Zurmo is a customizable customer relationship management system with open source (CRM) for small businesses. It offers applications for managing contacts, automating sales and automating marketing. The solution allows users to track the progress of contacts throughout the life cycle. This allows users of different departments to see where the contact came from and where it is going.

Zurmo's sales application includes a customizable pipeline with drag-and-drop capabilities, helping sales representatives visualize and manage processes and transactions. Marketing modules include e-mail marketing campaigns, autoresponder schedulers and template developers for creating and implementing capture forms on user websites.

Zurmo offers workflow automation functionality, such as initiated e-mail notifications and notification generation. Zurmo also includes additional game elements such as leveling, goggles and badges for recognizing high performers and encouraging future successes. It also provides reporting functions that help users create and share reports with the creation of three-dimensional graphs, pie charts, etc.