What Is Zurmo?

Zurmo is an open-source customer relationship management (CRM) system for small enterprises that may be customized. It includes contact management, sales force automation, and marketing automation tools. Users may track the progress of contacts throughout their lives with this service. This allows users from many departments to see where a contact originated and where it is headed. A customizable pipeline view with drag-and-drop opportunities is included in Zurmo's sales application, which helps sales professionals monitor and manage processes and deals.

Email marketing campaigns, auto-responder schedulers, and template builders are among the marketing modules that allow users to create and embed lead-capture forms on their websites. Workflow automation features, such as triggered email notifications and note generation, are available in Zurmo. Zurmo also has gamification features like levelling, points, and badges that may be used to reward top performers and encourage future success. It also has reporting tools that allow users to generate and share reports that include 3D graphs, pie charts, donuts, and other graphics.

Zurmo Demo

What AssistNix Serve?

1. Application Consultation For Zurmo Open Source Software

At AssistNix, we have a competent and experienced consultation team that provides outstanding application consulting services for open source software like Zurmo. We help companies develop and implement comprehensive project strategies, as well as to authenticate them for end-user acceptance. Our holistic approach starts with an assessment of your business needs, and then we work with you to create a roadmap for changing your firm into a business intelligence organization.

2. Zurmo On-Premises Installation And Configuration.

At AssistNix, we also provide on premise installation and configuration of Zurmo apps. We'll install files and create shortcuts, as well as set up and configure specific files and data, such as the registry and software servers. In a nutshell, we'll ensure that it's properly installed for you.

3. Issues Fixes On Self Hosted Servers.

AssistNix's expert team can also help customers with issues relating to self-hosted servers. Server failures can be caused by a variety of causes, making it difficult to pinpoint the cause. But there's good news: Our specialists will help you identify the cause of the problem and then resolve any issues you're having with your self-hosted server.

4. Zurmo Application SaaS Hosting.

AssistNix provides the most adaptable Zurmo app hosting on the market. All platforms are supported by our high-end application hosting. We provide you with endless options for your digital journey and make sure you have the best online App Hosting to frame your smart environment. We provide the most suitable and cost-effective App Hosting solutions.

5. Zurmo User Guide & Application Use.

You'll also receive a terrific user guide for the Zurmo app. The user manual will guide you through the process of learning how to use the app and getting the most out of it. As a result, we are able to provide high-quality user documentation for the Zurmo software program. increasing customer satisfaction and enhancing customer assistance.

Key Features Of Zurmo

Zurmo has all the features you need to accelerate your business growth and provide exceptional customer experiences.

List Of Features

· Content Management
· Internal Chat Integration
· Segmentation
· Mobile Access
· Sales Automation
· Email Integration
· Opportunity Management
· Contact Management
· Task Management
· Email/SMS Marketing
· Sales Performance Management

Zurmo Installation

Zurmo is available for both Ubuntu and CentOS. Follow the steps below to get started with Zurmo installation:

The first step is to set up Apache2. Zurmo requires a webserver, and Apache2 is the most widely used web server today. So, go ahead and set up Apache2. The next step is to set up Maria DB. Zurmo also necessitates the use of a database server. The Maria DB database server is an excellent place to begin. Install PHP 7.1 and Related Modules after that. PHP 7.1 isn't in the Ubuntu default repositories, thus you'll have to download it from third-party repositories to install it.

Continue down to begin configuring the servers now that you've installed all of the essential packages. To create a Zurmo database, first, run the commands listed below. Then go to the Zurmo website and download the most recent version. Run the following to extract the downloaded file into the Apache2 root directory after it has finished downloading. Finally, set up Zurmo's Apache2 site configuration file. This file will govern how Zurmo content is accessed by users. Then enable the Zurmo and Rewrite Modules, then restart Apache2 to load all of the above-mentioned settings.

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“Successful CRM is about competing in the relationship dimension. Not as an alternative to having a competitive product or reasonable price- but as a differentiator. If your competitors are doing the same thing you are (as they generally are), product and price won’t give you a long-term, sustainable competitive advantage. But if you can get an edge based on how customers feel about your company, it’s a much stickier–sustainable–relationship over the long haul.”
Bob Thompson, CustomerThink Corporation

How To Install Zurmo In Ubuntu

Install Apache2

# sudo apt update
# sudo apt install apache2

Disable directory listing.

