OpenCRM is designed with mid-market businesses in mind and provides clients with a complete solution, avoiding the need to bolt on modules as and when required.

Full integration is at the heart of the software’s design, making it ideal for firms looking to manage opportunities, sales, invoicing and projects all in one place. A dedicated team of consultants help clients scope out their requirements and on-site as well as virtual training is provided with every package.

Powerful financial and project management tools accompany the usual sales and contact management features, allowing users to seamlessly integrate invoicing, credit controls and account management. As a result, the entire sales process can be almost entirely automated; quotations, sales orders and commissions can all be managed within OpenCRM without the need for third-party software. OpenCRM also offer bespoke development, for businesses that require additional features that aren’t available out of the box.

Offered as a cloud-based solution, OpenCRM can operate on desktop, tablet and mobile devices. A scalable pricing plan allows businesses to expand, although it is worth noting that the monthly subscription is offered on a per-site rather than per-user basis.

Software features

  • Contact Management
  • Database Management
  • Funnel Reporting
  • Integrations
  • Partner Tracking
  • Pipeline Management
  • Product & Price Control
  • Sales Gamification
  • Quotation Handling
  • Task Assignment
  • Cloud

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Quick spec

Product details

Supplementary Features

  • CPQ
  • Customer Service Automation
  • Marketing Automation

Customer Size

  • Small
  • Medium
  • Enterprise

Other Features

  • Multiple Locations

Hosting Method

  • Cloud

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OpenCRM

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