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support

Description

At CoreStream, we recognize the challenges businesses face when trying to implement technologies related to risk and compliance, understanding both the key elements that contribute to successful integration as well as the reasons why certain solutions may not be suitable. Our insights stem from a team comprised of former Big Four consultants, who collectively possess decades of experience in acquiring, developing, and deploying risk and compliance technologies. We firmly believe that for technology to be embraced within an organization and to yield tangible benefits, it must be affordable, quick to implement, straightforward to use, and designed with user-friendliness in mind. This philosophy is central to the CoreStream Platform's design, which can be utilized in standalone components, as a cohesive solution, or expanded over time to include various integrated elements as needed. Moreover, the platform features an intuitive interface that not only encourages user engagement but also enhances collaborative efforts among team members, fostering a more productive environment. Ultimately, our goal is to streamline the risk and compliance process, making it accessible and effective for all organizations.

Description

Let's be honest, while CRM systems provide numerous features designed to enhance business efficiency, many users often express dissatisfaction with them. They frequently perceive the process of integrating and utilizing a CRM as cumbersome and annoying due to various factors, including a steep learning curve, repetitive data input, and an overall lack of user-friendliness. As a result, numerous CRM implementations tend to falter shortly after they are set up. Given these strained interactions, a pertinent question emerges: how can teams cultivate a better relationship with their CRM systems? One effective approach is to introduce a social and gamified CRM solution. By incorporating these elements, users typically find it easier to engage with the software, enjoy their routine tasks more, and ultimately enhance their productivity during work hours. A notable example is Zurmo, an innovative open-source CRM that was among the pioneers in embracing the gamification trend, seamlessly blending motivational techniques with core sales automation features to create a more engaging user experience. This approach not only helps in user retention but also fosters a collaborative environment where teams can thrive together.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook

Integrations

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$8 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CoreStream

Founded

2006

Country

United Kingdom

Website

www.corestream.co.uk

Vendor Details

Company Name

EspoCRM

Founded

2010

Website

www.espocrm.com/open-source/zurmo/

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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