Zurmo
22 reviews
- 1 profiles
- 1 categories
Average star rating
4.5
Serving customers since
2011
Zurmo Reviews
JV
Jonas V.
Non‑Profit Program & Donor‑Engagement Operations ManagerZurmo consolidates nonprofit donor data but falls short on grant‑ready reporting for environmental groups
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.
LD
Luis Josué D.
Collections Team Lead | Health Systems | Finance Operations | Philips Healthcare |Intuitive CRM with Room for UI Improvements
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.
MT
Minkel T.
Senior Risk & Compliance ManagerOptimizes Compliance with Customizable Fields
The customizable data fields are a huge plus for our insurance operations, we can configure them to match GDPR and local insurance regulations. Its comprehensive audit trail fully records every data modification, which is essential for official compliance audits. The centralized dashboard lets our team pull up client files and risk assessments instantly. Setup was manageable, and the whole team was up and running with daily operations in under a week.
About
What is Zurmo?
Zurmo Inc is a company that specializes in providing open-source customer relationship management (CRM) solutions. Their platform, Zurmo CRM, is designed to be user-friendly and customizable, offering a range of tools to help businesses manage customer interactions, streamline sales processes, and enhance customer service. Key features include gamification elements to boost user engagement, social CRM capabilities, and a mobile-friendly design. Zurmo emphasizes flexibility and accessibility, allowing businesses to tailor the software to their specific needs.
Details
Year Founded
2011
Website
www.zurmo.com