Zurmo keeps on giving


Zurmo CRM certainly don’t let up on adding new features, and with the recently released Zurmo 2.0 there is much to talk about. As you may have seen, we recently confirmed that we are Zurmo’s first UK partners, so we have been very excited to see what they have been working on.

Kanban View Version 2.0 has allowed integration with both Outlook and Exchange, introduced a marketing dashboard, product catalogues and even Kanban Views amongst much more. The image to right shows how the Kanban View not only looks great but has been successfully used within the opportunities module. Stafford McKay, Jr., Director of Marketing and Community Management for Zurmo stated how he felt “Adding Kanban boards to the Opportunities Module is kind of like spray painting a concrete wall at the Department of Motor Vehicles. Yes, it’s kind of naughty but it just feels right somehow.” It also shows how the aesthetic expectations of new generations entering the workplace are really being taken into account by the Zurmo team. The Kanban View allows opportunity stages to be automatically modified by dragging and dropping objects to the next level.

Marketing dashboardAnother highlight is the Email Marketing now possible, this feature allows the user to do various things including; create segmented lists based on advanced reporting, design email templates and view charts displaying analytics on email data. These analytics can be seen in the image of the marketing dashboard and allow you to see exactly how your marketing efforts are doing. Working in real-time the analytics will be constantly updating allowing you too see the progress as it happens.

The full list of new features added in Zurmo 2.0 can be seen below at the bottom of this page. We are sure Zurmo’s efforts won’t let up and more features will continue to be added, if you think Zurmo and its Gamification focus could be right for you why not give us a call on 01273 358000 to see how it could be used in your business.

Full List of 2.0 features added:

  • Web-Form Builder
  • Marketing Dashboard
  • Marketing Campaigns
  • Autoresponders
  • Kanban Views
  • Product Catalog/Products
  • Custom Detailview Portlets
  • Outlook Integration
  • Exchange Integration
  • Add report charts to dashboard
  • About the author 

    Pete Baikins

    Pete Baikins is an international authority on gamification, a lifelong gamer, successful entrepreneur and a lecturer. As CEO of Gamification+ Ltd he mentors and trains companies world-wide on the use of gamification to solve business challenges. Gamification+ won the Board of Trade Award from the UK's Department of International Trade in January 2019.

    Pete is co-host of the health gamification podcast Health Points and is also Chair of Gamification Europe, the annual conference for Gamification practitioners.

    Pete is an Honorary Ambassador for GamFed (International Gamification Confederation), having previously been the Chair from 2014 to February 2019, whose aim is to spread best practices within and support the gamification industry.

    After 15 years as a Lecturer on gamification and entrepreneurship at the University of Brighton he now guest lectures on Gamification at King’s College London and at ESCP Europe at post-graduate and under-graduate levels.

    Over the past 20 years Pete has built and sold two businesses. One was in security software and the more recent one was a telecoms and internet connectivity business. He is also an Ambassador for Brighton & Hove Chamber of Commerce in the UK.

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