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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
API Access
Has API
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