Who Uses This Software?

Small to medium sized businesses with a B2B selling model and non-transactional sales model (longer sales cycles). Typically 5-50 users.


Average Ratings

5 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $8.00/month/user
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Zurmo
  • www.zurmo.org
  • Founded 2010

About 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.


Zurmo Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Zurmo Reviews Recently Reviewed!


Free CRM that's pretty fun to use

Mar 07, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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 I had some trouble initially with the setup but that was due to outdated software on my webserver and an update fixed that.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.

Overall: 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.

Solid open source CRM

Oct 06, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money

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.

Overall: 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.

Excellent Free Open Source CRM

Jan 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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

May 08, 2018
4/5
Overall

Mar 17, 2017
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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