OpenCRM Reviews

Excellent how all the contacts are stored in one place and connected to each sales order/invoice/purchase order! Easy to look back at history when dealing with a customer. Would recommend as great support always received via the online chat!

Can be a bit clicky trying to locate certain things. Under a contact tab to find the sales order have to click on a lot across the bottom and this can not be moved to make less clicks. Also the same problem with payments. The duplication settings in contacts can also not be set after you have started using it. The email marketing can also be tricky having to rely on stripo but its not the end of the world.

Thank you so much for your review, Oliver; there are a few things to unpack here. Firstly, thank you very much for highlighting our interconnected echo system within OpenCRM and, of course, our 5-star support. From your review, it sounds like you might still be using the subtabs across the bottom of your modules. I wonder if you have tried using the newly introduced Time Line instead. We have found it much easier to navigate a record's connections and history by using the Time Line. If you'd like some help with this, please give us a shout on support or reach out to your account manager. Thanks again for your kind words and hopefully, we can get you using your system with a few less clicks :-)

OpenCRM is easy to use and to customise based on our business needs. System administration is user friendly, so even end users without an IT background can understand and be involved in customisation. There are many user guides available, and, when needed, the customer service is very responsive and helpful. There are many additional modules which can be utilised, such as activity management which integrates with the Calendar and is very helpful for organising workload. I find it very helpful to use the functionality available to create activity plans for opportunities which help to ensure that customer needs are met at optimum times.

Overall OpenCRM is a great system. My minor frustration has been that there are a limited number of filters in the reports. Although I generally find the number of filters available are sufficient for most purposes.

Thank you so much for such an awesome review, Sarah! So much good stuff in this one :-) Please don't hesitate to give us a shout if you ever need anything. Have a wonderful day!

The Leads system is very helpful to use. Also the quotes and invoices.

It's more complicated in comparison to other CRM systems, there seems to be may fiddly in between bits that needs to be done. I think it could be more seamless.

Thank you very much for your review, Ebamiyo. We really appreciate it. We take on board your comments and those have been fed back to our management team. Thank you again

Ease of use, lots of different functions

When i have had refreshers with the team, I've found the pace too fast as I'm not as experienced in navigating the system

Thank you for the brill review, Sarah, we really appreciate it! We are always happy to slow down any training we provide so that it is inclusive for all and ensures that you get what you need from it. If you ever feel like we're going to quickly for you, please don't hesitate to make the team aware so that we can change our approach for you and your system :-) If there is anything else we can do for you, please don't hesitate to reach out to us!

It is very customizable and that helps set it up based on user needs

its is not great to navigate back on pages, and when creating accounts and trying to attach an account where you have multiple acccounts, when pressing back button you get an error and have to start again.

Thank you so much for taking the time to leave us this review, Alex. I'm sorry you are experiencing some issues when it comes to record creation and linking. We can advise you on some tips and tricks to stop you from getting frustrated. Give us a shout through our support channels next time you hit an issue and we would be more than happy to take a look for you. Alternatively, we also have heaps of help videos on our YouTube channel that you might also find useful. Thank you again, Alex

Its user friendly, and always to ready to help.

The update is really slow, the phase takes alot of days to test it.

Thank you so much for your review! I'm not 100% sure I know what you mean when you say the 'update is really slow'. I'm so sorry. If you are referring to general system updates and new feature updates, we always try to perform those within out-of-office hours. This means you are able to arrive at your desk the morning after an update and immediately have access to all the new and updated features. If you are referring to bespoke development projects for your system, this can indeed take a few days/weeks, depending on our bespoke development schedule and the size of the work required. I'm sorry you have felt disappointed, and we would love for you to reach out to us so that we can try to address that with you. Other than that, thank you so much for your kind words and excellent rating :-)

For what we use it for it is easy to use. There are many other functions which we have yet to explore. The team are always very helpful when I want to try something new. I love the accessibility of the support team. They are always very helpful.

It is a bit complicated to use sometimes as there are so many functions, but this will be the same with any comprehensive CRM and may be due to my lack of knowledge rather than deficiencies in the product.

Thank you so much for leaving us a brilliant review Laura. OpenCRM is a large and powerful CRM product, and we understand that it can be a little overwhelming and complex to begin with. We hope that now that you are settled down and using the areas you need, you're not getting stuck. Please don't hesitate to reach out to us at all. If you are stuck or if perhaps you would like to explore more, we're always happy to help :-) Thanks again for your kind words. Have a wonderful day Laura!

