: : Celframe - Products

Celframe brings you affordable enterprise-class CRM software, offering it with our world-class support

Welcome to Celframe, the home of affordable CRM and Groupware software. Our experience has been that while open source components are technically superior, end users, especially the ones in small businesses, often find it hard to integrate them. Even for trained professionals, systems integration is not an easy job. Frequently enterprises give up due to the lack of professionally packaged open source offerings, and turn to costly closed-source alternatives.

Celframe stands for affordable enterprise software, backed by professional support and services. We create our products by assembling best-of-breed components, augmented by our own contributions.

Celframe business model is do not charge for the software itself, but for support subscription services and professional services. Our model offers enterprises dramatic cost savings, of the order of 70-80% over comparable closed source products, yet keeps us profitable with the ability to be a solid long-term supplier. Such efficiencies have been common in the hardware industry, and we are now bringing these to software.

Celframe CRM is a CRM software mainly for small and medium businesses. Celframe CRM is built over proven, fast, and reliable LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies and other open source projects.

Celframe CRM leverages the benefits of software and adds more value to the end-users by providing many enterprise features, such as sales force automation, customer support & service, marketing automation, inventory management, multiple database support, security management, product customization, calendaring, E-mail integration, add-ons, and others.

Celframe CRM software installation is very simple as all the necessary software, such as Apache, MySQL, and PHP are integrated and executables are made available both for Windows and Linux (RedHat, Debian, SuSe, Fedora, and Mandrake) operating systems in SourceForge.net. You need not concern too much about setting up database, Web server, and other software.

Celframe CRM also provides enterprise grade business productivity enhancement add-ons, Celframe Customer Portal, Celframe Outlook Plug-in for Microsoft® Outlook® users, Celframe Office Plug-in for Microsoft® Word® users, and Celframe Thunderbird Extension for Mozilla/Thunderbird users. All these add-ons are part of the Celframe CRM module.

Sales Force Automation (SFA) is one of the early drivers of the CRM field. The other one is customer support. SFA is used to support the sales process of an organization, and it contains Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.

Manage leads end-to-end (from creating leads to converting them into opportunities)
Capture leads directly from your Web site and transfer to Celframe CRM
Customize online lead form as per your organization requirements
Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
Add multiple products to the leads
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Create fully customizable lead reports
Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Track all sales opportunities end-to-end in a sales cycle
Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
Generate quotes, sales orders, and invoices from the potentials
Create fully customizable opportunity reports
Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

Track all accounts and related contacts, opportunities, cases, and other details from a common repository
Specify parent-child relationships between accounts and their subsidiaries or other divisions
Import accounts from external sources, such as ACT, GoldMine, and other applications
Generate quotes, sales orders, and invoices for the accounts
Track purchase history of the customers and analyze opportunities for up selling and cross selling
Create fully customizable account reports
Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
Attach customer-specific documents to accounts for a quick reference in future

Track all contacts and related opportunities, cases, activities, and other details from a common repository
Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
Import contacts from external sources, such as ACT, GoldMine, and other applications
Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Synchronize contacts with Microsoft® Outlook®

Add all important customer-related e-mails to Celframe CRM for quick reference in future
Store all the details of customer meetings and calls in a n intuitive calendar
Manage daily tasks of the Celframe CRM users to have a streamlined sales process

Add custom fields as per your organization requirements
Customize tabs using drag & drop so that modules that are relevant to sales process can be shown
Change the look and feel of the user interface using customizable themes

Celframe CRM provides enterprise quality Customer Support & Service features, such as Ticket Management, Knowledge Management, Customer Self Service Portal, Reports, and Support Statistics specifically useful for your organization's customer support force. You can also use other customer support-related modules, such as Products, Activity Management, Calendar, Contact Management, and so on.

Track all trouble tickets related to customers end-to-end as per organization's customer support process
Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
Create fully customizable list views as per Support person's requirement
Provide solutions to the trouble tickets submitted through Customer Portal
Automatically update the status of tickets through E-mail
Create fully customizable ticket reports
Create customer support statistics to help the managers to plan for a better customer support process.
Create custom fields as per your organization requirements

Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
Associate Articles with trouble tickets and products
Provide public access to the Knowledge Base only after approval
Maintain up-to-date Articles in Celframe CRM based on customer suggestions & comments

Fully customizable and you can deploy without hassles in your Web site
Secured access to the Customer Self Service Portal
Search Knowledge Base articles before submitting trouble tickets
Constantly improve the quality of Knowledge Base by threaded discussions
Notify trouble ticket update to the customers through E-mail
Follow up the trouble tickets by threaded discussions
Update customer profiles (limited functionality)

Celframe CRM provides E-mail Marketing, Online Lead Forms, Product Management specifically useful for your organization's marketing team. You can also use other marketing-related modules, such as Activity Management, Calendaring, Contact Management, File Attachments, and so on.
In near future, we wish to provide other marketing automation-related features, such as Campaign Management, List Management, Marketing Analytics, and others.

Manage leads end-to-end (from creating leads to converting them into opportunities)
Capture leads directly from your Web site and transfer to Celframe CRM
Customize online lead form as per your organization requirements
Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Manage company-wide products catalog
Associate products with other modules for a better 360 degrees view
Create custom product fields as per your organization's requirements
Attach product-specific documents, such as marketing collaterals, license agreements, and others

Inventory Management

Celframe CRM extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using Celframe CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application.

Manage organization-wide products
Associate products with other modules for a better 360 degrees view
Import product details from other applications
Create custom product fields as per your organization's requirements
Attach product-specific documents, such as collateral, license agreements, and others
Upload product images for easy identification
Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Create Price Books as per customer segment and associate products with Price Books
Procure products from the selected vendors list
Associate trouble tickets and Knowledge Base with products

Sales Quotes

Track outstanding quotes from the quotes list view
Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
Select different prices for the same product as per customer segment
Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
Create Sales Order or Invoice with a single click from the Sales Quote
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
Display quotes related to accounts under the related list
Customize Sales Quote fields as per your organization's requirements

Streamline organization-wide procurement and fulfillment processes with integrated approach of Celframe CRM
Track outstanding orders from the orders list view
Procure products from the best available Vendors/Manufacturers/Resellers list in Celframe CRM
Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
Once the Sales Order is accepted, create Invoice from Sales Order with a single click
Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders

Track outstanding invoices from the Invoices list view
Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service
Customize Invoice fields as per your organization requirements
Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
Customize Invoice fields as per your organization requirements
Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
Associate invoices with the General Ledger account for hassle-free Book Keeping