Zurmo is a platform that you can use to manage your relationship with your customers. This platform is open source and flexible. You can create this program to meet your specific needs, such as sales, marketing, and customer support. With this program you can automate lead production. You can also set up targeted marketing campaigns. The gamification feature in this program allows users to set their own custom business goals.

Other features of the Zurmo program include tracking the progress of sales opportunities, social and performance user relationship design, monitoring all future events and activities, and improving marketing efficiency and integration with other services. You can automatically configure your day-to-day business processes, such as sending automatic replies, updating your information when you meet certain criteria, tasks, meetings, and more. Sales automation tools enable you to enable opportunities.

The Zurmo tool provides a calendar of meetings, calls, tasks, invitations to participants and a shared calendar where users can view affiliate programs. Email tool helps you to automatically archive personal and group emails and incoming emails are automatically linked to relevant records. Also email templates, email signatures, email filters, bulk emails, etc. are other services of this tool. Other features of this program include analysis tools, workflow, dynamic shapes, data privacy management, and export to Excel.