1. All the information is easily accessible 2. The reporting function is good 3. Holds information about one event with good links to background information on the company, booking contact, trainer running the course and learners

1. The search function is poor and very sensitive. 2. It hasn't, in my experience linked well with other office software. 3. Has a few points where it takes you to a different page after you have been editing.

Thank you very much for taking the time to leave us a review; it's much appreciated. If you would like help with some of the issues you highlighted in your review, please don't hesitate to reach out to us. We could provide assistance with your integrations or recommend tips and tricks for navigating your system with less frustration. Thank you again for all of your kind words. Have a lovely day!

Everything is in one place and easy to use once integrated with our internal processes.

The initial set up takes a little longer than we would like. The training provided was extensive however it may benefit from being a little more focused on user requirements

Thank you so much for your review Ian, it's very much appreciated. We are also looking forward to getting OpenCRM further embedded into your business to allow you more automation ability and therefore more time saved. Thank you again for your kind words and do reach out to us if there is anything else we can do for you.

Very easy to use it has all the features and functions I require and more and the cost is affordable for my small business

There isn't really anything I don't like.

Thank you so much for the awesome review, Max! We really appreciate you taking the time to let the wider world know about your OpenCRM experience. If there is anything else we can do for you at all, you know where we are :-)

The support is phenomenal. The best support I have with any business software. The support team are personably and feel like an extension of our own business. The ability to integrate with Jotform.

The reports - the lack of ability to design the page and also options to total fields by month etc.

Thank you so much for your brilliant review Brigitte, We pride ourselves on our 5-star rated support so thank you so much for bringing that to the attention of the wider world with your review. If you would ever like some help with your reports, please don't hesitate to reach out to us. We have our Customer Success team available to all users who wish to chat through any issues or, ideally, get more out of their system. Thanks again!

Easy access to all features of OpenCRM is vital either at the office or on the road. I find use of the software across my mobile phone, tablet and laptop makes ensures information is updated promptly.

Perhaps too many clicks to access some key windows. Preparation of reports needs

Thank you so much for your kind words! If you ever need anything from us, please don't hesitate to reach out, either via the Live Chat icon in the bottom right-hand corner of your system or via Phone or Email. Thank you again, have a lovely day!

This software has enabled us to much more efficient and increase productivity. Particularly like quote generation which now is much more streamlined.

After using the same CRM software for over 12 years it was a little hard to begin with and we are still learning all the time. However, it was very easy to implement and has been worth it.

Thank you so much for your brilliant review David, we really appreciate it. We particularly love reading that OpenCRM has helped you to be more efficient and increase your productivity, that's exactly what we aim to do when we help a company implement an OpenCRM system. If there is anything we can do for you, please don't hesitate to reach out to us. Thanks again and have a lovey day.

OCRM is easy to use and onboard, not complicated.

There are additional features such as automations that we need.

Thank you so much for your review Nicola, we really appreciate it. We do have a wealth of automation for OpenCRM, to help you make your day easier, so perhaps it might be a good idea to reach out to us and explain what parts of the system you would like to automate. We would love to hear your ideas and possibly help you achieve those with you. Thank you again for your review and we hope you have a lovely day

Easy to navigate and very user friendly. The best feature for me is that all emails to/from clients are automatically attached to the relevant account.

When using Chrome, on occasion, if you press "back" on the webpage, you get a "confirm resubmission" error message

Thank you so much for such a glowing review Joanne, We really appreciate that you took the time to write us such a brilliant review. If there is anything we can do for you in the future, please don't hesitate to reach out to us via live chat, phone or email.

Very easy to set up, simple to modify. Does everything you may need and intergrates with other accountancy systems etc. Very handy mobile app

Although most areas are simple we are yet to get to grips with mail campaigns and importing files csv for orders. Would be good if the mobile app did more.

Thank you so much for your brilliant review, Martin! If you would like some help getting to grips with the campaigns module or for us to take a look at your order inputting to see if there is any way we can streamline this, please reach out to us. We're always happy to help you use your OpenCRM system to better effect. Thank you again for your review and we hope you have a lovely day

OpenCRM is easy to use & good value for Money- We have customised the software so that it works for our business and I especially like the helpdesk. Any queries are answered promptly and without fuss.

We haven't made use of all the available options as the work involved is quite time consuming although this is more my fault then that of OpenCRM as I haven't made the time to look at everything it could help us with!

Thank you so much for your review Joanna, we really appreciate you bringing your helpdesk use to the forefront for a wider audience. We do have our Customer Success team available who may be able to help you with using those areas of the system you have yet to explore. If you would like to chat with us about having a Customer Success session, please reach out to us directly. Thank you again for your review

Easy to use and the views are clear. We use this across our department and this gives us full view of companies from when we first contact them to when they become a client and continue the journey with the client.

