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Open source CRM and project management

Posted on 2009-04-15
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Last Modified: 2013-11-24
Hi all,

I was looking for suggestions about the best open source CRM/Project Management tool that is reasonably easy to customize.

We have been using Zoho CRM and it has meet our needs until now. Zoho allows you customize the CRM to a certain degree but now we would like to take it a step further.

Does anyone have any suggestions of good platforms we should be looking which we can build upon. We would also like to host the solution ourselves and move away from the SAAS service such as Zoho. That way we have more control over our own data.

Thanks for any suggestions.

GW.
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Question by:GhostWerx
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by:daleoran
daleoran earned 50 total points
ID: 24145883
I've used this in the past, it was a long time ago but from what I can remember it should be more than capable of fulfilling your needs.

https://www.sugarcrm.com/crm/community/sugarcrm-community.html
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crm_info earned 200 total points
ID: 24146812
I've always heard fairly good things about sugarCRM too.  If you're looking for true open-source CRM, then sugar is probably about the only real option out there.
If you're looking for something that is highly customizable, but are also willing to look at apps that don't make their source code available (just a highly configurable UI, well documented API and an extensive SDK), then I recommend Microsoft CRM.  If you're willing to consider SaaS, then you may also want to add Salesforce.com to that list.  Both of these have extensive customization tools - we have built entire new applications on top of these.  
In the case of Salesforce.com, there is a third party project management tool called DreamTeam which is very powerful.  We've implemented SF.com with DreamTeam and found it to be quite strong.
In the case of MS CRM, you have a number of options:
* We custom developed a simple project management tool that integrates with MS CRM
* You can integrate MS CRM with MS Project
* You can integrate MS CRM with SharePoint, which has some decent basic project management capabilities built in
* In many cases, you can simply create a custom table called "Projects" and link that to activities to do basic activity management.  In other cases, we find that the "case" or "opportunity" tables are so simlar to where our clients manage their projects, that we simply customize those items for them (the same is true of Salesforce.com).
Again, depending on your requirements, you may limit yourself as follows:
* If it MUST be open source, then you need to evaluate SugarCRM
* If you'll consider some customizable options, but NOT SaaS, then check out Microsoft CRM
* If you're willing to consider SaaS, then add Salesforce.com to the consideration set.
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by:GhostWerx
ID: 31570304
Thanks.
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