Zurmo Customer Relationship Management Site
Using a CRM shouldn’t feel like a chore.
That’s where Zurmo comes in.
Zurmo has gamified its CRM to improve user adoption.
Your users can earn badges as they navigate through the system, which includes contact management, deal tracking, workflow, reporting, marketing automation, and more.
Zurmo has a REST API for extending and integrating Zurmo with other apps and services.
Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.
Zurmo is written in PHP utilizing jQuery, Yii Framework, and RedBeanPHP.
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.
Write to us and ask for your credentials to the admin interface of a Zurmo Demo Environment.
Your credentials will be valid for 1 day after which the Demo Environment will reset itself.
Full view of Contact details
360 view of Accounts
Quickly find info with Global Search
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
Sales Force Automation
Create and Manage Opportunities
Track Sales Pipeline
Probability of Closure
CRM Gamification rewards end users
Scores & Badges
Achievement & Status
Proven to improve User Adoption
Report on virtually any set of records
Drag and Drop Filters
Customize, save, share Reports
Charting includes 3D Bar Graphs, Donut, Pie, etc.
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
Create and send Email Marketing campaigns
Build and embed Web Forms that link directly to CRM
Create Product Catalogs
Integrate Products with Opportunities, Accounts, Contacts
Manage Product Items and quantities
Permissions, Rights, Policies
Custom fields, layouts and labels
Real Time Currency Conversion
Multiple Timezone support
Completely Open Source CRM
Extensive documentation and Community Support
Uses Test Driven Development (TDD)
Built on Yii/JQuery
Runs on Windows or Linux
Google Mapping / Geocode
On The Go
Your Virtual Machine Specs
Your Zurmo Server will be running on an isolated and secure Virtual Machine with the following configuration 1 :
- CPU: 1 vCPU on 7th Generation Intel® Core™ i5-7260U Physical Processor(s)
- Base Frequency: 2.20 GHz
- Max Turbo Frequency: 3.40 GHz
- Memory: 512 MB on 32 GB DDR4-2133 Physical Memory Chip(s)
- DDR4-2133 1.2V SO-DIMM
- Max Memory Bandwidth: 34.1 GB/s
- Disk Size: 15.56 GB on 1TB M.2. SSD Physical Storage Chip(s)
- M.2 Solid-State Drive (SSD)
- Sequential Read: 530 MB/s
- Sequential Write: 510 MB/s
- Random Read IOPS: 92 K
- Random Write IOPS: 83 K
Note 1 : Virtual Machine Resources are already optimized for performance. Under extreme usage or circumstances, more resources can be easily acquired via our Add-ons section.