--- title: OpenCRM Reviews meta_title: 'OpenCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 53 reviews by the users' company size, role or industry to find out how OpenCRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 53 scale: '5' date_modified: '2026-06-24' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # OpenCRM Reviews **Vendor:** OpenCRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 53 ## About OpenCRM Our fully featured and easily customisable, Cloud CRM solution will help you grow your business without having to pay astronomical prices. OpenCRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what price band you are in. No hidden fees; no surprise paywalls for the stuff you thought was included. ## OpenCRM Pros & Cons **What users like:** - Users love the **ease of use** with OpenCRM, simplifying lead management and allowing for seamless communication tracking. (3 reviews) - Users praise the **easy setup** of OpenCRM, facilitated by excellent support for a seamless experience. (2 reviews) - Users value the **detailed lead analysis** in OpenCRM, enhancing communication and follow-up efficiency throughout the sales process. (2 reviews) - Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution without multiple subscriptions. (1 reviews) - Users value the **exceptional customer support** from OpenCRM, making setup and lead management seamless and efficient. (1 reviews) - Users love the **easy customization** of OpenCRM, seamlessly adapting it to fit their unique workflows and needs. (1 reviews) - Users love the **easy tracking** feature of OpenCRM, streamlining customer interactions and enhancing organization effortlessly. (1 reviews) - Feature Richness (1 reviews) - Users love the **flexibility and customization** of OpenCRM, making it easy to streamline workflows and enhance organization. (1 reviews) - Integration (1 reviews) **What users dislike:** - Users find OpenCRM **not user-friendly** , citing confusion in navigation and a dated interface, along with bugs and hangs. (2 reviews) - Users often face **software bugs** and confusion due to the interface, impacting their overall experience. (1 reviews) - Users find the **learning curve** challenging, making advanced customizations and navigation feel cumbersome at times. (1 reviews) - Users find OpenCRM **time-consuming** due to a cluttered interface and a steep learning curve for advanced customizations. (1 reviews) ## OpenCRM Reviews ### 1. Centralized Client & Regulatory Management for Investment Firms **Rating:** 4.0/5.0 stars **Reviewed by:** Kiley A. | Senior Portfolio & Client Relationship Manager, Investment Management, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM helps our team get rid of messy scattered client files and fragmented communication records. It standardizes the whole client service process and strictly enforces BaFin and MiFID II compliance rules. It lowers daily regulatory hidden risks, saves plenty of manual sorting time, and allows our team to devote more energy to portfolio optimization and one-on-one client investment consulting. ### 2. Effortless Setup and Great for Small Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Demir Z. | Logistic Team Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** Sometimes the system feels a bit slow when adding new data, and the reporting options could be more flexible. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM to track contacts and tasks effortlessly, which keeps client information organized in one place. It's perfect for our small team, saving time, enhancing communication, and preventing wasted effort searching for details. ### 3. Robust CRM with Inclusive Features and Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Shashikumar Y. | Implementation Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM centralizes customer data, tracks sales efficiently, and improves client interaction visibility. It reduces manual work, enhances communication, offers email integration with tracking, project management, and campaign tools, providing a single hub for clarity and efficiency. ### 4. Streamlined Payments and Order Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about OpenCRM?** I like OpenCRM for its combination of user-friendly operation and powerful practical functions, which fit our food and beverage business perfectly. I really appreciate its all-in-one data linkage feature where every customer profile, order detail, invoice, and payment record is connected. This seamless connection saves me a huge amount of repetitive work and makes my payment management intuitive. The customizable reminder and status tagging system is a highlight, allowing me to set personalized alerts for payment due dates and prioritize work efficiently. The platform's ease of use is great for our entire team, even those without IT expertise, enabling smooth updates on order changes and data sorting. Its stable performance and clear data classification also stand out, allowing us to handle many orders and payment records smoothly. OpenCRM is a down-to-earth solution that truly targets our daily pain points and has become indispensable for our daily work. **What do you dislike about OpenCRM?