Salesforce Sales Cloud vs OpenCRM Comparison

It's easy to use and intuitive, better than salesforce

nothing in particular, no crititisms but ive only been using it a week

Thank you so much for your review, Tristan. Do give us a shout if we can help with anything in the future, good to have you on board with OpenCRM :-)

The software is very easy to use and user friendly

I would add traceability to check editing history of the existing Quotes/sales orders

Thank you very much for your review Dariusz, We do have audit logs available within OpenCRM, perhaps you would like to chat with our support team to learn how to access those with more ease? Just give us a shout on Live Chat and we can discuss this further for you and investigate. Thanks again for your lovely review. Have a nice day

using sales quotes and orders - easy to do

running report - should be more simplar

Thank you very much for your review!

System is easy to use and manage. All contacts and companies are easily accessible

I have found that the sales target range % has not been accurate so we have calculated this ourselves

Thank you very much for your review, we really appreciate it! When it comes to your sales target range, this should certainly be accurate and you should be able to use this feature without having to calculate this yourself. If you would like us to take a look at this, please don't hesitate to reach out to us directly, via Live Chat, Phone or Email and we can pick this up with you and get it working correctly. Thank you again for your review and we do hope to hear from you soon.

Easy to navigate and retrieve previous emails from outlook.

Nothing that would impact my day to day use of the information I require from a sales point of view.

Thank you very much for your review, David. It's always nice to see a Sales Manager's input on their system use, so thank you very much for that. Give us a shout if there is anything else we can do for you at all

All options we have: Sales orders, invoicing, recurring invoicing, Quotes, helpdesk, etc

The currency conversion is a bit weird..

Thank you so much for your review Maarten, we really appreciate it. Please give our support team a shout if you would like to discuss your currency conversions, we may be able to look at that for you and make it a little less 'weird' :-) Thank you again for your review

I use the sales orders and opportunities tab the most, very good.

Sometimes difficult to explain how to use it to a new starter

Thank you so much for your review, Henry. We're very pleased to read you're making good use of our orders and opportunities features. We have a really helpful 'New Users' playlist available on YouTube. It contains a bunch of videos that will help new users get up and running when they first log into OpenCRM. Give us a shout if you would like us to send you that playlist link directly, or simply search for OpenCRM on YouTube and select our playlists to get to that one

Easy to use and navigate. Helps with work flow and sales stages

Looks slightly dated and although the system gets updates all the time and new features the look hasn't changed for years

Thank you so much for leaving us such a brilliant review. We do have plans to update the UI experience with OpenCRM in the future, but as you correctly pointed out, our current efforts are focused on creating and implementing even more new features to help you run your business more easily. Thanks again for such a brilliant review and please don't hesitate to reach out to us if we can help with anything else

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.

Like all CRMs, once you get used to it, it is simple to use and easy to manage call backs etc. It does the job but dont expect anything near SalesForce capabilities.

Not easy to find old missed activities, reporting and analytics may as well not exist.

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 ability to tailor it to our needs, specifically for me from a sales perspective.

It takes ALOT to get it to where you want it, i would say that i know we could be using it more to our advantage but we don't have the skills currently.

Thank you so much for your review Louise, it's hugely appreciated. In terms of your system use, this is certainly something that we can help you with. If you do wish to have a session with our Customer Success team, we can explore those areas of the system that you are yet to use and take a look at your current usage and identify any areas that you could streamline. We take on board your comments about your OpenCRM onboarding stage and we're always aiming to improve the implementation of OpenCRM, to make the switch to one of our systems as easy and smooth as possible. Thank you again and do give us a shout if you would like to explore the rest of your system with one of our Customer Success team.

Easy to use and update, easy to find information and to record a history of activity.

Having to pay for small changes to be made to layouts.

Thank you for your review Issy, we really appreciate it.  I am sure you already know that all OpenCRM admin users can make changes to the system themselves. This includes page layouts, field creation, PDFs, Email templates...pretty much everything. If you need our assistance to make those changes, you are correct, we do charge for our Professional Services team's time.  If you wish to make those kinds of changes yourself, the option is there and that route would incur no charge. We have heaps of resources to help support and coach you.   Thank you again for your time and your kind words, have a lovely day

The system is comprehensive from cradle to grave in terms of adding contacts, seeing through the quote stage, order stage and invoice stage. The reports then produced to monitor the salesforce and see real results is invaluable.

Sometimes hangs on loading pages which then goes back to the main screen once started searching.

Thank you Kevin for such a glowing review! We really appreciate it If you would like some help with your page load times, this is something that we can certainly look at for you. When using your OpenCRM system, just click on the chat icon in the bottom right-hand corner and our support agents will look into this for you. Thank you again for your review, 'The best CRM you have ever used' is certainly high praise that we are very proud of

I love how well documented the api is and how easy it is to customize the data that we want to fetch out of the api. I love how well it works with Tools such as clicddata. I really love how easy it is to contact the support team too.

