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Open Source CRM
How many times have you needed to invite a colleague or co-worker to a Meeting? Maybe you need to bring your trusty side-kick to help with a sales presentation. Or maybe you need to include a project manager to a […]
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The Zurmo roadmap continues to grow as another release is published. The latest release (2.7) was tagged today. Here is what is new: Shared Calendar / Saved Calendar New Email Template Builder Adding users as invitees on meetings
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One of my friends mentioned that he uses a shared calendar with his wife in order to organize their schedules. It’s unfortunate that our lives today are so busy that we need a shared calendar with our spouse in order […]
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How much time do you spend in your email inbox? How many times do you send the same email response over and over again? Wouldn’t it be nice if you could send an email to a Lead or Contact in […]
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The Zurmo Development team continues to crank out the dev cycles. The latest release (2.6) was tagged today. Look forward to these features: Custom Theme Maker Improved Job Handling Send Email Templates for individual emails Dedupe functionality Funnel and Pyramid […]
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With the Zurmo 2.6 release, Dedupe functionality is added in order to enhance data stewardship by identifying possible duplicate records. Once a CRM database contains duplicate records, users can become frustrated as to which records to use, which oftentimes leads […]
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As a CRM user in the trenches on a day to day basis, it is oftentimes difficult to determine which Leads or Contacts are getting cold. Perhaps you have a feeling you have been a bit neglectful to a bunch […]
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Recently, the Zurmo development team standardized on PhpStorm offered by JetBrains. So far, the team is raving about the results. Unlike other IDE’s, such as Eclipse, PhpStorm is fast and does not get slow over time. Since all developers are […]
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I visited Switzerland for the first time as a nineteen year old, backpacking through Europe. The morning after arriving in Zurich, I rented a bike and set out to ride around the lake. About twenty minutes from the city, I […]
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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 […]
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