Zurmo Pricing, Key Information and FAQs

Zurmo is an open source customer relationship management application that is mobile, social, and gamified. Features include marketing automation, gamification, and deal tracking. Businesses use Zurmo to support sales teams.

Pricing:

Zurmo is an open source software that is free to download on the Zurmo website.

Review:

Zurmo is a free customer relationship management (CRM) software that is user-friendly and packed with all the standard features, such as a deals tracker and storage, mobile optimization, reporting dashboards, and contact and lead management.

With Zurmo, users will be able to schedule appointments, manage teams, and track tasks and activities. Zurmo users will enjoy a host of other key features including smart forms, bulk emails, sales cycle reports, and Kanban visualization. Unlike the similarly-ranked Workbooks, Zurmo also offers a mobile app, allowing businesses with teams to be mobile and social.

Compared to top-ranked software HubSpot, Zurmo lacks robust integration features. If third-party and Office 365 integration are important for your business, then we recommend HubSpot and Freshsales instead. Both are top-ranked CRM software and offer the integration features you need. Furthermore, Zurmo is unable to import and export data, a useful feature offered by competitors Workbooks and Capsule.

Zurmo does offer gamification, a product catalog, multi-timezone and messaging support, and multi-currency support, all of which are features competitors in its class lack. The software is also completely free, making it a great option for small businesses.

However, if you're looking for a more feature-packed software, we suggest close competitor HubSpot. While HubSpot also offers a completely free plan, the software is equipped with many features that Zurmo lacks, including company insights, website traffic analysis, and a ticket system.