OpenCRM
50 reviews
- 1 profiles
- 1 categories
Average star rating
4.3
Serving customers since
2005
OpenCRM Reviews
KA
Kiley A.
Senior Portfolio & Client Relationship ManagerInvestment ManagementMid-Market (51-1000 emp.)Centralized Client & Regulatory Management for Investment Firms
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.
AC
Verified User in Civil Engineering
Small-Business (50 or fewer emp.)A Practical CRM That Keeps Sales Organized and On Track
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.
AG
Adan G.
Small-Business (50 or fewer emp.)User-Friendly Interface and Effortless Setup
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.
About
What is OpenCRM?
OpenCRM is a customer relationship management (CRM) software solution based in the UK, designed to help businesses streamline their sales, marketing, customer service, and operations. The platform offers a range of features, including contact and lead management, sales automation, task and calendar management, email integration, and reporting tools. OpenCRM is customizable and scalable, catering to the needs of small to medium-sized businesses across various industries. The company emphasizes user-friendly design and strong customer support to ensure effective implementation and ongoing service.
Details
Year Founded
2005
Website
opencrm.co.uk