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Showing posts with label Opensource Odoo ERP Customization. Show all posts
Showing posts with label Opensource Odoo ERP Customization. Show all posts

Monday, January 24, 2022

2022's Best Open Source CRM Available at GeminateCS

Odoo ERP Customization

An open source CRM is a customer relationship management platform that makes its source code publicly available for use and modification in order to facilitate customization and integrations. The best open source CRM options are simple to use, provide a strong out-of-the-box solution, and offer affordable hosting plans. Open source CRMs are typically used by teams that have technical expertise and require a customized solution.


Many businesses value open source CRM software because of its flexibility and ability to provide contact and lead management customizations that work for a specific sales flow. Using an open source CRM can also give you more control over your data and help you increase team productivity by developing solutions that are tailored to your needs.


The Best Open Source CRM in 2022


1) SuiteCRM:


Why Did We Choose It?


If you need an open source CRM to build integrations or create your own version, SuiteCRM is the best all-in-one solution for you. It provides unlimited leads and contacts as well as in-depth analytics and reporting to assist you in making sound sales decisions. SuiteCRM provides the best out-of-the-box solution among all truly open source options.


SuiteCRM is a robust solution with numerous options. If you're looking for an open source solution that's comparable to Salesforce, this might be your best bet. This is a full-featured CRM with everything you'll need to run and customize your sales operations. When compared to many of the other reporting options on this list, the custom graphical reports look great and provide an extra layer of effectiveness.


While SuiteCRM has some of the best overall options, it can be difficult to install and use all of its features. The support plan options can also be more expensive when compared to other open source CRMs on the market. So, while this has the most power, you will need a strong technical team.


It's also worth noting that because this is a company based in London, the subscription fee is in British pounds. At the time of publication, the starting rate of £95.00 per month is approximately $125 USD per month. As exchange rates change, this price may fluctuate.


It's best for: 

Anyone who needs a strong out-of-the-box solution and wants to make small changes to a CRM through the source code should look into SuiteCRM. Users looking for something with the power of Salesforce but is completely open source need look no further.


Pros & Cons

  • Tools for developing relationships that are unique to you

  • Every operating system is supported.

  • Because of the use of REST API, the integration is seamless.


  • It is necessary to download the software in order to use it.

  • The main helpdesk support is provided by the community.

  • Requires a high level of technical knowledge



2) Odoo CRM


Why Did We Choose It?


Odoo was picked because of its powerful suite of apps that work together to provide you with considerably more possibilities than just a CRM. Odoo is offered as a free download for open source use on your own, as well as add-on purchases and hosting. Odoo's entire suite of business tools makes it a powerhouse that can help you get all of your processes to work together flawlessly.


Although the product includes reporting, other choices offer more robust reporting. It's also worth noting that the technical skills required to take benefit of Odoo's top features may be higher than the average for other CRMs.


It's best for: 

If you want a more all-in-one solution for your business operations, Odoo Customization  is a wonderful CRM to consider. It's best suited to companies with the technological know-how to create their own app reporting. There are over 10,000 apps to link with, significantly more than other CRMs.


Pros & Cons


  • Apps that are fully connected to help you streamline your entire business.

  • It's simple to mix and combine the functions you require thanks to the modular architecture.

  • Over 10,000 apps are compatible with the open-source version.


  • When compared to other solutions, it is more difficult to utilize.

  • The number of reporting possibilities is restricted.



3) OroCRM


Why Did We Choose It?


OroCRM is a perfect fit for many enterprises, but especially e-commerce and retail-related ones, because it provides enterprise-level reporting. The reporting engine is powerful, allowing you to track everything from website revenue to customer frequency. OroCRM also has a marketplace that allows you to connect to third-party platforms, including Magento, Mailchimp, Zendesk, Amazon, and eBay.


