OpenCRM

RATING:

4.5

(281)

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, ...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

OpenCRM Pricing

The price is £39 per month (per user) No hidden features or modules! No paywalls! £39.00 per month gets you access to everything OpenCRM has to offer

Starting price: 

£39.00 per month

Free trial: 

Available

Free version: 

Not Available

OpenCRM leads
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OpenCRM Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for OpenCRM

1 - 5 of 280 Reviews

User Profile

Michael

Verified reviewer

Internet, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

A fantastic CRM

I decided to go with OpenCRM to keep track of my business admin. I have found it indispensable for managing my projects, contacts and invoices. I previously relied on spreadsheets and text files, but the move to OpenCRM has helped tie everything together.

PROS

Keeping track of projects and invoices, simplicity, ease of use, calendar functionality, integrations , customer service and help

CONS

When I was first setting up, things took a while as I am quite a basic user. There were a lot of settings to switch off that I didn't need.

Reasons for switching to OpenCRM

It was becoming far too unwieldy.

Vendor Response

Thank you so much for leaving your review, Michael! It's a pleasure to have you as part of the OpenCRM community Reach out to us if we can do anything else for you at all

Replied April 2021

Sophie

Biotechnology, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2024

Don't be scared, dive in

I am very pleased with the support and ease of use.

PROS

OpenCRM is very intuitive and if there is anything you're not sure about, customer support is very responsive and knowledgeable.

CONS

There seems to be inconsistencies with our email syncing with OpenCRM's helpdesk. but this may be pilot error.

Reasons for switching to OpenCRM

Needed more functions and was recommended OpenCRM by our IT people.

Vendor Response

Thank you so much for leaving such an awesome review, Sophie! It's very much appreciated! We also want to say thank you for making the wider world aware of the intuitive nature of OpenCRM and, of course, our 5-star rated customer support! Thank you again, you know where to find us if you need any help in the future :-)

Replied June 2024

Alex

Hospital & Health Care, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2024

Open CRM Platform Review

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.

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

Oliver

Retail, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2024

Excellent product

Overall very happy but improvements are always needed!

PROS

Excellent how all the contacts are stored in one place and connected to each sales order/invoice/purchase order! Easy to look back at history when dealing with a customer. Would recommend as great support always received via the online chat!

CONS

Can be a bit clicky trying to locate certain things. Under a contact tab to find the sales order have to click on a lot across the bottom and this can not be moved to make less clicks. Also the same problem with payments. The duplication settings in contacts can also not be set after you have started using it. The email marketing can also be tricky having to rely on stripo but its not the end of the world.

Vendor Response

Thank you so much for your review, Oliver; there are a few things to unpack here. Firstly, thank you very much for highlighting our interconnected echo system within OpenCRM and, of course, our 5-star support. From your review, it sounds like you might still be using the subtabs across the bottom of your modules. I wonder if you have tried using the newly introduced Time Line instead. We have found it much easier to navigate a record's connections and history by using the Time Line. If you'd like some help with this, please give us a shout on support or reach out to your account manager. Thanks again for your kind words and hopefully, we can get you using your system with a few less clicks :-)

Replied June 2024

Sarah

Publishing, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2024

OpenCRM is easy to use, customisable, and with responsive support.

This is a very adaptable system, perfect for tracking opportunities and planning work tasks. It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and utilised more.

PROS

OpenCRM is easy to use and to customise based on our business needs. System administration is user friendly, so even end users without an IT background can understand and be involved in customisation. There are many user guides available, and, when needed, the customer service is very responsive and helpful. There are many additional modules which can be utilised, such as activity management which integrates with the Calendar and is very helpful for organising workload. I find it very helpful to use the functionality available to create activity plans for opportunities which help to ensure that customer needs are met at optimum times.

CONS

Overall OpenCRM is a great system. My minor frustration has been that there are a limited number of filters in the reports. Although I generally find the number of filters available are sufficient for most purposes.

Vendor Response

Thank you so much for such an awesome review, Sarah! So much good stuff in this one :-) Please don't hesitate to give us a shout if you ever need anything. Have a wonderful day!

Replied June 2024