Zurmo : Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.
Zurmo

Zurmo Screenshot
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.

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Features

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