Do you find that no-ones uses your CRM system to its full potential? CRM is not meant to sit on a shelf. It should be put to work on helping you drive revenue and keeping your customers happy. It should help communication both internally and externally. It should be adapted to how your organisation does business.
Zurmo encourages usage; awarding badges and points allowing users to go up levels of skill. This is an important aspect of “Gamification” and is one of many features that sets Zurmo apart from the rest. Zurmo is simple, intuitive, easy to use and easy on the eye; a CRM system that WILL be used.
Zurmo Key Features:
- Gamification – Scores, badges, achievements and statuses.
- Contact Management – Full view of contact details, 360 view of accounts and lead management
- Project Management – Have fun getting your projects completed on time
- Activity Management – Latest activity widget, meetings, tasks, note and attachments all in one place.
- Deal Tracking – Create and manage opportunities, monitor sales pipeline and measure probability of closure.
- Exchange and Outlook Integration – includes email archiving and complete bi-directional real time synchronization of Contacts, Calendars, and Tasks
- User Security – Roles, groups, permissions and rights.
- Data Security – Data centres, backups and disaster recovery.
- Personalise – Custom fields, layouts, tables and dashboards.
- Customise – Look and feel, Theme, Logo
- Internationalise – Real time currency conversion, language packs and multiple time zone support.
- Integrations – Google Maps, email archiving etc.
- On the Go – Tablet Ready, iOS ready and Android ready
- One Click Data Migration – click to see CRMs set up for import to Zurmo
- Autoresponders – Improve your marketing and customer service with Zurmo Autoresponders
Zurmo CRM is constantly being developed with new features being added all the time. Users can communicate internally via the chat, leave statuses about the work they are doing and constantly check how they are doing compared to their colleagues on the leader board. Gamified elements such as the leader board really help you get the most out of the system, keeping everyone using it on top form.
If you think Zurmo could be for you then give us a call on 01273 358000
Alternatively you can request a free trial and we will get in touch with you.