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Introduction

operun.crm is a simple Plone based Customer-Relationship-Management (CRM) system. It comes with basic Content-Types for Accounts and Contacts.

It contains the following:

  • Account
  • Contact
  • Todo

This system is inspired by Zurmo. Use this package if other web-based CRMs like SugarCRM or similar are oversized for your requirements.

Compatibility

Version 1.0.0 is tested with Plone 4.3.x. Version 1.0.0 is tested with Plone 5.0.x with a few exceptions:

  • You must define the plone.formwidget.contenttree inside your buildout.
eggs =
    ...
    plone.formwidget.contenttree
  • For Plone 5 it may also be necessary to pin the package.
plone.formwidget.contenttree = 1.0.15

Installation

Add this line in the eggs section of your buildout.cfg

eggs =
    ...
    operun.crm

Installation as a dependency

If you want to add operun.crm as a dependency to another product, use the default profile in your metadata.xml.

<metadata>
  <version>1</version>
    <dependencies>
        <dependency>profile-operun.crm:default</dependency>
    </dependencies>
</metadata>

Toubleshooting

Please report issues in the bugtracker at https://github.com/operun/operun.crm/issues.

Branches

The master-branch supports Plone 4 & 5 only.

License

GNU General Public License, version 2

Contributors

Tests

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A simple Plone based CRM

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