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Accounting

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Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

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Application Performance Management (APM)

Archiving

Build Automation

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Cloud Storage

Code Review

Configuration Management Databases

Data Mapping

Density-Optimized Servers

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Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

IT Service Providers

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Log Management

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Software-Defined WAN

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Ad Serving & Retargeting

All-in-One Marketing

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Content Management

Email Deliverability

Email Marketing

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Search Engine Marketing (SEM)

Social Media Management

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Survey & Forms Building

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Job Site Management

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Customer Relationship Management (CRM)

Product Configuration

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### Contact and Lead Management
Users consistently highlight Zurmo's contact and lead management features as robust and user-friendly, enabling efficient tracking and organization of client interactions. The platform's customizable options and intuitive interface make it easy to manage contacts, leads, and sales pipelines effectively. Additionally, the inclusion of gamification elements adds a unique touch to the client management process, enhancing user engagement and productivity. The general sentiment among reviewers is positive, with many praising Zurmo for its comprehensive approach to contact and lead management within the CRM system.

### Customer Relationship Enhancement
Users generally appreciate Zurmo's effective customer relationship management capabilities. The reviews suggest that Zurmo's customer relationship enhancement features are well-received, with users highlighting its ability to streamline customer interactions and improve overall relationship management. While some users have noted minor areas for improvement, the consensus leans towards Zurmo being a valuable tool for enhancing customer relationships and optimizing business profiles.

### Support Services and Customer Care
Some users appreciate Zurmo's support services and customer care, noting its effectiveness in enhancing customer relations and sales management. However, others express concerns about the platform's support services charging for basic queries and the difficulty in navigating Linux for upgrades and installations. The mixed opinions suggest that while Zurmo's support services have strengths, there are areas that could be improved to better serve its users.

### Marketing Automation
Users consistently praise Zurmo for its exceptional marketing automation capabilities. The reviews highlight how Zurmo's marketing automation features have significantly contributed to enhancing sales and marketing processes for various businesses. Users appreciate the ease of use and customization options that Zurmo offers in terms of marketing automation, allowing for efficient management of marketing campaigns and analysis. The general sentiment among users is that Zurmo's marketing automation functionality is a valuable asset that aids in achieving higher success rates and making informed business decisions based on data-driven insights.

### Sales Tracking and Management
Users consistently highlight Zurmo's sales tracking and management features as a pivotal aspect of the platform. The ability to track sales, manage contacts, and monitor open quotes efficiently has garnered high praise from reviewers. The customizable and user-friendly interface of Zurmo makes it a preferred choice for businesses of all scales looking to streamline their sales processes. The platform's salesforce automation and marketing automation functionalities have been commended for their role in enhancing sales tracking and management effectiveness. Additionally, the gamified elements within Zurmo have proven to be engaging and motivating for employees, leading to improved sales progress and task completion.

Users highly recommend Zurmo for market research, sales, lead management, and digital marketing analysis due to its high customizability and ease of use. It is also suggested for companies with a lot of computer tech-savvy personnel. The customizable features, intuitive interface, and robust functionality make it an ideal choice for organizations looking to streamline their marketing and sales processes while gaining valuable insights from data analysis. With Zurmo, businesses can optimize their operations and make informed decisions based on comprehensive digital marketing analysis.

Zurmo is a customer relationship management (CRM) system designed to streamline and enhance customer interactions for small to medium-sized businesses. It is intended for use by various professions and industries, such as sales teams, marketing teams, customer support teams, real estate professionals, and non-profit organizations.

## Key Features

**Built-in gamification**: According to the vendor, Zurmo incorporates gamification tactics into its CRM platform. Users are able to set custom business goals and receive instant rewards and feedback upon achieving them. This feature is said to motivate users and potentially increase productivity.

**Salesforce automation**: Zurmo provides tools to manage customer relationships and track sales opportunities. Users can monitor the progress of deals and receive notifications for important events and activities. The vendor claims that this feature can help improve the effectiveness of marketing campaigns.

**Customizable solutions**: According to the vendor, Zurmo offers flexible and highly customizable solutions that can be adapted to meet specific industry needs. It handles sales, marketing, and customer support aspects of a business, allowing users to monitor the status of each deal, automate lead generation, and create targeted marketing campaigns.

