Zurmo – Gamified, Social, Mobile CRM system

By
maia
 – October 25, 2012Posted in: Cloud Computing Platform, File Management, General News, Open Source News, VPS Hosting

Zurmo is the new turnkey-linux application available from big turnkey-linux application family with Webangel VPS and VPC.

Zurmo is an open source CRM application that is mobile, social, and gamifield. It aims to provide an easy-to-use, easy-to-customize CRM application that can be adapted to any business use case. Zurmo is carefully designed and tested such that future updates will not break your customized CRM installation.

Zurmo’s goal is to provide an easy-to-use, easy-to-customize CRM application that can be adapted to any business use case.

Features:

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

Security

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

Personalize

  • Custom fields, layouts and labels
  • Custom Dashboards
  • Calculated fields
  • Dependent dropdowns

Internationalization

Development 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 Th Go

  • Tablet Ready
  • iOS Ready
  • Android Ready

This appliance includes all the standard features in TurnKey Core, and on top of that:

  • Zurmo configurations:
    • Installed from upstream source code to /var/www/zurmo
  • SSL support out of the box
  • PHPMyAdmin administration frontend for MySQL (listening on port 12322 – uses SSL)
  • Postfix MTA (bound to localhost) to allow sending of email (e.g., password recovery)
  • Webmin modules for configuring Apache2, PHP, MySQL and Postfix.

Credentials (passwords set at first boot):

  • Webmin, SSH, MySQL, phpMyAdmin: username root
  • Zurmo: username admin

 


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