# Zurmo Reviews **Vendor:** Zurmo **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 18 ## About Zurmo Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system with the assurance that future updates are not going to break your installation. ## Zurmo Pros & Cons **What users like:** - Users praise the **ease of use** of Zurmo, noting its simple interface that enhances the overall CRM experience. (1 reviews) - Users appreciate the **easy customization** of Zurmo, enhancing engagement and making CRM usage enjoyable for everyone. (1 reviews) - Users appreciate the **easy setup** of Zurmo, enjoying its simple interface and engaging features right from the start. (1 reviews) - Users love the **flexibility** of Zurmo, enjoying its customizable features that enhance their CRM experience. (1 reviews) - Users love the **clean and simple interface** of Zurmo, which enhances the overall user experience. (1 reviews) **What users dislike:** - Users find that Zurmo requires **technical expertise** , making setup and customization challenging for non-tech individuals. (1 reviews) - Users find **integration issues** with Zurmo, as it lacks advanced integrations compared to modern CRM platforms. (1 reviews) - Users find Zurmo has **missing features** , especially in advanced integrations and ease of setup for non-tech users. (1 reviews) ## Zurmo Reviews ### 1. My Take on Zurmo" **Rating:** 5.0/5.0 stars **Reviewed by:** Ganesh M. | Business Development Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Zurmo?** 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. **What do you dislike about Zurmo?** 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. **What problems is Zurmo solving and how is that benefiting you?** "Zurmo helps solve the common problem of low user engagement with CRMs. By making it more interactive through gamification, it actually motivates teams to use the system regularly. It also solves the issue of rigidity in traditional CRMs—the open-source setup means we can tweak it to fit our exact needs. For me, that means better tracking of customer interactions, smoother workflows, and more accurate data without needing to chase people to update the system." ### 2. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Shashi G. | District Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2022 **What do you like best about Zurmo?** 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 **What do you dislike about Zurmo?** One thing I do not like about its platform is they charge you up for assisting customer, otherwise nothing to dislike about. **Recommendations to others considering Zurmo:** Nice **What problems is Zurmo solving and how is that benefiting you?** This software is open source and highly customizable, allowing businesses to pick and choose which management features they want to use. ### 3. Alpha-customizable CRM. Loved it **Rating:** 5.0/5.0 stars **Reviewed by:** Pranjal P. | Business Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2022 **What do you like best about Zurmo?** 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. **What do you dislike about Zurmo?** 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. **Recommendations to others considering Zurmo:** Well if you are into market research,sales, lead Management, digital marketing (for analysis) you can go for this. Easy to use as its highly customisable **What problems is Zurmo solving and how is that benefiting you?** By using this CRM, I am easily working on my leads and also in market analysis. It also helps me in contacting my customers and managing those contacts. This has impacted positively on my performance. ### 4. Zurmo is an awesome software **Rating:** 5.0/5.0 stars **Reviewed by:** Shahid W. | Associate Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Zurmo?** 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. **What do you dislike about Zurmo?** Zurmo at some point doesn't answer as it ought to. **Recommendations to others considering Zurmo:** From my experience base, I strongly prescribe it to other people. **What problems is Zurmo solving and how is that benefiting you?** The extraordinary advantage that Zurmo has, is including a discretionary component of gamification. it is mended to effectively oversee and manage clients. It is a Platform to monitor client and applications correspondence. ### 5. Open source option for the techie individuals **Rating:** 3.0/5.0 stars **Reviewed by:** Sean S. | B, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Zurmo?** 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. **What do you dislike about Zurmo?** Nothing about it really stood out. Just seemed like another option that offered nothing particularly special **Recommendations to others considering Zurmo:** If you have a lot of computer tech type people this may be the CRM for you. **What problems is Zurmo solving and how is that benefiting you?** Managing sales pipelines, contacts, open quotes, etc ### 6. Great CRM application **Rating:** 5.0/5.0 stars **Reviewed by:** Amy k. | software engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Zurmo?** The best thing is that this application is open source so anyone can download it Great user interface and interactive gaming elements **What do you dislike about Zurmo?** Sometimes it lags but overall its good and able to do what its meant for **What problems is Zurmo solving and how is that benefiting you?** Using this tool for marketer analysis and customer contact management ### 7. it was really good **Rating:** 4.5/5.0 stars **Reviewed by:** BALPREET S. | Call Center Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2021 **What do you like best about Zurmo?