The only con I would say is I cannot pull the documents out of the sales orders - but I have created a URL link to this section.

Thank you very much for your review. 5 stars all round! Wow! Thank you! We create all of our FAQs ourselves and they have been meticulously put together, so to read that they have come in handy is going to bring a smile to the team's faces when I point them towards this review. Thank you again for such glowing praise and thank you for letting the wider world know about your OpenCRM experience!

Easy to create contacts, being able to create a purchase order from a sales order. Ticket system has potential

Too many clicks, ticket system whilst it has potential is also flawed. Not easy to search

Thank you for your review, Phil; it's much appreciated. It sounds like you are having some issues with your helpdesk module. We would certainly like to address those with you. If you would like to discuss this further with us, please reach out to your account manager. We can review your goals when using the helpdesk module and advise on the best configuration to achieve those.

This was the first CRM system we have used and it was extremely easy to setup. The support from the team was phenomenal and we were guided and supported at every stage and also since then, support is available at the click of a button and any queries have been resolved straight away, the team are great.

It is a basic CRM package and many additional features can only be used via add ons, saying that it is compatible with a lot of add ons and therefore can be easily modified to suit users needs.

Thank you so much for your kind words, Angie! We all really appreciate it, and I will make sure to pass on your praise to our support team. If there is anything we can help you with in the future, you know where we are. We hope you have a wonderful day!

The team made the transition from Salesforce to OpenCRM painless, dealing with everything and ensuring that all our data was transferred into the correct fields. The team at OpenCRM have continued to offer first class support whenever we need it.

Learning new administration and programming software

Thank you so much for such a brilliant review, Phillip! It made our day reading that one. If you need anything in the future, you know where we are :-)

User friendly and all company information stored in one place, with links to each module such as opportunity to sales order to invoice

I feel it could be improved with better API access into other systems and better dashboard features

Thank you for your review, Andrew, we really appreciate it. If you were struggling to get your API connections, we may be able to help with this. Just reach out to our support team via our Live Chat function and we can pick it up from there and discuss it further with you. Thank you again for your review, have a lovely day there.

Great customer support (chat function is really useful), user adoption is easy, useful regular blogs to keep updating with new features. Straightforward to add fields, layouts and create reports.

Dashboards a bit clunky but I probably need to spend more time finessing them.

Thank you very much for taking the time to leave us a review. We are so happy to read how embedded OpenCRM is in your business. We pride ourselves on our support so thank you for bringing this to the attention of the wider world! If there is anything else we can do for you, please reach out to us, and thank you again for leaving this lovely review!

The ability to track progress visually is very useful, especially with the sales pipeline and the ability to know what my future workflow will be.

The quoting system is difficult to use at first, and isn't the easiest system to adjust when large amounts of product information and images need updating. For an e-commerce site which cycles through stock regularly, this is a large task.

Thank you very much for your review, we really appreciate it. As you know, we're always happy to help new users get to grips with the system so again, thank you for bringing this to the attention of the wider world. If we can help you look at your Quoting or Product Info/Images issues, please don't hesitate to reach out to us. We would love to look into that for you and see if there is anything we can do to make your life easier. Thank you again for your brilliant review!

This CRM for Small Business - Improves Customer Relationship Management Abilities! Its user friendly and easy to navigate, Sales Funnels · Online CRM Software ' email marketing. user friendly

I love email marketing which saves me time.

Thank you so much for the amazing review, Kim! We really appreciate it! I have passed on your glowing comments to the staff member mentioned :-) Have a lovely day and do give us a shout if there is anything we can do for you

CRM helps me stay organised. Helps me never forget a call back (and I have allot) We can also process our sales and send quotes from CRM.

Took me a few weeks to get used to the layout.

Thank you so much for your awesome review, Roxanne; we really appreciate it. If there is anything we can help you with whilst you use your system, please don't hesitate to reach out to us.

Easy to use and quick to pick up how to use - good features and quote generation to sales order to invoice is good and stays linked which is helpful.

Unable to save same contact on several sites eg multisite contract

Thank you so much for your brilliant review, Yvonne. If there is anything we can help you with, particularly with your contact management, as you mentioned, give us a shout. Thank you again for your review!

Very easy to use and manage, the ability to easily change fields to suit our market place and produce relevant reports that assist the sales team do their job.

Sometimes takes a while to work out how to change a column on a standard search result, but OpenCRM are always on hand to assist.

Thank you so much for leaving us this awesome review! The customizable nature of OpenCRM is certainly a huge benefit to the vast majority of businesses who choose to come on board, so it's brilliant that you have mentioned this and brought it to the attention of the wider world! We always think a CRM system should work for you, not you working for the CRM system, so having the ability to customize the system to fit your business is certainly a key factor in our ongoing success. Thank you again for your time and lovely review, please give us a shout if there is anything else we can do for you.