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Zurmo Guide – Read our In-Depth Zurmo Review

Zurmo Rating: 9.2 / 10

This page contains an independent review of Zurmo. It is intended for educational purposes only and you are advised to fully investigate Zurmo beyond the contents of this review to ensure it fits your needs before parting with any money.

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This Zurmo review has been updated for 2022 by industry experts with years of business experience across multiple industries and disciplines.

Please note that the content in this Zurmo review is provided on an as is basis and you should always check with the company to make sure you have the latest information.

Zurmo Ratings

Overall Rating
92%
Ease Of Setup Rating
50%
Ease Of Use Rating
80%
Customer Support Rating
58%

Zurmo Guide for 2022 – Brief Overview

Zurmo Telephone Number: None
Zurmo Email Address:
Zurmo Address:
Year Founded: 2019
Zurmo Highlights: Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.
Hedquarters: Chicago, IL
Zurmo Revenue (USD Millions) Unknown
Languages Supported English
Zurmo LinkedIn: None
Zurmo Employee Count (On LinkedIn): None
Zurmo Top Features: Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,
Zurmo Twitter: None
Zurmo Twitter Followers:

Zurmo Location

Zurmo Pricing & Costs

Plan Name Price Duration

Our entire Zurmo Guide covers everything you will need to learn about using Zurmo. Good crm software can not only help your business to become more efficient and thrive but also give you a platform that can give you favourable profits. If you want to make profits, you must ensure you are using a good piece of crm software.

There's absolutely no sure-fire method to guarantee profits; therefore, you should carefully analyze your crm software before you choose it. It is a frequent misconception that all crm software is exactly the same, but that is not correct. Wrong judgment, initially, can put your business in danger.

Zurmo is a piece of crm software which has found its way successfully. Within this review of Zurmo, we have attempted to collate a number of the important facets. This review will allow you to know whether Zurmo is a fantastic match for your organization or not. We have attempted to breakdown all of the features and charges for your convenience.

Choosing The Best Crm Software For You

When choosing whether Zurmo is the best crm software for your business there are 5 things to consider and do to make the right choice:

  1. Detail Out what you need to achieve from using Zurmo
  2. Does Zurmo suit your needs as a full Crm platform?
  3. Fully research the Zurmo crm platform and tools. Do the Zurmo tools and resources stack up against your business needs?
  4. Work out the budget available to implement a new Crm solution and do the solutions from Zurmo offer the features you need within the budget.
  5. Sign up for a account with Zurmo. Ask for a callback and demo to completely check that the software is right for you.

What is Zurmo?

Zurmo is a complete piece of crm software provided by Zurmo, Inc. and is developed for small to enterprise sized businesses.

Zurmo, Inc. was established in 2019 in Chicago, IL

Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.

Does Zurmo Offer A Free Trial?

Unfortunately Zurmo does not offer a free trial.

While creating this Zurmo review we found that it offers a lot of advanced crm features with its paid plans. You can learn more about some of the Zurmo Crm features further on in this Zurmo review.

Is Zurmo The Top Crm Solution In The World?

Crm suppliers range from one man bands to giant conglomerates; There's a whole lot out there. However, when it comes to selecting a professional crm solution, there are numerous factors that you must consider. In order to make sure that Zurmo is the best crm solution for your small business, take a look at our guide below.

Main Features Of Zurmo

Zurmo offers comprehensive crm features like:

  • Automatic data capture
  • Lead Management
  • Opportunity Management
  • Customizable Sales Process
  • Configurable Reports and Dashboards
  • Case Management
  • Account and Contact Management
  • Task Management

Zurmo Review - Sales Force Automation Features & Rating

Sales Force Automation Features Rating
Contact & Account Management
86%
Partner Relationship Mgmt. (PRM)
89%
Opportunity & Pipeline Mgmt.
87%
Task / Activity Management
83%
Territory & Quota Management
87%
Desktop Integration
73%
Product & Price List Management
87%
Quote & Order Management
87%
Customer Contract Management
93%

Zurmo Review - Marketing Automation Features & Rating

Marketing Automation Features Rating
Email Marketing
90%
Campaign Management
87%
Lead Management
81%
Marketing ROI Analytics
93%

Zurmo Review - Customer Support Features & Rating

Customer Support Features Rating
Case Management
83%
Customer Support Portal
87%
Knowledge Base
90%
Call Center Features
77%
Support Analytics
93%

Zurmo Review - Reporting & Analytics Features & Rating

Reporting & Analytics Features Rating
Reporting
89%
Dashboards
89%
Forecasting
90%

Zurmo Review - Mobile & Social Features & Rating

Mobile & Social Features Rating
Social Collaboration Features
90%
Social Network Integration
77%
Mobile User Support
77%

Zurmo Review - Platform Features & Rating

Platform Features Rating

Zurmo Review - Integration Features & Rating

Integration Features Rating

Alternatives To Zurmo

Looking for an alternative to Zurmo?

Tons of people want crm software to aid their business goals. What is challenging is finding out whether or not the software you choose is right for you. We have compiled a list of other crm solutions that our reviewers voted best overall compared to Zurmo. Based on thousands of datapoints, you can see how Zurmo stacks up to their competitors, and find the best fit for your needs.

The Top Zurmo Alternatives Are Listed Below