About OpenCRM
OpenCRM is a customer relationship management software from OpenCRM that supports businesses in managing their customer interactions and data. It provides features such as contact management, sales tracking, and reporting tools so companies can effectively monitor their sales processes and customer relationships. OpenCRM includes customizable dashboards, integration with third-party applications, and automation capabilities to facilitate daily operations. This software aims to help teams efficiently manage customer information and improve communication. Key capabilities: contact management sales tracking customizable dashboards integration with third-party applications reporting tools Best for: businesses of all sizes that need a comprehensive solution for managing customer relationships and sales processes.
OpenCRM by OpenCRM is a UK-based customer relationship management solution that provides a robust, cloud-based platform tailored to the needs of small to medium-sized businesses across industries. It is designed to help companies manage every aspect of customer interaction and business operations, from sales and marketing to customer service, project management, and support. One of its key selling points is its flexibility and ability to scale with growing business needs. With core features such as contact and lead management, pipeline tracking, integrated calendars, project tools, help desk ticketing, and reporting capabilities, OpenCRM aims to be an all-in-one solution that eliminates the need for multiple separate tools. The user interface of OpenCRM is clean and functional, though it leans more toward a utilitarian design than a modern, minimalist one. That said, the interface is intuitive once users get accustomed to the layout. The navigation is straightforward, with a left-hand menu that categorizes the system’s modules including Contacts, Companies, Leads, Opportunities, Projects, and Support. Each section is laid out in a familiar CRM format, with data tables, form fields, and custom views.
Pros & Cons
- +Excellent Customer Support: Consistently praised as phenomenal, responsive, and helpful.
- +Good Value for Money: Users find it cost-effective, especially compared to competitors.
- +Customizable: Offers flexibility to tailor the software to specific business needs and workflows.
- +Comprehensive Customer Management: Intuitive and allows managing all customer data in one place.
- +Informative and User-Friendly Reporting: Easy to build and maintain reports for daily use and administration.
- +Ease of Transition: Some users found the transition from other platforms to be smooth.
- +Versatile Contact Management: Easy to access contact information and track interactions.
- −Outdated Interface (according to some): The user interface can sometimes feel outdated and less modern.
- −Features/Options Can Be Hard to Find (for some): Navigation isn't always intuitive, and it can be difficult to locate specific features.
- −Customer Portal Setup Challenging (for some): Setting up the customer portal is reported as not being very user-friendly.
- −Customer Creation Process Clunky (according to some): The process of creating new customer records can be cumbersome.
- −Difficulties Locating Customer Responses in Helpdesk (for some): Some users struggle to find customer replies within the helpdesk system.
- −Report Generation Issues (for some): A few users have encountered difficulties with generating reports.
- −User Permissions System Tricky (for some): Navigating and understanding the user permissions settings can be challenging.
- −Appearance Can Be Difficult to Read (according to one review): Text and titles in some areas lack clear differentiation.
Features
Key features
- UK Company, UK Data, UK Support
- Emphasizes local presence and data security.
- Simple Per User Price (£39/month)
- Transparent and straightforward pricing structure.
- Full Customer Journey Management
- Supports tracking and managing the entire customer lifecycle.
- Unrivalled Customer Support
- Claims exceptional support for users.
- Syncs with Microsoft 365, Google, and Outlook
- Seamless integration with popular productivity suites.
- Integrates with Xero, Sage, Jotform, Zapier, and more
- Wide range of integrations with other business tools.
- 2TB of Storage per Account
- Generous data storage capacity.
- Data Held in UK
- Reinforces data security and compliance for UK users.
- Manages Sales, Customers, Contacts, Finances, Events, Projects, and Tickets
- A broad suite of CRM functionalities.
- Access All Features Regardless of Budget
- No tiered feature access based on pricing.
Additional features
- Full Customer Journey Management
- Track and manage every stage of the interaction with your customers.
- Unrivalled Customer Support
- Access high-quality support for any assistance needed.
- Syncs with Microsoft 365
- Integrate with Microsoft's suite of productivity tools.
- Syncs with Google
- Integrate with Google Workspace applications.
- Syncs with Outlook
- Integrate with Microsoft's email and calendar client.
