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features
design
support

Ratings and Reviews 1 Rating

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features
design
support

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What is Zurmo?

While customer relationship management (CRM) systems are equipped with a variety of features aimed at boosting business efficiency, many users report dissatisfaction with their overall experience. They often find the process of integrating and using a CRM to be frustrating and laborious, largely due to challenges such as a significant learning curve, the need for repetitive data entry, and a general lack of intuitiveness. Consequently, many CRM systems struggle to maintain momentum after their initial setup. In light of these challenges, an important question arises: how can organizations improve their engagement with CRM systems? One promising solution is the adoption of a socially integrated and gamified CRM platform. By adding these elements, users are generally more inclined to interact with the software, taking pleasure in routine tasks and thereby boosting their productivity throughout the workday. For instance, Zurmo stands out as an innovative open-source CRM that has taken the lead in integrating gamification techniques, skillfully merging motivational strategies with essential sales automation functions to enhance user involvement. This method not only aids in retaining users but also encourages a spirit of collaboration where teams can work together more effectively, fostering a more positive workplace culture. Ultimately, investing in a CRM that prioritizes user experience could lead to lasting success and higher satisfaction levels among team members.

What is IBM watsonx Assistant?

IBM watsonx Assistant represents an innovative conversational AI platform that enables a diverse range of users, including those without technical expertise, to seamlessly create generative AI assistants that provide smooth self-service experiences for customers on any device or channel, enhance employee efficiency, and expand organizational capabilities. The platform boasts an intuitive design featuring a drag-and-drop conversation builder along with ready-made templates, making it accessible for all users. It incorporates advanced Large Language Models, Large Speech Models, Natural Language Processing and Understanding (NLP, NLU), as well as Intelligent Context Gathering, which work collectively to enhance comprehension of conversational context in natural language. Additionally, it employs retrieval-augmented generation (RAG) techniques to deliver precise, contextual, and timely conversational responses at all times, ensuring that interactions are rooted in the company's knowledge base. This comprehensive approach not only streamlines communication but also fosters a more interactive and responsive customer engagement strategy.

Media

Media

Integrations Supported

Avaya Experience Platform
Blueworx
Gmail
Google Workspace
IBM Data Refinery
IBM Watson
IBM Watson Discovery
IBM Z
IBM watsonx Orchestrate
IntelePeer
InterServer
Intercom
Microsoft Outlook
NICE CXone Mpower
Salesforce
Twilio Flex
UneeQ
Vonage Communications APIs (Nexmo)
storm Cloud Contact Center
voximplant

Integrations Supported

Avaya Experience Platform
Blueworx
Gmail
Google Workspace
IBM Data Refinery
IBM Watson
IBM Watson Discovery
IBM Z
IBM watsonx Orchestrate
IntelePeer
InterServer
Intercom
Microsoft Outlook
NICE CXone Mpower
Salesforce
Twilio Flex
UneeQ
Vonage Communications APIs (Nexmo)
storm Cloud Contact Center
voximplant

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Pricing Information

$140 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EspoCRM

Date Founded

2010

Company Website

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

Company Facts

Organization Name

IBM

Date Founded

1911

Company Location

United States

Company Website

www.ibm.com/products/watsonx-assistant

Categories and 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

Categories and Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Chatbot

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Conversational Marketing

Appointment Scheduling
Audience Segmentation
Chatbot
Email Automation
Group Messaging
Human Handover
Lead Distribution
Lead Qualification
Mobile Messaging
Multi-Channel Communication
Product Recommendations
Video Chat

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Natural Language Processing

Co-Reference Resolution
In-Database Text Analytics
Named Entity Recognition
Natural Language Generation (NLG)
Open Source Integrations
Parsing
Part-of-Speech Tagging
Sentence Segmentation
Stemming/Lemmatization
Tokenization

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