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What are Autoresponders? 11 Jun 2013 | 02:24 am
Autoresponder can be a confusing term. It is the name for a computer program that automatically responds to an email. The most common autoresponders are “out-of-office” and failed delivery notificatio...
Web Form Builder 8 Jun 2013 | 02:56 am
Today we’re introducing the web form, or Web-to-Lead/Web-to-Contact functionality in Zurmo CRM. The use case example for this post is based on Joanna Rohrback, and her company Prancerise. Now Joanna d...
Email Marketing 5 Jun 2013 | 01:03 am
With the release of Zurmo 2.0, Email Marketing has made its way into the freely downloadable Open Source application. Let’s explore how sending out an email marketing campaign works in Zurmo, using a ...
Zumo Detail Views: I’ll Have Them My Way 31 May 2013 | 07:12 pm
How can we make a blog post about custom portlets in the Detail view engaging? Have it my way. Lay on the extra cheese and a side of open tasks. Hold the notes and go easy on the upcoming meetings. .....
Visualizing CRM Opportunities with Kanban 24 May 2013 | 02:59 am
First of all – let’s preface this post by preventing the heart failure of Kanban purists. We respect the Kanban development method. It came from Japan in the 1940s and is a scheduling system for lean ...
This isn’t your Grandfather’s CRM 10 May 2013 | 05:23 pm
If you learned what Typhoid is by playing Oregon Trail, you will probably like Zurmo. If you didn’t, you probably will still like Zurmo anyway. No, it’s not like playing a video game. No, it doesn’t r...
Zurmo 1.6 is Released 6 May 2013 | 03:50 pm
Today we are proud to announce the release of Zurmo 1.6.0. Nothing too crazy (if you want to see crazy, check out the features we just added in 1.5 last week), but a few little things that will help y...
Everything to Know about Zurmo 1.5 24 Apr 2013 | 07:27 pm
Over the past couple of weeks we have been posting about Zurmo 1.5. The release is so significant that it can be quite daunting to understand everything it entails. We thought it would be helpful to s...
Advanced CRM Reporting in Version 1.5 23 Apr 2013 | 07:09 pm
It has happened. We have completed our powerful Reporting tool and added it into version 1.5. Users can now create reports in Zurmo based on virtually any CRM data stemming from Accounts, Contacts, Le...
Zurmo Open Source CRM Releases 1.5 19 Apr 2013 | 11:16 pm
Today is a landmark day in the history of Zurmo. With the release of version 1.5, Zurmo has reached a major milestone: bringing Enterprise CRM functionality to the open source community. Features like...
