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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a Compliance solution

Audience

Companies searching for a customer relationship management system solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$8 per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

CRM

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook

Integrations

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook
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