# sudo sed -i "s/Options Indexes FollowSymLinks/Options FollowSymLinks/" /etc/apache2/apache2.conf

Service commands

# sudo systemctl stop apache2.service
# sudo systemctl start apache2.service
# sudo systemctl enable apache2.service

Install MariaDB

# sudo apt-get install mariadb-server mariadb-client

Service cmmands

# sudo systemctl stop mysql.service
# sudo systemctl start mysql.service
# sudo systemctl enable mysql.service

sudo mysql_secure_installation
When prompted, answer the questions below by following the guide.

Enter current password for root (enter for none): Just press the Enter

Set root password? [Y/n]: Y
New password: Enter password
Re-enter new password: Repeat password
Remove anonymous users? [Y/n]: Y
Disallow root login remotely? [Y/n]: Y
Remove test database and access to it? [Y/n]:  Y
Reload privilege tables now? [Y/n]:  Y
Restart MariaDB server
# sudo systemctl restart mysql.service

Install PHP 7.1 and Related Modules

# sudo apt-get install software-properties-common
# sudo add-apt-repository ppa:ondrej/php
# sudo apt update

Install php modules

# sudo apt install php7.1 libapache2-mod-php7.1 php7.1-common php7.1-imap php7.1-memcached php7.1-mbstring php7.1-mcrypt php7.1-xmlrpc php7.1-soap php7.1-gd php7.1-xml php7.1-intl php7.1-mysql php7.1-cli php7.1-ldap php7.1-zip php7.1-curl memcached

php conf file:

# sudo nano /etc/php/7.1/apache2/php.ini

Then make the change the following lines below in the file and save.

file_uploads = On
allow_url_fopen = On
memory_limit = 256M
upload_max_filesize = 20M
post_max_size = 20M
max_execution_time = 30
zend.assertions = 0
display_errors = Off
max_input_vars = 1500
date.timezone = America/Chicago

Create Zurmo Database

# sudo mysql -u root -p
# CREATE DATABASE zurmocrm;
# CREATE USER 'zurmouser'@'localhost' IDENTIFIED BY 'new_password_here';
# GRANT ALL ON zurmocrm.* TO 'zurmouser'@'localhost' IDENTIFIED BY 'user_password_here' WITH GRANT OPTION;
# FLUSH PRIVILEGES;
# EXIT;

Download Zurmo Latest Release

# cd /tmp && wget http://build.zurmo.com/downloads/zurmo-stable-3.2.4.01254e9117e1.tar.gz
# tar -xvzf zurmo-stable-3.2.4.01254e9117e1.tar.gz
# sudo mv zurmo /var/www/html/zurmocrm

Set permissions:

# sudo chown -R www-data:www-data /var/www/html/zurmocrm/
# sudo chmod -R 755 /var/www/html/zurmocrm/

Configure Apache2

# sudo nano /etc/apache2/sites-available/zurmocrm.conf

<VirtualHost *:80>

ServerAdmin [email protected]
DocumentRoot /var/www/html/zurmocrm/
ServerName example.com
ServerAlias www.example.com

<Directory /var/www/html/zurmocrm/>
Options +FollowSymlinks
AllowOverride All
Require all granted
</Directory>

ErrorLog ${APACHE_LOG_DIR}/error.log
CustomLog ${APACHE_LOG_DIR}/access.log combined
</VirtualHost>

<VirtualHost *:80>
ServerAdmin [email protected]
DocumentRoot /var/www/html/zurmocrm/
ServerName example.com
ServerAlias www.example.com

<Directory /var/www/html/zurmocrm/>
Options +FollowSymlinks
AllowOverride All
Require all granted

</Directory>
ErrorLog ${APACHE_LOG_DIR}/error.log
CustomLog ${APACHE_LOG_DIR}/access.log combined

</VirtualHost>

Save the file and exit.

Enable the Zurmo and Rewrite Module

# sudo a2ensite zurmocrm.conf
# sudo a2enmod rewrite

Restart Apache2

# sudo systemctl restart apache2.service

Access zurmo page in browser

http://example.com

Set database connection

Login Page

Step By Step Guide Of How To Use Zurmo By AssistNix

This AssistNix tutorial explains how to install and use the Zurmo project management tool.

Getting started

To get started, one can either join up for a free trial by selecting the appropriate plan or manually install Zurmo.

Look at the application configuration

Once the app is installed, you may simply check the Zurmo application's configuration. Configure the program that has been installed.

Data import

Ability to use a structured file to input, change, and extract data from the bulk program. Data from the Zurmo app can be readily imported.

Customizations

Allows administrators to tailor their processes to fit their needs. Custom objects, fields, rules, calculations, and views can all be created.

Lead, Account, Contact and Activities Management

Depending on the users, user roles, groups, and other factors, grant access to specific data, features, objects, and so on.

Conversations

Simply type '@' and then CRM as you start typing your colleague's name.

