OpenCRM Reviews & Product Details

I greatly appreciate its unified data storage structure built specifically for financial service scenarios. It neatly organizes high-net-worth client basic information, daily communication logs and full regulatory files in one secure system. It simplifies regular MiFID II standard tracking and internal audit report generation, greatly cutting down repetitive administrative work and keeping all client business records fully traceable and compliant. Review collected by and hosted on G2.com.

Its default report formats cannot fit our daily investment business analysis demands, which slows down formal regulatory inspection preparation. Moreover, its built-in connection with professional portfolio management software is not stable enough. We still need regular manual data verification, which easily causes information deviation between different business systems. Review collected by and hosted on G2.com.

I like that OpenCRM was easy to start, the setup was smooth, and our team could begin using it right away. It helps us by keeping clients' information in one place, making it easier to follow tasks, which is great for our small team, as it saves time and keeps us organized. The aspect I like most is that OpenCRM keeps everything simple and clear, so we don’t waste time searching for client details. It makes communication inside the team easier, allowing us to quickly see what needs to be done without spending time explaining or searching for updates. It works fine on its own without needing other tools. Review collected by and hosted on G2.com.

Sometimes the system feels a bit slow when adding new data, and the reporting options could be more flexible. Review collected by and hosted on G2.com.

I like that OpenCRM offers a full-featured package without hidden paywalls. The email integration is super useful, allowing me to send, track, and archive emails directly inside the CRM so that all communication history is tied to the right contact or deal. The project and task management features go beyond sales, making it easy for teams to manage projects, assign tasks, and track progress without needing separate tools. I appreciate the built-in campaign management tools that simplify designing and tracking marketing campaigns, helping to connect sales and marketing efforts. The user-friendly import tools make data migration smoother than many other CRMs, with clear mapping and troubleshooting options. Additionally, it's valuable that OpenCRM integrates well with other tools like email platforms, calendars, and accounting software, which automatically logs communication history and streamlines invoicing and billing. Review collected by and hosted on G2.com.

The learning curve is steeper than lighter CRMs, so new users may need extra training. The interface feels dated compared to modern, sleek competitors, which can affect user adoption. Mobile experience isn’t as smooth or intuitive, limiting flexibility for teams on the go. While customization is powerful, it can become overwhelming if not carefully managed. Review collected by and hosted on G2.com.

The tool provides high level customization to match your specific business workflows. It brings sales, support, projects, and communication into a single platform, making it easier to track customer interactions and stay organized. It's easier to manage pipelines and reports compared to other tools. Has good customer support as well. Review collected by and hosted on G2.com.

One main drawback is that the user interface can feel a bit outdated and occasionally cluttered, making navigation less intuitive. There are also occasional bugs or performance issues that can interrupt workflows. Review collected by and hosted on G2.com.

I appreciate how well OpenCRM fits our fast-paced logistics and freight operations by centralizing customer data, quote histories, and delivery-related communications in one place, eliminating the chaos of spreadsheets and emails. The pipeline tracking for freight tenders and simple automation for follow-ups are particularly valuable as they keep our sales team focused on securing contracts rather than on administrative tasks. Its intuitive interface makes it easy for our mixed team of office and field staff to use consistently, which improves client responsiveness. I also really appreciate how well it scales with our growing logistics team and client base without sacrificing speed or usability. The permission-based access control is excellent for keeping our sensitive data secure and ensures compliance with GDPR and BDSG. Additionally, I value OpenCRM's reliable customer support and straightforward update cycle, which ensures smooth feature rollouts and minimal disruption to our workflows. The platform's stability is critical in logistics, where delays in updating client or shipment status can impact service quality. Review collected by and hosted on G2.com.

The reporting module can feel a bit rigid at times—building custom logistics-focused dashboards for shipment tracking and carrier performance takes more manual setup than we’d like. Mobile functionality is functional but not as responsive as some competitors; field teams sometimes struggle with slow load times when updating delivery status on the go. Integrations with certain smaller logistics and TMS tools require more custom configuration rather than out-of-the-box connectors. Review collected by and hosted on G2.com.

What I like most about OpenCRM is that I feel organizing my clients is very easy. For me, it is very important to have each client and their category organized in order to personalize the service. Review collected by and hosted on G2.com.

I feel that it is not as intuitive as other platforms, it is a bit more complicated and not so easy to learn. The interface is a bit outdated, which makes the learning curve difficult. I also feel that the platform needs to be updated or made more intuitive. Review collected by and hosted on G2.com.

I like how OpenCRM gives proper analysis of a particular lead, showing where it started, what the communication has been, and where the lead is now. It also reminds me when to communicate with leads again. The follow-ups and everything are given on time. It's easy to manage our database with OpenCRM, and the initial setup was a piece of cake thanks to the help from the OpenCRM team in installing and configuring all the settings. Review collected by and hosted on G2.com.

Sometimes the software hangs and there are software bugs. The user interface can be a little confusing when navigating extra options. Review collected by and hosted on G2.com.

I like how OpenCRM keeps us organized, from managing day-to-day appointments to keeping track of dispositions. I really appreciate being able to see exactly what was noted for each account. The user interface is something I particularly enjoy. The appointment setting feature makes everything so organized. I've found everything works great with OpenCRM, and the initial setup was very easy. We only did one training, and the team picked it up very quickly. Review collected by and hosted on G2.com.

None Review collected by and hosted on G2.com.

It helps to centralise customer contacts, emails and communication history, tasks and follow - ups, dashboards… it is a one place that helps to track any interaction with clients Review collected by and hosted on G2.com.

The setup of OpenCRM may be a bit difficult i always need the help of IT support Review collected by and hosted on G2.com.

What I like best about OpenCRM is how easy it is to manage customer interactions and keep everything organized in one place. It helps our team stay on top of leads, follow-ups, and ongoing deals without losing important details. Review collected by and hosted on G2.com.

Integrations are somewhat limited. It would be helpful to have more native integrations with common tools or more flexibility when connecting external systems without relying on workarounds. Review collected by and hosted on G2.com.