OroCRM also performs well in terms of standard features. From lead management to assisting you in creating custom workflows for your team, the programmer has it all. The performance dashboards make it simple to track your team's progress, allowing you to track KPIs and assess overall business or product performance.


OroCRM's Community Edition is available at no cost. You'll need to contact them for a special quote if you're interested in the Enterprise Edition, which doesn't require you to host it yourself and has additional features.


It's best for:

OroCRM is perfect for e-commerce companies who need to modify their reporting or interact with a number of different software.


Pros & Cons:


  • Top e-commerce platforms are naively supported.

  • Reporting is easy to use and customizable.

  • Marketplace integrates with a large number of third-party applications.


  • Enterprise users are the only ones who get help.

  • There is no mobile app available.



4) YetiForce



Why Did We Choose It?

YetiForce provides a simple module system that may be customized to meet your company's specific needs. Before you try to personalize it for your purposes, you can choose from over 100 modules, making it incredibly adaptable and easy to use. It also works with a variety of company operations tools to give you visual information in one place.


YetiForce is also one of the most cost-effective open source CRMs because it is completely free to use; only optional add-on services are charged for. The optimized hosting plan, which starts at €45 a month (roughly $51 USD at the time of publishing) and ensures that you have support for a big number of users, is the most popular service that consumers choose. It's impossible to beat these prices, given the variety of customization and integration offered.


It's best for:

YetiForce is a low-cost, simple-to-use CRM that is best suited for companies that do not require a lot of technical knowledge. Because of the add-on module structure, these businesses will be able to change the program without having to touch much of the source code.


Pros & Cons:


  • A simple-to-customize module system

  • Email client that is native to the platform

  • Widget system with intuitive interface for immediate visual insights


  • The reporting isn't very good.

  • There is no native app available.

  • There is no lead scoring.


5) Vtiger


Why Did We Choose It?


Vtiger is a powerful CRM with one of the largest developer communities, allowing you access to a wide range of add-on and customization choices. Vtiger offers free 24-hour assistance by email, phone, or live chat, and it boasts one of the most friendly and easy-to-use interfaces of all open source CRMs.


While there are alternative options with more extensive CRM functionality and reporting systems, Vtiger has a robust community from which you can profit immensely. Once you've modified it to match your needs, it's simple to set up and use.


It's best for:

Vtiger is suitable for consumers that require a robust CRM that is browser-based out of the box, as well as those who merely require the most basic CRM capability. If your tech team isn't particularly big, this can be the best way to receive customization from its wide audience without having to dedicate a lot of resources to the project.


Pros & Cons:


  • Interface that is simple to use

  • Support is available 24 hours a day, 7 days a week.

  • To draw from, there is a large community of users and developers.


  • A hosting plan is required for many functions.

  • There aren't many advanced CRM features available.


6) CiviCRM


Why Did We Choose It?


Everyone can download and use CiviCRM for free. While there are no hosting alternatives, it is a very comprehensive and flexible solution that is completely free. CiviCRM is aimed towards organizations and has various features tailored to their needs, such as a donation tracker. The most common functions that most users would need are included in the basic package, and the reporting is excellent, with 40 customization reports built in.


It's best for:


CiviCRM is a free CRM that is ideal for small businesses. The programmer is primarily targeted at nonprofits, and its event and member management features make it ideal for these organizations.


Pros & Cons:

  • Over 40 of the most often used reports are included, all of which can be customized.

  • Can be readily integrated into content management systems (CMS), such as WordPress.

  • Capabilities in event management


  • The user interface isn't as user-friendly as some other solutions.

  • Customer service is solely available via email.

  • It's your responsibility to download and install it on your own hosting platform.


Methodology


We evaluated both the functionality you've come to anticipate from other CRM comparisons as well as the unique features that make an open source CRM distinctive when selecting the best open source CRM solutions. To assist you in customizing your customer relationship management system, we looked at everything from pricing to simplicity of use and functionality.


