CoreStream PlatformCoreStream
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ZurmoEspoCRM
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Related Products
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About
At CoreStream we truly understand the frustration of implementing risk and compliance technologies within businesses, what leads to a successful implementation and adoption and why sometimes things just don’t quite fit. We know this because as a team of ex-big 4 consultants we have decades of combined experience in procuring, developing and rolling out technologies in the fields of risk and compliance. From our experiences, we have formed the belief that technology should be cost-effective, quick and simple to rollout, and easy to use if it is to gain traction within an organization and drive real benefits. And this is why these principles are at the heart of the CoreStream Platform. The CoreStream Platform can be deployed in its individual components, as an integrated solution or grown to incorporate the integrated components you need over time. A user-friendly interface to support user adoption and facilitate collaboration.
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About
Let’s face it, although CRM offers a lot of tools to boost your business, most users don’t like it. In fact, they find adopting and using a CRM system tedious and frustrating for a number of reasons – a long learning curve, endless data entry, poor user experience, etc. Therefore, many CRMs fail just shortly after their installation. In the context of such “tensed relationships”, the following question arises – how to befriend your team and the CRM system? One of the solutions is to implement a social and gamified CRM solution. With these strategies incorporated into the CRM, users tend to adopt the software more smoothly, have a more enjoyable experience of doing routine operations, and, in general, become more productive throughout the work hours. Zurmo, an open-source CRM solution, was among the first to adopt a trend for software gamification. The platform interlaces gamification tactics with salesforce automation functionality.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies searching for a Compliance solution
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Audience
Companies searching for a customer relationship management system solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$8 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationCoreStream
Founded: 2006
United Kingdom
www.corestream.co.uk
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Company InformationEspoCRM
Founded: 2010
www.espocrm.com/open-source/zurmo/
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Supported
Artificial Intelligence (AI)
Not Supported
Audit Management
Supported
Compliance Tracking
Not Supported
Controls Testing
Supported
Environmental Compliance
Supported
FDA Compliance
Supported
HIPAA Compliance
Not Supported
Incident Management
Not Supported
ISO Compliance
Supported
OSHA Compliance
Not Supported
Risk Management
Supported
Sarbanes-Oxley Compliance
Supported
Surveys & Feedback
Not Supported
Version Control
Supported
Workflow / Process Automation
Not Supported
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
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Integrations
Gmail
Not Supported
Google Analytics
Not Supported
Google Workspace
Not Supported
InterServer
Not Supported
Microsoft Outlook
Not Supported
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Integrations
Gmail
Supported
Google Analytics
Supported
Google Workspace
Supported
InterServer
Supported
Microsoft Outlook
Supported
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