CRM+ECM = ???
June 30, 2010 5:43 AM   Subscribe

Does a (preferably open-source) application exist that's one part Customer Relationship Manager (CRM, eg SugarCRM) and one part Enterprise Content Management (ECM, eg: Sharepoint, Alfresco)? Or one that bridges the gaps, connecting relationships with people to documents?

I'm trying to find/build a solution for a small biz that wants to capture and organize interactions with contacts (calls, mostly, but also news mentions, etc) by projects, and also capture, tag with metadata, and index the deliverables (Office documents, mostly) generated by the projects. The goal is to be able to create queries like "who was valuable to us in looking at projects like ___," or "where can we find re-usable information about _____ subject, which we've gathered data on before?" I can craft the queries myself, assuming the app provides an API; I just want a nice front-end for the users who're interacting with the thing. I could code something myself, but I'd rather hook into a mostly-suitable already-existing code-base.

I don't think they need the full features of a CRM (we don't really have "campaigns;" they're not concerned with tracking call time the way a real call-center or salesforce would), and we don't need any real serious business rules framework. Are there any existing applications in this niche, or am I going to be building from scratch?
posted by Alterscape to Computers & Internet (3 answers total) 2 users marked this as a favorite
 
A paid SAAS solution we currently use is NetSuite - it merges the two with an accounting back end. That might be overkill for you. What I think you would be after is a project management system that lets you create projects to track people, activities, etc surrounding that project and be able to attach documents and other things that come about as a part of that project.
posted by msbutah at 8:16 AM on June 30, 2010


Never used these, but they at least offer some of what you're looking for:
Collabtive
TikiWiki
posted by lash at 8:22 AM on June 30, 2010


There is a list of open source and proprietary groupware / PM tools here.
posted by lash at 8:24 AM on June 30, 2010


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