Zurmo is an open source customer relations management (CRM) application. Zurmo was initialy released in 2011.
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.
Yes, we know there are a lot of CRM applications out there. Why another CRM application? Through our many years in the CRM industry, we still see companies struggling to implement a CRM application. Our goal with Zurmo is to provide an easy-to-use, easy-to-customize CRM application that can be adapted to any business use case. We have taken special care to think through many different use cases and have designed a system that we believe provides a high degree of flexibility, covering a wide variety of use cases out of the box.
We don't have a million features. We can never beat out existing players in a feature war. But considering companies wind up only using a handful of features, we don’t think it really matters. What we have so far is the beginning of a high-quality sales force automation tool. Stay tuned as we continue to make improvements.
- 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
- Mobile/Tablet Ready