**Workflow and BPM functionality**: Zurmo includes effective Workflow and Business Process Management (BPM) functionality, which, according to the vendor, allows users to automate mundane business processes such as sending auto-replies and creating follow-up calls. This feature is said to save employees time and ensure a smooth onboarding experience.

**Seamless integrations**: Zurmo can be seamlessly integrated with various third-party apps and services, including mailboxes, Google/Outlook Calendars & Contacts, Mailchimp, and telephony providers. The vendor claims that Rest APIs make integration simple and effective, creating a working ecosystem where data can be easily accessed and businesses can grow.

Zurmo is an open-source CRM software that helps businesses manage their customer relationships in an efficient and effective manner. Users have reported that Zurmo helps them manage all aspects of customer relations, including marketing campaigns, activity, and contact management. The gamification component of Zurmo allows users to effectively manage clients by motivating them with badges and leveling points, resulting in a fun way to achieve their goals. 

One key use case for Zurmo is managing sales pipelines, contacts, open quotes, etc., making the user's workflow easy and efficient. Additionally, the automation functionality within Zurmo (such as note-taking and activating email alerts) allows for a streamlined workflow that saves time and increases productivity. Zurmo's gamified elements create determination in employees to achieve their assigned tasks with the highest score, leading to great business growth while maintaining a good relationship with customers. 

Users find that Zurmo has positively impacted their performance, especially in market analysis and customer contact management. It tracks business growth activities such as tasks, meetings, and notes in one centralized location for easy access. Overall, Zurmo provides businesses with a customizable CRM platform that can enhance daily operations by integrating gamification to improve motivation and promote efficient workflows.

Unhelpful Customer Support: Several users have reported that the customer support provided by Zurmo is unhelpful. They feel frustrated as they need to pay for even minor queries and find it to be a poor value for money.

Limited Support in Free Version: Many reviewers have pointed out that the free version of Zurmo has limited updates and support compared to the paid version. This lack of support could be problematic for users who rely on this software in their business operations.

Difficult Installation Process: A significant number of users found the installation process difficult, requiring them to seek assistance at an additional cost. Additionally, some users who are not familiar with Linux may encounter difficulties during upgrades or installations.

User-friendly Interface: Multiple reviewers have found the interface of Zurmo to be user-friendly and interactive. They appreciated how easy it was to navigate and manage detailed records of contacts, keeping all activities in check.

Customizable Features: Many users consider Zurmo a great tool for small businesses due to its highly customizable features. Being an open-source CRM has given them the freedom to customize it according to their business needs, making it more flexible for them.

Reliable System: Several reviewers have praised Zurmo's reliability and power as a system. It was considered by many as a reliable platform that offers Salesforce automation and marketing automation features that help manage and track sales efficiently.

Zurmo is a powerful CRM application that simplifies and enhances the sales cycle process for small to medium-sized businesses. By centralizing customer data, Zurmo allows its users to automate sales workflows, improve internal communication, schedule calls and notes effectively, and enhance client interactions. It can pinpoint demographic information easily through lead generation forms on websites or by segmenting target groups.

Zurmo provides efficient ways of automating marketing activities such as email campaigns with mass send functionality. Users can also generate reports on campaign success rate through intelligent graphing technology that shows trends over time in a visual manner. Additionally, Zurmo helps increase revenue opportunities by identifying cross-sell and up-sell potentials while tracking KPIs through its rich visualization engine with various graphs and charts options available right within the software. Overall, Zurmo's mobile capabilities enable real-time access to critical business data from anywhere in the world using mobile devices like smartphones and tablets when needed most.

Zurmo is an open-source is a customer relationship management (CRM) software built as social CRM with mobile availability.

Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

One Professional - Standard

One Enterprise - Standard

One Professional - Single App

One Enterprise - Single App

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Starter

Plus

ActiveCampaign

Zurmo

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Zurmo Open Source CRM Demo

Zurmo Inc.

What is Zurmo Open Source CRM?

This video gives an overview of the next generation Open Source CRM.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Zurmo

Overview

What is Zurmo?