- Integrates with Xero
- Connect with the popular online accounting software.
- Integrates with Sage
- Integrate with another leading accounting software provider.
- Integrates with Jotform
- Connect with the online form builder.
- Integrates with Zapier
- Enable automation and integration with thousands of other apps.
- 2TB of Storage per Account
- Provides a large amount of space to store your CRM data.
- Data Held in UK
- Ensures data is stored within the United Kingdom.
- Manage your sales
- Tools and features to oversee and improve your sales processes.
- Manage your customers
- Features for organizing and understanding your customer base.
- Manage your contacts
- Centralize and organize all your contact information.
- Manage your finances
- Tools for handling financial aspects within the CRM.
- Manage your events
- Schedule and track business events.
- Manage your projects
- Features for planning, executing, and monitoring projects.
- Manage your tickets
- A system for handling and resolving customer support tickets.
- Round Robin Record Assignment
- Automatically distribute new records (e.g., leads, tickets) equally among users or teams.
- Ideas Board
- A platform for users to suggest and vote on new features.
- Careers
- Information about job opportunities at Open CRM.
- Case Studies
- Examples of how other businesses have used Open CRM.
- Webinars
- Educational and informational sessions about Open CRM.
- Competitors Comparison
- Resources comparing Open CRM to other CRM systems.
- FAQs
- Answers to frequently asked questions about Open CRM.
- Integrations (page likely details more specific integrations)
- Connect Open CRM with other business applications.
- Benefits (page likely details more specific advantages)
- Outlines the advantages of using Open CRM.
- Change Log
- A record of updates and changes made to the Open CRM platform.
- Legal
- Information about the legal aspects of using Open CRM.
- Security & Data Protection
- Details about Open CRM's security measures and data protection policies.
- GDPR
- Information about Open CRM's compliance with GDPR regulations.
- Google to OpenCRM Sync
- Specific functionality for synchronizing data between Google services and Open CRM.
- Mobile Access (implied by "wherever you are")
- Ability to access the CRM from mobile devices.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About OpenCRM
OpenCRM is a customer relationship management software from OpenCRM that supports businesses in managing their customer interactions and data. It provides features such as contact management, sales tracking, and reporting tools so companies can effectively monitor their sales processes and customer relationships. OpenCRM includes customizable dashboards, integration with third-party applications, and automation capabilities to facilitate daily operations. This software aims to help teams efficiently manage customer information and improve communication. Key capabilities: contact management sales tracking customizable dashboards integration with third-party applications reporting tools Best for: businesses of all sizes that need a comprehensive solution for managing customer relationships and sales processes.
OpenCRM Details
OpenCRM's In-App Market Place
Does OpenCRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
GBP (£)
Pros & Cons
- Excellent Customer Support: Consistently praised as phenomenal, responsive, and helpful.
- Good Value for Money: Users find it cost-effective, especially compared to competitors.
- Customizable: Offers flexibility to tailor the software to specific business needs and workflows.
- Comprehensive Customer Management: Intuitive and allows managing all customer data in one place.
- Informative and User-Friendly Reporting: Easy to build and maintain reports for daily use and administration.
- Ease of Transition: Some users found the transition from other platforms to be smooth.
- Versatile Contact Management: Easy to access contact information and track interactions.
- Outdated Interface (according to some): The user interface can sometimes feel outdated and less modern.
- Features/Options Can Be Hard to Find (for some): Navigation isn't always intuitive, and it can be difficult to locate specific features.
- Customer Portal Setup Challenging (for some): Setting up the customer portal is reported as not being very user-friendly.
- Customer Creation Process Clunky (according to some): The process of creating new customer records can be cumbersome.
- Difficulties Locating Customer Responses in Helpdesk (for some): Some users struggle to find customer replies within the helpdesk system.
- Report Generation Issues (for some): A few users have encountered difficulties with generating reports.
- User Permissions System Tricky (for some): Navigating and understanding the user permissions settings can be challenging.
- Appearance Can Be Difficult to Read (according to one review): Text and titles in some areas lack clear differentiation.
OpenCRM's Support Options
OpenCRM's Alternatives
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