Zurmo

Review:

Launched in 2010, Zurmo was one of the first platforms to interlace gamification tactics with salesforce automation functionalities to create a social and achievement-oriented CRM solution. The feature lets users set custom business goals and, once completed, receive an instant reward via badges, points, levels, coins, and collection items.

The platform offers customizable sales and marketing tools to efficiently manage opportunities and optimize campaigns. While completely free to use and download, the software is fairly basic and does not feature document storage, territory management, sales analytics, or data importing.

Pros:

• Zurmo's gamification software creates intrinsic motivation to reach ambitious sales and marketing targets.
• The software is free to use and download, making it budget-friendlier than some rivals, such as Pipedrive.
• Users have access to opportunity and lead tracking tools, as well as contact storage for efficient deal management.
• The software is available to download in multiple languages.
• The platform integrates with a range of accounting, calendar, and project management apps.
• Other tools include a Kanban board, custom filtering, workflow management, and team collaboration.

Cons:

• Unlike various competitors, such as Agile CRM, the software lacks sales analytics and reporting tools.
• The platform does not offer document storage, data importing, or multicurrency support.
• Zurmo's software has not been updated in the last two years, which may deter users in search of modern and advanced tools.
• There is no phone or live chat support available.

Reputation:

On G2, Zurmo has a 4.6-star rating based on more than 15 reviews. The majority of users praised its gamification features, customization options, and user-friendly interface. However, two reviewers mentioned that the software lags at times, and another noted a steep learning curve.