If the person you wish to tag into the chat has the authorization to view/edit the record in question, we will make suggestions for them.

Goal/Mission

Zurmo's main goal is to provide a CRM solution that is simple to use, configure, and adapt to any business use case.

Security

Zurmo's security management solution is quite effective. It's easy to find it by going to the Security tab.

Data Export

Navigate to the Contacts module to begin extracting data from Zurmo CRM. Then select Export from the dropdown menu. Select the appropriate option and save the CSV file with contact information to your computer.

Reporting

It allows for the reporting of all data stored in the system. Standard reports are usually included, as well as the ability to construct ad-hoc reports.

FAQs For Zurmo Application

1. What kind of services does Assistnix provide?

At AssistNix, we offer a wide range of Zurmo application services, including consultation, installation, configuration, hosting, and user guides. Our trained professionals supply all of these services at a very affordable rate. Our consulting team is knowledgeable and experienced in open-source technologies, such as Zurmo application consulting. We'll also handle any problems you have with self-hosted servers. In addition, we give excellent application hosting and application user instructions. AssistNix is an amazing company that offers exceptional Zurmo CRM and open-source software support.

2. Are there Assistnix demos or trial versions available?

Trial versions are essential because they allow you to test whether or not our tactics will work for you. You can download trial versions of AssistNix from our website. It's simple to get in touch with. We wanted to make sure you understood how our services worked before we committed to the entire project. These demos and sample versions can assist you in learning more about our processes and tactics. As a result, you'll have a greater understanding of our services and how our team functions. It will also be straightforward for you to decide whether or not to work with us again in the future.

3. How can I receive Assistnix support?

In order to give our customers with the best possible experience, AssistNix ensures that they have quick access to our service. Our customers can reach out to us in a variety of ways. Depending on your membership level, you can contact us by phone, email, the help portal, or the support forums. Regardless of the assistance you require, our team will be there to assist and support you fully. You can report any problem you're having, and we'll take care of it.

4. Who are the typical users of Zurmo?

Freelancers, Large Enterprises, Mid-Sized Businesses, and Small Businesses are some of Zurmo's typical clientele. Zurmo's main goal is to provide a CRM solution that is simple to use, configure, and adapt to any business use case. Its revolutionary feature set has enhanced user adoption and transformed an otherwise boring system into one that is engaging, charming, and enjoyable to use. As a result, you can get the most of the Zurmo app no matter what size or type of business you have. Zurmo is backed by an online community of contributors and open source evangelists that is dynamic, diversified, and extremely active.

5. What languages does Zurmo support?

Despite being based in Chicago, Zurmo has a global presence, with contributors and end-users from all over the world. Zurmo is available in the following languages: Dutch, Hungarian, Chinese (Simplified), Danish, Italian, German, Czech, Turkish, Polish, Spanish, Portuguese, English, Finnish, Hebrew, Russian, Chinese (Traditional), Norwegian (Bokmal), French are some of the languages spoken in the Netherlands. Zurmo supports a wide range of languages, allowing you to easily utilize the app and view the app's information and explanations in your native tongue. Customers from all over the world can use the app because it is available in a variety of languages.

6. Does Zurmo offer an API?

Zurmo does have an API that you may utilize. Zurmo APIs enhance the service by allowing platform users to share data such as account information, search capabilities, lead and task generation, role assignment, currency conversion, and more. The API takes JSON data and uses the GET method. If you have any questions concerning the Zurmo API, please contact us and our experienced staff at AssistNix will be happy to answer them. They'll make sure that if you need Zurmo API, you'll be able to acquire it quickly. So, get in touch with us to receive the Zurmo API and related assistance.

7. What other apps does Zurmo integrate with?

If you're seeking efficient open-source software, Zurmo is a wonderful option. The platform is known for its extremely customizable and versatile solutions. The finest part is that it works with a wide range of applications. Microsoft Outlook, Google Analytics, Gmail, Google Workspace, and VoIP / SIP PC Softphone are all Zurmo integrations. AssistNix ensures that every detail, from integration to Zurmo app installation, is covered. If you have any problems with the Zurmo app, please contact us and we will resolve your issue as soon as possible.

8. What level of support does Assistnix offer for Zurmo?

Email/Help Desk, FAQs/Forum, and Knowledge Base are all available through AssistNix. Our experts will provide immediate assistance regardless of the method you use. They will call you right away and ensure that you are assisted in the manner that you desire. Our team is not only professional but also pleasant. You can communicate to them openly, and they will help you with any issues you have with your open-source software Zurmo. So, contact us in any method that is most convenient for you and receive assistance from our skilled teams.

Zurmo - AssistNix
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