Zurmo
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Category : erp
Version : 3.2.7
Views : 128453 Views
Ratings : 3.914 out of 5
Votes : 35 Votes
Reviews : 2 Reviews
Space Required : 90.71 MB
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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.
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
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