** The mobile interface could be optimized further. Our frontline staff often take orders and communicate with clients outside the office or at catering venues. When they need to quickly update order notes or check basic payment status via mobile phones, the page loading speed is occasionally slow, and some functional buttons are not laid out very intuitively. A more streamlined mobile layout would help our team finish on-site operations more smoothly. **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM centralizes customer, order, and payment data, reducing time spent cross-referencing. It prevents missed payment follow-ups with reminders and clear status labels. The all-in-one data linkage and internal collaboration features avoid miscommunication and operational errors, making payment and data management more efficient and reliable. ### 5. Powerful CRM with Great Flexibility, Slight Learning Curve **Rating:** 3.0/5.0 stars **Reviewed by:** Swaroop G. | Sr IT Systems Analyst, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** It solves the problem of fragmented customer data and disconnected workflows by bringing sales, support, and communication into a single platform. This has improved visibility into our pipeline, reduced manual effort through automation, and made it easier for teams to collaborate. As a result, we’ve seen increased efficiency, better tracking of customer interactions, and more informed decision-making. ### 6. Centralized CRM for Efficient Logistics Management **Rating:** 3.5/5.0 stars **Reviewed by:** Lawter D. | Head of HR & Operations, Transportation/Trucking/Railroad, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM to centralize customer data and manage our B2B sales pipeline efficiently. It organizes our pipeline tracking, automates workflows, and ensures quick follow-ups, reducing delays and boosting contract conversions. It also supports service tracking and provides up-to-date information for our teams. ### 7. Robust B2B CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Marina M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about OpenCRM?** I like how well OpenCRM is built for real B2B sales workflows. It's not just a generic contact tool; it's designed to help us manage clients, track deals, and stay on top of our wholesale business in Hong Kong. The sales pipeline and opportunity tracking work exactly how we run our B2B process. We can see every lead, quote, and pending deal at a glance, move stages easily, and know exactly which clients need follow-ups. This keeps our sales team consistent and stops deals from falling through the cracks. I really appreciate how easy it is to log and view customer interactions. Every call, email, meeting, and quick WhatsApp check-in can be saved against a contact or company, providing full history. The task and reminder system is simple but powerful, ensuring we act on time without stress. It integrates smoothly with our e-commerce store and other daily tools, syncing customer data and team activities, saving hours each week. The reporting features offer real visibility into sales performance, lead conversion, and client retention, helping us make actual business decisions. **What do you dislike about OpenCRM?** First, the user interface looks and feels quite dated compared to modern CRM tools. Navigation can be clunky, some menus are hard to find, and the overall design isn’t as intuitive. Second, advanced automation is limited. We often have to do things manually that more modern CRMs handle automatically. Third, customization has boundaries. We can add custom fields, but we can’t fully tailor layouts, dashboards, or sales processes without hitting limits. **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM centralizes customer data, eliminates manual entry, structures sales with reminders, provides reliable reports, integrates with our e-commerce platform, and turns disorganized work into a scalable B2B client management process. ### 8. Steep Learning Curve, Needs a More Intuitive Interface **Rating:** 2.5/5.0 stars **Reviewed by:** Rebeca P. | Social Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM to organize emails and phone numbers, which makes it easier to manage customer databases and individual promotions. ### 9. Effective CRM with Minor Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** KrishnaRaj A. | Educational Advisor **Reviewed Date:** February 12, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** Sometimes the software hangs and there are software bugs. The user interface can be a little confusing when navigating extra options. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM for managing our database, communicating with students, and following up on leads, which helps us close sales. It provides proper analysis of leads, showing communication history and when to follow up, all in a timely manner. ### 10. User-Friendly Interface and Effortless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Adan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** None **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM keeps us organized, from day to day appointments to dispositions, allowing us to see exactly what was notated for each account. ### 11. Centralizes Client Contacts and Communication in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** yasmine t. | Incident Resolution Management, Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2026 **What do you like best about OpenCRM?** 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 **What do you dislike about OpenCRM?** The setup of OpenCRM may be a bit difficult i always need the help of IT support **What problems is OpenCRM solving and how is that benefiting you?** - the most important thing is that it makes work traceable after the problems are solved the emails are scattered and the follow-ups are not forgotten - it helps me to remember the follow-ups who and the upcoming deadlines ### 12. A Practical CRM That Keeps Sales Organized and On Track **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM solves the problem of fragmented workflows across sales and customer communication. By centralizing data and providing clear pipeline visibility, it helps us manage leads more effectively, maintain consistent follow-ups, and ultimately improve conversion rates and response time. ### 13. A Centralized Powerhouse for CRM Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Emily Carter . | IT Specialist **Reviewed Date:** January 27, 2026 **What do you like best about OpenCRM?