OpenCRM Reviews
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Write a ReviewMaureen M
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
I haven't found anything to dislike yet. Review collected by and hosted on G2.com.
AM
Administrator in Management Consulting
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
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 Review collected by and hosted on G2.com.
AM
Administrator in Market Research
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
I don't dislike anything about the software, but improvements could be make to the email UX experience. Review collected by and hosted on G2.com.
AI
Administrator in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
AP
Administrator in Plastics
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
Some of the modules don't 'talk' to each other easily, so I can't always get the reports I need. Review collected by and hosted on G2.com.
AB
Administrator in Business Supplies and Equipment
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
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. Review collected by and hosted on G2.com.
John M
Sales Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
Any issues they are quick to sort out. Someone always answers the phone and they seem to know their stuff. Review collected by and hosted on G2.com.
What do you dislike?
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 Review collected by and hosted on G2.com.
AP
Administrator in Professional Training & Coaching
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
Nothing, as a company we are very pleased to date Review collected by and hosted on G2.com.
UA
User in Alternative Dispute Resolution
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
AI
Administrator in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
EE
Executive Sponsor in Education Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
-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 Review collected by and hosted on G2.com.
What do you dislike?
-Can be faster
-Older browser support
-Hour registration can be better
-Some limitations in the software
-Finanence handeling could be better Review collected by and hosted on G2.com.
UM
User in Medical Devices
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
How it links many different documents at the touch of a button, giving you the whole history at a glance. Review collected by and hosted on G2.com.
What do you dislike?
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. Review collected by and hosted on G2.com.
UH
User in Health, Wellness and Fitness
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?
I like the connectivity between modules and the fact that you can view all the activity associated with a single record Review collected by and hosted on G2.com.
What do you dislike?
It would be good to have the permission to rename the modules, but I understand why this is not entirely possible Review collected by and hosted on G2.com.
Howard B
Sales Account Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?
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! Review collected by and hosted on G2.com.
What do you dislike?
Nothing standout really, maybe searching for products can be a little tricky if your unsure of the name? Review collected by and hosted on G2.com.
AI
Administrator in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
UR
User in Retail
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
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. Review collected by and hosted on G2.com.
AM
Administrator in Medical Devices
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
II
Industry Analyst / Tech Writer in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
pricing of the opencrm is quit high. so offers should be there. rest good application to grow business Review collected by and hosted on G2.com.
UA
User in Automotive
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
UI
User in Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
costing of opencrm,boring gui, graph analysis should be there Review collected by and hosted on G2.com.
UT
User in Telecommunications
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Ryan P
Head Of Digital Marketing
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
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. Review collected by and hosted on G2.com.
What do you dislike?
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! Review collected by and hosted on G2.com.
GC
G2 User in Consumer Goods
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Simon L
Owner/Managing Director
Telecommunications
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
The ability to create a lead through to an opportunity then a quote and then an order that can be e-signed and a PO is great, we don't use the invoicing element We like the support desk and campaign element. Review collected by and hosted on G2.com.
What do you dislike?
The ability to run reports in general, whether it's profit on campaigns, rather than spend versus turnover, generating a monthly sales report or helpdesk are very limited and not thought through. The inability to use the system dashboard is also a disappointment as we are never able to see live stats. I know that OpenCRM are looking to hook in another reporting system but if you can't get the basic information, the reports will be useless. Review collected by and hosted on G2.com.
Tim S
Director / Owner
Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?
Great support and development team
The ability to customise the CRM for our needs
Great communication Review collected by and hosted on G2.com.
What do you dislike?
I don't think there is anything that we dislike. If we ever have any issues they are usually resolved very quickly Review collected by and hosted on G2.com.
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