Zurmo Software

4.00 / 5 (5)

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.

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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

5 Reviews of Zurmo

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Functionality

3.5

Ratings Snapshot

5 stars

(2)

4 stars

(1)

3 stars

(2)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-5 of 5 reviews

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March 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

3 of 5

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.

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Functionality

4 of 5

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.

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.

January 2019

Ryan from Digital Lion Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

January 2019

Excellent Free Open Source CRM

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

May 2018

Asaf from SysBind

Company Size: 2-10 employees

Review Source: GetApp


May 2018

March 2017

Med tahar from Simple concept

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

3 of 5

Value for money

5 of 5

Functionality

2 of 5

March 2017