All OpenCRM Reviews
1-25 of 203 Reviews
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Matthew
Verified reviewer
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Great CRM for a small business
As a fairly small organisation, we find Open CRM easy to use with a handful of users. The support team are excellent when we run into any difficulties and is quick to help. I have used a range of CRMs in the past at previous organisations, some 4x the price of Open CRM but I haven't found them to be as effective or user friendly as Open CRM.
CONSThe reporting is a bit confusing and could do with being made simipliar.
Vendor Response
Thank you for taking the time to leave us a review, we really appreciate it! So glad you've found our support team helpful and that you're enjoying using OpenCRM. In terms of reporting, I will make sure to feed your comments back to our interface team. Would you mind replying to the email with some more information of what areas you are finding confusing? It might be that a session with our customer success team can help bridge the gap.
Replied September 2021
Michelle
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2021
Easy to customise
OpenCRM is a fantastic mid-market CRM system, complete with helpdesk, invoicing, quoting, opportunity tracking, lead tracking, project tracking and email campaign functionality. It is certainly great value for money and the team really do care and want to assist you to get the most out of it.
PROSOpenCRM is incredibly easy to use and customise from views, to layouts to templates to workflows. The FAQ articles and support from the team at OpenCRM is fantastic. The product itself is continually developing and each feature enhancement makes it better and better.
CONSOpenCRM doesn't integrate amazingly well with other technologies, but it is getting their with the new Office 365 integration, Xero/Sage integration, Clicdata for dashboards, zapier for other integrations. It's a genuine work in progress. but the team are always willing to help. And the jotform integration for webforms was really stable.
Reason for choosing OpenCRM
Cost, functionality and helpfulness of the team
Reasons for switching to OpenCRM
Cost, functionality and helpfulness of the team
Vendor Response
Thank you so much for leaving us a review, it's hugely appreciated! If there were specific areas you were struggling with, in terms of integrating with a 3rd party software, please don't hesitate to reach out to us and we can look at how best to explore any imitations you might be coming up against. Thank you again for leaving us such a lovely review :-)
Replied August 2021
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed May 2019
Not the best
Not great. Our company has been using for a few years and as we have grown its failings have become more frustrating and apparent. We are changing CRM.
PROSit has all the features you would expect of an online CRM
CONSIts badly laid out and very buggy. We kept coming across things that didnt work. when we reported these bugs OpenCRM admitted they didn't work but if we wanted that functinoality we would have to pay for it. The email program is very bad and barely functions. The reporting system is also overly complex
Vendor Response
Thank you for taking the time to give your feedback. I am genuinely sorry that your experience was not like the many hundreds of other comments we have received about our product and services. My name is Graham, and I am the Managing Director over at OpenCRM. OpenCRM does not have an email client, so we were left a little puzzled by your comment stating that our email program is 'very bad and barely functions'. It's always disappointing when we have been unable to quantify the areas that you were struggling with, and for that, I can only apologise. Our goal is a bug-free experience for our thousands of users. To clarify, we have never charged for bug fixing, and our approach to feedback around areas of the system that have genuine issues has always been to embrace the feedback to make our product better for our whole community. If you're open to discussing this further, please give me a call. I would be pleased to catch up and discuss any options that we might have in the future.
Replied April 2021
Ian
Education Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2021
Great CRM software
Brilliant company to work with, with friendly supportive technical team. I've always found them a pleasure to work with and they are happy to investigate work around to any challenges we throw at them.
PROSReally good for general customer management and sales tasks, with brilliant report features.
CONSWe are a training company and the event module can be a bit repetitive at times and clunky around the edges. It has got better and we have had some development work done to help meet our needs.
Reason for choosing OpenCRM
Functionality and ability to make the system do what we needed
Reasons for switching to OpenCRM
Needed more functionality for events / course management
Vendor Response
Thank you very much for leaving us such a glowing review! It's hugely appreciated. We always like to read that our product has improved whilst you have been an OpenCRM user and we can assure you that those improvements will keep on coming. It's also a pleasure to read about your positive experiences when interacting with us whilst customising your system to better fit within your business. If there is anything else we can do for you, please reach out to us directly, and thank you again for leaving us this review.
