About Zurmo

Challenge: Users dislike CRM. When was the last time a salesperson said he enjoyed using a CRM? Likely never.

Solution: Create a CRM that is easy-to-use, intuitive, requires no training, can be adapted to any business use case, and users have fun using. Zurmo CRM includes gamification and socialCRM functionality, along with a fresh and modern user interface. Zurmo increases user adoption and transitions the dull system that sales/marketing people view as "the data entry thing" into an engaging, enchanting, and fun system that users enjoy utilizing.

Pricing starting from:

US$35,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Zurmo

Key benefits of Zurmo

* Increase user adoption
* Organize customer data in a central location
* Fully automate the sales cycle process.
* Enhance sales workflows and have full visibility into the progress of deals
* Improve internal communication
* Schedule and document calls, notes, and emails
* Enhance interaction with clients and potential clients
* Pinpoint demographics, find leads, communicate with contacts, and segment target groups
* Automate lead population through website Web-to-Lead Form
* Send mass email marketing campaigns to leads and contacts
* Generate reports that measure the success of marketing activities
* Visualize metrics through intelligent graphing technology
* Perfect future campaigns based on past results
* Identify cross-sell and up-sell opportunities
* Access data on the go from your mobile device or tablet
* Integrate with your favorite email client
* Easy import/export options through CSV and other common formats
* Configure settings to your preferences
* Log deals and build pipeline
* Track key performance indicators
* Rich visualization engine with a selection of graphs and charts

Devices

Business size

S M L

Markets

Australia, Canada, Germany, United Kingdom, United States

Supported Languages

Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Turkish, zh-hant

Pricing starting from:

US$35,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Zurmo

Images

Zurmo Software - zurmo_site
Zurmo Software - contact-management-1
Zurmo Software - screenshot-kanban
Zurmo Software - Zurmo_GameBoard
Zurmo Software - pyramid_chart
Zurmo Software - reports-2
Zurmo Software - marketing-1
Zurmo Software - mobile-versions
Zurmo Software - Zurmo_Homepage_
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Features

Total features of Zurmo: 14

  • API
  • Contact Management
  • Document Storage
  • Email Marketing
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Management
  • Mobile Access
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Sales Automation
  • Segmentation

Alternatives

Salesforce Sales Cloud

4,4
#1 Alternative to Zurmo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Odoo

4,2
#2 Alternative to Zurmo
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Agile CRM

4,1
#3 Alternative to Zurmo
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively...

Saphyte

4,7
#4 Alternative to Zurmo
Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support...

Reviews

Overall rating

4 /5
(5)
Value for Money
5/5
Features
3,5/5
Ease of Use
4/5
Customer Support
0/5

Already have Zurmo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 5
Verified Reviewer
Overall rating
  • Industry: Oil & Energy
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Free CRM that's pretty fun to use

Reviewed on 2019/03/08

Great tool, self-hosted is great for small businesses, and it has some great features like...

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 L.
Overall rating
  • Industry: Design
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Excellent Free Open Source CRM

Reviewed on 2019/01/25

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
Overall rating
  • Industry: Libraries
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 0.0 /10

Solid open source CRM

Reviewed on 2018/10/06

Zurmo was a good entry point for us into the CRM world. I liked it. My team was lukewarm about it....

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 O.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Review Source

Overall rating

Reviewed on 2018/05/08

Med tahar S.
Overall rating
  • Industry: Internet
  • Company size: 2-10 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 7.0 /10

Reviewed on 2017/03/17

Showing 5 reviews of 5 Read all reviews

Zurmo FAQs

Below are some frequently asked questions for Zurmo.

Zurmo offers the following pricing plans:

  • Starting from: US$35,00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Starting at $35/month/user

Zurmo has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Zurmo supports the following languages:

Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Turkish, zh-hant

Zurmo supports the following devices:

Android (Mobile)

Zurmo integrates with the following applications:

Gmail, Google Analytics, Google Workspace, Microsoft Outlook, Tpad PBX

Zurmo offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

See all software categories found for Zurmo.