--- title: "Zurmo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Zurmo Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/129926/Zurmo/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Zurmo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Zurmo ## What is Zurmo? Zurmo, Inc. is the CRM company behind the Zurmo Open Source Project. The company develops, supports, and offers CRM solutions for Zurmo Commercial customers. Zurmo, Inc. is redefining the way Customer Relationship Management is used. Our team is driven by the common goal of building and supporting a better Open Source CRM solution based on rock solid engineering and progressive user adoption methodologies. ## What is Zurmo used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Social CRM Tools](https://www.capterra.com/social-crm-tools-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $35 Per User, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Zurmo?[Manage this product listing](https://www.g2.com/products/zurmo/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Zurmo 3.8 (6) VS. [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $35 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.6 (5) Ease Of Use 4.5 (6,085) Value For Money 5.0 (5) Value For Money 4.3 (4,702) Customer Service 0.0 (0) Customer Service 4.4 (4,493) ## Zurmo alternatives [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Zurmo Overview ### What company size and specific industries is Zurmo built for? Zurmo is designed for small to medium-sized businesses with B2B sales models and longer, non-transactional sales cycles. It typically fits organizations with 5 to 50 users, making it a better match for companies that manage relationship-based selling rather than high-volume transactional sales. Features and Usability ### What are the key features of Zurmo? Zurmo offers CRM, contact management, and lead management for organizing customer and prospect data. It also includes marketing automation, sales automation, workflow automation, and email marketing, plus email alerts, segmentation, reporting and analytics, charting, document storage, interaction tracking, quotes and estimates, and mobile access. Integrations ### Which third-party tools and platforms does Zurmo integrate with? Zurmo integrates with 4 third-party tools, including communication and productivity platforms such as Gmail, Google Workspace, and Microsoft Outlook, plus analytics via Google Analytics 360. These cataloged connections cover email, collaboration, and reporting needs within the CRM. Getting Started and Support ### What training and onboarding options does Zurmo offer? Zurmo provides videos for training and onboarding. Videos can support self-paced learning by showing product features, setup steps, and common tasks in a visual format for team members who need a recorded reference while getting started. Getting Started and Support ### What customer support options does Zurmo offer? Zurmo provides email/help desk support, an FAQ/forum, and a knowledge base. These options give users direct help and self-service guidance for common questions. No reviewer feedback on support quality is available, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Zurmo includes other CRM capabilities that Capterra reviewers also consider important, such as **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and maintain more consistent follow-up, helping businesses manage relationships more effectively across sales and service workflows. API Application programming interface that allows for integration with other systems/databases Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Email Marketing Create and send email blasts/campaigns Gamification Games or game-like elements to track progress and reward accomplishments Zurmo 16 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Gamification: Games or game-like elements to track progress and reward accomplishments - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Segmentation: Group leads or contacts based on their specific characteristics - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 3.6 (5) 3.6 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Version Basic $35.00 Per User,Per Month Value for money 5.0 (5) 5.0 Based on 5 reviews ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 3.8 Based on 6 reviews Filter by rating Counts reflect reviews available in this feed. 5(2) 4(1) 3(3) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Receptionist Receptionist Used the software for: 3-5 years ### "Free CRM that's pretty fun to use" 5.0 March 11, 2019 Great tool, self-hosted is great for small businesses, and it has some great features like gamification which you don't find out-of-the-box on larger, paid CRMs. Pros I used self-hosted Zurmo to manage my list of clients for a music gig. Not wanting to pay for something as full-featured as SFDC, and wanting something a little nicer than the community version of SugarCRM I found this. It's actually really straightforward to use, the interface is quite nice, and there's a gamification element which I think is really cool, although not useful unless you have more than a few people working in your system. Cons To be honest for what it is I can't think of anything that I didn't like about Zurmo. I had some trouble initially with the setup but that was due to outdated software on my webserver and an update fixed that. I wish that their blog and content on the website was updated more frequently - if you don't look at the date of the latest version release you could easily be led to believe that the project had been abandoned. PR President President Used the software for: 3-5 years ### "Excellent Free Open Source CRM" 5.0 February 1, 2019 Pros Feature packed Ease of use Lots of options Makes it easy to keep track of clients, projects, and opportunities Cons Installation and upgrades (at least of the free version) were difficult for someone with minimal linux experience DD Deputy Director Deputy Director Used the software for: 1-3 years ### "Solid open source CRM" 3.0 October 8, 2018 Zurmo was a good entry point for us into the CRM world. I liked it. My team was lukewarm about it. There are better products out there- check out Hubspot. Pros Zurmo provides a free, open source CRM platform. This was invaluable to us, as it allowed for us to customize it without paying high premiums. As a basic CRM, it functions well. I liked all the ways it could be customized to meet our business needs. Cons For any kind of decent support, you need to pay for it. This is par for the course, however. Also, the updates for the free version lagged behind the paid. On top of that, we heard that development is ceasing, which caused us to move to another product. MM Marketing Manager Marketing Manager Used the software for: Less than 1 year ### "Good option for some" 3.0 April 6, 2022 Pros We tried using zurmo for many months and liked the price point ($0). Running on self hosted was relatively easy to setup on cpanel. Many customizations available Cons Ultimately for the configuration and upkeep required to get started, it wasn't worth it for our needs. We ended up going with zoho crm free level to reduce administration time and hosting load. F& Founder & Manager Founder & Manager Used the software for: Less than 1 year ### "" 3.0 March 17, 2017 O& Owner & DevOP Owner & DevOP ### "" 4.0 May 8, 2018 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.