** I like that OpenCRM is an all-in-one solution with project management, invoicing, and email marketing capabilities. It centralizes data so anyone with permission can see the entire history of a client, including every email sent, every product bought, and every support ticket raised. This helps solve the data silo problems. It also leads to cost savings by eliminating the need to pay for multiple separate subscriptions for project management. The initial setup was perfect. **What do you dislike about OpenCRM?** The user interface feels a bit dated compared to modern software. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM for contact and lead management, solving data silo issues by centralizing client history. It's an all-in-one solution, saving costs by avoiding multiple subscriptions for project management, invoicing, and email marketing. ### 14. Flexible and Customizable, but Interface Needs Refinement **Rating:** 3.5/5.0 stars **Reviewed by:** Aristeidis N. | Infra Transormation Assosiate, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about OpenCRM?** What I like best about OpenCRM is how flexible and customizable it is. It brings sales, support, and project management together in one place, making it easy to track customer interactions and keep everything organized. The interface is intuitive, and the system adapts well to different workflows.” If you want it more concise, more enthusiastic, or more technical, just tell me! **What do you dislike about OpenCRM?** One thing I dislike about OpenCRM is that some areas of the interface can feel a bit dated or cluttered, which makes certain tasks take longer than they should. There’s also a learning curve when setting up more advanced customizations. However, once everything is configured, it works well.” If you’d like it softer, more critical, or more concise, I can adjust it! **What problems is OpenCRM solving and how is that benefiting you?** OpenCRM helps solve the problem of scattered customer information by bringing sales, support, projects, and communication into one unified system. This centralization makes it much easier to track interactions, manage pipelines, and stay organized. As a result, I save time, reduce manual work, and have better visibility into customer relationships and team activity.” If you want it more concise, more technical, or more personalized, I can adjust it! ### 15. Streamlined CRM with Snappy Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmad N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about OpenCRM?** I like using OpenCRM for organizing contacts, scheduling outreach, and tracking rep activity. I really appreciate the fast, snappy interface that makes work feel smooth. I also enjoy the ability to call clients directly from the webpage on each contact page. Setting up OpenCRM was easy, and I would highly recommend it to others. **What do you dislike about OpenCRM?** I find the deal hand off process feels unintuitive. **What problems is OpenCRM solving and how is that benefiting you?** I use OpenCRM to organize contacts, schedule outreach, and track rep activity. It ensures fast outreach and improves the service level agreement of lead outreach. ### 16. Easy to Use and Accessible for All Skill Levels **Rating:** 5.0/5.0 stars **Reviewed by:** Tess M. | Financial Service Provider, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2026 **What do you like best about OpenCRM?** I like how easy it is to use! It is very accessible to all levels **What do you dislike about OpenCRM?** I have not found anything that I don’t like with the program **What problems is OpenCRM solving and how is that benefiting you?** The program helps us keep all of our information integrated and secured ### 17. Best CRM tool for my company **Rating:** 4.5/5.0 stars **Reviewed by:** Harshita S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2023 **What do you like best about OpenCRM?** I really like how the different modules seamlessly work together and how I can easily see all the activities related to a record, in an overview. **What do you dislike about OpenCRM?** Renaming the modules would definitely have its benefits. I do understand why it might not be completely feasible. **What problems is OpenCRM solving and how is that benefiting you?** I have to admit that I haven't come across any problems. When it comes to the benefits we've observed we have certainly developed an understanding of how our effortsre impacting various aspects and its playing a role, in shaping our strategic path. ### 18. OpenCRM is best software product to manage CRM and marketing to **Rating:** 4.5/5.0 stars **Reviewed by:** Chamnes P. | Database Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about OpenCRM?** This tool is great and perform best result. Best on demand solutiom **What do you dislike about OpenCRM?** This openCRM. Is tough to setup and require many config to get started **What problems is OpenCRM solving and how is that benefiting you?** It identify our target audient and potention client. ### 19. OpenCRM Features are very Handy and easy **Rating:** 4.5/5.0 stars **Reviewed by:** Sourabh B. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about OpenCRM?** The CRM software that is available for everyone to use is designed to be easy, for users provides an reliable to use solution and offers affordable hosting options. **What do you dislike about OpenCRM?** Sometimes Open CRM experiences interruptions, causing us to frequently verify our login on our laptop. This can be quite inconvenient and bothersome. **What problems is OpenCRM solving and how is that benefiting you?