Zurmo Reviews & Product Details

I like how Zurmo CRM is incredibly adaptable to our needs at Riverfront Regional Broadcast. Its flexible custom fields work perfectly with our broadcast ad inventory workflows, allowing us to build dedicated fields for logging radio airtime slots, stream ad placements, and contract expiration dates for local advertisers. The customizable sales pipeline builder is fantastic; we can tailor it specifically for broadcast ad inventory deals with unique stages for ad proposal drafts, airtime reservation, contract signing, and post-campaign reporting. Having that level of customization without complex coding is invaluable for our lean team without a dedicated IT department. Importing ad buyer contacts and setting up custom fields was manageable, and once configured, the system ran smoothly, providing a centralized hub to manage our radio and streaming ad inventory. Overall, it helps keep our ad sales workflow transparent and avoids costly double-bookings with our limited live broadcast inventory. Review collected by and hosted on G2.com.

Zurmo lacks robust native reporting for broadcast ad performance, and its third-party integrations are limited, which creates headaches for our lean team with no IT support. For example, we cannot auto-generate consolidated reports showing airtime spots and ad delivery metrics for our local radio advertisers. We have to manually export Zurmo data and combine it with our broadcast scheduling spreadsheet. Also, connecting Zurmo to our live stream scheduling platform requires custom API work, which we cannot easily manage, adding manual data entry before our on-air deadlines. Review collected by and hosted on G2.com.

I really like Zurmo's native gamification features combined with its flexible drag-and-drop sales pipeline. Setting up leaderboards and point rewards for our field reps when they log site visits or update deal stages really motivates our wholesale sales team to keep records up to date. I also appreciate how easily I can adjust pipeline stages and organize prospect data for CCPA record reviews, maintaining compliance without hassle. Review collected by and hosted on G2.com.

Zurmo’s native reporting tools feel limited for our wholesale distribution metrics. Building custom deal or rep performance reports takes extra manual work, and exporting data can be buggy at times. The mobile interface is also clunky for our field sales reps updating leads on-site. I also wish it offered finer permission controls to simplify our CCPA data access audits. Review collected by and hosted on G2.com.

Zurmo offers a comprehensive CRM solution tailored for nonprofits, with features like customizable fields, task reminders, and centralized data management. However, its reporting capabilities and data export stability need enhancement to fully support the demanding requirements of environmental grant reporting. Review collected by and hosted on G2.com.

What I appreciate most are Zurmo’s configurable custom fields and practical task reminder functions, which fit our environmental non‑profit workflows. We build custom fields to log donor giving tiers, grant compliance notes and volunteer participation details for our river cleanup projects. Task alerts notify our team to follow‑up with major donors and schedule community outreach activities. For our lean 11‑50‑person team with no dedicated IT, these features help us stay on track amid demanding grant reporting cycles. Review collected by and hosted on G2.com.

I like that Zurmo is easy to navigate and keeps customer information organized in one place. The intuitive navigation makes it easy to find customer records, opportunities, and activity history without wasting time searching through different screens. Review collected by and hosted on G2.com.

One area that could be improved is the user interface, which feels somewhat dated compared to newer CRM platforms. Review collected by and hosted on G2.com.

What I really like about Zurmo is how it makes using a CRM more engaging with its gamification features. It’s also open-source, so it’s super flexible to customize, and the clean, simple interface makes it easy for anyone to get started and actually enjoy using it. Review collected by and hosted on G2.com.

While Zurmo has some great features, it can feel a bit limited compared to more modern CRMs—especially when it comes to advanced integrations or out-of-the-box features. Also, since it’s open-source, setting it up and customizing it might need some technical know-how, which can be a bit tricky for non-tech users. Review collected by and hosted on G2.com.

Great tool, self-hosted is great for small businesses, and it has some great features like gamification which you don't find out-of-the-box on larger, paid CRMs Review collected by and hosted on G2.com.

One thing I do not like about its platform is they charge you up for assisting customer, otherwise nothing to dislike about. Review collected by and hosted on G2.com.

Zurmo is one of the best open source CRM available, that's what I feel. It's highly customizable and that gives me freedom to keep a track and better productivity on my tasks. Really powerful system and reliable. Review collected by and hosted on G2.com.

Very few bugs can be seen but they don't really seem to be a problem. Also back end team could work on the same to solve those tiny bugs. Also it kinda lags but that happens rarely. Review collected by and hosted on G2.com.

Zurmo helps salesmen picture and oversee cycles and arrangements. It likewise gives announcing highlights that assist clients with making and offering reports by making 3D diagrams, pie graphs, doughnuts, from there, the sky is the limit. Review collected by and hosted on G2.com.

Zurmo at some point doesn't answer as it ought to. Review collected by and hosted on G2.com.

This CRM was okay, and most people that tried it were able to figure things out, but what our IT guys really loved was that it's open source. That didn't matter to most people though. Review collected by and hosted on G2.com.

Nothing about it really stood out. Just seemed like another option that offered nothing particularly special Review collected by and hosted on G2.com.

The best thing is that this application is open source so anyone can download it Great user interface and interactive gaming elements Review collected by and hosted on G2.com.

Sometimes it lags but overall its good and able to do what its meant for Review collected by and hosted on G2.com.