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Zurmo CRM

Let’s face it, although CRM offers a lot of tools to boost your business, most users don’t like it. In fact, they find adopting and using a CRM system tedious and frustrating for a number of reasons – a long learning curve, endless data entry, poor user experience, etc. Therefore, many CRMs fail just shortly after their installation. In the context of such “tensed relationships”, the following question arises – how to befriend your team and the CRM system? One of the solutions is to implement a social and gamified CRM solution. With these strategies incorporated into the CRM, users tend to adopt the software more smoothly, have a more enjoyable experience of doing routine operations, and, in general, become more productive throughout the work hours.

Zurmo

Zurmo CRM

License
AGPLv3
Version
3.2.3
Date
October 24, 2017
Written in
PHP, JavaScript
Database
MySQL, MariaDB
Frameworks/libraries
Yii, JQuery, RedBeanPHP

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Built-in gamification

Zurmo, an open-source CRM solution, was among the first to adopt a trend for software gamification. The platform interlaces gamification tactics with salesforce automation functionality. The gamification features allow users to set custom business goals (closing a deal or converting a lead) and receive an instant reward and feedback for achieving it in the form of badges, points, levels, coins, collection items, etc. Thus, being motivated by the rewards, users are driven to work more passionately on completing the tasks and winning sales opportunities.

Apart from that, Zurmo also provides a wide range of tools to manage customer relationships, track the progress of sales opportunities, monitor all the upcoming events and activities, improve the efficacy of marketing campaigns, and set up integrations with other services. With its social and achievement-oriented design of the interface, the platform resonates with the needs of younger generations of users and creates intrinsic motivation to work. All of that results in numerous benefits not only for users but also for the growth of the business.

EspoCRM

CRM Software

License
GPLv3
Version
6.1.6
Date
April 12, 2021
Written in
PHP, JavaScript
Database
MySQL, MariaDB
Frameworks/libraries
Slim, In-house framework

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Documentation, Support Forum

EspoCRM is another great choice if you’re looking for free, yet effective open-source software. The platform has a reputation of a flexible and highly customizable solution. It can be easily adapted to meet even the most hyper-specific industry needs. The CRM helps to handle sales, marketing, and customer support aspects of your business. It offers a vast array of features that allow to monitor the status of each deal, automate lead generation, create targeted marketing campaigns, improve the quality of your customer service and remain informed about all the changes, important tasks, and calls.

Accompanied by effective Workflow and BPM functionality, the platform can be configured to automate mundane business processes (such as sending auto-replies, updating information when certain criteria are met, creating follow-up calls, meetings, tasks, etc.). It will save your employees a lot of time that can be used to focus on your business’s most valuable asset – on your customers. Aside from that, the system has a beginner-friendly, easy-to-use, and intuitive user interface that assures a smooth and fast onboarding both for experienced CRM users and newbies.

Another great thing about this solution is its ability to be seamlessly integrated with your mailbox, Google/Outlook Calendars & Contacts, Mailchimp, telephony providers, or any other third-party apps you use with the help of simple-to-build and effective Rest APIs. Fundamentally speaking, the CRM creates both a perfect working ecosystem for your employees where they can find and access data they need in a few clicks and a harmonious environment where your business can grow and flourish.