Replied June 2021
Rhianna
Marketing and Advertising, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
A Fantastic CRM
Very good.
PROSThe ease of use, the custom ability, and the additional chat function support.
CONSI would of liked to have tailored the tabs on the company module a little more but there is always a workaround, that's the beauty of it.
Reason for choosing OpenCRM
We are a Global company and the UK are the first country within the organisation to roll out a new CRM system. Due to this, we didn't want to over invest and find that the system was not utilised fully by the work force. From start to finish I have felt supported, valued and listened to by the Team at Open CRM, to name a few, [SENSITIVE CONTENT HIDDEN] have offered me extensive and valued support and have listened to and taken on board our company vision and CRM needs to implement a software that is great for our organisation. The set up and customisation is very user friendly and easy to use. We have now rolled out our new system which has been welcomed with very positive feedback.
Vendor Response
Thank you so much for taking the time to leave us such a positive review! It's hugely appreciated. It's always a large task to implement a new CRM system into your business so it brings huge smiles to our faces to read that the process has been smooth and as hassle-free as possible. We are very proud of our customizable CRM solution, so to read your feedback about how well OpenCRM has slotted into your business is brilliant to see! If there is anything else we can do for you give us a shout and thank you again for taking the time to leave us such a glowing review
Replied June 2021
Howard
Telecommunications, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2021
OCRM - breeze to use and superb value!
easy to quote, easy to send contracts - thats what I need.
PROSI came from being a regular salesforce user, to me what was a relatively unknown in the CRM world. Its easy to use, easy to quote and send contracts for customer signatures.
CONSnone currently, I love it! I think if a user is deleted off the system, all their imprints are also gone - but i could be wrong?
Reasons for switching to OpenCRM
moved companies, but had used Salesforce for at least 10 years. Picked up OCRM within a few weeks of seeing it.
Vendor Response
Thank you very much for reviewing OpenCRM! It's so nice to see that, as an ex-Salesforce user, you picked up OpenCRM quickly and easily...and as our main competitor, it's brilliant to see that you love your OpenCRM system in comparison! Thank you again and do reach out to us directly if we can help you or your team with anything else
Replied August 2021
David
Biotechnology, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Improve efficiency of busness
Very helpful. Online chat sorts out most queries we have.
PROSThis software has enabled us to much more efficient and increase productivity. Particularly like quote generation which now is much more streamlined.
CONSAfter using the same CRM software for over 12 years it was a little hard to begin with and we are still learning all the time. However, it was very easy to implement and has been worth it.
Reasons for switching to OpenCRM
Found ACT to be less efficient over time and did not work well with Outlook which caused diary issues with the number of video calls we had during Lock down.
Vendor Response
Thank you so much for your brilliant review David, we really appreciate it. We particularly love reading that OpenCRM has helped you to be more efficient and increase your productivity, that's exactly what we aim to do when we help a company implement an OpenCRM system. If there is anything we can do for you, please don't hesitate to reach out to us. Thanks again and have a lovey day.
Replied February 2023
Dany
Verified reviewer
Staffing and Recruiting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Brilliant Software
The experience of working with OpenCRM has been exceptional for us as a developing recruitment business. It is simple to use for beginners and the Customer Portal where we upload documents is great.
PROSThe OpenCRM team were friendly and adaptable to make this software exactly how we required it for our business needs. It's functionality and user friendly interface mean we can carry out our tasks and invoicing with minimal fuss.
CONSIt would be useful if Customer Portal Documents could appear alphabetically.
Vendor Response
Thank you so much for taking the time to leave us such a brilliant review! Our Customer Portal is one part of our system that we love, so we are very happy that you were able to bring this to the attention of a wider audience. Thank you again for your brilliant review, please reach out to us directly if we can help with anything else
Replied August 2021
Anonymous
11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
oCRM Review
We are able to easily store large amounts of customer data in an easy to use format for the whole company. This can then be used by sales/support/marketing as required without the need for multiple databases.
PROSEase of use when tracking customer details/projects. Levels of customisation we are able to add in to tweak processes to match existing external processes.
