Zurmo 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Zurmo

3.8

(6)

Pricing

Starting at $35.00 per month

About Zurmo

Zurmo is a customizable open-source customer relationship management (CRM) system for small businesses. It features applications for contact management, sales force automation and marketing automation. The solution enables users to track the progress of contacts throughout their 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.

Zurmo offers a 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. It also provides reporting features that helps users to create and share reports with create 3D graphs, pie charts, donuts and more.

Zurmo Screenshots

Zurmo Pricing and Plans

Starting price: $35.00 per month

Free Trial

Free Version

Basic

$35.00

per user, per month

No plan information available

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Zurmo Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Zurmo
API
Contact Management
CRM
Document Storage
Email Marketing
Interaction Tracking
Internal Chat Integration
Lead Management
Marketing Automation
Mobile Access
Referral Tracking

Zurmo Integrations

Google Workspace

Google Analytics 360

Microsoft Outlook

Gmail

Zurmo User Reviews

Overall Rating

3.8

Ratings Breakdown

33%

17%

50%

Secondary Ratings

Ease of Use

3.6

Value for money

5.0

Functionality

3.6

Have you used Zurmo and would like to share your experience with others?

Verified

Reviewer

Oil & Energy

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed March 2019

Free CRM that's pretty fun to use

Great tool, self-hosted is great for small businesses, and it has some great features like gamification which you don't find out-of-the-box on larger, paid CRMs.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

I used self-hosted Zurmo to manage my list of clients for a music gig. Not wanting to pay for something as full-featured as SFDC, and wanting something a little nicer than the community version of SugarCRM I found this. It's actually really straightforward to use, the interface is quite nice, and there's a gamification element which I think is really cool, although not useful unless you have more than a few people working in your system.

Cons:

To be honest for what it is I can't think of anything that I didn't like about Zurmo. I had some trouble initially with the setup but that was due to outdated software on my webserver and an update fixed that. I wish that their blog and content on the website was updated more frequently - if you don't look at the date of the latest version release you could easily be led to believe that the project had been abandoned.

Ryan L.

Design

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

Excellent Free Open Source CRM

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Feature packed Ease of use Lots of options Makes it easy to keep track of clients, projects, and opportunities

Cons:

Installation and upgrades (at least of the free version) were difficult for someone with minimal linux experience

Verified

Reviewer

Libraries

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

Solid open source CRM

Zurmo was a good entry point for us into the CRM world. I liked it. My team was lukewarm about it. There are better products out there- check out Hubspot.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Zurmo provides a free, open source CRM platform. This was invaluable to us, as it allowed for us to customize it without paying high premiums. As a basic CRM, it functions well. I liked all the ways it could be customized to meet our business needs.

Cons:

For any kind of decent support, you need to pay for it. This is par for the course, however. Also, the updates for the free version lagged behind the paid. On top of that, we heard that development is ceasing, which caused us to move to another product.

Verified

Reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed April 2022

Good option for some

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

We tried using zurmo for many months and liked the price point ($0). Running on self hosted was relatively easy to setup on cpanel. Many customizations available

Cons:

Ultimately for the configuration and upkeep required to get started, it wasn't worth it for our needs. We ended up going with zoho crm free level to reduce administration time and hosting load.