Zurmo

Zurmo Reviews

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Lisa-jess Brown | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[Zurmo] provides a workable free version to use. The user interface is intuitive. It provides great email integration features to use. Its tracking email feature is good which tells when the email opens.
  • An outstanding application to collaborate with other societies to compare prices and to communicate with them for further product detail. It offers the best product price to rank in the market and nobody can deny its powerful impact on customers.
  • The best communicator to get the picture with different business details and supply them with the best user experience with good marketing articles. Customers can choose the product by watching reviews and can leave feedbacks for further advance. It provides a workable free version to use.
  • Its tracking email feature is good which tells when the email opens. The support is great and helpful. They keep communicating with you until the issue is resolved. Their technologies are up to date and according to trends. Their training sessions are available so you can quickly learn from there.
  • A must-have the diligence to satisfy the job requirements and available for all big and small commercial enterprises.
  • All data is stored on a cloud and this is the best application for all business details and promotions, but make sure to protect your data with passwords.
  • There is still some problem with some features while using it. Integration with other vendors and suppliers should be made better. It is not affordable for small enterprises. Its design is a little bit confusing feature
[Zurmo] doesn’t provide fresh information but also recounts the ways how to go through and how to tang the products in the marketplace to produce a successful commercial enterprise.
It helped us increase our business in a better way and the overall platform helped us a lot in the different operations of our organization.

Zurmo Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
92%
9.2
Customer data management / contact management (1)
90%
9.0
Workflow management (1)
90%
9.0
Territory management (1)
90%
9.0
Opportunity management (1)
100%
10.0
Integration with email client (e.g., Outlook or Gmail) (1)
90%
9.0
Contract management (1)
90%
9.0
Quote & order management (1)
100%
10.0
Interaction tracking (1)
90%
9.0
Channel / partner relationship management (1)
90%
9.0
Customer Service & Support (3)
90%
9.0
Case management (1)
90%
9.0
Call center management (1)
90%
9.0
Help desk management (1)
90%
9.0
Marketing Automation (2)
95%
9.5
Lead management (1)
100%
10.0
Email marketing (1)
90%
9.0
CRM Project Management (3)
93%
9.3
Task management (1)
100%
10.0
Billing and invoicing management (1)
90%
9.0
Reporting (1)
90%
9.0
CRM Reporting & Analytics (3)
93%
9.3
Forecasting (1)
100%
10.0
Pipeline visualization (1)
90%
9.0
Customizable reports (1)
90%
9.0
Customization (4)
93%
9.3
Custom fields (1)
90%
9.0
Custom objects (1)
90%
9.0
Scripting environment (1)
100%
10.0
API for custom integration (1)
90%
9.0
Security (2)
95%
9.5
Single sign-on capability (1)
90%
9.0
Role-based user permissions (1)
100%
10.0
Social CRM (2)
95%
9.5
Social data (1)
90%
9.0
Social engagement (1)
100%
10.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation (1)
90%
9.0
Compensation management (1)
90%
9.0
Platform (1)
90%
9.0
Mobile access (1)
90%
9.0

What is Zurmo?

Zurmo is an open-source is a customer relationship management (CRM) software built as social CRM with mobile availability. It includes contact management, activity management, deal tracking, gamification, reporting, workflow, marketing automation, product management, security, personalization, and internationalization features. It is developer-friendly and has mobile functionality. 

Zurmo Pricing

Zurmo Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is Zurmo?

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

Who uses Zurmo?

The most common users of Zurmo are from Small Businesses and the Information Services industry.