SplendidCRM Enterprise

Additional features

Multiple Editions & Deployment Options

Offers Community (free on-premise, $5/user/month hosted), Professional ($300/user on-premise, $20/user/month hosted), Enterprise ($480/user on-premise, $32/user/month hosted), and Ultimate ($960/user on-premise) editions, catering to diverse organizational sizes and preferences for cloud or self-hosted solutions.

Open Source Availability

Provides open-source access to the .NET 6 Core implementations of Community, Professional, and Enterprise editions on GitHub, allowing for deep integration and customization for those who prefer Microsoft IIS and SQL Server.

Docker Builds for Easy Evaluation

Offers beta release builds on Docker Hub for quick setup and evaluation of Community, Professional, and and Enterprise Core versions.

Splendid App Builder

A generic enterprise application builder derived from the SplendidCRM core, enabling rapid development of custom enterprise applications.

Robust Authentication Methods

Supports various secure login options including username/password, Windows Authentication, Active Directory Federation Services, and Azure Active Directory for enhanced enterprise security.

Comprehensive Localization

Caters to international businesses by supporting multiple languages (39 via Microsoft Translator), time zones, and currencies simultaneously with automatic currency conversion.

Granular Access Rights Management

Allows for complex control over access and permissions based on user roles and teams, ensuring data security and proper segregation of duties.

Runtime Customizations

Provides the flexibility to customize the application at both design time and runtime, enabling adaptation to evolving business processes without requiring code changes.

Server and Mobile Compatibility

The same application code runs seamlessly across server environments and various mobile devices (desktop, Android, iPhone), including offline client capabilities.

Sophisticated Database Management

Handles complex database logic, ensuring reliable deployment and supporting detailed testing plans across development, QA, and production databases.

Modern User Interface (Pacific Theme & React Client)

Features a new "Pacific Theme" with an updated layout and a complete re-write of the frontend using React for a consistent and fast user experience across all platforms.

Data Archiving for Performance

Allows archiving records in core modules to improve performance and manage large datasets efficiently.

Dynamic Mass Update Panels

Enables the dynamic definition of mass update panels using the EditView layout engine for flexible bulk data modification.

Dynamic Assignments

Records can be assigned to multiple users, facilitating collaborative workflows (Enterprise Feature).

Third-Party Email Marketing & Automation Integration

Synchronizes with popular services like Pardot®, MailChimp®, IBM® Watson Campaign Automation, HubSpot®, Marketo®, ConstantContact®, and iContact® for enhanced marketing efforts (Enterprise Feature).

Team Hierarchy for Visibility Control

Uses parent-child team relationships to control the visibility of records, enhancing organizational structure and data access management (Professional and Enterprise Features).

Office 365 Integration

Provides Exchange synchronization for Office 365/Outlook.com, integrating email and calendar functions (Professional and Enterprise Features).

Automated Module Archive Rules

Allows defining rules to automatically archive module data based on specified criteria, streamlining data retention (Professional and Enterprise Features).

Survey Lead Generation

Enables the creation of new lead, contact, or target records directly from survey submissions, both online and offline (Professional and Enterprise Features).

GDPR Data Privacy Management

Tools to manage data privacy requests and personal information fields, including data erasure from primary, audit, and archive tables, to comply with GDPR (Enterprise and Ultimate Features).

Document Content Searching

Allows searching within the content of documents when enabled within SQL Server, supporting various document types including Microsoft Office and PDF.

Tagging

Users can create and associate tags with records across modules for easy categorization and searching.

Role-based Layout Views

Administrators can define specific views for users based on their primary role, tailoring the interface.

Document Signing

Acquire and embed signatures into PDFs for quotes, orders, invoices, or contracts, with touch support for signing on tablets and Customer Portal support.

Outlook Add-in

Provides quick lookup of records, email archiving, and creation of new CRM records directly from Outlook for Office 2013/2016 and Outlook Web App.

Enhanced Layout Editor

A central, HTML5-based editor for Detail View, Edit View, and Grid View layout management with drag-and-drop functionality.

Payment Gateway Integrations

Supports credit card processing through gateways like Authorize.Net®, .netCHARGE® (50 processors), PayTrace®, and PayPal® (including payment notifications for PayPal®).

Azure Software Deployment & Hosted on Azure

Offers integrated deployment and hosting options on Microsoft Azure, leveraging its scalability and reliability.

Opportunity Revenue Line Items

Allows for detailed breakdown of revenue items within opportunities.

Updated Google Integration

Synchronizes contacts and appointments using Google v3 API.

New Report Designer & Standard Reports

Includes a flexible report designer similar to Microsoft Report Builder and 42 standard reports for comprehensive analytics.

Twitter® Tracking

Define multiple tracks to monitor tweets in real-time on the user's home page.

Asterisk® Integration

Monitors Asterisk PBX call events and logs incoming/outgoing calls, with real-time notifications for users.

Surveys Module

Create various types of surveys with different question formats (radio buttons, checkboxes, dropdowns, etc.).

Home Page Dashlets

Customizable home page with various dashlets for quick access to information like "My Favorites," "My Quotes," "My Orders," and "My Invoices."

Business-to-Consumer (B2C) Mode

Can be converted to support B2C operations.

Business Rules Engine Enhancements

Apply business rules to dynamic buttons, unified search panels, and even to hide entire panels.

User-selectable Email From

Allows email impersonation for sending emails.

IP Address Security Restrictions

Enhance security by restricting access based on IP addresses.

HTML5 Offline Client

Major performance enhancements for offline access, with mobile layouts adapted for smaller displays.

Enhanced Order Management

Support for discounts in Quotes, Orders, and Invoices, and dashlets for "My Quotes," "My Orders," and "My Invoices."

Multi-Select Fields

Supports storing multi-select field data as CSV or XML.

Import/Export Functionality

Allows importing data and exporting import failures for correction.

Microsoft Technology Preference

Explicitly designed for companies that prefer Microsoft IIS and SQL Server, providing C# and SQL source code for deep integration.