically assigned to users or queues based on rules.
• Objects Management
  You can control object behavior, data governance, and protect important data from accidental deletion.
• Permission Set Groups
  Permission sets can be grouped together for easier user access management.
• User Groups and Queues
  Users can be organized into groups, and queues help manage incoming work and ownership.
• Record Ownership Enforcement
  Ownership rules ensure only authorized users or queues can access records.
• Configurable Objects and Fields
  You can change objects, fields, pages, and workflows by changing settings, not code.

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openCRM Alternatives

ClearCRM Promoted

ClearCRM is a powerful all-in-one platform designed to help small businesses ...

Twenty

This platform serves as a comprehensive solution for managing customer relati...

Fynsis

This solution is an open-source customer relationship management (CRM) platfo...

VTiger

This comprehensive Customer Relationship Management (CRM) platform enhances s...

Technologies Used

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