Zurmo

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21 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2011
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Zurmo Reviews

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Star Rating
15
5
1
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Florian T.
FT
Florian T.
Broadcast Operations & Ad Inventory ManagerBroadcast MediaSmall-Business (50 or fewer emp.)
09/15/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Flexible CRM with Customizable Fields, Limited Integrations

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.
Jonas V.
JV
Jonas V.
Non‑Profit Program & Donor‑Engagement Operations ManagerNon-Profit Organization ManagementSmall-Business (50 or fewer emp.)
09/03/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Zurmo 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.
Luis Josué D.
LD
Luis Josué D.
Senior Collections SpecialistHealth, Wellness and FitnessEnterprise (> 1000 emp.)
06/26/2026
Validated Reviewer
Review source: G2 invite

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.

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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