[ANN] CRMonRails.com - Open Source CRM built on ROR

Rails Community,

We came upon rails about a year ago in our quest for a simple, easy to
use, open source CRM solution to help manage our core business. We
decided to go down our own path after carefully evaluating SugarCRM,
vTiger and a few other open source CRM platforms. The result is similar
to what you will see if you go to the following link:

http://www.crmonrails.com

While this is no competition for SugarCRM, vTiger or any other major CRM
product out there today we certainly hope that one day it will be. The
version you will see on the demo is specialized for the automobile
transportation business. However, we believe that there are a lot of
companies out there that need a very basic CRM system and get
overwhelmed by current offerings.

We will open source a generic version of this product as soon as a few
more capabilities are added. These are identified on our forum under
“Feature Requests.” We would appreciate any help anyone can provide
(forum URL can be found on demo).

If nothing else, please check out the demo. It doesn’t have much data
in it right now, so create some records, navigate through the system and
let us know what you think. If you break it - tell me how so I can fix
it! We have had a pretty “nice” set of users on this to date so some
testing from super intelligent linux guru’s is probably a good idea!
Yikes…please don’t destroy it! As mentioned previously, it isn’t going
to win any awards for “Product of the Year”, but hopefully we can get
enough contributors and enhancements to it so that it can be useful for
a good number of small to medium businesses that don’t need all the
bells and whistles.

We borrowed a lot of functionality from the open source community and
want to thank them very much for providing excellent tools to make this
all possible. We took the look and feel directly from vTiger (Open
Source PHP CRM App) but everything else is ruby/rails.

Even if you aren’t interested in a CRM solution, you can check out this
demo to see how other plugins/helpers work. For example, we use the
following:

**pdf/writer - To see pdf’s within the demo, go to Orders | Order Forms
| Create Order Forms

**LoginEngine - The very first thing you will see (hopefully)
**enumerations mixin - All list of values/drop down lists in select
boxes.
**ym4r - Not visible on the demo yet - need gmaps API key.
**acts_as_versioned - Yes, be careful what you type and delete! :slight_smile:
Only key areas are versioned.

**datebox_engine - Calendar support across all date fields.
**sort_helper - Click on any column heading to sort the data thanks to
sort_helper

**backgrounDrb - disabled for the demo

A lot of people have questions about ActionMailer as well - and we use
it in several places within the application. Please note: All email
and fax functionality has been removed to protect the innocent! We
import leads via a script/runner routine that you also won’t see (it’s a
pain creating leads manually). The only tab that isn’t functional is
the Home tab (go figure). All others work - some of them take special
criteria so if they appear broken they aren’t.

We also use AJAX in a few places (try to fax an order and you will see a
very simple ajax call). More AJAX support is coming.

Thanks again to everyone who answered my posts on this forum - from the
time I got started until recently.

Regards,

Michael

Hey Micheal,

Congrats on the relase of CMS on Rails. Had a quick peek at the app,
and definately looks like you invested some quality time for this
release.

One thing I noticed about the release announcement was you mentioning
the datebox_engine, which has been renamed, and released as a second
version as the datebocks_engine.

If you want to find some install instructions, check out
http://datebocks.inimit.com

-NSHB

On 8/30/06, Michael M. [email protected] wrote:

(forum URL can be found on demo).
bells and whistles.
**pdf/writer - To see pdf’s within the demo, go to Orders | Order Forms
**sort_helper - Click on any column heading to sort the data thanks to
criteria so if they appear broken they aren’t.


Posted via http://www.ruby-forum.com/.


Nathaniel Steven Henry Brown

Open Source Insight - http://nshb.net
Open Source Development - http://inimit.com
Open Source Training - http://osevents.com

Nathaniel,

Off thread topic here but I signed up for the databock maillist and
posted a question, congrats! it’s the first one :slight_smile:

Stuart

Hey, Michael!

That CRM is looking good. I can tell you that I have installed SugarCRM
for
one of my clients and he doesn’t use more than 2% of all the features. I
think what you have there on the demo should do for a lot of people. It
might need some tweaking to get rid of the automovile industry stuff,
though. Anyway, looking good!

Sincerely,

Adrian M.

On 8/30/06, Nathaniel B. [email protected] wrote:

version as the datebocks_engine.

We came upon rails about a year ago in our quest for a simple, easy to
transportation business. However, we believe that there are a lot of
let us know what you think. If you break it - tell me how so I can fix
all possible. We took the look and feel directly from vTiger (Open
**enumerations mixin - All list of values/drop down lists in select


Adrian Esteban Madrid

Michael,
One to mention one thing -
you have a button for “Dispatch Forms” and “Order Forms”. It’s not
that they are not working, but if you hit both they overlap each
other. I know that it wouldn’t make sense to press both but you know
users.

Stuart

That looks great. Nice work.

Adrian,

Thank you! BTW…we are still using the helper library that you
created for us around pdf::writer! It has been flawless!

Nathaniel,

Even though you upgraded to DateBocks, I’m still using date_box so
wanted to put the proper credit in place. I will update to DateBocks
but it is a low priority. Thank you for implementing one of my
submitted changes into DateBocks - I’m sure it is very useful to others
and I recommend it every time I see someone on the forum asking
questions about a Calendar. I’ll upgrade as soon as you put the time
functions into it! :slight_smile: Yeah, that will be nice to have!

