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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Zurmo - Custom dashboards
 
  • Zurmo - Custom dashboards
    Custom dashboards
  • Zurmo - Pipeline management
    Pipeline management
  • Zurmo - User profile
    User profile
  • Zurmo - Gamification
    Gamification
  • Zurmo - Email templates
    Email templates
  • Zurmo - Marketing dashboard
    Marketing dashboard
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

3 Reviews of Zurmo

Showing 1-3 of 3

 

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October 2018

October 2018

Solid open source CRM

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

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.

Review Source: Capterra
 

Asaf from SysBind
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Product Quality
Quality
Source: GetApp
 

Med tahar from Simple concept
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Source: GetApp