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.
All of the information about software you see reviewed on FindBusinessTools come from our partners, some of whom we have an affiliate relationship with. These partners do not control the content on the page beyond providing us with datapoints to ensure that (as far as possible) the information in our database is accurate. The datapoints provided are used to calculate a rating based on what we beileve has the most benefit to their users. Our proprietary rating algorithm takes all of the datapoints to generate the rating. This keeps things fair and removes human bias to ensure that our users can compare business tools easily and find the best ones for their needs. Any information shown on FindBusinessTools that has not been provided by the company has been obtained from public domain sources.
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 | |
| Ease Of Setup Rating | |
| Ease Of Use Rating | |
| Customer Support Rating |
Zurmo Guide for 2022 – Quick Summary
| 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 full Zurmo Guide covers everything you will need to learn about implementing Zurmo. Good crm software can not only help your business to become more efficient and thrive but also give you a platform that can provide you profits. If you want to earn profits, you must ensure you are using a good piece of crm software.
There is no sure-fire way to guarantee profits; therefore, you should carefully assess your crm software before you choose it. It's a frequent misconception that all crm software is the same, but that is not correct. Wrong judgment, in the beginning, can put your business at risk.
Zurmo is a piece of crm software which has paved its way successfully. Within this review of Zurmo, we have attempted to collate a number of the vital aspects. This review will allow you to understand whether Zurmo is a good match for your business or not. We have tried to breakdown all of the qualities and charges for your advantage.
How To Choose The Best Crm Software For Your Business
When deciding whether Zurmo is the best crm software for your business there are 5 things to consider and do to make the right choice:
- Detail Out what you need to achieve from using Zurmo
- Does Zurmo achieve your needs as a full Crm platform?
- Fully research the Zurmo crm platform and tools. Do the Zurmo tools and resources align with your business needs?
- Detail Out the budget available to implement a new Crm solution and does the offerings from Zurmo offer the features you need within the budget.
- Register 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 professional suite of crm software created by Zurmo, Inc. and is aimed at small to enterprise sized organisations.
Zurmo, Inc. was founded in 2019 in Chicago, IL
Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified.
Does Zurmo Offer A Free Trial?
Sadly 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 A Leading Crm Solution Available?
Crm providers vary from 1 man bands to giant companies; There is a lot out there. However, when it comes to selecting a professional crm solution, there are several factors that you must factor in. To be able to ensure that Zurmo is the corrrect crm solution to your small business, check out our guide below.
Main Features Of Zurmo
Zurmo offers professional 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 |
|
Partner Relationship Mgmt. (PRM) |
|
Opportunity & Pipeline Mgmt. |
|
Task / Activity Management |
|
Territory & Quota Management |
|
Desktop Integration |
|
Product & Price List Management |
|
Quote & Order Management |
|
Customer Contract Management |
|
Zurmo Review - Marketing Automation Features & Rating
| Marketing Automation Features | Rating |
| Email Marketing |
|
Campaign Management |
|
Lead Management |
|
Marketing ROI Analytics |
|
Zurmo Review - Customer Support Features & Rating
| Customer Support Features | Rating |
| Case Management |
|
Customer Support Portal |
|
Knowledge Base |
|
Call Center Features |
|
Support Analytics |
|
Zurmo Review - Reporting & Analytics Features & Rating
| Reporting & Analytics Features | Rating |
| Reporting |
|
Dashboards |
|
Forecasting |
|
Zurmo Review - Mobile & Social Features & Rating
| Mobile & Social Features | Rating |
| Social Collaboration Features |
|
Social Network Integration |
|
Mobile User Support |
|
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 help with business goals. What is difficult is finding out whether or not a piece of 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 business.
The Top Zurmo Alternatives Are Listed Below