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 a...

Zurmo Pricing

Starting at $35/month/user

Starting price: 

$35.00 per month

Free trial: 

Not Available

Free version: 

Available

Close

Image 1 of 6

Custom dashboards

Headshot of Software Advice Advisor

Find the right CRM Software for you.

What key features are most important to you in CRM Software?

Zurmo User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Functionality

3.5

Apply Filters:

Filter reviews by company size:

Sort by

Anonymous

Company size: 51-200 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
3

Functionality

out 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 I had some trouble initially with the setup but that was due to outdated software on my webserver and an update fixed that.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.

Ryan

Company size: 2-10 employees

Industry: Design

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Functionality

out 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

Anonymous

Company size: 51-200 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
5

Value for money

out of 5
4

Functionality

out 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.

Asaf

Verified reviewer

Company size: 2-10 employees

Industry: Computer Software

Time used: Free Trial

Review Source: GetApp

This review was submitted organically. No incentive was offered

May 2018

Med tahar

Verified reviewer

Company size: 2-10 employees

Industry: Internet

Time used: Less than 6 months

Review Source: GetApp

3

Ease-of-use

out of 5
5

Value for money

out of 5
2

Functionality

out of 5

March 2017

Showing 5 reviews