Zurmo CRM

Zurmo CRM

Zurmo is gamified CRM software that your users will love to use.

4/5 (5 reviews)

Zurmo CRM Overview

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
$35/month
Pricing options
Free Trial
Open Source
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Germany, United Kingdom, United States

Supported Languages

Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch and 13 others, English, Finnish, French, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Turkish

Zurmo CRM Reviews

Overall rating
4/5
60% positive reviews
2
Excellent
1
Very good
2
Average
0
Poor
0
Terrible

Free CRM that's pretty fun to use

Used Weekly for 2+ years
Reviewed on 2019/03/08
Review Source: Capterra

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 I had some trouble initially with the setup but that was due to outdated software on my webserver and an update fixed that.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

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

8.0/10

Solid open source CRM

Used Daily for 1+ year
Reviewed on 2018/10/06
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

0.0/10
Ryan L.

Excellent Free Open Source CRM

Used Daily for 2+ years
Reviewed on 2019/01/25
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

9.0/10
Asaf O.

Rating only

Reviewed on 2018/05/08
Review Source
Med tahar S.

Rating only

Reviewed on 2017/03/17
Review Source

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

7.0/10

Zurmo CRM Pricing

Starting from
$35/month
Pricing options
Free Trial
Open Source
Subscription
Value for money

Starting at $35/month/user

Zurmo CRM Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Zurmo CRM

Key features of Zurmo CRM

  • API
  • Account Management
  • Activity Management
  • Contact Management
  • Developer Friendly
  • Exchange Integration
  • Gamification
  • Gmail Integration
  • Internationalization
  • Lead Management
  • Marketing Automation
  • Mobile Ready
  • Opportunity Management
  • Outlook Integration
  • Personalization
  • Product Management
  • Reporting
  • Security Management
  • Workflow

Benefits

* 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

Zurmo CRM FAQs

Below are some frequently asked questions for Zurmo CRM.

Q. What type of pricing plans does Zurmo CRM offer?

Zurmo CRM offers the following pricing plans:

Starting from: $35/month

Pricing model: Open Source, Subscription

Free Trial: Available

Starting at $35/month/user

Q. What are the main features of Zurmo CRM?

Zurmo CRM offers the following features:

  • API
  • Account Management
  • Activity Management
  • Contact Management
  • Developer Friendly
  • Exchange Integration
  • Gamification
  • Gmail Integration
  • Internationalization
  • Lead Management
  • Marketing Automation
  • Mobile Ready
  • Opportunity Management
  • Outlook Integration
  • Personalization
  • Product Management
  • Reporting
  • Security Management
  • Workflow

Q. Who are the typical users of Zurmo CRM?

Zurmo CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Zurmo CRM support?

Zurmo CRM supports the following languages:

Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Turkish

Q. What type of pricing plans does Zurmo CRM offer?

Zurmo CRM has the following pricing plans:

Open Source, Subscription

Q. Does Zurmo CRM support mobile devices?

We do not have any information about what devices Zurmo CRM supports

Q. What other apps does Zurmo CRM integrate with?

Zurmo CRM integrates with the following applications:

G Suite, Gmail, Google Analytics, Microsoft Outlook, Predictive Dialer, VoIP / SIP PC Softphone

Q. What level of support does Zurmo CRM offer?

Zurmo CRM offers the following support options:

Forum, Knowledge Base, Online Support, Video Tutorials