Summary

Zurmo

Zurmo logo

Zurmo

What is Zurmo?

Zurmo is a customizable open-source CRM system for small companies. It includes contact management, sales force automation, and marketing automation tools. Users can monitor the performance of contacts throughout their lifecycle with this application. This allows users from various departments to see where a contact started and where it is going.

A customizable pipeline view with drag-and-drop opportunities is included in Zurmo’s sales application, which helps sales professionals monitor and manage processes and transactions. Email marketing campaigns, auto-responder schedulers, and template builders are among the marketing modules that allow users to create and embed lead-capture forms on their websites.

Workflow automation features, such as triggered email notifications and note creation, are available in Zurmo. Zurmo also has gamification features like leveling, points, and badges that can be used to recognize top performers and drive future success. It also has reporting features that allow users to create and share reports with 3D graphs, pie charts, donuts, and other graphics.

  • Free Plan: Available
  • Free Trial: Not Available
  • Starting Price: $35.00 per month

View Full Pricing and Plans of Zurmo ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop – Mac
  • Desktop – Linux
  • Mobile – Android

SUPPORT

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base

TRAINING

  • Videos
  • Lead Management
  • Mobile Access
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Segmentation
  • Contact Management
  • Document Storage
  • Email Marketing
  • Interaction Tracking
  • Internal Chat Integration

View Full Features of Zurmo ⮞

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