--- 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: '2026-08-07' 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** of OpenCRM, appreciating its intuitive interface and seamless lead management features. (3 reviews) - Users find the **easy setup** of OpenCRM highly beneficial, facilitating quick and efficient database management from the start. (2 reviews) - Users value the **thorough lead analysis** provided by OpenCRM, enhancing communication and follow-up efficiency. (2 reviews) - Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution that reduces multiple subscription costs. (1 reviews) - Users value the **excellent customer support** from OpenCRM, ensuring smooth setup and timely follow-ups on leads. (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(1 reviews) **What users dislike:** - Users find OpenCRM **not user-friendly** due to confusing navigation and outdated interface, alongside software bugs and hangs. (2 reviews) - Users experience **software bugs** and occasional hangs, which hinder the overall usability and interface clarity of OpenCRM. (1 reviews) - Users find the **learning curve** for advanced customizations in OpenCRM can complicate initial setup and efficiency. (1 reviews) - Users find that the **time-consuming setup** of OpenCRM can hinder efficiency in accessing its features. (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. 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. ### 6. Robust B2B CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Marina M. | Business Operations & People Collaboration Specialist, Textiles, 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. ### 7. 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 ### 8. 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! ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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 ### 15. 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. ### 16. 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... ### 17. 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. ### 18. 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 ### 19. 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. ### 20. 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 ### 21. 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. ### 22. 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. ### 23. 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 ### 24. 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 ### 25. The product is very good value and support is excellent. **Rating:** 3.5/5.0 stars **Reviewed by:** Simon L. | Owner/Managing Director, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2015 **What do you like best about OpenCRM?** 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. **What do you dislike about OpenCRM?** 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. **What problems is OpenCRM solving and how is that benefiting you?** Running a sales and service business providing Telecoms to other businesses. We use the system to track a new customer right the way through to an order and then providing ongoing support. Customers like the way that we use the system. ### 26. CRM Cloud Base tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2015 **What do you like best about OpenCRM?** I have used other CRM tools, but with OPEN CRM, they listened to our needs and demands and worked with me to deliver the tool that the Account Management team can use. The understand they took to fully understand our business and what we need was second to none. Training was effeicent and effective and support has been there too **What do you dislike about OpenCRM?** Sometime's a toally blank sheet can be the best option, but I think in this it would have not worked for us, as OPEN Crm could tailor what we wnated **What problems is OpenCRM solving and how is that benefiting you?** How much work we do and having an accurate database and marketing tool ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+04%3A56%3A45+-0500&secure%5Bsession_id%5D=45f7ae14-9422-49d5-9580-f27fb4ada49d&secure%5Btoken%5D=6591db28619bd7c110a01b3e3ace7677fe492ba754463c4ae4723de077efb756&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top OpenCRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews)