Last Updated
Overview
Zurmo is a gamified CRM offering reporting analytics, contact tracking, and workflow automation. It interlinks gamification tactics with salesforce automation functionality, though development updates appear infrequently. The software offers customization options and integrated marketing tools to support efficient sales and marketing execution.
Overall Rating
Based on 9 users reviews
4.7
Rating Distribution
Positive
89%
Neutral
11%
Negative
0%
Starting Price
Custom
Zurmo Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Zurmo?
Zurmo software (now known as EspoCRM) is contact and lead management software that tracks interactions across the sales cycle. It allows deal progression with activity and task tracking, and marketing tools that support email campaigns, autoresponder templates, and lead capture forms. Zurmo’s workflow automation triggers alerts, notes, and task creation while gamification introduces points, badges, levels, and missions tied to user actions. Built on PHP/Yii and MySQL, Zurmo supports multiple languages and encourages user adoption through an engaging interface.
Zurmo Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Zurmo Integrations
Zurmo software integrations are as follows:
Who Is Zurmo For?
Zurmo is suitable for the following sectors and industries:
- Small and medium-sized businesses
- Sales and marketing teams
- Development teams
- Management team
- Software houses for game development
- Gaming industry
- IT industry
Is Zurmo Right For You?
Zurmo is suitable for businesses aiming to increase CRM adoption and drive productivity through gamified incentives. It provides sales opportunity tracking, workflow automation, and built‑in marketing features that are especially helpful to sales and marketing teams focused on lead and opportunity tracking. Customizable dashboards, social collaboration, and multilingual support enhance flexibility and team engagement. The software’s open‑source architecture and active user base offer a scalable, budget‑friendly CRM solution for growing teams.
Still doubtful if Zurmo is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
Zurmo Features
Zurmo incorporates points, badges, levels, and missions tied to CRM actions. It rewards motivate users, encourages continuous engagement, and is designed to reduce typical CRM resistance and improve user adoption.
The software offers visual drag‑and‑drop pipeline tracking and configurable stages through sales force automation. This is complete with probability of closure calculation to provide efficient feedback to the users.
The platform provides automatic email alerts, task creation, and note generation based on defined events. Reduces manual data entry and enhances consistency. Supports custom rule definitions for process automation
The system supports email campaign creation, autoresponder scheduling, templates, and lead‑capture forms embedded in websites that include basic segmentation and tracking in turn enabling targeted outreach and follow‑ups.
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