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Zurmo
Version : 3.2.7
Votes: 35

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

  Release Date : 19-06-2019

  Get Support : Visit Support Site

  Reviews : 2

   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

Ratings Total User Guest
 
 21 0 21
 
 6 0 6
 
 0 0 0
 
 0 0 0
 
 8 0 8
Average Ratings 3.91 nan 3.91
Add Your Rating

Reviews
Great
by a Guest - Brook - December 17, 2013, 5:40 pm
This CRM is one of the best open source choices available, simply because most of the features are included from the start. Group security, reporting, automation, all built in. Easy to edit, similar to sugar or vtiger, with nothing to fix out of the box and every feature you need is already there.
Great
by a Guest - Chris - January 5, 2015, 8:43 pm
A couple of bugs, and some configuring of cron jobs in order to get some of the advanced functions working, but once it is all said and done, this is a powerful system. I excited for more updates.