Zurmo Gamified Open Source CRM Releases Beta Version

Share Article

Zurmo is the first Open Source CRM application to embrace the trending notion of gamification at its core. Additions found in the application’s beta release include a new User Interface, and more gaming mechanics including a leaderboard. Get involved and learn more at Zurmo.org

Logo of Zurmo Open Source CRM

Zurmo, a brand new gamified Open Source CRM project announces the Beta release of its application. Notable new additions to the application include the first phase of CRM gamification and a new user interface. The software is written in PHP and utilizes jQuery, the Yii Framework, and RedBeanPHP. The Open Source software is attracting new developers who are contributing to the fresh and robust CRM application.

CRM Gamification

With the intention of encouraging user adoption and making a lackluster category of software more appealing to users, the Zurmo CRM application is gamified at its core. Gamification highlights include:

Points and Badges – Points are awarded to CRM users for every action performed in the system. Point accrual is based on two overarching objectives: Rewarding system use and rewarding business best practices. Badges are awarded for accomplishing specific business related milestones such as creating a certain number of leads or winning opportunities. Other badges relate to system use and are based on user adoption metrics such as login frequency.    

Levels and Categories - After acquiring points, users progress to the next level. There are both general levels and levels based on specific categories, examples of which include New Business, Sales, Account Management, Time Management, and Communication.

Challenges and Bonus Points – Users and managers have the ability to challenge one another to achieve specific tasks. Bonus points are allotted upon completion of a challenge and when a user ascends to a higher category.

Leaderboard – Friendly competition within an organization using Zurmo is encouraged through the application’s leaderboard, which displays top performing users.

“One of our key goals is making CRM fun,” states Zurmo Co-founder and Community Manager Ray Stoeckicht. “Our team of Software Engineers has a great deal of respect for the highly disciplined Test Driven Development methodology we’ve applied to every line of code. But at the same time, we’re focusing on building elements that will encourage, rather than force usage. The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix.”

New User Interface    

With the release of beta, Zurmo now includes a new user interface designed by Theresa Neil, author of the book “Designing Web Interfaces”, published by O’Reilly Media. In addition to easing navigation, the Zurmo user interface has been described as fresh and visually appealing.

"A great deal of both creative and practical thinking has gone into the Zurmo UI,” states Zurmo Co-founder and Lead Architect Jason Green. “Each step of the process has been dominated by the question, ‘how will this make life easier for our end users?’. The result is an intuitive layout that reduces clicks and is also beautiful to look at" continues Green.

Get Involved with the Zurmo Open Source CRM Project

Zurmo is looking for contributors to add code, fix bugs, and work on translations. The project is built on an honest open source model supported by a diverse community passionate about engineering the highest quality CRM on earth. Learn more about participating in the project: http://zurmo.org/get-involved

About Zurmo Open Source CRM    

Zurmo is an Open Source CRM alternative that is mobile, social, and gamified. A test-driven methodology has been utilized for building every part of the application. This means you can create and maintain a custom-built CRM system with the assurance that future updates are not going to break your installation. The application has been translated into several languages including French, Spanish, German, and Italian. Learn more, download, and demo at http://www.zurmo.org. Get involved with the project through the Open Source CRM Community Forums and view the Calendar of upcoming events including Developer Learning Sessions and live demos.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Stafford McKay
Follow us on
Visit website