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What is XRMS CRM?

A free and open-source Customer Relationship Management (CRM) application, XRMS gives you a quick and easy way to track and nurture customer relationships while also organizing contact information and improving workflow for your sales and customer service staff.

Customer Relationship Management

A CRM is a critical part of the modern enterprise. Today, there are a considerable number of points of information about a customer that are important to a business and the relationship they have with a customer. That could include literally anything you might need, and a good CRM solution like XRMS will let you set these custom fields. If you track customer management, customer types, trouble and support tickets, purchase history, track shipping and processing, and other elements that are critical to your business, then a CRM is for you.

One online CRM system that’s available as both a free download and a one-click install from many providers is XRMS. An enterprise-class CRM, XRMS gives you the ability to track relationships between your company, your clients, their companies, as well as the relationships between your clients themselves (e.g., direct competitors, indirect competitors, etc.). It also includes modules to assist with customer support (including a ticketing system), communication management (including a template-based email system for communication with clients and between your team members), and campaign management (including management for direct mailings, conferences, lead tracking, etc.), and many more.

XRMS as a platform delivers a fully-integrated suite of web-based tools for a business’s CRM needs and it can also deliver in constructs with a high amount of Business Intelligence (BI) and Sales Force Automation (SFA). XRMS is a common information store that serves as a place to integrate sales, service, and marketing data. XRMS is highly polished with many features, but one of the most prominent benefits is serving as a single system of record for files, storing activities, and other interaction data. This is a critical business functionality that can be shared with your employees, customers, partners, and prospects.

Managing customer relationships is a critical part of building a successful business. And with the world growing more interconnected every day, tracking every interaction and transaction with your customers, prospects and vendors can quickly become challenging. As a result, many small business owners have come to rely on Customer Relationship Management applications, designed to provide both a general overview of your customer and vendor relationships and a granular view of activity in order to develop more effective marketing and customer service strategies. When your XRMS CRM system is hosted, it means it is built on a platform that is worry-free to the business and can be easily accessed by all in your organization.

XRMS CRM Features

XRMS is desirable in business environments due to its extensive features that are embraced by the community. The Open Source produce is driven by a thriving community, which makes for a great support and application environment. XRMS also doesn’t require a lot of infrastructure, so it’s easy to deploy.

XRMS also has a clean data model which makes for easy migration and integration with other applications. XRMS has an integrated workflow engine that is highly configurable. It comes with a role-based security implementation, making it a favorite for the enterprise. On the polish side, it comes with translation for over twenty languages and has a whole host of configurable look and feel elements in the form of themes.

All of the independent modules are connected to one another, so a customer support ticket associated with a particular customer is also associated with its related product and sales team. This interconnectivity gives your teams total transparency for optimal communication and efficiency. XRMS also includes modules for detailed reporting and analytics to evaluate campaigns and support, as well as a document management system that lets your team keep their entire library of office documents and multimedia files organized in a central location.

As a free download or one-click install, XRMS shouldn’t add any additional cost to your monthly hosting bill. It does require support for PHP HyperText Preprocessor (PHP) language and MySQL (Structured Query Language) database management application (the majority of hosts support these natively). Also, because it offers advanced communication features, you may need a more robust package in order to support the traffic generated by voice, email, and document transmissions. As always, consult your hosting provider for full details before adding any new software to your server.