The right pop section/ for the messenger, sometimes this gets in the way, when emails or reminders come through, as would better on the left side or a little higher up. Sometimes the system doesn't always quickly pick up duplications when searching as it's quite sensitive.Also a customer service advice line or a designated advisor would help when you do have an issues, as sometimes we don't get a answer straight away.

Thank you so much for your excellent 10/10 review! It's much appreciated. Just to touch on a couple of the points that you raised within the 'cons' section of your review. The live chat icon in the bottom right-hand corner is a direct conduit to our support team. We have an average response time of below 2 mins for every chat we encounter. If you need our help, this is the best and fastest way to reach us. In terms of making sure your business is making the most of your system, we actually have a whole team dedicated to doing just that :-) This is our Customer Success team and they are there to help you explore unused areas of OpenCRM and possibly make your current usage more efficient. I would suggest that reaching out to us to chat with our Customer Success team would be a good idea for you Julie. Thank you again for your brilliant review and as I say above, give us a shout and we can chat about your usage further.

We needed something all in one solution that managed customers, contacts, opportunities, easily turning them into projects and then project tasks. Open CRM does that all

Admin could be "more user friendly" on Mobile devices

Thank you very much for your brilliant review, Stuart, it's much appreciated! It's also lovely when one of our OpenCRM users highlights the customisable nature of OpenCRM for the wider world, so thank you very much for doing that. If there is anything else we can do for you, please don't hesitate to reach out to us directly

As a fairly small organisation, we find Open CRM easy to use with a handful of users. The support team are excellent when we run into any difficulties and is quick to help. I have used a range of CRMs in the past at previous organisations, some 4x the price of Open CRM but I haven't found them to be as effective or user friendly as Open CRM.

The reporting is a bit confusing and could do with being made simipliar.

Thank you for taking the time to leave us a review, we really appreciate it! So glad you've found our support team helpful and that you're enjoying using OpenCRM. In terms of reporting, I will make sure to feed your comments back to our interface team. Would you mind replying to the email with some more information of what areas you are finding confusing? It might be that a session with our customer success team can help bridge the gap.

We are a small not for profit company and we found the other services software had lots of features that were not relevant to us, the features that were relevant were not easy to navigate. The OpenCRM team bespoke their software to meet our services needs and gave us training on how to use the range of features. Their help chat line is excellent ! quick and professionals.. please they talk through any steps in a way I (who has limited IT skills) can understand. We use the software daily.

Nothing comes to mind- we have no complains about OpenCRM

Thank you so much for leaving us a review, we really appreciate it! We're so glad that you've found our live chat support helpful, will make sure to pass that on to the team.

Reporting tools are particularly useful, and great search functions

Some of the terminology could be improved and an easier to customize dashboard would be great.

Thank you very much for taking the time to leave us a review! It's hugely appreciated! If there is anything within your system that you would like some help customizing, please reach out to us directly, we are always happy to help :-)

I came from being a regular salesforce user, to me what was a relatively unknown in the CRM world. Its easy to use, easy to quote and send contracts for customer signatures.

none currently, I love it! I think if a user is deleted off the system, all their imprints are also gone - but i could be wrong?

Thank you very much for reviewing OpenCRM! It's so nice to see that, as an ex-Salesforce user, you picked up OpenCRM quickly and easily...and as our main competitor, it's brilliant to see that you love your OpenCRM system in comparison! Thank you again and do reach out to us directly if we can help you or your team with anything else

The ease of use, the custom ability, and the additional chat function support.

I would of liked to have tailored the tabs on the company module a little more but there is always a workaround, that's the beauty of it.

Thank you so much for taking the time to leave us such a positive review! It's hugely appreciated. It's always a large task to implement a new CRM system into your business so it brings huge smiles to our faces to read that the process has been smooth and as hassle-free as possible. We are very proud of our customizable CRM solution, so to read your feedback about how well OpenCRM has slotted into your business is brilliant to see! If there is anything else we can do for you give us a shout and thank you again for taking the time to leave us such a glowing review

Really good for general customer management and sales tasks, with brilliant report features.

We are a training company and the event module can be a bit repetitive at times and clunky around the edges. It has got better and we have had some development work done to help meet our needs.

Thank you very much for leaving us such a glowing review! It's hugely appreciated. We always like to read that our product has improved whilst you have been an OpenCRM user and we can assure you that those improvements will keep on coming. It's also a pleasure to read about your positive experiences when interacting with us whilst customising your system to better fit within your business. If there is anything else we can do for you, please reach out to us directly, and thank you again for leaving us this review.