** easy to use, friendly interface, customer service best **What do you dislike about Zurmo?** bugs, lags, sometimes not responding to what I need. **What problems is Zurmo solving and how is that benefiting you?** Zurmo provides specialized customer relationship management to the business, it is helpful in managing all aspects of customer relations. Some benefits includes marketing campaigns, activity and contact management etc ### 8. zurmo excellent open-source CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2021 **What do you like best about Zurmo?** Presented packaged easy to use, many options available to accompany the project. The interface is very good. I would suggest that it is good for small businesses. **What do you dislike about Zurmo?** I think the free version has limited support, and also the updates for the free version have fallen behind compared to the paid one. **What problems is Zurmo solving and how is that benefiting you?** Zurmo provides specialized customer relationship management for the company, it is useful in managing all aspects of customer relationships. Some benefits include marketing campaigns, activity and contact management, etc. ### 9. Great product! Highly Recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Zurmo?** Zurmo was very intuitive and easy to use. **What do you dislike about Zurmo?** There isn't anything that I dislike about it. **Recommendations to others considering Zurmo:** I would highly recommend for lead and sales tracking. **What problems is Zurmo solving and how is that benefiting you?** Getting organized has always been an issue. Zurmo makes organizing our workflow easy and efficient. ### 10. Zurmo excellent open source CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammad A. | Associate Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Zurmo?** Featured packed easy to use, lots of options available to keep track on fot the project. The interface is quite good. I would suggest it's good for small business. **What do you dislike about Zurmo?** I think free version has limited support, also updates for free version lagged behind the paid one. **Recommendations to others considering Zurmo:** It's the best CRM just go for it **What problems is Zurmo solving and how is that benefiting you?** Zurmo provides specialized customer relationship management to the business, it is helpful in managing all aspects of customer relations. Some benefits includes marketing campaigns, activity and contact management etc ### 11. Zurmo Best **Rating:** 4.0/5.0 stars **Reviewed by:** Eugeniu I. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Zurmo?** Intuitive and easy to use as a platform. We like the gamification process. **What do you dislike about Zurmo?** There is a learning curve as per any CRM platforms **Recommendations to others considering Zurmo:** Just try it, I know you will like it. **What problems is Zurmo solving and how is that benefiting you?** Good Platform to keep track of clients and app thir corespondence. ### 12. Zumbo is really great !! **Rating:** 4.5/5.0 stars **Reviewed by:** Salih k. | Computer engineer , Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2020 **What do you like best about Zurmo?** I can say that the use of the interface is really simple and understandable. It meets all my needs and we can say that it is really user-friendly. Anything you want to do can be done instantly with Zurmo and you don't need other programs. **What do you dislike about Zurmo?** Although it is sad to have occasional stutters, I can say that we are generally satisfied. **What problems is Zurmo solving and how is that benefiting you?** The fact that everything that we usually get errors in other programs and which is very difficult and incomprehensible by the user is wonderful in Zurmo puts us in the foreground in terms of speed and cost. ### 13. Gamified CRM you are going to love. **Rating:** 5.0/5.0 stars **Reviewed by:** Emma J. | Senior Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2019 **What do you like best about Zurmo?** CRMs are great platform whenever you want to have a great customer relation between business and client. Zurmo is not only great at great customer support but I find it perfect for our business as a sales management tool which has improved my business from a large margin. The Product automation and marketing automation are great features helps in keeping a track of my sales and make appropriate decisions just according to the stats. **What do you dislike about Zurmo?** The only thing that is a bit odd is that they charge you up for customer support response even if the query is just a small one and if you have more you have to pay even more just to get help into actually trying to install and use this platform for yourself. **What problems is Zurmo solving and how is that benefiting you?** As a sales management tool, I find that Zurmo stands out from the rest with its amazing gamified features, the goals and task achievement for sales progress have been extremely improved. The elements of gamification like leveling points and badges make the platform fun-filled for the employees to put their efforts into completing the assigned tasks. ### 14. Awesome CRM with gamified goals for productivity. **Rating:** 5.0/5.0 stars **Reviewed by:** Laura J. | Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2019 **What do you like best about Zurmo?