Zurmo software


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

2 Reviews of Zurmo

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  • Asaf from SysBind

    Number of employees: 2-10 employees

    May 2018

    Quality
    Support
    N/A
    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Med tahar from Simple concept

    Number of employees: 2-10 employees

    March 2017

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Review Source: GetApp
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