** The Open CRM platform. Organizes all client information into an user friendly interface. ### 20. OpenCRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2023 **What do you like best about OpenCRM?** Open CRM is a customer relationship management (CRM) software that is free and open source. This means that the source code is available for anyone to view and modify. Open CRM is a good option for businesses that want to save money on CRM software **What do you dislike about OpenCRM?** It is complex to setup and use.Open CRM does not have the same level of support as proprietary CRM software. You need to update software yourself and this could be time taking process. **What problems is OpenCRM solving and how is that benefiting you?** One of our Clint wants to make certain customisation in Customer, ordering, lead management modules. As it is open source we were able to make changes as per customer needed. ### 21. OpenCRM handy features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** December 25, 2022 **What do you like best about OpenCRM?** open CRM software is easy to use, offers a strong out-of-the-box solution and provides affordable plans for hosting. **What do you dislike about OpenCRM?** Sometime Open CRM hangs in the middle and it often requires us to verify to login in our own laptop it's quite a task all the time. **What problems is OpenCRM solving and how is that benefiting you?** Open CRM helps to provide all the information about the clients at one place and is ileasy to use. ### 22. The most reliable CRM platform that offers multiple integrations you need for successful marketing. **Rating:** 4.5/5.0 stars **Reviewed by:** Priyanshu U. | Marketing And Analytics Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2022 **What do you like best about OpenCRM?** OpenCRM platform has all the tools and integrations that are needed for successful lead tracking. This platform is cost-effective, easy to use, and efficient. This tool helps us to stay organized and stay on top of everything. **What do you dislike about OpenCRM?** It's difficult to modify the templates. It lags sometimes. **What problems is OpenCRM solving and how is that benefiting you?** We are using OpenCRM to track and organize our leads as well as customers. This is helping us keep a check on our sales and marketing efforts. ### 23. OpenCRM gives me insight in my customers experiences. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about OpenCRM?** With OpenCRM, I can collect data about cutsomers. I have insight into customer developments, and with this, I can actively approach customers and adjust strategies. The software is versatile. I don't use all elements of the software by far, so we can expand our CRM further in the future. **What do you dislike about OpenCRM?** I do not dislike anything at all. Maybe the monthly pricing can be limited a bit. But besides that I am happy with the software. **Recommendations to others considering OpenCRM:** If you have the problem that you have different (CRM) data from your customers in many other places, then this software helps you to get everything clear. **What problems is OpenCRM solving and how is that benefiting you?** Without OpenCRM I had all kinds of data in different places. As a result, I did not have a good overview and overall picture of what is going on with my customers. Now I have a tool where I collect all the data into one system, and from this system, I have a good overview regarding customer data (like sales, experiences, wishes, etc.).This overview ensures that I can switch much faster and have better contact with my customers. ### 24. Your CRM is practical! **Rating:** 4.0/5.0 stars **Reviewed by:** Jayden R. | Lead Nuclear Safety Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2021 **What do you like best about OpenCRM?** OpenCRM software is very easy to use because it does not have many functions and it is focused on small businesses that do not require many processes. **What do you dislike about OpenCRM?** I would like a better integration with other applications, the work could be more productive. **Recommendations to others considering OpenCRM:** Its software has a comfortable value, its functions comply with the basics of CRM, it is easy to configure and its technical support is always ready to help you. **What problems is OpenCRM solving and how is that benefiting you?** I can keep a history of activities, work is planned with customer follow-up, documents are easily uploaded, I have useful information in your database. ### 25. OPEN CRM Open Review **Rating:** 3.5/5.0 stars **Reviewed by:** Kevin M. | Systems Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about OpenCRM?** The versatile application where i can connect with my customers and make strategies easily **What do you dislike about OpenCRM?** I feel monthly subscription is bit on the higher side. **What problems is OpenCRM solving and how is that benefiting you?** Maintaining the leads and customer data with the followups which was done easily with this. ### 26. Great tool to save time and money **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2021 **What do you like best about OpenCRM?** The customer service has always been very prompt and helpful. The software has excellent ease of use, especially for new users. **What do you dislike about OpenCRM?** Pricing is a little high for this software. **What problems is OpenCRM solving and how is that benefiting you?** Documenting and tracking prospective offices and potential leads. ### 27. Excellent system **Rating:** 5.0/5.0 stars **Reviewed by:** Maureen M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2020 **What do you like best about OpenCRM?