Zurmo 1.6 is Released
Today we are proud to announce the release of Zurmo 1.6.0. Nothing too crazy (if you want to see crazy, check out the features we just added in 1.5 last week), but a few little things that will help you …
Continue Reading →Browsing Features
Everything to Know about Zurmo 1.5
Over the past couple of weeks we have been posting about Zurmo 1.5. The release is so significant that it can be quite daunting to understand everything it entails. We thought it would be helpful to summarize the highlights in …
Continue Reading →Advanced CRM Reporting in Version 1.5
It has happened. We have completed our powerful Reporting tool and added it into version 1.5. Users can now create reports in Zurmo based on virtually any CRM data stemming from Accounts, Contacts, Leads, Meetings, Notes, Opportunities, or Tasks. Filters …
Continue Reading →Zurmo Open Source CRM Releases 1.5
Today is a landmark day in the history of Zurmo. With the release of version 1.5, Zurmo has reached a major milestone: bringing Enterprise CRM functionality to the open source community. Features like reporting, workflow, and mobile are usually only …
Continue Reading →Mobile and Minimalism
I consider myself a minimalist. We added a button in the bottom right now on the application that lets you toggle between mobile and desktop mode. This was really put here for development purposes primarily since if you are on …
Continue Reading →Responsive Design Brings Zurmo Mobile
Amit is a modest man. He does not like to be in the limelight. When we created the “about us” page for Zurmo.com, we organized our team alphabetically. Naturally, Amit’s name is first on the list. He didn’t like that …
Continue Reading →Marketing Lists
Before the 1.5 release, much of the Zurmo development plan has been directed towards sales force automation. Continuing down our roadmap, we have included more Marketing automation. Marketing lists are one of these recent additions. They are found in our …
Continue Reading →Email Templates
Often when we talk about a new CRM feature it is best to do so within the context of use case. To explain why we have added email templates to Zurmo’s latest 1.5 release, let’s consider a hypothetical scenario involving …
Continue Reading →Less continues to be more
These phrases are kind of becoming cliches around here in Zurmoland: ”Less is more”. “Keep the User Interface (UI) intuitive.” “No excess clutter.” From day one, simplicity has been a big part of what we’re all about. Keep the application clean …
Continue Reading →A story about why we built the Unified Inbox
In our 1.0 release we added new tools to help people collaborate and communicate within Zurmo. Two of these additions were Social Conversations and Missions. I’ll start with this post by talking a little about Social Conversations. Ever since the …
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