Zurmo is a customizable customer relationship management (CRM) system for small businesses that can be adapted to a range of different business cases. It features applications for contact management, sales force automation and marketing automation, with the ability to track the progress of contacts throughout their entire lifecycle. This allows users across different departments to see where a contact came from, and where it’s going.
Zurmo’s sales application includes a configurable pipeline view with drag-and-drop opportunities, helping sales reps visualize and manage processes and deals. Marketing modules include email marketing campaigns, auto-response schedulers and template builders to generate and embed lead-capture forms on users' websites.
In addition, Zurmo offers a range of workflow automation functionality, such as triggered email alerts and note generation. Zurmo also includes optional gamification elements such as levelling, points and badges to recognize high performers and encourage future success.