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Average Ratings 2 Ratings

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design
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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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