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opentaps CRM2
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opentaps CRM2

Overview
Synopsis

opentaps CRM2 focuses on organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Category

CRM Software Open Source

Features

• Browser-based email with integration to email server
• Customer services and case management
• Tracking code reporting and management
• Quotes, order entry, and order prioritization
• Integration with Asterisk open source Voice over IP (VOIP) system
• Address lookup and correction via USPS

License

Open Source

Price

• Professional - $6 / month

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

opentaps CRM2

What is best?

• Browser-based email with integration to email server
• Customer services and case management
• Tracking code reporting and management
• Quotes, order entry, and order prioritization

What are the benefits?

• Automatically associate follow up emails with the task
• Integrated: Analyze tweets to identify trending topics and people
• Organized: Better understand customer relationships over time
• Efficient: Improved productivity through better time management

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.4
8.6
Features & Functionality
7.4
9.1
Advanced Features
7.6
9.2
Integration
7.5
Performance
7.6
Customer Support
7.5
Implementation
Renew & Recommend
Bottom Line

opentaps CRM2 brings together emails, tweets, discussions, and tasks directly with orders and invoices without any software to install.

7.5
Editor Rating
9.0
Aggregated User Rating
1 rating
You have rated this

opentaps CRM2 focuses on organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Access it from the web, from Gmail, and even embed it into the existing order management or business application system. It lets everybody in the organization work together by sharing emails, discussions, and activities while using favorite tools to get the job done.

Opentaps CRM2 offers users the unlimited flexibility and innovation that comes with free access to the source code, along with the expertise and professional support of high quality commercial software. Unifying Email with opentaps CRM2 is very easy. Once user’s email addresses are entered, opentaps CRM2 will verify the email address and password to make sure it’s correct.

Then it will automatically start pulling in and indexing the emails from that account. These can be accessed from our web-user interface, the Chrome browser extension and the Android and iPad / iPhone mobile apps. In the web or mobile UI, see a continuous stream of all the emails coming in and out of the organization. The opentaps CRM2 social API records social interactions with any node of data in opentaps CRM2.

There is also a comments API with an approval process. REST API stores the data into opentaps CRM2, along with all the other interactions with customers such as emails, phone calls, or internal discussions. CRM2 comes with a set of widgets which could be plugged right into opentaps 1.x series.

This allows users to discuss issues, see history of notes and discussions, and even find relevant emails while they're processing orders / invoices / payments. These widgets can also be extended to other parts of the system and to other legacy ERP or CRM systems.

You may like to read: Free, Open Source and Top Customer Relationship Management (CRM) Software, How to Select the Best Customer Relationship Management Software for Your Business and Steps for a Successful Small Business CRM Implementation

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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