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What is Zurmo?

While customer relationship management (CRM) systems are equipped with a variety of features aimed at boosting business efficiency, many users report dissatisfaction with their overall experience. They often find the process of integrating and using a CRM to be frustrating and laborious, largely due to challenges such as a significant learning curve, the need for repetitive data entry, and a general lack of intuitiveness. Consequently, many CRM systems struggle to maintain momentum after their initial setup. In light of these challenges, an important question arises: how can organizations improve their engagement with CRM systems? One promising solution is the adoption of a socially integrated and gamified CRM platform. By adding these elements, users are generally more inclined to interact with the software, taking pleasure in routine tasks and thereby boosting their productivity throughout the workday. For instance, Zurmo stands out as an innovative open-source CRM that has taken the lead in integrating gamification techniques, skillfully merging motivational strategies with essential sales automation functions to enhance user involvement. This method not only aids in retaining users but also encourages a spirit of collaboration where teams can work together more effectively, fostering a more positive workplace culture. Ultimately, investing in a CRM that prioritizes user experience could lead to lasting success and higher satisfaction levels among team members.

What is Open Loyalty?

Open Loyalty is a leading API-driven platform designed to implement large-scale gamified loyalty programs that enhance Customer Lifetime Value. Over the past seven years, we have partnered with over 100 enterprises across 43 nations, helping them cultivate enduring customer connections through the innovative use of gamification and personalized experiences. Renowned global names such as Heineken, JTI, limango, Intersport, and ALDO rely on Open Loyalty’s flexible architecture to incorporate loyalty mechanisms into their existing systems without the complications associated with developing solutions from the ground up. Our value proposition is anchored in three primary pillars: 1) Enhancing CLV: Foster long-term customer loyalty through engaging gamified strategies. 2) Optimizing ROI: Minimize dependency on discounts by employing captivating strategies that do not impact profit margins. 3) Effortless integration: Our API-first framework guarantees smooth integration within intricate technological environments. As a member of the OEX group, which comprises 15 companies and boasts €167.3M in revenue and €17.7M EBITDA for 2023, Open Loyalty has earned accolades from both Google and Deloitte for its capacity to scale and its readiness for enterprise-level deployment. This recognition underscores our commitment to delivering robust solutions that drive business success.

Media

Media

Integrations Supported

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook

Integrations Supported

Gmail
Google Analytics
Google Workspace
InterServer
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EspoCRM

Date Founded

2010

Company Website

www.espocrm.com/open-source/zurmo/

Company Facts

Organization Name

Open Loyalty

Date Founded

2017

Company Location

Poland

Company Website

www.openloyalty.io

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Loyalty Management

CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
White Label

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