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 →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 →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 →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 →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 →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 →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 →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 […]
Continue Reading →We set out to build a full reporting tool and workflow engine for Zurmo on December 1st. My personal goal was to build those 2 things in 4 months. Well it has been 5 months, but now they are both […]
Continue Reading →Workflow automation is a key part of any CRM. It makes sure nothing slips through the cracks. That’s important. That’s a big reason why we automate processes in the first place. Imagine Nancy is a sales rep. She’s doing well […]
Continue Reading →