** This platform is so easy to navigate and use. I can also submit any suggestions I have to improve my experience of the platform, so it is able to provide me with everything I need. **What do you dislike about OpenCRM?** I haven't found anything to dislike yet. **Recommendations to others considering OpenCRM:** It's just great. I grew my business and found my client base went from 160 to close to 1000 overnight so I needed something easy to use and manage my workload. I just love it and everything is included. I would rather pay £33 a month and know that everything is included, no hidden charges or extra's. It's just me in my business for the moment but I wouldn't wait till I brought on more staff to get a CRM system, it keeps me organised and on top of everything. **What problems is OpenCRM solving and how is that benefiting you?** I am a new business, producing a publication covering three regions in the UK, I can see very quickly where my businesses are on the map along with the clients I distribute my publication to . It's very easy to see where I need to concentrate my time and efforts in the areas that need growing. **Official Response from Ashley Tallyn:** > Thank you for this review, Maureen. We're so glad that OpenCRM is working so well for you! I will make sure to pass on your very kind comments to the team. :) ### 28. It’s awesome **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2021 **What do you like best about OpenCRM?** Open center makes stuff so easy I can do things **What do you dislike about OpenCRM?** Absolutely not one thing that I disliked **What problems is OpenCRM solving and how is that benefiting you?** Everything it does helps me out with anything i need to do ### 29. Our OpenCRM Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2020 **What do you like best about OpenCRM?** OpenCRM have an excellent Customer Services team who respond to any questions or queries quickly and efficiently. We received a series of very informative remote training sessions on the use of the CRM, enabling us to effectively create internal reports etc. We are now able to create professional e-newsletters with the Stripo to the OpenCRM. **What do you dislike about OpenCRM?** The reports that we are able to generate from the CRM to PDF etc would be more user friendly if we were able to format e.g. adding lines colours between rows **What problems is OpenCRM solving and how is that benefiting you?** We are finding that OpenCRM enables us to generate reports faster. ### 30. One of the best software packages we use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2020 **What do you like best about OpenCRM?** OpenCRM is one of the most flexible and logical CRM systems on the market. We explored many options before deciding on their software, but the benefits and cost of OpenCRM far outweighed other software. The ability to track and monitor the flow of all aspects of our business in one system helps streamline processes, automation and delivers greater efficiencies across the whole company. The inclusion of key business modules which can be easily turn on and off enables businesses to tailor the system to their own requirements. The option to have bespoke development at a reasonable price further adds to the system flexibility. The support team are incredible, feeling more like an extension of your own team than a supplier. My experience with the whole company has been the most positive I have ever had with a software supplier. They are honest, personable, responsive and a pleasure to deal with. **What do you dislike about OpenCRM?** I don't dislike anything about the software, but improvements could be make to the email UX experience. **What problems is OpenCRM solving and how is that benefiting you?** Greater visibility & monitoring of all aspects of the business, improving responsiveness and automation of repetitive tasks has made our whole business more efficient. Thank you OCRM! ### 31. Great CRM System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2019 **What do you like best about OpenCRM?** Incredibly customisable, and a great support team. **What do you dislike about OpenCRM?** The number of integrations is a little low, but the new Zapier connector should make this easier. **Recommendations to others considering OpenCRM:** Start a trial and have a play - I love finding out all the things OpenCRM can do. Use the knowledge base / FAQ section - it's easy to use and has great content. And if you get stuck or just wish it could do something - speak to the team at OpenCRM, they are so helpful, they'll either show you how to fix it, offer a realtime work around, add the requirement to the roadmap, or provide professional services. **What problems is OpenCRM solving and how is that benefiting you?** We manage leads, accounts, activities, personnel, projects, contracts, email campaigns and our support helpdesk all in one place. Very very good value for money. Great support team - always on hand and happy to help and to accept ideas on product development. Continually improving and testing new features. We have heavily customised our CRM system internally (which was easy to do!) and even now, after 5 years I know I am not using it to it's full potential - I know there is more problems it could fix... ### 32. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Plastics | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2020 **What do you like best about OpenCRM?** We've used Open CRM for some years now. I like that the software is constantly being improved based on user's suggestions, but just recently I was particularly impressed with the customer service when I needed to send a one-off bulk email regarding Covid-19. Our system was upgraded within 15 minute free of charge, allowing us to keep our customers informed easily in a difficult time. **What do you dislike about OpenCRM?