Zurmo is a customer relationship management (CRM) system that is mobile, social, and gamified. It is focused on increasing sales force engagement by providing a better user experience than traditional CRM systems.
Homepage: zurmo.org
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
Reporting
Report on virtually any set of records
Drag and Drop Filters
Customize, save, share Reports
Charting includes 3D Bar Graphs, Donut, Pie, etc.
workflows
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
Security
Roles
Groups
Permissions, Rights, Policies
Ad-hoc teams
Personalize
Custom fields, layouts and labels
Custom Dashboards
Calculated fields
Dependent dropdowns
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
Homepage: zurmo.org
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
Reporting
Report on virtually any set of records
Drag and Drop Filters
Customize, save, share Reports
Charting includes 3D Bar Graphs, Donut, Pie, etc.
workflows
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
Security
Roles
Groups
Permissions, Rights, Policies
Ad-hoc teams
Personalize
Custom fields, layouts and labels
Custom Dashboards
Calculated fields
Dependent dropdowns
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
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