This plugin adds all the necessary features for your nuxeo instance to become a CRM (Customer Relationship Management) solution. It provides everything to handle Accounts, Opportunities, Contacts, Interactions etc. The User Interface is based on Web UI. In addition of handling your customer base in nuxeo you will also benefit of the document management capability. This brings you a platform that is capable to handle both your customers and their related documents (Contracts, Specifications, Invoices etc.) but also media files (Video, Picture, Audio). You will have everything in one place, giving you a 360 view of everything related to your customers.
Assuming Apache Maven version 3.2.3 minimum and git is installed on your computer:
cd /PATH/TO/YOUR/MAIN/FOLDER
git clone https://github.com/qualitified/qualitified-crm.git
cd qualitified-crm
mvn clean install
The Package to install on your nuxeo server is in qualitified-crm-package/target/qualitified-crm-package-1.0-SNAPSHOT.zip
First you need to download a nuxeo LTS 2016 (8.10) here: http://nuxeo.github.io/downloads.html#8.10
Then start your nuxeo instance:
cd /PATH/TO/YOUR/NUXEO/INSTANCE/
cd bin
nuxeoctl start
Then make the initial configuration by going through the url: http://localhost:8080/nuxeo
Then stop your nuxeo instance and install the qualitified-crm package:
nuxeoctl stop
nuxeoctl mp-install --nodeps PATH/TO/YOUR/MAIN/FOLDER/qualitified-crm/qualitified-crm-package/target/qualitified-crm-package-1.0-SNAPSHOT.zip
Then start your nuxeo instance:
nuxeoctl start
If everything went well, you will end up with the CRM plugin deployed on your nuxeo instance.
These features are part of an ongoing project. If you need a supported version please contact me directly on @michael_gena
Apache License, Version 2.0
At Qualitified we provide packages on top of nuxeo, in order to bring additional behaviors to the platform. We also do consultings on nuxeo projects by bringing our expertise on multiple levels (Data Models, Business Rules, Workflows, UI based on Polymer etc.)