Some of the things we thought about were:


The ease with which it can be used.

We desired software that was not just simple to navigate and use without any adaptations, but also simple for your IT team to make changes to.


Costs. 

We sought to make sure that all of the solutions on our list were reasonably priced for the services they provided. In comparison to the competition, the value for the money you'll have to spend was weighed to ensure that each solution is a feasible contender to utilize.


Functionality and features.

We wanted to see how easy it is to modify the source code and tailor the software to your own needs. We were also searching for elements that were present out of the box that would make the software a good platform before customization, such as analytical and customer database functionality.


Support. 

When working with open source software, your tech team may need to contact the developers for help from time to time. When looking for a CRM open source system, it's critical that the support team is active and responsive.


Reputation. 

In our criterion, the success of other firms or organizations in customizing each of these open source CRM platforms is critical. Long-term considerations include having a strong reputation as a product that people enjoy using, as well as a reputation for responsiveness and continual improvement.


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Thursday, January 06, 2022

ERP Customization: How It Can Benefit Your Company?

ERP Customization: How It Can Benefit Your Company?

Are you having a hard time customizing your ERP (Enterprise resource planning) systems? We understand that it’s a time-consuming process and needs to be designed and implemented carefully.


However, ERP customization is the need of the hour, and businesses of all sizes have started realizing its significance. If you have a more futuristic business in mind, you should consider making the shift now!

5 Benefits of Custom ERP Development

Having a custom ERP system is no less than an asset for your company since every business operation is designed to run as per your needs. Read on to learn about the advantages of developing a custom ERP system.

  1. No Change in Your Current Workflow

Usually, when a company needs to adopt a new ERP system, it often leads to a complete or partial change to their current workflows, thus hampering their operations. It’s because the company needs to comply with the policies of the system they are upgrading to.


This is where a customized ERP system comes to your rescue. It helps you to automate all your core business operations and make the system work as per your specific requirements. It saves your time, effort, and other resources spent in changing an entire workflow.

  1. Cost-Effective

There’s a myth that a customized ERP solution often comes at a higher price tag compared to a packaged shelf ERP software. However, looking at the long-term benefits of a custom solution, you won’t have to suffer from a one-size-fits-all workflow that doesn’t cater to your company’s unique needs.


It’s better to invest in something that offers a more personalized ERP solution and it would soon have greater returns in terms of higher profits and success. Moreover, you can save some bucks in up-gradation costs, license costs, pay for user costs, and so on, which a shelf application often demands.

  1. Enhanced Performance and Flexibility

Needless to say, since a custom ERP system is working as per your needs, it will definitely offer improved performance with greater flexibility. In a custom ERP development process, a renewed software architecture is built from scratch to suit the organization's demands, thus ensuring maximized performance and flexibility.


Since a custom ERP platform enables you to automate your tasks, you can enhance your work efficiency and productivity. You will no longer need a separate sales manager for creating endless spreadsheets for each of your customer and employee profiles.

  1. Gain Absolute Control Over Your System

Does your current ERP system allow you to have total control over your software? If your answer was a ‘No’, it’s time to make the switch to a more customized solution. ERP customization will let you meet your business needs by gaining maximum control over your platform. Because an application cannot decide what your company needs and what it doesn’t.


Ask your developer to configure a personalized ERP system that won’t have too many unwanted features and complex tools or menus. If your ERP system doesn’t let you work efficiently and seamlessly, there’s no point using it in the first place! After all, you cannot afford to waste time learning its interface!

  1. Generate Customized Reports and Analytics

Personalized ERP applications are designed to provide you with the most accurate reports and analytics in real-time. As a result, you can gain deeper insights into your team performance and your company’s overall progress.


Besides, using these customized reports, you can bring all your departments under one roof, allowing you to focus on improving team collaboration. The best part about a custom-made ERP solution is that you can integrate your own business intelligence tools for gaining better insights and making more effective decisions.


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