CONSThe lack of automation. We do not use the software for quoting due to the uniqueness of our quotes (no two are the same), so this aspect could be improved.
Vendor Response
Thank you very much for taking the time to leave us a review! It's hugely appreciated. If there are any aspects of your system that you would like some more help with, please reach out to us directly and we can have a chat about your requirements Thank you again,
Replied August 2021
Sam
Human Resources, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
CRM Review
This is the first CRM I have ever used and have enjoyed my experience with it.
PROSWhat I like the most of CRM is how friendly and easy to use.
CONSIt would be interested if we could customize our own home page with the tabs we most need and the color.
Vendor Response
Thank you so much for your review Sam, it's very much appreciated. In terms of your home page, you can certainly do some customisation. I'm afraid our colour scheme is not something we allow you to change, however, besides that, we do allow loads of customisation options. If you'd like some help with this, you can reach out to us either via phone, email, or live chat, we would be more than happy to help. Thanks again for taking the time to leave us a review and we do hope you have a lovely day.
Replied July 2023
John
Accounting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
A positive piece of kit!
I like the layout the most - really easy to work around and very user friendly. Never had any issues with the speed or quality of the service - CRM does exactly what you need it to do when you need it to do it! Would definitely recommend.
CONSI think the lack of user understanding into the full features that CRM offers is something that could be worked upon. We had a session with a CRM trainer to teach us some hidden features we were not aware of. Appreciate that we were able to find this out, but a more proactive attempt by CRM to demonstrate these functionalities would be appreciated.
Vendor Response
Hello John, thank you so much for your brilliant review. In terms of discovering those lesser-known OpenCRM features, we would point you toward our youtube channel and social media channels. There, we regularly share tips and tricks for OpenCRM and general help videos. We actually have a free webinar taking place next Wednesday (24th May 2023) over on our YouTube channel. It's aimed at using OpenCRM to better effect alongside our Jotform and Zapier integrations. If you do a quick search for OpenCRM within YouTube, you'll find our channel and from there, just hit subscribe and click the bell icon and you'll be notified of any new videos we upload. I do hope this helps but please feel free to reach out to us directly if you would like further info or some direct URL's to help find those social channels. Thank you again for your review, we really appreciate it.
Replied May 2023
Joanne
Telecommunications, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
OpenCRM User Review
Very user friendly and is leaps and bounds ahead of our previous CRM solution (ACT) It has streamlined our maintenance renewals process and allows us to accurately track man hours vs the cost of our maintenance contracts. From this we can work out profit/loss.
PROSEasy to navigate and very user friendly. The best feature for me is that all emails to/from clients are automatically attached to the relevant account.
CONSWhen using Chrome, on occasion, if you press "back" on the webpage, you get a "confirm resubmission" error message
Reasons for switching to OpenCRM
No longer fir for purpose
Vendor Response
Thank you so much for such a glowing review Joanne, We really appreciate that you took the time to write us such a brilliant review. If there is anything we can do for you in the future, please don't hesitate to reach out to us via live chat, phone or email.
Replied February 2023
Peter
Financial Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Comprehensive CRM system with impressive customisability and great support
Easy to use and ultimately customisable - the OpenCRM platform allows us to quickly adapt our sales processes and inventory, be that adding new product lines, amending the sales order processes, starting up new offices (with associated new terms & conditions), or any development that would typically throw a spanner into the works; we know that OpenCRM can be quickly adapted to allow our business to keep running without delay. The customer services and chat support functions are one of the best on the market and i'd rate them highest amongst any of the 3rd party systems we use. Their staff are knowledgeable, helpful and quick to respond.
CONSThe user permissions can be a little tricky to get the hang of, with permission levels being either too high or too low to allow the user to access what's required for their job role.
Vendor Response
Thank you so much for your glowing review, Peter! We really enjoyed reading his one here at OpenCRM. If we can ever help with your user permissions, please let us know. We're always happy to help (as you have pointed out in your review, thank you :-) Thank you again for your brilliant review, we wish you a lovely day.
Replied February 2023
Chris
Construction, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
One stop shop
It's really helpful tool to have, user friendly and can be adapted to your company's specific requirements.
