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Zurmo
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