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