** Some of the modules don't 'talk' to each other easily, so I can't always get the reports I need. **What problems is OpenCRM solving and how is that benefiting you?** As above. ### 33. This is the Ultimate CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2019 **What do you like best about OpenCRM?** Firstly the support is outstanding and the customisation options are exceptional. The flexibility of the system beats anything else we tried (and we tried a lot, and were a previous user of Dynamics). The interface is fresh and easy to use, making it easy for every member of our team to engage with CRM and use it the way that suits the individual best. We have now been using OpenCRM for close to 2 years and we continually acknowledge what a good decision it was to use OpenCRM. I should mention that we gained a stack of functionality for a fraction of the price of Dynamics. We are medium sized organisation with relatively complex CRM needs (service, contracts, asset registers, sales, marketing, campaigns) and OpenCRM was extremely well priced for the functionality we got. **What do you dislike about OpenCRM?** This is a very minute issue, but there are a couple of the customisation processes that are a little different across the various modules- it would be great if all customisations processes worked identically. As I said this is very minor. The only other thing that comes to bind is it would be great if Service Contracts greyed out when they expired and if there was a slightly more obvious way to "renew" contracts. Once again, this is a very very minor issue and I have no doubt we could pay for a customisation to get this exactly the way we like it. **What problems is OpenCRM solving and how is that benefiting you?** The only parts of OpenCRM we don't use is the Invoicing (only because we have a long standing supplier of accounting software and did not want to change anything here) and Helpdesk. This is how we use OpenCRM: Asset management (ie. customer equipment serial number, access codes, location, model numbers, service history, service contracts applicable) Preventative Maintenance Service Activity (including synch to Outlook and service engineer mobile device) Breakdown Service Activity Jotform integration (for electronic service job sheets and automatic linking to and completing maintenance visits automatically) Campaigns (lists and activities) Events (to do lists and storing records) Customer Contacts Company Service History Service Contracts Automatic Breakdown Counter Sales quotes Opportunities Leads Synch calendar items to Outlook and mobile devices. Storing service records Activities (eg. meetings, calls etc) Mailing lists Warranties Extensive reporting (highly customisable reporting allows us to search on all parts of our business activity including things like service visits not completed, contracts due, warranty due etc etc) ### 34. Excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **What do you like best about OpenCRM?** Any issues they are quick to sort out. Someone always answers the phone and they seem to know their stuff. **What do you dislike about OpenCRM?** The text editor when doing emails is a bit basic when you are used to using Microsoft word. Also the contacts & companies modules integration should be a bit more intelligent when creating new leads **Recommendations to others considering OpenCRM:** Plan in advance what way you will use the CRM so it can be tailored to your needs **What problems is OpenCRM solving and how is that benefiting you?** Enables us to send quote quickly ### 35. Excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2019 **What do you like best about OpenCRM?** The excellent customer services. I am not the greatest when it comes to IT and often get in a muddle... the service team at Open CRM are always willing to help either directly on the online site help chat assistance or by phone. **What do you dislike about OpenCRM?** Nothing, as a company we are very pleased to date **Recommendations to others considering OpenCRM:** Give them a go... we have been very pleased **What problems is OpenCRM solving and how is that benefiting you?** Moving our CRM from a very large cooperate company to OpenCRM early this year has been very successful for us. They worked with us to design a template that is user friendly for our needs and the result has enabled us as a company to be more time effective. Excellent value for money ### 36. my OpenCRM Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Alternative Dispute Resolution | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2020 **What do you like best about OpenCRM?** The ease of access and tools are my favorite aspects. **What do you dislike about OpenCRM?** I dislike the loading time it takes to turn on OpenCRM **Recommendations to others considering OpenCRM:** Just choose it. You wont regret it. **What problems is OpenCRM solving and how is that benefiting you?** I am much more efficient now when using OpenCRM compared to other products ### 37. OpenCRM is a Key business tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2019 **What do you like best about OpenCRM?** Craddle to Grave journey is very easy to navigate. **What do you dislike about OpenCRM?** not much, it a all round good preforing CRM **Recommendations to others considering OpenCRM:** You get back what you put in, use it from cold lead to invoice and you can't go wrong **What problems is OpenCRM solving and how is that benefiting you?