Thanks for the kind words,

Michael

Adrian M. [email protected] wrote:
Hey, Michael!

That CRM is looking good. I can tell you that I have installed SugarCRM
for one of my clients and he doesn’t use more than 2% of all the
features. I think what you have there on the demo should do for a lot of
people. It might need some tweaking to get rid of the automovile
industry stuff, though. Anyway, looking good!

Sincerely,

Adrian M.

On 8/30/06, Nathaniel B. [email protected] wrote:
Hey Micheal,

Congrats on the relase of CMS on Rails. Had a quick peek at the app,
and definately looks like you invested some quality time for this
release.

One thing I noticed about the release announcement was you mentioning
the datebox_engine, which has been renamed, and released as a second
version as the datebocks_engine.

If you want to find some install instructions, check out
http://datebocks.inimit.com

-NSHB


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Business.

Stuart Fellowes wrote:

Michael,
One to mention one thing -
you have a button for “Dispatch Forms” and “Order Forms”. It’s not
that they are not working, but if you hit both they overlap each
other. I know that it wouldn’t make sense to press both but you know
users.

Stuart

Hi Stuart,

Thanks for the feedback. That was a quick hack - as I originally had
buttons on that form and I had to quickly add some fax capability. When
I added those options, the UI looked horrible so I separated them into
div’s like you see. I was actually a little embarrassed to release it
looking the way it looks on those divs but I was tired of delaying this.
You are right! They overlap. Another inconsistency is if you click on
the order options it closes the div on submit. Whereas if you click on
the Dispatch Forms options, it keeps the div in the way.

On another note, you will see that if you try to fax, you get the nice
“Progress” feature because it uses AJAX (on the demo it is just a sleep
within the controller, but in real life we actually do fax those
documents). I asked a question on this forum about a month ago that
went unanswered - but the reason you don’t see that same thing when you
aren’t faxing (i.e. Create XXX) is because those actions send the PDF
back to the browser for the user to open. I couldn’t figure out how to
get the browser to open that file (using send_file or send_data) when
done in an AJAX call.

If anyone has any input on that then it would be great.

Interestingly, only one person has created a record so far! Based on
the data they put in, I’m sure they are trying to find a key constraint
that doesn’t exist. The primary reason is because we often get lead
requests from the same person (bidding on ebay auctions and lose for
example) and need to allow them to request multiple quotes. I will
eventually put in an “Accounts” feature so we can track their orders
more efficiently, but for our business model, it is “okay” the way it
is.

Regards,

Michael

I would love to work on this project…is the source code in subversion
somewhere?

Jim


Jim - go to the forum
(http://forum.crmonrails.railsplayground.net/forum/) and register as a
user in the Contributors forum and I’ll email you privately.

Quick Answer to your question: Not yet - at least not publicly. I
need a few key features implemented before we open source it. They can
be found in the “Feature Requests” section. Once we get those in place
then this will be open sourced. We are looking for contributors to help
with those areas.

The reason for this is simple: Once those key areas are integrated
then we have something that can truly be generic. I don’t want to open
source prematurely and end up with a bunch of forks.

If I’m wrong in my logic then I’m open to critique.

Michael


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faster.

you have a button for “Dispatch Forms” and “Order Forms”. It’s not
I added those options, the UI looked horrible so I separated them into
went unanswered - but the reason you don’t see that same thing when you
requests from the same person (bidding on ebay auctions and lose for
Posted via http://www.ruby-forum.com/.

I would love to work on this project…is the source code in subversion
somewhere?

Jim


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On 8/30/06, Michael [email protected] wrote:

Adrian,

Thank you! BTW…we are still using the helper library that you created
for us around pdf::writer! It has been flawless!

Great to know it works as expected. Lately I’ve been working on figuring
out
Ruport because it supposedly gives you PDF|CSV|HTML from the same data
but
so far I haven gotten too far. I’ll let you know if I found it better
and
maybe I can work out something better from there.

Anyway, good luck with that project!


Adrian Esteban Madrid

Quick Answer to your question: Not yet - at least not publicly. I need a
few key features implemented before we open source it.

Michael, what license are you planning to use?

Thanks

Rafael

Rafael S. wrote:

Quick Answer to your question: Not yet - at least not publicly. I need a
few key features implemented before we open source it.

Michael, what license are you planning to use?

Thanks

Rafael

Hi Rafael,

I have not yet decided. I will solicit the advice of this community to
help me answer that question. Ultimately, I want to keep the package
open, but I don’t want an instant fork/branch whereby we set up a
foundation that is immediately forked. Does that make sense? I want to
open it up and give it to the community, but I would also like to have
code contributions make it back into the core. From what I have read,
vTiger did this to SugarCRM early in the process and I have read about
this happening to other OS projects as well. What guidance does the
community have? The reason I want some of those core features in the
app is because my belief is that if it is as functional as possible then
I may reduce the chances of this happening. Clearly, I need more core
functionality and I need help getting it done. It’s kind of a catch-22.
I need the community to help make it better (my bandwidth is limited)
but I want it to be more “feature-rich” before I OS it. Maybe other
people have experience in this and will be able to shed some light.

Any input appreciated…

Michael