Average Ratings 0 Ratings
Average Ratings 2 Ratings
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
No
API Access
Has API
No
Integrations
Gmail
No
Google Analytics
No
Google Workspace
No
InterServer
No
Microsoft Outlook
No
Integrations
Gmail
Yes
Google Analytics
Yes
Google Workspace
Yes
InterServer
Yes
Microsoft Outlook
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$8 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
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
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
No
Controls Testing
Yes
Environmental Compliance
Yes
FDA Compliance
Yes
HIPAA Compliance
No
ISO Compliance
Yes
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
Yes
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No