GWS CRM application is a flexible, open-source Customer Relationship Management (CRM) system, designed to help businesses of all sizes—from startups to enterprises—streamline how they manage people, companies, opportunities, projects, and more, through an intuitive and modern interface.
Key Features
Sales Automation & Contact Management
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Manage leads, opportunities, accounts, and contacts, with the ability to convert leads seamlessly into accounts or contacts. Contacts can be linked to multiple accounts with defined roles.
Calendar & Activity Tracking
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Schedule meetings, calls, tasks, and share them via a working-time calendar. Supports sending invitations and syncing with Google or Outlook calendars via extensions.
Embedded Email Management
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Manage email accounts within the CRM: send outbound emails, utilize templates, organize emails in folders, apply signatures and filters, conduct mass email campaigns, and support multiple email addresses per record.
Collaborative Social Stream
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Follow records and see real-time updates via an activity stream. Assigned or created records are followed automatically to ensure team awareness.
Support & Knowledge Management
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Handles customer support with case tracking, email-to-case routing, a customer portal for direct interaction, and a built-in knowledge base.
Document Handling
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Attach documents to records and organize them in document folders for streamlined access.
Sales & Purchases Workflow
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The Sales Pack (add-on) offers a full suite: product catalog, quotes, sales orders, invoices, delivery and return orders, purchase and receipt orders, inventory control, and price books.
Telephony Integration
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Supports VoIP integration (through extensions) and allows multiple phone numbers per record.
Analytics & Reporting
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With the Advanced Pack, generate reports to visualize business performance in detail.
Workflows & Business Process Automation
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Model business processes using BPM tools and automate actions—like sending emails, updating or assigning records—triggered by predefined conditions.
Project Management
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Add-on support for projects, tasks, milestones, boards, and Gantt charts to manage team tasks and timelines effectively.
Marketing Automation
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Supports campaign creation, mass email marketing, mail merge, target lists, web-to-lead functionality, and integration with MailChimp (requires extensions or Advanced Pack for synchronization).
Extensive Customization
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Customize almost every aspect using the Layout Manager, Entity Manager, Label Manager—and extend functionality via add-ons.
Advanced Administration & Security
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Import data, manage users and teams, define roles and access control, integrate with LDAP or OpenID Connect, set currency rates, and apply UI themes.
Extra Utilities
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Features include address-based maps, dynamic forms, calculated fields, privacy tools, Kanban boards, exporting to spreadsheets/CSV/PDF, and integrations with Google or Outlook contacts and Zoom via extensions.
