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SplendidCRM on Cloud

1-click AWS Deployment    1-click Azure Deployment  1-click Google Deployment

Overview


SplendidCRM is an open-source Customer Relationship Application that targets companies with an investment in Microsoft-based servers. SplendidCRM was developed using the best development tools and using the best practices for web application development. As a result, SplendidCRM has become a highly-scalable, highly-customizable, enterprise application that can be delivered at a fraction of the cost of the major players in the CRM market space.

SplendidCRM is the clear and obvious choice for companies that prefer Microsoft IIS to Apache and SQL Server to MySQL. We provide all the C# and SQL source code so that the CRM can be deeply integrated into your business.

SplendidCRM is owned by SplendidCRM (http://www.splendidcrm.com/) and they own all related trademarks and IP rights for this software.

SplendidCRM on Cloud runs on Amazon Web Services (AWS) and Google Cloud Platform (GCP) is built to provide a Professional and Enterprise editions have a Module Builder that can help create the data.

Cognosys provides hardened images of Visual Studio Community Edition on all public cloud i.e. AWS marketplace and Google Cloud Platform (GCP).

SplendidCRM on Cloud for AWS

Features

Major Features of SplendidCRM

Zip Code Lookup
Built-in database of US zip codes with lookup and auto-complete.

Activity Streams
Activity Streams provide quick access to detailed information regarding changes to a record.

Seven Theme
The Seven theme adds a bit of color to provide quick visual clues to the type of module being referenced.

Azure Software Deployment
Virtual Machine, SQL Database and DNS Name creation along with software deployment.

Document Signing
Acquire signature and embed into PDF for Quote, Order, Invoice or Contract.

Outlook Addin for Office 2013/2016
Quick lookup of all records relating to sender. Works in Outlook Web App and Outlook Windows client.

Opportunity Revenue Line Items
Revenue line items provide a way to provide details to an opportunity.

Updated Google integration
Contacts and appointments synchronization was updated to use the Google v3 API.

Updated PayPal integration
Updated credit card charging to use latest PayPal API.

Authorize.Net integration
Credit card processing using Authorize.Net

AWS

Installation Instructions For Windows

Note: How to find PublicDNS in AWS

Step 1) RDP  Connection: To connect to the deployed instance, Please follow Instructions to Connect to Windows  instance on AWS Cloud

1) Connect to the virtual machine using following RDP credentials:

  • Hostname: PublicDNS  / IP of machine
  • Port : 3389

Username: To connect to the operating system, use RDP and the username is Administrator.
Password: Please Click here to know how to get password .

Step 2) Database Credentials:

You can Login by below SQL Database credentials

      SQL UserName : sa ||  Password : Passw@rd123

Note: Please change the password after the first login.

Step 3) Application URL: Access the application via a browser at http://PublicDNS/splendidcrm

  • User Name: ec2-user
  • Password: Passw@rd123

 Steps to access the  Admin Panel:

  • To login to SplendidCRM Administrative Panel, you need
    to open your browser and navigate to http://PublicDNS//SplendidCRM/Administration
  • Enter username and password in the given fields and click on the“Login”button to access the Admin Panel.
  • After successful login to the Admin Panel, you will get access to SplendidCRM Application.

Step 4) Other Information:

1.Default installation path: will be in your web root folder “C:\inetpub\wwwroot\splendidcrm
2.Default ports:

  • Windows Machines:  RDP Port – 3389
  • Http: 80
  • Https: 443
  • Sql ports: By default, these are not open on Public Endpoints. Internally Sql server: 1433.

Configure custom inbound and outbound rules using this link.

 AWS Step By Step Screenshots

Google

Installation Instructions for Windows

Step 1) VM Creation:

  1. Click the Launch on Compute Engine button to choose the hardware and network settings.

2.You can see at this page, an overview of Cognosys Image as well as estimated cost of running the instance.

3.In the settings page, you can choose the number of CPUs and amount of RAM, the disk size and type etc.

Step 2) RDP Connection: To initialize the DB Server connect to the deployed instance, Please follow Instructions to Connect to Windows instance on Google Cloud

Step 3) Database Login Details:

The below screen appears after successful deployment of the image.

successful deployment of the image

For local MySQL root password, please use the temporary password generated automatically during image creation as shown above.

i) Please connect to Remote Desktop as given in step 2 to ensure stack is properly configured and DB is initialized.
ii) You can use MySQL server instance as localhost, username root and password as shown above.

If you have closed the deployment page you can also get the MySQL root password from VM Details  “Custom metadata” Section.

Step 3) Application URL:

Step 4) Other Information:

1.Default ports:

  • Linux Machines:  SSH Port – 22

2. To access Webmin interface for management please follow this link

Installation Instructions For Redhat

Step 1) VM Creation:

1.Click the Launch on Compute Engine button to choose the hardware and network settings.

2.You can see at this page, an overview of Cognosys Image as well as some estimated costs of VM.

3.In the settings page, you can choose the number of CPUs and amount of RAM, the disk size and type etc.

Step 2) SSH Connection: To connect to the deployed instance, Please follow Instructions to Connect to Redhat instance on Google Cloud

1) Download Putty.

2) Connect to the virtual machine using SSH key

  • Hostname: PublicDNS  / IP of machine
  • Port : 22

Step 3) Database Login Details:

The below screen appears after successful deployment of the image.

successful deployment of the image

For local MySQL root password, please use the temporary password generated automatically during image creation as shown above.

i) Please connect to Remote Desktop as given in step 2 to ensure stack is properly configured and DB is initialized.
ii) You can use MySQL server instance as localhost, username root and password as shown above.

If you have closed the deployment page you can also get the MySQL root password from VM Details  “Custom metadata” Section

Step 4)Application URL: Access the application via a browser at http://PublicDNS/Mediawiki 

Steps to configure the stack:

Step 5 ) Other Information:

1.Default installation path: will be in your web root folder

2.Default ports:

Windows Machines: RDP Port – 3389
Http: 80
Https: 443
Mysql ports: By default, these are not open on Public Endpoints. Mysql :3306

Videos

Practice Demo

Business Rules-Two Minute Training

SplendidCRM on Cloud

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