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Customer Relationship Management

Zurmo

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 or platform with the assurance that future updates are not going to break your installation. Head over to the forums to learn more.

 

 

 

 

 

The New Open Source CRM: Gamified, Mobile, Social.

 

 

 

 

 

Zurmo is an open source Customer Relationship Management (CRM) application written in PHP utilizing jQuery, Yii Framework, and RedBeanPHP.
There are a lot of CRM applications out there. Why Zurmo? Through the years in the CRM industry, companies still struggle to implement a CRM application. The goal with Zurmo is to provide an easy-to-use, easy-to-customize CRM application that can be adapted to any business use case. Zurmo team took special care to think through many different use cases and have designed a system that believed to provide a high degree of flexibility, covering a wide variety of use cases out of the box.

 

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

 

  • Gamification rewards end users
  • Scores & Badges
  • Achievement & Status
  • Proven to improve User Adoption

 

Reporting

 

  • Report on virtually any set of records
  • Drag and Drop Filters
  • Customize, save, share Reports
  • Charting includes 3D Bar Graphs, Donut, Pie, etc.

 

Workflow

 

  • Create custom Workflows with drag and drop wizard
  • Trigger email alerts or actions
  • Keeping track of events as they occur
  • Get notified on upcoming or elapsed events

 

Marketing Automation

 

  • Create and send Email Marketing campaigns
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  • Schedule Autoresponders
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  • Build and embed Web Forms that link directly to CRM
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  • Manage Campaigns
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Product Management

 

  • Create Product Catalogs
  • Integrate Products with Opportunities, Accounts, Contacts
  • Manage Product Items and quantities

 

Security

 

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

 

Personalize

 

  • Custom fields, layouts and labels
  • Custom Dashboards
  • Calculated fields
  • Dependent dropdowns

 

Internationalization

 

  • Language Packs
  • Real Time Currency Conversion
  • Multiple Timezone support

 

Developer Friendly

 

  • Completely Open Source CRM
  • Extensive documentation and Community Support
  • Uses Test Driven Development (TDD)
  • Built on Yii/JQuery
  • Runs on Windows or Linux

 

Integrations

 

  • Restful API
  • Google Mapping / Geocode
  • Currency updator4m
  • Email archiving

 

On The Go

 

  • Tablet Ready
  • iOS Ready
  • Android Ready

 

 

You would like to have your very own Zurmo CRM Server?

 

 

Zurmo is great but not necessarily easy to install, and that is where we can help. You won't have to worry about the Server Hardware Requirements, Operating Systems, Stacks or any of the other minor preparations, optimizations and configuration.
We'll take care of everything and even customize Zurmo to fit your brand image and needs.

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