Zurmo
Overview
Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system with the assurance that future updates are not going to break your installation.
Activity Management
Deal Tracking
Gamification
Security
Personalize
Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system with the assurance that future updates are not going to break your installation.
Visit SiteFeatures
Contact Management
- Full view of Contact details
- 360 view of Accounts
- Lead Management
- Quickly find info with Global Search
Activity Management
- Meetings,Tasks,Notes, and Attachments all in one place
- Roll Up to see activities from related records
- Latest activities widget, easy view of historical information
Deal Tracking
- Sales Force Automation
- Create and Manage Opportunities
- Track Sales Pipeline
- Probability of Closure
Gamification
- CRM Gamification rewards end users
- Scores & Badges
- Achievement & Status
- Proven to improve User Adoption
Security
- Roles
- Groups
- Permissions, Rights, Policies
- Ad-hoc teams
Personalize
- Custom fields, layouts and labels
- Custom Dashboards
- Calculated fields
- Dependent dropdowns