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OpenCRM 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Screenshots
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews
  • Popular Comparisons

Overview

OpenCRM
OpenCRM
4.6
(294)

Pricing

Starting at £39.00 per month

About OpenCRM

OpenCRM is a customer relationship management software designed to help businesses in the UK manage administrative operations related to helpdesk, sales, project, inventory, contact, and email marketing. It offers an auto emailing functionality, which lets sales teams pre-schedule emails according to preferences.

Businesses can utilize OpenCRM to track statuses or time spent on tasks and report on the team's progress across projects. Managers can build custom job views. delegate tasks notify staff about to-dos and gain insights into activities on a calendar. Other features include SLA management, integrated customer portal, eSignature, quotation, invoicing, interaction tracking, event management and more.

It provides a mobile application on Android and iOS devices, which lets field teams access and engage with customers even from remote locations. Pricing is available on per user subscriptions.

OpenCRM Screenshots

0
0
1
2

OpenCRM Pricing and Plans

Starting price: £39.00 per month
Free Trial
Free Version

Complete Business

£39.00

per user, per month

Plan includes:

  • 2tb File Storage
  • Access to All the Features Including UK Based Team
  • Fully Customisable
  • GDPR Features
  • Support Included
  • UK Data Centres
  • User Permissions
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OpenCRM Features

  • Popular features found in CRM
    Calendar Management
    Customer Journey Mapping
    Email Management
    Quotes/Estimates
    Reporting/Analytics
    Sales Pipeline Management
    Segmentation
    Task Management
    Territory Management
    Workflow Management
  • More features of OpenCRM
    Activity Dashboard
    Alerts/Notifications
    API
    Calendar/Reminder System
    Calendar Sync
    Campaign Management
    Contact Database
    Contact Management
    Customizable Fields
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Data Security
    Document Storage
    Drag & Drop
    Email Marketing
    Email Templates
    Forecasting
    Interaction Tracking
    Internal Chat Integration
    Lead Capture
    Lead Generation
    Lead Management
    Lead Qualification
    Live Chat
    Marketing Automation
    Mobile Access
    Mobile App
    Opportunity Management
    Pipeline Management
    Referral Tracking
    Reminders
    Reporting & Statistics
    Sales Forecasting
    Sales Reports
    Sales Trend Analysis
    Third-Party Integrations

OpenCRM Integrations

Microsoft Outlook
Microsoft Outlook
Integration rated 3.9 from 13 reviews
ClicData
ClicData
Jotform
Jotform
Mailchimp
Mailchimp
Microsoft 365
Microsoft 365
Sage 50 Accounting
Sage 50 Accounting

See all 11 integrations

OpenCRM User Reviews

Overall Rating

4.6

Ratings Breakdown

5

64%

4

30%

3

6%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.7

Functionality

4.4

GN

Grey N.

Verified reviewer

Staffing and Recruiting

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Old school CRM system. Easy to use but can be over-complicated easily.

4

Previously 3

Ratings Breakdown

4
Ease of use
Previously 3
2
Customer support
4
Functionality
Previously 3
icon
Pros:
Simple, easy to use for the most part but can be over-complicated easily.
Cons:
Reports are very difficult to navigate but once you have them configured they work well.

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AP

Angie P.

Verified reviewer

Education Management

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Great CRM package for small businesses

4

Extremely postitive from the initial sales enquiry, through to setting up and since then daily use.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
This was the first CRM system we have used and it was extremely easy to setup. The support from the team was phenomenal and we were guided and supported at every stage and also since then, support is available at the click of a button and any queries have been resolved straight away, the team are great.
Cons:
It is a basic CRM package and many additional features can only be used via add ons, saying that it is compatible with a lot of add ons and therefore can be easily modified to suit users needs.

Reasons for choosing OpenCRM

It suited our business and business needs and cost was in our budget.

Vendor Response

Thank you so much for your kind words, Angie! We all really appreciate it, and I will make sure to pass on your praise to our support team. If there is anything we can help you with in the future, you know where we are. We hope you have a wonderful day!

Replied June 2024

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AF

Alex F.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 2 years

Reviewed June 2024

Open CRM Platform Review

3

Good experience overall, definitely can improve a bit on user interface hence why a score of 6 in terms of referring. would be an 8 with a more solid user friendly interface.

Ratings Breakdown

3
Ease of use
4
Customer support
4
Functionality
icon
Pros:
It is very customizable and that helps set it up based on user needs
Cons:
its is not great to navigate back on pages, and when creating accounts and trying to attach an account where you have multiple acccounts, when pressing back button you get an error and have to start again.

Vendor Response

Thank you so much for taking the time to leave us this review, Alex. I'm sorry you are experiencing some issues when it comes to record creation and linking. We can advise you on some tips and tricks to stop you from getting frustrated. Give us a shout through our support channels next time you hit an issue and we would be more than happy to take a look for you. Alternatively, we also have heaps of help videos on our YouTube channel that you might also find useful. Thank you again, Alex

Replied June 2024

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MA

Mary A.

Verified reviewer

Medical Devices

201-500 employees

Used daily for less than 2 years

Reviewed June 2024

Great CRM but appearance could be improved

4

Fairly positive, it's not the best on the market but it does the job.

Ratings Breakdown

2
Ease of use
4
Value for money
4
Customer support
2
Functionality
icon
Pros:
Easy to use and customise. Reports are easy to build and maintain. The functionality is very good. The Helpdesk team are on hand to support.
Cons:
The appearance and layout. It is very difficult to read the information on OpenCRM. In Opportunities text boxes are the same text as the titles, there is no differentiation between the text and no outline or bold text.

