Roadmap

Zurmo Release 2.0 ETA: June 1st, 2013

  • Web-Form Maker
  • Marketing Campaigns
  • Autoresponders
  • Kanban Views
  • Starring records
  • Product Catalog/Products
  • Custom Detailview Portlets
  • Outlook Integration
  • Exchange Integration

Zurmo Release 2.1 ETA: June 15th, 2013

  • Gamification Phase 2 – Collections & Coins
  • Zapier Integration
  • Gmail Integration
  • Improved Calendar
  • Improved Dedupe and Merge functionality

Zurmo ETA: Summer 2013

  • Cases
  • Project Management
  • Customer Portal

Zurmo ETA: Q3 2013

  • Partner Portal
  • Inline Editing
  • Quoting
  • Field Level Security
  • Skills/Coaching Module

Zurmo ETA: Q4 2013

  • Sales Forecasting
  • Contracts
  • Goals Module
  • Scheduling
  • Module Maker

Past Releases

Zurmo Release 1.6.0 May 3rd, 2013

  • Record cloning
  • Contact Address pre-populating from accounts
  • Opportunity stage to probability automatic mapping

Zurmo Release 1.5.15 May 3rd, 2013

  • Bug Fixing

Zurmo Release 1.5.0 April 19th, 2013

  • Enhanced language management
  • Reporting
  • Workflow
  • Mobile
  • Unified Inbox
  • Upload Company Logo
  • Menu Customizations
  • Email Templates
  • Marketing Lists

Zurmo Release 1.1.0 February 27th, 2013

  • LDAP
  • Conversation/Mission enhancements
  • Security Layer Phase 2

Zurmo Release 1.0.2 ETA: January 28th, 2013

  • Bug Fixes

Zurmo Release 1.0.0 (GA) December 17th, 2012

  • Bug Fixing
  • More Tests
  • UI Improvements

Zurmo Release 0.8.0 ETA: November 27th, 2012

  • UI for sending emails
  • Theme/Texture Picker
  • Proactive Bug Reporting

Zurmo Release 0.7.8 November 14th, 2012

  • New Charting Library (iOS ready)

Zurmo Release 0.7.7 November 7th, 2012

  • Mass Delete

Zurmo Release 0.7.6 October 19th, 2012

  • Bug Fixing

Zurmo Release 0.7.5 October 9th, 2012

  • Missions
  • Social Feeds
  • Profile Picture
  • Custom List Columns when searching

Zurmo Release 0.7.4 September 12th, 2012

  • Bug Fixing

Zurmo Release 0.7.3 August 27th, 2012

  • Saved Search

Zurmo Release 0.7.2 August 10th, 2012

  • Data cleaning tools

Zurmo Release 0.7.1 July 31st, 2012

  • Social Conversations

Zurmo Release 0.7.0 July 18th, 2012

  • Misc improvements

Zurmo Release 0.6.9 July 5th, 2012

  • Email Archiving
  • More User Interface work

Zurmo Release 0.6.8 June 27th, 2012

  • Additional user interface work
  • Bug Fixing

Zurmo Release 0.6.7 June 6th, 2012

  • Modal Game Notifications
  • Welcome View

Zurmo Release 0.6.6 (BETA) May 24th, 2012

  • Leaderboard
  • User Profile page

Zurmo Release 0.6.5 May 17th, 2012

  • Export
  • New user interface
  • Gamification Phase 1

Zurmo Release 0.6.3 – May 2nd, 2012

  • Bug Fixes

Zurmo Release 0.6.2 – April 3rd, 2012

  • Outbound Email (SMTP)
  • Email Notifications

Zurmo Release 0.6.1 – February 24th, 2012

  • Tag Cloud
  • Multiselect Dropdowns
  • Dependent Dropdowns
  • Calculated Fields
  • Select global search fields as an administrator

Zurmo Release 0.6.0 – February 5th, 2012

  • Web API (REST)

Zurmo Release 0.5.6 – January 13th, 2012

  • Scheduled Tasks
  • Notifications Module
  • Italian language support
  • Address Geo-Coding
  • Address Mapping with Google Maps

Zurmo Release 0.5.3 – December 1st 2011

  • German language

Zurmo Release 0.5.1 – November 7th 2011

Sales Force Automation

  • Leads
  • Contacts
  • Accounts
  • Opportunities

Designer Tool

  • Custom Fields
  • Custom Labels
  • Custom Layouts

Activities Management

  • Notes
  • Tasks
  • Meetings
  • Rollup Activities View

Security

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

Dashboard

  • User can make extra dashboards and customize
  • Opportunity charts

Import/Export

  • Import Users, Accounts, Contacts, Leads, Opportunities, Tasks, Meetings, and Notes

Internationalization

  • Supports multiple currencies with automatic exchange rate updates
  • Supports customized timezones per user
  • English, Spanish, French

Misc. Technical

  • GUI installation process
  • Command line installation process
  • Yii 1.1.8 supported
  • Redbean 1.3.2 supported

Database Support

  • MySQL 5.0 and greater

Operating system Support

  • Linux / Apache 2.0
  • Windows / Apache 2.0
  • Windows / IIS