** I love using Zurmo for our business as it is a great platform that provides services to all kinds of business scales with a very user-friendly interface. Its features of Salesforce automation, as well as marketing automation, helps and ensures my business to achieve higher success rates and track the sales of my business. **What do you dislike about Zurmo?** I mean the one thing I feel insane about their platform is they charge you up for customer support even if the query is just a small one and if you have more you are going to empty your pockets just to get help into actually trying to install and use this platform for your use. **What problems is Zurmo solving and how is that benefiting you?** I find that the gamified elements has motivated and peaked up the interest of my employees into getting higher point than other colleagues, which eventually helps, in great business growth in a very fun way. These elements consist of badges, leveling points, etc that create a determination in the employee to achieve their assigned task with the highest score. ### 15. “Sales force automated Customer Relationship Management app” **Rating:** 5.0/5.0 stars **Reviewed by:** Munro L. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2019 **What do you like best about Zurmo?** I really love how Zurmo is available for all businesses like mine whose entire work flow depends upon sales and marketing. I really enjoy using Zurmo as my CRM app because it is very easy to use and navigate. Zurmo has really helped in in managing detailed records of contacts. Zurm is a great platform that helped in my business growth with its sales force and marketing automation **What do you dislike about Zurmo?** I find the gamification feature to be a bit childish in the line of serious business. Linux for the upgrade and installation might possess difficulty for people who are not familiar. The support services charge money even for the basics of things. **What problems is Zurmo solving and how is that benefiting you?** I think Zurmo really helps in keeping a track record of business's functional growth activities by keeping tasks, meetings, and notes in one place of reach. The gamification was an interesting element to choose, as a lot of my workers find it fascinating to achieve their goal via motivation of badges and leveling points. ### 16. “Open source, gamified Customer Relationship Management app” **Rating:** 5.0/5.0 stars **Reviewed by:** Jannifer J. | Senior Electrical Engineer, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** December 03, 2019 **What do you like best about Zurmo?** The advantages of Zurmo are great as it is a platform not restricted to certain bossiness but an easy to use and customizable app for all. Zurmo’s user-friendly features allow easy and detailed contact management, keeps all the activities in check by keeping all the meetings, tasks, notes, and attachments in one place. Salesforce automation and marketing automation are features that ensure higher success rates while managing and tracking sales of the business. **What do you dislike about Zurmo?** Linux for the upgrade and installation might possess difficulty for people who are not familiar. The support services charge money even for the basics of things. **What problems is Zurmo solving and how is that benefiting you?** Zurmo’s CRM is a great platform that allows awesome workflow with automation functionality, such as making notes and activating email alerts. One great benefit that Zurmo possess, is including an optional element of gamification. These elements could be badges, leveling points etc. this ensures to encourage higher performances and future success rates are persuaded. ### 17. The Finest app to run any business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2020 **What do you like best about Zurmo?** Zurmo is very useful app for managing a business upto it's best extent. **What do you dislike about Zurmo?** Zurmo requires enough time to be managed properly and easily. **Recommendations to others considering Zurmo:** I recommend everyone to use Zurmo as it has many Good and effective benefits of using this app. **What problems is Zurmo solving and how is that benefiting you?** Zurmo has many benefits as we can maintain Good relationship with our customer with the help of this app not only this but also we can manage our business profile in a very good manner which are very effective and Good for a business. ### 18. Best for small scale and medium scale business **Rating:** 4.5/5.0 stars **Reviewed by:** Shruti K. | Sales Employee, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2019 **What do you like best about Zurmo?** very nice to manage clients free and open source CRM support **What do you dislike about Zurmo?** installation was difficult and had to pay for little help too and devolopmen is ceasing **What problems is Zurmo solving and how is that benefiting you?** it healed to easily manage and deal with clienrs ## Zurmo Discussions - [Future features?](https://www.g2.com/discussions/zurmo-future-features) - 1 comment, 2 upvotes - [View Zurmo pricing details and edition comparison](https://www.g2.com/products/zurmo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+10%3A37%3A46+-0500&secure%5Bsession_id%5D=cba5fec3-aba0-4457-8bf9-3f2f680c83a2&secure%5Btoken%5D=2e4efc91a32bc71fc1e33c905ab494fbef7bfd4e65666665054f10950f59f778&format=llm_user) ## Zurmo Features **Sales Force Automation** - 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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Zurmo Alternatives - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,579 reviews)