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