Accounting CRM

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Comparisons :


criteria :

  • rich client? (or web-based)


Contents

[edit] ERP with Rich clients

[edit] OpenERP (formerly tinyerp)

Rich client (gtk, maybe kde) under linux and windows + server + web client. Based on python/turbogear.

They have good support for French, and some KDE-related things(!) in screenshots, though it's not very clear yet what this is.

They have some documentation, although I haven't proofread it yet.

Both rich client and web client. Both are clean/good. Huge number of modules. (stocks, french account, invoices,contacts, mails). Can only use postgresql.

Overkill for SME.

[edit] openMFG and postbooks

postbooks is the free version and openmfg the $$ one. The company behind those is 'xtuple' and it appeared several times in sf top 10 lists.

It uses a rich client (qt4 : linux/win/windows) and a database (two-tiers).

svn easily available from sf (though it's very very slow, as often with sf), using the url https://postbooks.svn.sourceforge.net/svnroot/postbooks/xtuple/trunk

There's no README or whatever, running 'qmake' (as there are *.pro files) gives "Project ERROR: Could not set the OPENRPT_DIR qmake variable." and not other helpful message.

[edit] http://opensi.org/

Use a (xul) firefox plugin to connect to the server. Not really 'rich client'.

Focused on accounting. Seems good, very professional. Some accoutants have helped designing it.

I was not able to test. There's no demo available online, but i got cvs sources (2005-12-13)

Now there is a demo, which doesn't work (2006) Their bugtracking doesn't work (gna), but the forum seems to be useful.

I managed to install the plugin, but never managed to connect to the demo "error 403"

2009-10-06 : tried to install the last 'client' and got the message "OpenSi 4.5.3 could not be installed because it is not compatible with Firefox 3.5.3."

They really have a problem with the QA

[edit] ERP / web-based only

[edit] openbravo

No demonstration ? this is a .com Supposed to be for 'small and medium sized companies', but it seems to be focused on not-that-small companies.

pro:

  • they use mercurial, and continuous integration, and even give instruction for gentoo setup.
  • nice screenshots, maybe less bloated/more clear than what you usually find in such software

[edit] pimengest

php, pgsql

free& gpl, but doesn't do accounting. Everything else seems cool. Do CRM, billing, suppliers payements, stocks, time-tracking, permissions.

The demo site doesn't work (2004-11-16)


[edit] openaguila

said to be easy to use. But is never cited as competitor by the others (?)

You need to subscribe to reach the demo.


[edit] compiere

Not for very small companies.

only web-based?

[edit] tine20

Demo on http://demo.tine20.org. Web-based.

good:

  • Nominated at "Trophe du libre 2009".
  • they have (phpunit based) unit tests
  • long term goal mention use of some technology to enable offline working (something like google gears)
  • slick interface.

bad:

  • php/zend

2009-10-06 : tested the demo, editing a contact makes some js error and blocks the application. I dont know if this is possible to add several notes+date to a contact.

[edit] openbluelab

Not a lot yet, but promising. No rich client ?

[edit] neogia

Developped in java, accessed through a web browser. The main interest is the financial module, called tercompta, created by, for, and according to French chart of account.

[edit] dolibarr

php,mysql,apache... Most notably for french companies.

invoice , taxes(tva), bare minimum on accounting

Once used by orzel for his invoices, but the software is a nightmare to maintain/update. i gave up.

[edit] CRM only

[edit] sugar

LAMP

[edit] vtiger

LAMP. a fork from sugarcrm (reason : sugar not free enough)

tested on january 8th, 2009, version 5.0.4:

  • installation ok (from source), though it needs 4 minutes to do "stuff", they wont tell you what it is doing and that sounds bad to me.
  • nice interface
  • impossible to create a product (blank page with "Action name is missing. Please check the action name.").
  • there's an 'inventory' module, but seems only for reselling objects, not for internal stuff.
  • lot of php errors/warning, the installation process says not to log/display them...
  • it seems the CRM module can only import CSV data for contacts (in which specific variant ?)
  • settings only allow jpeg for log, and once given a jpeg, doesn't display it (html shows "" for the image filename)

pros:

  • has free connectors for outlook, msoffice and thunderbird.

cons:

2009-10-06 : the demonstration is looking great, though as there's no 'fake' data it's quite hard to get an idea. Got quite a lot of bugs, such as "Fatal error: Call to a member function FetchRow() on a non-object in /home/vtiger/demo/fr/demo/include/database/PearDatabase.php on line 42" when clicking on "prospect" or "TCPDF error: Unsupported image type: gif" when trying to export pdf.

[edit] eggcrm

The webpage contains screenshots, demo, documentation and download, though lot of stuff is in French only.

LAMP-based.

Used and recommended by a freelance sales manager working for one of orzel's client.

It's the new kid on the block.

pros:

  • said to better fits the needs for SME
  • there are import/export features, even though quite basic

cons:

  • not considering offline mode is a design decision (see this forum post
  • (as such) no thunderbird/outlook connectors
  • each installation i've done, i've had problem creating the 'admin1' user, which prevent connecting once installed. Has been there for >1 year.
  • the "free" software you download has limited functionality and contains ads for updating...

2009-10-06 : i'm impressed by the demonstration. It works, it's much simpler than others, and it's even beautiful.

[edit] To see

http://www.pimentech.fr/pimentech/site/solutions/pimengest (web) http://obm.aliacom.fr/ <---- agenda pas ininteressant... LinCompta, FreeGica...

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