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Overview

What is Zurmo?

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,...

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Recent Reviews

TrustRadius Insights

Zurmo is an open-source CRM software that helps businesses manage their customer relationships in an efficient and effective manner. Users …
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Pricing

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What is Zurmo?

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

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Vtiger?

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

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive…

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Product Demos

Zurmo Open Source CRM Demo

YouTube
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Product Details

What is Zurmo?

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 Video

Overview of Zurmo Open Source CRM

Zurmo Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(5)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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.

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.

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.

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