Reasons for choosing OpenCRM

We already use and element of it within the business.

Reasons for switching to OpenCRM

The search function and reporting were not useful.

Vendor Response

Thank you so much for leaving us a review, Mary! We really appreciate it. If you would like some help with customising your modules to make the layouts a little more useful, please reach out to our support team, we'd be more than happy to help. Thank you again for your review!

Replied August 2024

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KS

Karen S.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used daily for less than 12 months

Reviewed June 2024

Fantastic Business Tool

5

The team at OpenCRM are such a pleasure to work with. Our implementation came with a steep learning curve, but we have felt supported all the way. OpenCRM software has a great user interface and so much potential that we are just starting to tap into. Feeling excited about continuing to improve our efficiency over the coming months as OpenCRM becomes even more central to our business.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Flexibility and great user interface. Ability to create custom workflows. Customizable dashboard.
Cons:
Nothing comes to mind. There was a steep learning curve with the implimentation but we have been well supported.

Reasons for choosing OpenCRM

Suited our business needs better. It was a cost effective, flexible solution.

Reasons for switching to OpenCRM

Sage CRM user interface and lack of mobile app was an issue. It had also become very costly.

Vendor Response

Thank you so much for such a brilliant review, Karen! We really appreciate it when our users take the time to tell the wider world about your positive experiences so, huge thank you again!

Replied August 2024

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AM

Antonia M.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Reviewed June 2024

Great start to use of OpenCRM as our new solution

5

Excellent overall experience with OpenCRM.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The team are great at supporting your transition journey, and the web chat help is incredibly useful. What sold it for us during our decision making process was the clean views, customisability of fields/sections, and the simplicity of the system.
Cons:
If we had to choose anything, it would be that we have noted a few bugs in the software but that is very minor, and the support team have always picked up and logged any incidents incredibly swiftly.

Reasons for choosing OpenCRM

1. [sensitive content hidden] People buy from people and [sensitive content hidden] was relaxed, professional, and knowledgeable2. OpenCRM is the right fit for us in terms of size and complexity3. Price point was most cost effective for our needs.

Reasons for switching to OpenCRM

Salesforce was far too big and complex for our needs and was never implemented/configured correctly for our own ease of use. We needed something smaller, simpler, more budget friendly, and easier to adopt.

Vendor Response

Thank you for leaving us such an awesome review, Antonia, wow, those are some impressive words :-) If there is anything else that we can help you with at all, you know where we are! Have a wonderful day, thanks again

Replied June 2024

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EM

Emma M.

Verified reviewer

Education Management

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Open CRM Review

4

Very positive, quick to respond to issues and solutions to ensure the platform works as we need it to.

Ratings Breakdown

4
Ease of use
3
Value for money
5
Customer support
3
Functionality
icon
Pros:
The live chat allows for quick support to be provided to make changes.
Cons:
We are unable to run reports as we would like to without a large amount of cost or work - we have explored this with the openCRM team a number of times already.

Reasons for choosing OpenCRM

matched our needs best at the time, cost was most competitive

Reasons for switching to OpenCRM

Cost and usability of platform no longer met our needs Company we switched from was Alcumus Exchange

Vendor Response

Thank you so much for taking the time to leave us a review, Emma. I'm very sorry that our reports functionality does not meet your needs without some further paid development. We appreciate you trying to work with us on this. Again, thank you for your excellent review, and please let us know if we can help with anything further.

Replied June 2024

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AB

Anthony B.

Verified reviewer

Computer Hardware

51-200 employees

Used daily for less than 2 years

Reviewed June 2024

Remtek Systems and OpenCRM

5

From the day we initiated contact, they have been fantastic to work with; even when we have given the team emergencies to work with, they have always achieved our goals.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The customisation of the product to allow our Business needs to be met, we aren't industry standard but the system has the capability to be adjust to meet all our needs
Cons:
The limitations in SMS integration, its only available currently in one module

Reasons for switching to OpenCRM

The customisation and freedom to use the system it a multitude of ways

Vendor Response

Thank you so much for leaving us such an awesome review, Anthony! We love it when our users can tell the wider world about our 'can-do' attitude and our 5-star support team. If there is anything else we can do for you, however, just give us a shout through our support channels

Replied June 2024

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CD

Christopher D.

Verified reviewer

Information Technology and Services

Self-Employed

Used weekly for less than 6 months

Reviewed June 2024

UK CRM that does a great job

5

Tremendously helpful support staff. Any questions I have are answered within minutes, and I'm very pleased with my progress to date.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Keeping the data in the UK matters to my clients Being able to integrate with Microsoft 365 is huge The API was simple to use for a past developer like myself
Cons:
I haven't run into anything that I could not do yet

Reasons for choosing OpenCRM

I needed a UK-based CRM where my clients can know that their data is never taken outside of the country.

Vendor Response

Thank you so much for taking the time to leave us such a glowing review! We all really appreciate it here at OpenCRM. If there is anything else we can do for you, please don't hesitate to reach out to us via our normal channels (Phone, Email or Live Chat)

Replied June 2024

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KF

Kelly F.

Verified reviewer

Telecommunications

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Great tool

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Everything is centralised and easy to use/ access.
Cons:
Not having alerts for out of date helpdesk tickets and having to manually check

Reasons for switching to OpenCRM

We switched as the price was more competitive and performance quality

Vendor Response

Thank you so much for your review, Kelly. We really appreciate it. We offer ways to flag tickets within the Helpdesk module when they are approaching or reaching 'overdue'. Please reach out to our support team with this one, as we can certainly help you rectify it within your OpenCRM system. Thanks again and have a wonderful day!

Replied June 2024

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Showing 1 - 10 of 294 Reviews

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