Zurmo CRM is a gamified CRM software solution that converts work into play. It is a fun, yet effective CRM tool. Likewise, Zurmo is an open source CRM application that combines project management, marketing automation, and sales software into a single solution. It uses gamification to engage and motivate users. This helps to increase user adoption which ensures successful CRM implementation. Zurmo is intuitive and easy to use and needs no training.
Overview of Zurmo CRM Features
- Account management
- Activity management
- API
- Campaigns and email marketing
- Contacts management
- Conversations
- Customizable homepage
- Dashboards
- Developer friendly
- Email correspondence
- Email archiving
- Exchange integration
- Gamification
- Gmail integration
- Google Maps
- Group Security
- Internationalization
- Lead management
- Marketing automation
- Mobile ready
- Opportunity management
- Outlook integration
- Personalization
- Product management
- Reporting
- Security management
- Workflow
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 Gamificrewards end users
- Scores & Badges
- Achievement & Status
- Proven to improve User Adoption
Reporting
- Report on virtually any set of records
- Drag and Drop Filters
- Customize, save, share Reports
- Charting includes 3D Bar Graphs, Donut, Pie, etc.
Workflow
- Create custom Workflows with drag and drop wizard
- Trigger email alerts or actions
- Keeping track of events as they occur
- Get notified on upcoming or elapsed events
Marketing Automation
- Create and send Email Marketing Campaigns
- Schedule Autoresponders
- Build and embed Web Forms that link directly to CRM
- Manage Campaigns
Product Management
- Create Product Catalogs
- Integrate Products with Opportunities, Accounts, Contacts
- Manage Product Items and quantities
Security
- Roles
- Groups
- Permissions, Rights, Policies
- Ad-hoc teams
Personalize
- Custom fields, layouts, and labels
- Custom Dashboards
- Calculated fields
- Dependent drop-downs
Internationalization
- Language Packs
- Real Time Currency Conversion
- Multiple Timezone support
Developer Friendly
- Completely Open Source CRM
- Extensive documentation and Community Support
- Uses Test Driven Development (TDD)
- Built on Yii/JQuery
- Runs on Windows or Linux
Integrations
- Restful API
- Google Mapping / Geocode
- Currency updator4m
- Email archiving
On The Go
- Tablet Ready
- iOS Ready
- Android Ready
Therefore, this is the best features which contain all the features of zumro open source CRM. Thus, The interface of Zumro CRM is modern and fresh and removes the boredom sales and marketing professionals associated with using a CRM tool.
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