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Zurmo Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as an on-premise solution.
Customer Focus
Vendor works with SOHO, small and midsize companies.
Select Customers
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About Zurmo
Zurmo is open source CRM software designed to work as a mobile CRM solution, is a gamified system, and enables users to create and maintain a custom-built CRM. The platform provides users with a full 360 degree view of customer contact and account details, is equipped with lead management tools, and offers a Global Search functionality that enables users to quickly and efficiently search their CRM for any specific data.
The software is equipped with activity management tools for managing meetings, tasks, notes and attachments in a centralized system, and provides users with deal tracking functionality that includes Sales Force automation, opportunity creation and management, tracks the user’s sales pipeline, and probability of closure calculation. Additionally, the platform is a gamified system with an end-user reward system, is equipped with a scoring and badge-awarding system, and displays user achievements and statuses.
About the Company
Zurmo was founded in 2011 and is headquartered in Chicago, Illinois.
Zurmo Key Features
- Drag-and-drop custom workflow creation wizard
- Email marketing campaign creation and launch functionality
- Integrate products with opportunities, accounts and contacts
- Security settings for roles, groups, permissions and ad-hoc teams
- Real-time currency conversion and multiple time zone support
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