** Open CRM is a major part of our business processes and has most certainly helps us acheive ISO certification. It takes away a certain amount of human error and being hosted means that it is always available. ### 38. Excellent software for CRM sollutions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2019 **What do you like best about OpenCRM?** -Easy to use -Good customer friendly design -Easy acces to everything you need -Good client relations -Everything in 1 browser window under my finger ttips -Easy acces to contact data -No hidden fee's, everything avaliable from the get go -Syncs with outlook! -1 price per month -Easy to use interface Basicly i have all the information i need below my fingertips in 1 browser window i can run my entire business using this software. This way i dont need different software anymore but just use Open CRM **What do you dislike about OpenCRM?** -Can be faster -Older browser support -Hour registration can be better -Some limitations in the software -Finanence handeling could be better **Recommendations to others considering OpenCRM:** Defently give it a go, for only 33 a month you can easely make your company easier to use. **What problems is OpenCRM solving and how is that benefiting you?** I finally solved the problem of keeping client relations and easy managing of clients with this Software. I can easelly log wat client told me and wat i told them, this way i can communcate clearly without having to remember everthing with so many clients. Also having all the information of my clients in one spot is excellent. Also using it for my finances this way i can easely send out a bill to my client. ### 39. It does everything I need from a management system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2019 **What do you like best about OpenCRM?** How it links many different documents at the touch of a button, giving you the whole history at a glance. **What do you dislike about OpenCRM?** Sometimes the search is not recognised, could capitals or a simple spelling mistake, you have to be quite accurate, or just put in part of the word. **Recommendations to others considering OpenCRM:** Give it a try **What problems is OpenCRM solving and how is that benefiting you?** Keeping a detailed history of a project, with every change and amendment collated over the life of the system. ### 40. OpenCRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2019 **What do you like best about OpenCRM?** I like the connectivity between modules and the fact that you can view all the activity associated with a single record **What do you dislike about OpenCRM?** It would be good to have the permission to rename the modules, but I understand why this is not entirely possible **Recommendations to others considering OpenCRM:** Not really - it is important to think through how you want to use, so that you get the most from it. **What problems is OpenCRM solving and how is that benefiting you?** I can't say I am having any problems. In terms of benefits realised, we are certainly more aware of the impact our work is having and it is informing strategic direction. ### 41. great experience using OCRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Howard B. | Sales Account Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2019 **What do you like best about OpenCRM?** I`ve used a number of CRM systems before but simply OCRM is the easiest and simplest to navigate for a salesperson. It makes my life for sending new and repeat orders so easy! **What do you dislike about OpenCRM?** Nothing standout really, maybe searching for products can be a little tricky if your unsure of the name? **What problems is OpenCRM solving and how is that benefiting you?** Speed of use, as outlined above - repeat orders! ### 42. OCRM experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2019 **What do you like best about OpenCRM?** Works well as a case management system with great access to the online helpdesk, **What do you dislike about OpenCRM?** Its really just my lack of knowledge that holds me up **Recommendations to others considering OpenCRM:** This system is obviously not bespoke so may not have complicated features, but it is simple to use and has good reporting. The ability to get immediate online help is valuable. **What problems is OpenCRM solving and how is that benefiting you?** The ability to report and produce meaningful information to SMT. As long as the information put in is accurate, the data output can be adapted to suit my needs ### 43. Nice way to storage all client data. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2019 **What do you like best about OpenCRM?** I was searching for a place to store customer data and use this like a CRM. OpenCRM does have a lot of options which gives me more controle about CRM. **What do you dislike about OpenCRM?** The pricing of 33 pound p/m is a bit high. When I have several user for many months it will be an expensive tool. **Recommendations to others considering OpenCRM:** If you need to have a platform where you can collect all your customer data, then OpenCRM is a good solution. **What problems is OpenCRM solving and how is that benefiting you?** It solved my problem that I now have all the data I need stored in one place. In the past I had data on different places and therefore I missed overview. ### 44. Helpful Staff and easy to use layout **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2019 **What do you like best about OpenCRM?** Support is always on hand. Easy to use layout. **What do you dislike about OpenCRM?** Slightly complicated layout in settings i.e teams etc. **What problems is OpenCRM solving and how is that benefiting you?** Allows us to have an overview, information on hand and great record keeping. ### 45. why opencrm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2019 **What do you like best about OpenCRM?