Zurmo

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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.