Zurmo Overview

Zurmo enhances CRM by integrating gamification to make user adoption easier and more engaging. Traditional CRM systems are often disliked for their complexity and cumbersome data entry.

Use Cases

Customers recommend Relationship Management, Generation Of New Leads, Campaign Management, as the business use cases that they have been most satisfied with while using Zurmo.

Other use cases:

  • Workflow Management
  • Deal Management
  • Capturing Leads
  • Discount Management
  • Promotion Management
  • Contact List Management
  • Product Marketing
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Zurmo.

Other priorities:

See all business priorities See less business priorities

Zurmo Use-Cases and Business Priorities: Customer Satisfaction Data

Zurmo works with different mediums / channels such as Mobile. Social Media. Mobile App etc.

Zurmo's features include Gamification, Personalization, Capture Form, etc. and Zurmo support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Zurmo analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Zurmo s CRM is a great platform that allows awesome workflow with automation functionality, such as making notes and activating email alerts...." Peer review by Jannifer J, Senior Electrical Engineer, Computer Software

Peer review evidence (same sources as the product rating summary)

"...Zurmo, Inc. is redefining the way Customer Relationship Management is used...." Peer review from Zurmo
"...Whenever a team member closes a deal, generate a sale or send a quote to a client...." 10 Best Open Source CRM Software 2019
"...Marketing modules include email marketing campaigns, auto-response schedulers and template builders to generate and embed lead-capture forms on users' websites...." Peer review

Zurmo, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Zurmo

Top Industries

  • Computer Software
  • Information Technology and Services
  • Oil & Energy

Popular in

  • Mid Market
  • Small Business

Zurmo is popular in Computer Software, Information Technology And Services, and Oil & Energy and is widely used by Mid Market, and Small Business,

Zurmo Customer wins, Customer success stories, Case studies

How does Zurmo facilitate Relationship Management?

How can Zurmo optimize your Workflow Management Workflow?

How can Zurmo optimize your Deal Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Zurmo solved their CRM needs. Cuspera uses 160 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

One3D s.r.o. - Manufacturing - Small

Olomouc, Czech Republic

One3D s.r.o. used EspoCRM to manage customer communication and internal processes. The company needed a way to keep all customer data organized and accessible. EspoCRM provided an easy-to-use, web-ba...sed CRM that could be adapted for ERP, business documentation, and process management. Authorized users can track and update orders in real time. The system improved transparency and control for both customer service and internal collaboration.

Read more →
 

Live Healthcare Media - Media Production - Small

São Paulo, Brazil

Live Healthcare Media needed to manage complex relationships with executives and sponsors. Their old CRM was costly, hard to use, and slow to learn. They switched to EspoCRM to cut costs and simplify... data management. EspoCRM offered easy integration, a user-friendly interface, and strong customization. The team now finds it easier to handle data and expects better integration in the future.

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One3D s.r.o.

EspoCRM helps One3D s.r.o. manage all customer communication and data in one place. The open-source CRM system adapts to their needs, serving as an ERP, business documentation database, and process m...anager. Team members track and update orders easily. EspoCRM improves customer service and internal communication for One3D.

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Live Healthcare Media - Media Production

EspoCRM helped Live Healthcare Media manage complex relationships with high-level executives. The company needed to unify data from events, magazines, and websites to better understand its audience a...nd sponsors. Previous CRM software was costly and hard to use. EspoCRM offered lower costs, easy data management, and strong customization. The team found the interface friendly and the API well documented. Data integration and operational costs improved with EspoCRM.

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One3D s.r.o.

EspoCRM helped One3D s.r.o. manage customer communication and internal processes. The open-source CRM system was adapted for ERP, business documentation, and task management. Users can track and upda...te orders easily. EspoCRM improved transparency and control for customer service and company operations. The interface is user-friendly and flexible for custom needs.

Read more →

Live Healthcare Media - Media Production

EspoCRM helped Live Healthcare Media manage complex data from events, magazines, and websites. The company needed a CRM to cross-reference thousands of audience and sponsor records. Their previous CR...M was costly and hard to use. EspoCRM lowered IT costs and offered easy integration with Amazon Web Services. The team found EspoCRM easy to use and highly customizable.

Read more →
lightning

Peers used Zurmo for relationship management and generation of new leads

Zurmo Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (21)
Analytics

3.90/5 ★

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (21)
Analytics

3.90/5 ★

Read Reviews (2)

Software Failure Risk Guidance

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for Zurmo

Top Failure Risks for Zurmo

EspoCRM News

Product

Building a custom customer portal in EspoCRM without writing a line of code

EspoCRM introduces a no-code solution for building custom customer portals. This feature allows businesses to configure portals for customer interactions, enabling users to access CRM data, manage records, and communicate efficiently. The setup involves defining portal roles, configuring settings, and adding users, enhancing customer service without coding expertise.

Read more →
Product

Meet the new Stripe Integration for EspoCRM!

EspoCRM has launched a new Stripe Integration, enhancing its CRM capabilities by allowing users to generate secure payment links directly within the platform. This integration, requiring the Sales Pack, streamlines the sales and payment process, providing real-time payment status updates and eliminating the need for manual data entry between applications.

Read more →
Partnership

Ukrainian Red Cross Develops Modern IT Solutions in Partnership with EspoCRM Ukrainian Red Cross Society

The Ukrainian Red Cross has partnered with EspoCRM to enhance its IT solutions for managing cash assistance programs and internal operations. This collaboration has improved efficiency, data protection, and security, crucial for humanitarian efforts.

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Product

EspoCRM 9.3 released

EspoCRM has released version 9.3, introducing enhancements such as OpenAPI specification generation, improved currency exchange rate handling, and PHP 8.5 support. Additional updates include new PDF template features, a decimal field type, and enhanced notification preferences.

Read more →

EspoCRM Profile

Company Name

EspoCRM

Company Website

//espocrm.com

HQ Location

Rivnenska, 5A, office 404, Chernivtsi, Ukraine, 58013

Employees

NA

Social

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Financials

NA