PROSThat I can access critical project information from one location
CONSThat you can only have up to 20 projects on one page, if they could all be listed on page 1 it would assist navigation.
Vendor Response
Hello Chris, Thank you very much for your awesome review. You can actually do what you want to do with the Projects module. We have a 'show all' feature on all modules. They are set to show 20 per page, but that can be changed. To do this, load the Projects module. Then look on the right-hand side of the page. At the top of the list of projects, you'll see a page number (you'll be on page 1). Next to the page numbers you will have a clickable drop down. This is set to '20' as default, however, once you click the dropdown you'll see options for 50, 100, 200 and ALL. Click 'All' and your list will now show you every project on the same page. I do hope this helps and if you'd like to reach out to support to have this explained in more detail, please feel free. Thanks again Chris,
Replied June 2023
Phillip
Telecommunications, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
A Great CRM Solution
Excellent product and excellent support.
PROSEase of use and lots of features built in that you have to pay extra for on other CRM systems.
CONSSome of the information was missing during the first import but that was quickly rectified. Apart from this very minor issue everything else has been faultless.
Reasons for switching to OpenCRM
Price and functionality
Vendor Response
Thank you so much for your brilliant review, Phillip, we really appreciate it! We pride ourselves on our 'no pay walls' mantra, so we wanted to say a huge thank you for including this in your review. We strongly believe that when you buy a product, you should be buying the whole product, not half, not 1 quarter, but the whole product. Thank you again for bringing this to the attention of the wider world. If you ever need anything, please give us a shout, we're always happy to help.
Replied February 2023
Marc
Utilities, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed February 2023
Great CRM with lots of extra benefits
This is a great product and our growing company is using this more and more.
PROSGreat customizable system with added products that can assist in other departments.
CONSThe Customer service technical understanding seems to of dropped over the last couple of years. When first using the system any problems the Customer service agent would be able to solve the issue on the phone. rather than having to speak to a colleague and then coming back via email.
Reason for choosing OpenCRM
more customisable product
Daryl
Machinery, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2023
User
Easy to use with all info needed especially with google maps when you click on postcode which can be helpful.
PROSUser Friendly Database with all you need to know info and help
CONSNothing really not to like it does exactly what it should do.
Vendor Response
Thank you so much for the excellent review, Daryl! We really appreciate it! Do reach out to us directly if there is anything we can do for you. You can reach us by phone, email or Live Chat :-)
Replied April 2023
David
Telecommunications, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Easy Open CRM
Having all the information in relation to companies, contacts and opportunities in one place makes life so much easier.
PROSVery easy to use and manage, the ability to easily change fields to suit our market place and produce relevant reports that assist the sales team do their job.
CONSSometimes takes a while to work out how to change a column on a standard search result, but OpenCRM are always on hand to assist.
Vendor Response
Thank you so much for leaving us this awesome review! The customizable nature of OpenCRM is certainly a huge benefit to the vast majority of businesses who choose to come on board, so it's brilliant that you have mentioned this and brought it to the attention of the wider world! We always think a CRM system should work for you, not you working for the CRM system, so having the ability to customize the system to fit your business is certainly a key factor in our ongoing success. Thank you again for your time and lovely review, please give us a shout if there is anything else we can do for you.
Replied June 2021
Kerry
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Great system and great value for money
This is the second time i have now introduced Open CRM to a company. Both companies i have brought this system in to have found that it works so well.
PROSI like how customisable the system is! Our company records information in different ways so being able to adapt the system easily is a key feature
CONSthe only thing i do not like about the system is the colour. It is not always the easiest colours to work with
Reason for choosing OpenCRM
I used Open CRM because i knew their system worked well and it is great value for money
Vendor Response
Thank you so much for taking the time to leave us a review! The customisable nature of OpenCRM is hugely important to the vast majority of our clients so thank you very much for bringing this to the attention of a wider audience! In terms of the colours you have mentioned, I can't say to much, but watch this space ;-) Thank you again and do give us a shout if there is anything else we can help with
Replied August 2021
Ruth
Management Consulting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed February 2023
Feedback from CQMS
Overall a good experience.
