Zurmo - Open Source CRM

Great work. I just tested and it works very fast. I used to use Sugar and it is just too slow on shared hosting. Please keep the core lean.

im really amazed. Great work!

Thanks for all the input! Today is a big day as we released Beta.

New features available:

Export

New user interface

CRM Gamification Phase 1 (including achievements, levels, and badges)

Leaderboard

User Profile page

Check out our blog post for more info about 0.6.6

Check out our press release published today, which announces Beta:

Cool article written about Zurmo in PC Mag - check it out: http://www.pcworld.com/businesscenter/article/256526/new_opensource_crm_app_uses_gamification.html

Great Job. :)

Nice application.

Thanks for the feedback. We have a couple of new releases coming up. Social CRM functionality, mobile integration, email capabilities, and enhancements to the user interface. Stay tuned for 0.6.8 tomorrow and 0.6.9 on July 3rd. We are anticipating GA in September.

Excelente!!!!

great job

Very nice!

Hi

i want to use redbeanphp in my yii application but i don’t know how can i do this and integrate redbeanphp with yii framework

can everyone give me instruction?

RedBeanPHP is core of Zurmo, so I can suggest you to study what we did. After you download and install Zurmo, check app/protected/extensions/zurmoinc/framerk/models/RedBeanModel.php. Another good point to start with are RedBeanModel unit tests.

Zurmo is using RedBeanPHP version 1.3.2, however I suggest you to use latest version of RedbeanPHP which is more optimized and have some additional features.

Zurmo’s GA Release World Tour. Who will celebrate with us? http://www.prweb.com/releases/2012/7/prweb9752455.htm

It looks good, I actually built a (tiny in comparison) personal CRM system with Yii to get started so will definitely want to check this out in more detail.

One thing though… gamification? let the face meet the palm.

Glad to hear you have experience building a CRM in Yii too. Choosing Yii was one of the best decisions we made and we could not be more delighted with the framework. I know gamification is a bit progressive, but having been involved in 500+ CRM projects in my career, I see the same user adoption challenges over and over again. The more intrinsic motivation we can create for users to actually use the system, the better. Gamification is just one element to increase adoption. We focused heavily on the UI too, which has created a user friendly experience and led to better usage.

Hey all,

Just wanted to give you all a head’s up on what’s around the corner on the Zurmo Open Source CRM roadmap:

Enhanced Social CRM Functionality: Social Feeds

Social Feeds keep Zurmo users up to date on what their colleagues are sharing. Sharing can be status updates similar to what is seen on social network platforms, but visible only to employees within the organization. After changing the status of certain activities, such as closing an opportunity, a sales rep has the option of either pressing “Save Changes” or “Save Changes and Share”.

Added Gamified Mechanics: Missions

A Mission is a new gamification concept that allows co-workers to challenge one another in exchange for a reward. Much of CRM is about unifying all customer facing interactions. Missions encourage people to collaborate across multiple departments in a creative way. Learn more about Missions: http://zurmo.org/use-cases/what-missions-accomplish-in-an-open-source-crm

User Interface for Sending Emails

Zurmo users will now have the ability to send emails directly within the system. This centralizes data and eliminates the need for complicated integration tools.

Thanks to everyone in the Yii community for all your contributions which have helped make Zurmo the best open source crm on the planet.

Open Source CRM Zurmo Release 0.7.6 shipped.

Download it here: http://zurmo.org/download

Soon a UI for sending emails.

Keep up with the roadmap here: http://zurmo.org/roadmap

Brilliant.

We’re proud to announce that the Zurmo train is on schedule and moving very fast. 0.8.0 of the Open Source CRM application shipped today. The most significant addition to the new release is the ability to send emails directly from within the application. Some aesthetic improvements include the option to change the application’s theme and texture.

Send emails from within Zurmo:

Pick your theme for Zurmo:

Pick your texture:

And just for fun… Random creatures like these guys will show up on the Welcome Screen:

Zurmo 1.0 is stable.

General Audience release.

Check it out: http://zurmo.org/download