17 years helping British businesses
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What is OpenCRM?
Manage your sales, grow your business, and increase profits.
In OpenCRM, you have all the tools you need to run your business from a single system. From your Sales Process to Customer Service right through to your Email Marketing, its all right here at your fingertips.
Who Uses OpenCRM?
Mid market businesses. Companies that want to manage their sales, grow the business and make more profit - plus a lot more.
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OpenCRM
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Reviews of OpenCRM
A fantastic CRM
Comments: 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.
OpenCRM Response
3 years ago
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
Alternatives Considered:
A simple to use, highly adaptable system run by people who really care
Comments: Since using OpenCRM our admin has significantly decreased overall as a business as we now have so many automated systems. It's also been great linking up the system with our website, our accounting software and our marketing emails.
Pros:
The system is easy to use, meaning all our staff were able to get up to speed and start using it quickly. The online support is extremely helpful and fast during working hours. You don't have to go through a bot to get to a human who can help! For our business the most important thing about the software was being able to tailor it to our specific needs - without incurring extra charges for adding on different parts of the system. Once we did our initial set up we were good to go.
Cons:
The Campaign email marketing section could be improved - in order to track links in emails you have to manually create them using a wizard and input them into the text. It would be great if all links in campaign emails were automatically tracked and linked to the campaign. But it's a very small issue and I'll put up with it to have the rest of the system working so well.
OpenCRM Response
2 years ago
Thank you so much for your brilliant review Anna, it was a pleasure to read such a wealth of brilliant comments about your OpenCRM system. We do take on board your comments about the click-through wizard and we are constantly striving to make improvements to OpenCRM. Thank you again for your excellent 10/10 review and you know where we are if there is ever anything we can help with.
Review on OPEN CRM
Comments: Its the first CRM I have worked with, It seems it has lots of feature I don't use or don't know about, but knowing about them would be handy. The UI feels dated and had to use/see where to go.
Pros:
I like the templating of products. So I can group products into a single product so when I add to a quote it adds the whole list. However, I wish these were easier to change. I also like how everything links e.g lead, contact, company, opportunity, and quote.
Cons:
Not being able to auto update quote with either the current exchange rate or with the updated prices of the products. Plus if there was an update button it would help any time a minor change is made to a product.
OpenCRM Response
last year
Thank you very much for your review Connor. Thanks so much for bringing the interconnected nature of OpenCRM to the wider world with your review, we really appreciate it. It feels like you may benefit from some guidance with your system, both to help you with your current goals and also to look at areas of your system that you are yet to explore. This could be done in a couple of ways. Firstly you could take a look at our YouTube channel, we have heaps of help videos and full-length webinars to guide you through those less familiar areas. You can find that at www.youtube.com/opencrm Alternatively, we also have a Customer Success department here. One of the team could spend some time with you to explore your business goals and show you ways to use your system to better achieve those. If this would be your preferred route, please reach out to us. Thank you again for your review. Have a wonderful day.
Don't be scared, dive in
Comments: 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.
OpenCRM Response
4 months ago
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 :-)
Long term user
Comments: I have personally used OpenCRM in two different business for circa 10 years now. The team have been great and really helpful if we've ever had to contact them. The reports and view functions and that fact that its so tailorable make it a winner for our business. We have designed the 'opportunity' page to manage our training enquiries, from the initial enquiry, through to win, course set up, post course and finance. Our whole process on one page.
Pros:
Its customability. We have tailored the system, page layouts and reports to suit our exact processes to make it streamlined as possible for our team.
Cons:
If i'm being ultra critical and it would be picking holes it looks a little dated compared to other systems but i'd rather have substance over style/
OpenCRM Response
2 years ago
Thank you so much for such a brilliant review Jon! We really loved reading your very kind words about OpenCRM. We also love hearing from our users who have been with us for such a long stretch so again, a huge thank you for writing this review. If there is anything we can do for you, please don't hesitate to reach out to us via live chat, phone or email. Thank you again and we hope you have a wonderful day Jon
