operun CRM

Introduction

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

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 package inside your buildout.

eggs =
    ...
    plone.formwidget.contenttree

• For Plone 5 it may be necessary to pin plone.formwidget.contenttree in your versions.

plone.formwidget.contenttree = 1.0.15

Installation

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

eggs =
    ...
    operun.crm

Dependency Installation

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.