Zurmo

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Zurmo Evaluation Snapshot

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User RatingNot rated yet
Starting Price$35 / user
Free TrialNot available
Free VersionYes
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Zurmo Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Zurmo

Zurmo is an open-source customer relationship management software designed to enhance customer interactions and streamline sales processes. With its user-friendly interface, Zurmo allows users to efficiently manage customer data, track leads, and analyze sales activities. The software features customizable dashboards that provide a comprehensive view of sales performance and customer engagement, enabling teams to prioritize their efforts effectively. Zurmo integrates seamlessly with various business applications, ensuring a unified approach to customer relationship management. Its robust reporting and analytics capabilities offer insights into customer behavior, sales trends, and operational performance, empowering users to make data-driven decisions. Additionally, Zurmo supports automation features that help reduce repetitive tasks, allowing teams to focus on building meaningful relationships. With mobile access, users can manage their customer interactions from anywhere, making Zurmo an ideal solution for businesses seeking to optimize their CRM efforts and drive growth.
Company Zurmo
Founded 2010
Headquarters United States
Employees NA

Support

Email Knowledge Base FAQs/Forum

Training

Videos

Licensing & Deployment

Open Source Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 6 industries available
Advertising & Marketing Computer Software Design Internet Libraries Oil & Energy
Category-Based Capabilities

Zurmo Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Social CRM Software 29 selected features Open category ↗ ⌄
Lead Capture Customer Support Lead Nurturing Activity Dashboard Data Visualization Brand Tracking Contact Management Customer Engagement Social Media Monitoring Social Promotion Sales Pipeline Management Email Marketing Reporting/Analytics Tagging Communication Management Audience Targeting Marketing Automation Calendar Management Content Management Sentiment Analysis Task Management Customer Database Social Media Integration Live Chat Email Tracking CRM Customer Social Profiles Collaboration Tools Engagement Tracking
Gamification Software 17 selected features Open category ↗ ⌄
Leaderboards Goal Setting/Tracking Collaboration Tools Badge Management Performance Metrics Rewards Management Contest Management Customizable Branding Activity Tracking Learning Management Mobile Access Interactive Content Real-Time Data Reporting & Statistics Personalization For Sales Teams/Organizations Employee Engagement
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Zurmo Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Not available
Free Version Yes
Payment Frequency Monthly Subscription
Basic
$35 Per User

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Zurmo FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Zurmo is an open-source customer relationship management software designed to enhance customer interactions and streamline sales processes. With its user-friendly interface, Zurmo allows users to efficiently manage customer data, track leads, and analyze sales activities. The software features customizable dashboards that provide a comprehensive view of sales performance and customer engagement, enabling teams to prioritize their efforts effectively. Zurmo integrates seamlessly with various business applications, ensuring a unified approach to customer relationship management. Its robust reporting and analytics capabilities offer insights into customer behavior, sales trends, and operational performance, empowering users to make data-driven decisions. Additionally, Zurmo supports automation features that help reduce repetitive tasks, allowing teams to focus on building meaningful relationships. With mobile access, users can manage their customer interactions from anywhere, making Zurmo an ideal solution for businesses seeking to optimize their CRM efforts and drive growth.

  • Yes, Zurmo offers a free version.

  • Yes, Zurmo offers a free trial.

  • No, Credit Card details are not required for the Zurmo trial.

  • Zurmo offers the following pricing plans & packages:

    Basic

    $35 Per User

  • Zurmo supports the following payment frequencies:

    • Monthly Subscription

  • No, Zurmo does not offer an API.

  • Zurmo offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Zurmo offers training with the following options:
    • Videos

  • Zurmo supports the following languages:
    • English

  • Following are the typical users of the Zurmo:
    • Self-Employed , Small-Business , Midsize-Business

  • Zurmo supports the following deployment:
    • Cloud Hosted

  • Zurmo supports the following devices and operating systems:
    • Web-Based
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