Forum OpenACS Q&A: Re: Building a sales tracking/CRM system from the ecommerce module

Hi Stephen, Jade,

There is a "Customer Management" module for OpenACS 5.0 at http://www.project-open.com/modules/crm/.

Of the mentioned features, the following is working already:
- Customer Contact Management
- Integrated Customer File
- Customer Transaction History
- Online Web Registration
- Mass Mailings
- Import interfaces with MS-Outlook

I'm currently working on (available in about two months):
- Customer Web Tracking (add markers in a static web site and/or import web logs)
- Customer Classification (based on OpenACS classification module)
- Customer Status Engine (a status engine driven by hand-made SQL statements)
- Integration with a mail server to track customer emails

Jade, I think you are referring to the Status Engine, is that right?

Features for later:
- Import interface with ACT!
- ISDN Call Center Integration

Actually, did you check out ACT!? I've seen most sales professionals of smaller companies working with it. It's quite handy and there is a cracked version at e-Donkey for the ignorants. I think a combination of ACT! and OpenACS-based CRM would end up to be a serious kick-ass solution.

Bests,
Frank

I'm going to be at the Heidelberg event...