Zurmo

Zurmo

EspoCRM
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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.

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.

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

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

Audience

Companies searching for a Compliance solution

Audience

Companies searching for a customer relationship management system solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$8 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 3.5 / 5
features 3.5 / 5
design 4.0 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • I like using Zurmo for business, as it is a great platform that provides every assessment to every kind of dealing scales with a user friendly border. Its features of Salesforce mechanism, as well as marketing mechanization, assists and guarantees my business to attain higher success and follow the sales of my business too!
  • I like using Zurmo for business, as it is a great platform that provides every assessment to every kind of dealing scales with a user friendly border. Its features of Salesforce mechanism, as well as marketing mechanization, assists and guarantees my business to attain higher success and follow the sales of my business too!

Cons

  • One thing I do not like about its platform is they charge you up for assisting customer, otherwise nothing to dislike about.
  • One thing I do not like about its platform is they charge you up for assisting customer, otherwise nothing to dislike about.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

CoreStream
Founded: 2006
United Kingdom
www.corestream.co.uk

Company Information

EspoCRM
Founded: 2010
www.espocrm.com/open-source/zurmo/

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Categories

Compliance Supported

Categories

CRM Supported

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

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

Integrations

Gmail Not Supported
Google Analytics Not Supported
Google Workspace Not Supported
InterServer Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Google Analytics Supported
Google Workspace Supported
InterServer Supported
Microsoft Outlook Supported
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Claim CoreStream Platform and update features and information
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