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ZurmoCRM
  • Version : 2.2.26
  • Update Datum : 2014-03-14
  • Entwickler : Stéphane
  • OS : ThecusOS 6 x86

Beschreibung

About :

The New Open Source CRM: Gamified, Mobile, Social.

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 or platform with the assurance that future updates are not going to break your installation. Head over to the forums to learn more.

Zurmo is an open source Customer Relationship Management (CRM) application 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. Stay tuned as we continue to make improvements.

From a technical perspective, we are very excited. We have decided to build Zurmo on three awesome development frameworks, Yii, RedBeanPHP, and jQuery. With almost a religious zeal for testing, you will find that our obsession with test driven development means a more stable application. Gone are the days of ‘upgrade and pray'. Now it is ‘upgrade and test'.

Happy Coding! Actually more like happy testing!

Funktionen


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

reports

    Report on virtually any set of records
    Drag and Drop Filters
    Customize, save, share Reports
    Charting includes 3D Bar Graphs, Donut, Pie, etc.

Workflow

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

Marketing Automation

marketing automation

    Create and send Email Marketing campaigns
    Schedule Autoresponders
    Build and embed Web Forms that link directly to CRM
    Manage Campaigns

Product Management

marketing automation

    Create Product Catalogs
    Integrate Products with Opportunities, Accounts, Contacts
    Manage Product Items and quantities

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
 

Dokumentation

Dependencies :

Apache 2.26.1 (do not use Apache 2.4.x it has not the required extension)
Mysql 5.6.16 or MariaDB 10.0.9

Kompatible Modelle

N2520, N2560, N4520, N4560,