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About SOAR

SOAR is an organization of Chairs, members, management and staff of administrative boards, agencies and tribunals. The mission of the Society of Ontario Adjudicators and Regulators is to champion excellence in administrative justice through education, collaboration, and innovation.

Zurmo 2.0.5 Available on LyonsHost.

Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. It uses 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.

There are a lot of CRM applications out there. Why another CRM application? Through many years in the CRM industry, The Zurmo development team still sees companies struggling to implement a CRM application. The goal with Zurmo is to provide an easy-to-use, easy-to-customize CRM application that can be adapted to any business use case. Zurmo takes special care to think through many different use cases and has designed a system that they believe provides a high degree of flexibility, covering a wide variety of use cases out of the box.

It won't beat out existing players in a feature war, but considering companies wind up only using a handful of features, that doesn't really matter. Zurmo has the beginning of a high-quality sales force automation tool. Stay tuned as they continue to make improvements.

Features:

  • Contact Management
  • Meetings, Tasks, Notes, and Attachments all in one place
  • Sales Force Automation
  • CRM Gamification rewards end users
  • Report on virtually any set of records
  • Create custom Workflows with drag and drop wizard
  • User Roles
  • Custom fields, layouts and labels
  • Restful API