** managing leads is quit interactive interesting and ease to use. easily manage meeting dates,customer responses,invoice. even we can track team efforts and work details in bar chart. **What do you dislike about OpenCRM?** pricing of the opencrm is quit high. so offers should be there. rest good application to grow business **Recommendations to others considering OpenCRM:** yes i recommend this software **What problems is OpenCRM solving and how is that benefiting you?** taking care of the dealers and the customer relationships ### 46. Great way to connect with clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2019 **What do you like best about OpenCRM?** Great way to connect with clients and get insight on what they’re looking for. **What do you dislike about OpenCRM?** It seems too robotic, sometimes. The customers get frustrated with responding via a platform **Recommendations to others considering OpenCRM:** Use the platforms benefits to find the right clients and reel them in! **What problems is OpenCRM solving and how is that benefiting you?** Connecting to people who are interested in purchasing from us. Finding prospective clients ### 47. why opencrm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2019 **What do you like best about OpenCRM?** challenge of the era is to maintain customer data and create a positive relation. opencrm is the tool which plays a great role between customer and the company. we have to analyse the customer requirements and the behaviour towards the company. opencrm maintain this. **What do you dislike about OpenCRM?** costing of opencrm,boring gui, graph analysis should be there **Recommendations to others considering OpenCRM:** yes i recommend this software **What problems is OpenCRM solving and how is that benefiting you?** maintaining my customers data and keep tracking them for furthur business ### 48. Best since we switched over from Aapya **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2019 **What do you like best about OpenCRM?** Everything just works without problems. The best **What do you dislike about OpenCRM?** Nothing everything just works and GUI is clear **Recommendations to others considering OpenCRM:** I'm not allowed to make screenshot on my company's computer so I can't upload evidence **What problems is OpenCRM solving and how is that benefiting you?** We use to have Aapya that one just didn't work ### 49. The Ideal CRM Solution For Our Marketing Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan P. | Head of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2018 **What do you like best about OpenCRM?** How customisable the system is. OpenCRM have a LOT of features, which is fantastic. Naturally though, we don't use everything... so it's great that we can customise the dashboard, data, reporting etc. to easily access exactly what information that we need. It's also worth mentioning here that the knowledgebase & support are both excellent. OpenCRM does a LOT of things, and when tinkering with a new feature, there is always documentation there for guidance. And in the rare occasion that isn't enough, the phone / ticket support are great too. **What do you dislike about OpenCRM?** The only thing I can think of that could be improved is that the user interface is a little outdated. It doesn't impact upon functionality and the value we get from it, but it could be nicer & more modern to look at! **Recommendations to others considering OpenCRM:** The people at OpenCRM are really helpful. Take the time to set up a call and ask for advice about adopting the CRM solution, how best to implement it, how to get the best possible value, etc. **What problems is OpenCRM solving and how is that benefiting you?** Couple of key benefits we've gained from OpenCRM: - Tracking our sales pipeline. It's really useful to be able to look back and see where leads have came from, the value of business closed that came from social media, vs. networking, vs. search ads, etc. - Storing contact information, invoices, contracts etc. in a way that is GDPR compliant. The whole team can now access contact information through OpenCRM easily. - We're also looking at using OpenCRM to set up our own support ticketing system. **Official Response from James Elliott:** > Thanks for the feedback, Ryan. We do have a new version due for release in Q4 2018 that will bring a fresh interface design - stay tuned! ### 50. open crm **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about OpenCRM?** it helps in all sales activities it covers all the departments whether its finance, administration, hr everything **What do you dislike about OpenCRM?** user interface is outdated , it needs more updated features **What problems is OpenCRM solving and how is that benefiting you?** in daily business solution if i talk about sales what we have in pipeline for tomorrow, means it gives blueprint of future ## OpenCRM Discussions - [Graph Analysis](https://www.g2.com/discussions/14571-graph-analysis) - 1 comment, 1 upvote - [How can I uninstall this software?](https://www.g2.com/discussions/14499-how-can-i-uninstall-this-software) - 1 comment, 1 upvote - [What is OpenCRM used for?](https://www.g2.com/discussions/what-is-opencrm-used-for) - 1 comment - [View OpenCRM pricing details and edition comparison](https://www.g2.com/products/opencrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+15%3A31%3A22+-0500&secure%5Bsession_id%5D=ad6161e5-9546-4395-9853-13f6fffaf942&secure%5Btoken%5D=55fb4b02f43583d2e2892762a026af2a6a8b9bf9b7967b551ff055f490c61cb5&format=llm_user) ## OpenCRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## OpenCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top OpenCRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,646 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews)