OpenCRM is designed with mid-market businesses in mind and provides clients with a complete solution, avoiding the pain of bolting on expensive extras halfway through their CRM journey.

Offered as a cloud-based solution, OpenCRM can operate on desktop, tablet, and mobile devices.

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

Also included with every subscription is our UK based customer service team, who consistently maintain a “great” rating for 95% of interactions with our clients.

Powerful customer service 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.

Software features

  • API Access
  • Contact Management
  • Contract 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 (1-50 users)
  • Medium (51-200 users)
  • Enterprise (201+ users)

Other Features

  • Multiple Locations
  • Multiple Currency
  • Customizable

Hosting Method

  • Cloud

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OpenCRM

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