SplendidCRM Enterprise logo

SplendidCRM Enterprise

by SplendidCRM Software · Since N/A
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorSplendidCRM Software
Year launchedN/A
StatusActive
LocationSplendidCRM Software, Inc. 705 Laurel Bay Lane Holly Springs, NC 27540
Countries servedGlobal
Languages5
Integrations5+
Free tierN/A
Free trialN/A
Contact salesN/A

About SplendidCRM Enterprise

SplendidCRM Enterprise is a customer relationship management (CRM) software from SplendidCRM Software that supports businesses in managing their customer interactions and relationships. It provides features such as lead management, contact management, and reporting tools so that organizations can effectively track and analyze customer data. This software is designed to cater to businesses of various sizes, offering customizable options to meet specific industry needs. It also enables integration with other applications, facilitating data sharing and collaboration. Key capabilities: lead management contact management reporting tools integration options customizable features Best for: businesses that need to manage customer relationships and sales processes effectively.

SplendidCRM Enterprise by SplendidCRM Software is a feature-rich customer relationship management solution tailored primarily for organizations using the Microsoft technology stack. Designed with developers, enterprises, and IT administrators in mind, it provides a powerful, open-source .NET-based CRM platform that balances flexibility with robust out-of-the-box functionality. The software's primary purpose is to offer a customizable CRM framework that enables teams to manage customer data, sales pipelines, marketing activities, and support tasks. It is especially well-suited for businesses seeking to host and control their CRM infrastructure either on the cloud or on-premise, depending on operational preferences. The user interface of SplendidCRM Enterprise, while not as sleek or modern as some newer SaaS-only CRMs, is highly functional and structured. It provides a familiar and straightforward layout with logical menus, dashboards, and list views. The navigation is intuitive for users accustomed to business applications built in the Microsoft environment, featuring drop-down menus and tab-based module navigation. The interface is built to prioritize utility over aesthetics, which may appeal more to IT teams and power users than to casual end-users.

Pros & Cons

Pros
  • Microsoft-Centric Design: Ideal for organizations already invested in the Microsoft stack (IIS, SQL Server, .NET), offering deep integration and native compatibility.
  • Highly Customizable & Open Source: Provides C# and SQL source code for deep integration and customization, appealing to businesses with in-house development capabilities.
  • Flexible Deployment Options: Offers both hosted (SaaS) and on-premise solutions, catering to varying preferences for data control and infrastructure.
  • Scalability & Enterprise Features: Designed for enterprise requirements with advanced authentication, localization, granular access rights, and robust database management.
  • App Builder for Custom Solutions: The "Splendid App Builder" allows rapid creation of custom enterprise applications beyond standard CRM functionalities.
  • Mobile & Cross-Platform Support: Features a React-based frontend and mobile clients (Android, iPhone) for consistent experience and offline access.
  • Comprehensive Features (Higher Tiers): Professional, Enterprise, and Ultimate editions offer advanced features like dynamic assignments, marketing automation integrations (Pardot, MailChimp), team hierarchy, Office 365 sync, and GDPR compliance.
  • Dedicated Support for Paid Tiers: While Community edition relies on open-source community support, paid tiers include support and upgrades.
Cons
  • Steep Learning Curve/Technical Requirement: While user-friendly, its extensive customization options and Microsoft-centric nature suggest a need for technical expertise (developers) for full utilization and deep integration.
  • Limited Reviews/Community: Compared to major CRM players like Salesforce or HubSpot, SplendidCRM has a much smaller presence in online review platforms, potentially indicating a smaller user base or less public feedback.
  • Cost for Advanced Features: While a free Community on-premise version exists, the full suite of enterprise-grade features and ongoing support requires investment in higher-priced perpetual licenses or hosted subscriptions.
  • Niche Focus: Primarily targets companies committed to the Microsoft technology stack, which might not be suitable for businesses preferring other ecosystems (e.g., Linux/PHP/MySQL).

Features

Key features

Enterprise Application Builder (Splendid App Builder)

A generic tool derived from SplendidCRM, designed to quickly create enterprise apps by removing CRM-specific parts.

Comprehensive Editions (Hosted & On-Premise)

Offers a variety of editions (Community, Professional, Enterprise, Ultimate) with both hosted and on-premise deployment options to suit different organizational needs.

Robust Authentication

Supports various authentication methods beyond basic username/password, including Windows Authentication, Active Directory Federation Services, and Azure Active Directory, catering to enterprise security requirements.

Advanced Localization

Designed to support multiple languages, time zones, and currencies simultaneously, crucial for global enterprises.

Granular Access Rights

Provides complex access and permission controls for groups and teams, reflecting diverse organizational roles.

Runtime Customizations

Allows for customization at both design time and runtime, offering flexibility for adapting the system to evolving business needs.

Server and Mobile Compatibility

Ensures the same application/code can run seamlessly on both server and mobile devices.

Sophisticated Database Management

Handles complex database logic and reliable deployment methods, supporting development, QA, and production environments with detailed testing plans.

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.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Community (Hosted)
USD 5/mo
billed monthly
Professional
USD 20/mo
billed monthly
Enterprise
USD 32/mo
billed monthly

Countries & Languages

Global
Countries served
5
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalian

Billing currencies

🇺🇸USD

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