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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.
Space Required : 90.71 MB
Get Support : Visit Support Site
Reviews : 2
Release Date : 19-06-2019
Features
Contact Management
Activity Management
Deal Tracking
Gamification
Security
Personalize
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