PROSEasy to navigate, it would be nice if it looked and was branded more to match our corporate style.
CONSThe support team often talk to you in a technical way assuming you understand the system as well as they do. The email creator could be more pictorial like Canva/stripo without the need to import source coding.
Vendor Response
Thank you so much for your review Ruth, it's very much appreciated. I am sorry that you feel our support team speaks too technically. It's often a tricky thing to contend with as we have users who are very technically proficient at one end of the scale and then users who are brand new to CRM at the other end, so we do apologise if you feel they have been running when you need them to walk, so to speak. We are constantly striving to improve OpenCRM and we take on board your comments about drag and drop functionality. We will be feeding those comments back to our development team. Thank you again for your review and please don't hesitate to reach out to us if there is anything we can help with.
Replied February 2023
Yvonne
Environmental Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed February 2023
Useful Sales Tool
Like that you can have multiple screens signed in on same account so you can access date - quote duplication is also handy.
CONSI do not like that you cannot have the same contact in multiple client sites and that when you change the client name in a quote it wipes out the shipping address as many clients have different sites so frustrating having to retype this in rather than utilise the duplication function.
Vendor Response
Thank you for your 10/10 review, Yvonne, it's really appreciated. In terms of the frustrations you mentioned above, I think we may be able to help with those. If you were to reach out to our support team and explain those frustrations, we can certainly look into that for you. Thank you again for your time and awesome review.
Replied February 2023
Chris
Non-Profit Organization Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2023
Great for managing and reporting on contracts
Using OpenCRM is great when not everyone is together in the same office, as all contract information is in real time.
PROSEasy to set up and understand the groups of data and use of functions required for our business. Still learning of new functions and quick fixes to record and issue information to other users.
CONSHaving to trial and error reports to identify the format for reporting and sharing data which was right for our business needs.
Vendor Response
Thank you for such a brilliant review, Chris, it's much appreciated! If you would like some help with your reports, please reach out to us, we can put you in touch with our Customer Success team who can help you create those with less trial and error involved, Thank you again and have a lovely day Chris!
Replied February 2023
Alistair
Information Technology and Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed February 2023
review
generally does what i need however some pages look too busy and is slow to download pages
PROSlooks fresh and newstandard features are included
CONSthe upload of pages is very slow most days particularly when requesting Opportunitiesbetter marketing functionality requiredTeams & voice integration required - click to call, pop ups, transcripts
Vendor Response
Thank you for your review Alistair. We would love to investigate your slow loading times for you, as this feels like a frustration that we may be able to do something about. If you could reach out to us via support next time you experience any slow-loading pages we can then take it from there and look into this. We do also have an ideas board on our website (www.opencrm.co.uk). We love to get ideas from our current users! If you head over there and pop your ideas down our development team would certainly take a look at those for you. Thanks again for your review and we wish you a lovely day.
Replied February 2023
Noor
Mechanical or Industrial Engineering, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed February 2023
User Friendly
It is user friendly, easy to access, easy to store data.
CONSSometimes we had faced an unexpected error, so we were unable to access CRM for sometime and that has been rectified after contacting the customer care.
Vendor Response
Thank you for your review Noor, it's very much appreciated. Unexpected errors are very rare when accessing OpenCRM. If you are experiencing this on a regular basis, we would like you to reach out and contact us as we are not aware of any issues regarding your system from our side. If this ever happens again whilst you use OpenCRM, please give us a shout so that we can look into what might have caused this. Thank you very much for your review and we hope you have a lovely day.
Replied February 2023
Grey
Staffing and Recruiting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed February 2023
Get's the job done
It's simple and gets the job done. Quite self-explanatory.
CONSReports are difficult to set up initially. Training has not been offered for new users.
Vendor Response
Thank you so much for your review Grey. We really appreciate it. We have a really handy YouTube playlist for new users that can guide them through those first steps into OpenCRM. You can either give us a shout via live chat and we can pass on that playlist link or take yourself to YouTube, do a search for OpenCRM, and then click playlists, you'll see it there. It would also be worth subscribing to our YouTube channel if you have not already as we regularly share training videos and 'help me' webinars. Thank you again for your review.
Replied February 2023