A Complete Feature List

  • 1:1, 1:many relationship database structure
  • ASP or turnkey availability
  • Audit trail
  • Business rules for consistent process
  • Client-side scripting
  • Comprehensive analytics
  • Contact management
  • Custom order form
  • Data merge utility
  • DB table builder
  • Document library
  • Document management
  • Easy administration
  • Easy access via web
  • E-mail campaigns
  • E-mail notifications for each step of process
  • Escalation notification for delayed or missed actions
  • Forecasting
  • Forms and field builder
  • Front and back office integration
  • Fully customizable
  • Importing/exporting
  • Integration with MaCola, GreatPlains, Mass200, Mass500 and other SQL accounting systems
  • Invoicing
  • Knowledge base
  • Lead management and tracking
  • List management
  • Minimal IT support
  • Multi-channel campaign management and tracking
  • Multi-level security
  • One view across organization
  • Open API
  • Opportunity management
  • Order history
  • Outlook integration
  • Quote management
  • Real-time inventory access
  • Real-time payment processing
  • Real-time, closed-loop campaign tracking
  • Segmentation and targeting
  • Self-service with real-time order status
  • Server-side scripting
  • Sub-task assignment
  • Team-oriented, process driven sales
  • Territory management
  • Web-based order processing
  • Wireless access
  • Workflow builder

Feature Highlights

CRM and More! – OpenBOX Feature: End to end CRM

End to end CRM

All modules are integrated with each other. The complete breadth of CRM functions spanning sales, marketing, and customer support can be integrated with order management, partner management and project management for a complete end to end solution.

CRM and More! – OpenBOX Feature: Customization

Choose hosted or in-house solution

Customers have a choice of a hosted solution, which has a monthly fee per user, or as an in-house application where they pay for the software license and host it on their servers.

CRM and More! – OpenBOX Feature: Customization


Built to adapt to your business needs, the OpenBOX Business Suite contains powerful customization tools for use not just upon deployment but as your business needs evolve. Easily and effortlessly add tables and fields, use drag and drop form designer to create and modify forms, and much more.

CRM and More! – OpenBOX Feature: Integration


The web-based three-tier architecture delineates the data layer from the user interface and business logic. OpenBOX offers COM-based interfaces to its object model to facilitate easy integration with other applications.

CRM and More! – OpenBOX Feature: Analytical


The OpenBOX Business Suite includes pre-configured reports and queries in various formats including text-based and charts for measuring ROI, budget tracking, forecasting and more. Create your own reports and queries with the easy report builder and save them as sub-menus for easy access any time.

CRM and More! – OpenBOX Feature: Deployment


With its strong architecture and customization tools, the OpenBOX Business Suite can be up and running in days. Customers work jointly with OpenBOX Professional Services to reduce implementation costs.

CRM and More! – OpenBOX Feature: Video Training

Video Training

OpenBOX Technologies offers training sessions for users, administrators and developers. Video training is also available upon request.

CRM and More! - OpenBOX Feature: Security


The OpenBOX Business Suite contains multi-level security settings at the group, user, form, field, record and command levels. Users log in to access the portal, which supports the SSL protocol.

CRM and More! – OpenBOX Feature: Easy Web Access

Easy access via web browser

The OpenBOX Business Suite is completely web-based and operates from your browser. There is no code required at the client. No need to download plug-ins or applets. Standard browser access using open technologies like HTTP and XML provides all the functionality you need.

CRM and More! - OpenBOX Feature: Workflow


Configure the workflow to match your business process. Each step in the workflow stream can bring up a customized form. Access to the customized forms and fields is based on the role-based security model that is set up for users.

Toll Free Phone: (877) 361-6536