Workflow management for open source

[docwisdom]

Has anyone developed a workflow management module for the open source version? All I could find were plugins for the the module.

[bconvis]

SierraCRM has built a farily powerful workflow engine into Sugar 4.0. It's called Process Manager. What we allow is the follwoing:

On create of lead, contact, opportunity, account - kick off a process
On create of lead, contact, opportunity, account with specific fields set - kick off process
On modify of lead, contact, opportunity, account - kick off a process
On modify of lead, contact, opportunity, account with specific fields set kick off process

For instance; Change Sales Stage to xyz kick off process. Change Lead Status kicks off a process.

What is a process?
A process consists of stages and stages consist of tasks.
So a one to many from process to stage and one to many from stage to task.
Stages can be set to run immeadeatly or be delayed by hours, days, months, years.

Tasks are the following:
Send an email using a template
Create Task and assign to yourself or assign to another person
Schedule a Call and assign to yourself or assign to another person

Finally - We link Process Manager with our Marketing Campaigns module allowing you to run campagins such as sending out a birthday email each day.

Happy to show off this cool technology if you contact us.

Bill Convis
CTO
SierraCRM, Inc.
bconvis@sierracrm.com

[wjohnson]

Does your software allow for daily tasks or projects? That seems to be the one thing that is keeping us tied to using Outlook's task manager.

[bconvis]

Yes,
The software allows you to create daily tasks or calls or send emails.

Bill Convis

[RickM]

Yes,
The software allows you to create daily tasks or calls or send emails.

Bill Convis

How easily could this be added to a Sugar 4.5 install?

[bconvis]

Rick,
We are in the process of merging with Sugar 4.5.1 and testing. Be advised that at this time we have not released this module as a plugin you can buy. Only available via hosting Sugar from SierraCRM.

Thanks
Bill

[cnngraphics]

Yes,
The software allows you to create daily tasks or calls or send emails.

Bill Convis

The Scheduler is not showing Process Manager when creating a Process. How can I fix this issue?