Zurmo

Additional features

Free and effective open-source software

Highlights the cost-free nature and efficiency of the platform. This makes it an attractive option for budget-conscious businesses.

Flexibility and highly customizable solutions

Emphasizes the platform's adaptability to specific industry needs. This allows for tailored deployments.

Streamlines the sales, marketing, and customer support aspects of your business

Integrates key customer-facing operations into one system. This improves efficiency and collaboration.

Track the status of every deal

Allows monitoring the progress of sales opportunities. This helps in managing the sales pipeline.

Automate lead generation

Provides tools to automatically capture and manage new potential customers. This improves marketing efficiency.

Create targeted marketing campaigns

Enables the development and execution of specific marketing initiatives. This helps in reaching the right audience.

Enhance your customer service quality

Offers features to improve support interactions and customer satisfaction. This focuses on retaining customers.

Stay updated on important tasks, calls, and recent changes

Provides notifications and overviews of key activities. This ensures users are informed.

Effective Workflow and BPM functionality

Offers tools to automate business processes. This saves time and reduces manual work.

Can be configured to automate all of your mundane business processes (such as sending auto-replies, updating information when certain criteria are met, creating follow-up calls, meetings, tasks, etc.)

Lists examples of automatable tasks. This illustrates the power of the workflow engine.

Save your employees a lot of time that can be used to focus on your business’s most valuable asset – on your customers

Highlights the benefit of automation in freeing up employee time for customer engagement. This emphasizes customer-centricity.

Beginner-friendly, easy-to-use, and intuitive user interface

Describes the platform's usability for a wide range of users. This ensures smooth adoption.

Assures a smooth and fast onboarding both for experienced CRM users and newbies

Emphasizes the ease of getting started with the system. This reduces training time.

Ability to be seamlessly integrated with your mailbox, Google/Outlook Calendars & Contacts, Mailchimp, telephony providers, or any other third-party apps you use with the help of simple-to-build and effective Rest APIs

Details the integration capabilities with various external services. This provides a connected ecosystem.

Rest APIs

Offers a standard method for connecting the CRM with other software. This allows for custom integrations.

Creates both a perfect working ecosystem for your employees where they can find and access data they need in a few clicks

Highlights the ease of data access for users. This improves efficiency.

Creates a harmonious environment where your business can grow and flourish

Aims to foster a positive and productive work environment that supports business growth. This emphasizes the overall impact of the CRM.

Demo

Provides a way to see the software in action before committing. This allows for evaluation.

Free Trial

Offers a period to use the software without charge. This allows hands-on testing.

Cloud

Indicates a web-based deployment option. This provides accessibility and reduces infrastructure needs.

Download

Offers the ability to obtain and install the software locally. This provides control over hosting.

Personal Demo

Suggests a tailored demonstration of the software's features. This allows for specific needs assessment.

Real Estate Extension

Indicates a specific add-on for the real estate industry. This shows industry-specific solutions.

Install on Windows, OS X, Linux

Lists the compatible operating systems for local installation. This provides deployment flexibility.

Features

A general link to the platform's functionalities. This allows users to explore all capabilities.

Service Request

Likely a module for managing customer support or service inquiries. This is important for customer service.

Supported Languages

Indicates the availability of the software in multiple languages. This caters to a global user base.

Community Forum

Provides a platform for users to interact, ask questions, and share knowledge. This fosters a support network.

Documentation

Offers guides and information on how to use the software. This aids in user learning and troubleshooting.

Video Tutorials

Provides visual guides for using the software. This caters to different learning styles.

Hints & Tips

Offers advice and best practices for using the software effectively. This helps users maximize the platform's potential.

CRM Solutions

A general category outlining the software's role in customer relationship management. This clarifies its purpose.

Blog

Provides updates, insights, and information related to the software and CRM in general. This keeps users informed.

What is CRM?

Educational content for users new to CRM. This aids in understanding the benefits of CRM.

Contacts

A module for managing customer and prospect information. This is a core CRM function.

For Investors

Information relevant to stakeholders. This is for company-related communication.

Trademark

Legal information about the software's branding. This protects intellectual property.

Extension License

Details the terms for using add-on modules. This clarifies licensing for additional features.

Terms of Service, Privacy Policy, Cookies Settings, Refund Policy

Legal documents outlining user agreements and data handling. This ensures transparency and compliance.

About Us

Information about the company behind the software. This provides context and builds trust.

Follow us (social media icons)

Links to the company's social media profiles. This allows users to stay connected.

Increase your company’s profitability through building customer loyalty by using our open source sales tool

Highlights the business benefits of using the software. This emphasizes ROI.

Open source sales tool

Describes the software's nature and primary application. This clarifies its core functionality and licensing.