XRMS Overview

XRMS CRM is an extensible Customer Relationship Management (CRM) system that enables your organization to successfully become customer-focused.

  • Manage your customer and contact records,
  • Track sales opportunities using forecasts and pipelines,
  • Ensure timely resolution of customer service and support incidents, and
  • Monitor the effectiveness of your marketing campaigns.

XRMS is a fully-integrated suite of web-based tools for Customer Relationship Management (CRM), Sales Force Automation (SFA), and Business Intelligence (BI).  It can be used to integrate sales, service, and marketing data in a single information store.  XRMS has the enterprise capabilities to become a single system of record for storing activities, files, and other interaction data with your customers, employees, partners, and prospects. And, it is easily extensible to support your own processes and procedures for interacting with and supporting your customers.

Why does XRMS make sense for so many businesses? Here are some of the features that our community likes:

  • Low infrastructure requirements
  • Community-driven Open Source
  • Enterprise-friendly licensing terms
  • Clean data model for easy integration and migration
  • Configurable, integrated workflow engine
  • Configurable look and feel (themes)
  • Translations for more than 20 languages
  • Role-based security
  • Database independence
  • Shared calendar
  • Plugin architecture for seamlessly integrating add-ins
  • Extensive search
  • Document management
  • Computer Telephony (CTI) and email integration
  • Relationship tracking
  • Customizable views
  • Business intelligence

...and many others. Check it out for yourself and see!

anage your customer and contact records,
Track sales opportunities using forecasts and pipelines,
Ensure timely resolution of customer service and support
incidents, and
Monitor the effectiveness of your marketing campaigns.