If you run your own business, or you are in sales or account management, you know that customer relationship management (CRM) software can either be a boon or a burden to your and your team’s objectives. Unfortunately CRM is necessary to help you manage leads, follow up with existing customers, and even to gain insight into customer buying behaviour. Used well it’s a terrific tool, but consistently using it and maintaining your database is really the hard part.
So while CRM software, along with the process itself, is very important to helping keep customers happy and grow the business, actually performing the tasks is usually seen as an inconvenience. And that’s where Zurmo is different. Zurmo looks at customer relationship management through a different lens.
Zurmo is built for gamification from the start, awarding points and badges for completing normal day-to-day tasks. You and your team still use Zurmo to do things like track and close deals, like any other CRM software, but Zurmo is designed to be fun! It’s also free, open source software so you can change the code as needed. Fun and freedom go together like beer and hockey.
Now that’s not to say you need to sacrifice anything in order to have that fun. Zurmo has standard features like contact information for leads and customers, you can input meetings, tasks, notes, and attachments all in one place, and see activities related to leads and customers. Included are premium features that you normally pay an arm and a leg for like drag and drop filters for reports, multiple chart types, and even being able to customize, save, and share reports with your team.
If you have a lot of products, Zurmo has product management features built-in like product catalogs, and adding products to opportunities & accounts. You can also completely personalize the fields, layouts, and dashboard views, and even integrate with services like Google Maps.
And the team behind Zurmo is on the ball, making sure that it’s mobile friendly, tested well on both iOS and Android.
So if you’re in the market for a new CRM system, CleverHost offers 1-click installation of ZurmoCRM with any hosting plan. Get started today!