Search Results for "workflow management"

SuiteCRM, developed and maintained by SuiteCRM Ltd, is the world’s most popular open-source CRM solution. With nearly 2 million downloads and an estimated 5 million users globally, it is the go-to choice for businesses seeking flexibility without compromise. As a fully open-source platform, SuiteCRM allows organisations to scale and customise modules to fit their unique workflows. Whether deployed on-premise, as a SaaS solution, or in a private cloud, it ensures total data sovereignty and...

PDF Maker for Vtiger CRM is a professional PDF generator extension for creating fully customizable business documents directly from Vtiger CRM. It helps generate Quotes, Sales Orders, Invoices, Purchase Orders, Contracts, Proposals and other CRM documents using advanced template management. Key benefits: • CKEditor template editor • Dynamic fields and conditions • Multi language support • Custom layouts and branding • Automatic PDF generation • Email integration • Barcode and QR...

X2CRM Open Source Sales CRM: X2Engine, X2CRM is an Open Source PHP Customer Relationship Management, Sales, Contact Management, Customer Service and Marketing CRM software application. X2CRM helps you optimize your contacts to help you sell more and grow your business. Very powerful B2C and B2B sales management app. Build on top of the Yii framework. Supports all browsers, iPads, iPhones and most mobile devices. X2CRM Key Features Workflow Designer Mobile Apps Web and Facebook Lead Capture Forms Lead Nurturing, Scoring and Intelligent Routing Contact Activity Management Sales Process Work-flow Engine Email Correspondence Product and Sales Quotes User Profile Pages and Activity Streams Field Security, Roles and Sales Teams Visual Form Editor for Admins Reporting Dashboard iPad and Mobile Device Apps X2Studio, an administrative tool, allows developers to create and share new application modules without any programming knowledge.

PointCRM is a Customer Relationship Management system based on vtiger. It is more clean with simpliest structure and much lighter then vtiger (package 11 MB instead of 30 MB). It has been adapted to Polish companies (built-in default package Polish language, addresses and specific numbers identifying them such as NIP (VAT Identyfication Number), REGON, KRS). The system includes only modules associated closely with the sales CRM (Customers, Contacts, Leads, Potential Sales), marketing...

Elevate your insurance agency with InsurancePro CRM, an open-source solution built on ReactJS and MERN Stack. Streamline client management, lead nurturing, and policy tracking through an intuitive dashboard. Customize the CRM to match your workflow and branding, catering to solo agents and teams alike. Collaboration thrives here. Developers, designers, and insurance experts are invited to enhance the CRM. Our dedicated support ensures a seamless experience.