Open Source CRM and ERP: Bending the Back Office

SugarCRM, Openbravo and Compiere tap the power of open source development to make customization easy, but the line between community and commercial is quickly crossed.

By Peter Wayner

PAGE 5

It's hard to summarize all of the extra features that are appearing thanks both to SugarCRM and the community of commercial partners. The FastStack makes it simple to install every part quickly. I enjoyed fiddling with the module builder, a feature that lets you drag and drop the fields for the tables. Developing custom features doesn't require much programming at all. All you do is choose the names for the fields, and the rest of the forms and the tables follow.

More sophisticated solutions require digging into the PHP, something that is well supported. SugarForge holds hundreds of interesting plug-ins written to add features and integrate Sugar with many other open source and proprietary packages.

This is usually pretty straightforward. You write PHP code that can add extra features to the menus or the different pages. The core of the iNetGoogleMap plug-in, for instance, is built from about 100 lines of code that repack the data from the internal Sugar format into a URL for a Google Map. This core comes with a dozen or more other files that help integrate it with the system and localize it for any other languages. The mechanism for adding a plug-in is well developed and offers broad access to the underlying system.

There are a fair number of plug-ins devoted to adding ERP functions to Sugar. It's not hard to do an adequate job with this if your business is simple and the product line is small. There are plug-ins for adding inventory management, credit card processing, and pretty much everything you need to spin up your own ERP.

Some of these plug-ins are open source, although this can be a marketing tool. PlanetAuthorize.Net's plug-ins, for instance, offer real-time credit card processing with GPLed code. They make their money on the credit card fees. Others offer proprietary services.

I think SugarForge does a remarkably good job of merging the best of open source with the best of proprietary development. The access to the source code means that you can modify any part of the code you run, even if most of the modification will be handled through the plug-in mechanism. At the same time, the extra features from the proprietary version are a good enough deal that many serious firms with solid margins are going to want to buy them -- a purchase that doesn't prevent them from modifying and extending the code.

Openbravo ERP: Templating to tables and formsMany businesses want to automate more than just their sales force and customer service. Openbravo includes some rudimentary CRM capabilities and a big collection of routines for tracking goods through the warehouse to delivery -- a set of features that gives Openbravo claim to the acronym ERP. It's probably fair to say that it offers CRM too, although only the most basic kind.


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