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opentaps CRM2: A New Way To Do It

If you’ve ever thought, “There’s got to be a better way,” take a look at opentaps CRM2.

The new opentaps CRM2 takes a completely different approach to opentaps 1.x or any other major CRM system out there.  Instead of having all these screens and forms for you to come and enter data, we’re bringing opentaps CRM to you:  We’re automatically capturing the discussions, emails, and tasks that are the back bone of your relationships with your customers, bringing them into the cloud, and helping you manage them there.

Oh, also: We’re making it as easy as possible for you.  There’s no big software package to download or install.  No database to set up and maintain.  No code base to merge and upgrade.  You don’t even have to ask your users to stop using their favorite email program.  You just sign up for an account, plug a few simple widgets into your existing opentaps instance, and synch up your users and emails.

Then just sit back and relax.  Everybody just keeps working as before.   But from your web interface, you’ll see all the emails and discussions back and forth between your company, your customers, and your vendors:

opentaps CRM2 Dashboard

opentaps CRM2 will even help you find the emails related to your orders, invoices, and payments automatically (and it would be very easy to get it to do the same for quotes, production runs, etc. — whatever your company works around):

CRM2 Discussion Thread

Sounds pretty cool, doesn’t it?  Our beta users have thought so for about a year now.  Why don’t you give it a try and let us know how it goes?

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More Stories By Si Chen

Si Chen is the founder of Open Source Strategies, Inc. and Project Manager for opentaps Open Source ERP + CRM (www.opentaps.org).