Zurmo Zurmo

Version: 3.2.4
Demo
Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.
  • Overview
    Zurmo screenshot
    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: 90.68 MB
    Reviews: (2)
    Release Date: 2018-02-23
  • 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
  • Screenshots
    Zurmo Screenshot 1
    Zurmo Screenshot 2
    Zurmo Screenshot 3
    Zurmo Screenshot 4
    Zurmo Screenshot 5