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Zurmo Software

Name: Zurmo Software
Rating: 4.5 (2 reviews)

By Zurmo Inc

977 Interested

Highlights : About Zurmo Software

Campaigns

Email Marketing / SMS Marketing

Document Management

Email Integration

Opportunity Management

Appointment Management

About Zurmo Software

Zurmo is a customizable open-source customer relationship management (CRM) system for small businesses. It features applications for contact management, sales force automation and marketing automation. The solution enables users to track the progress of contacts throughout their lifecycle. This allows users across different departments to see where a contact came from, and where it’s going. Zurmo’s sales application includes a configurable pipeline view with drag-and-drop opportunities, helping sales reps visualize and manage processes and deals. Marketing modules include email marketing campaigns, auto-response schedulers and template builders to generate and embed lead-capture forms on users' websites. Zurmo offers a workflow automation functionality, such as triggered email alerts and note generation. Zurmo also includes optional gamification elements such as levelling, points and badges to recognize high performers and encourage future success. It also provides reporting features that helps users to create and share reports with create 3D graphs, pie charts, donuts and more.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Campaigns

Email Marketing / SMS Marketing

Appointment Management

Contact Management

Activity Management

Document Management

Expense Management

Opportunity Management

Call Management

Email Integration

Task Management

Lead Management

Sales Performance Management

Benefits

Increase user adoption

Organize customer data in a central location

Fully automate the sales cycle process.

Enhance sales workflows and have full visibility into the progress of deals

Improve internal communication

Schedule and document calls, notes, and emails

Enhance interaction with clients and potential clients

Pinpoint demographics, find leads, communicate with contacts, and segment target groups

Automate lead population through website Web-to-Lead Form

Send mass email marketing campaigns to leads and contacts

Generate reports that measure the success of marketing activities

Visualize metrics through intelligent graphing technology

Perfect future campaigns based on past results

Identify cross-sell and up-sell opportunities

Access data on the go from your mobile device or tablet

Integrate with your favorite email client

Easy import/export options through CSV and other common formats

Configure settings to your preferences

Log deals and build pipeline

Track key performance indicators

Rich visualization engine with a selection of graphs and charts

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