Zoho CRM vs OpenCRM Comparison

CRM helps me create a quote, upload and send very quickly

Nothing, CRM help with day to day tasks

Thank you so much for the brilliant review Ben, we really appreciate it. If there is anything we can do for you, please don't hesitate to reach out to us.

Reports system. Very easy to extract data onto excel.

Creating customers and clients on CRM is very clunky.

Thank you for your review Asheain. We are very proud of our systems and how easy they are to use, so to read that you are finding such a simple element of OpenCRM 'clunky' leads us to believe that we may be able to help you with your OpenCRM use. If you would like to discuss what aspects you are not getting along with, please reach out to us. We have heaps of customisation options and I'm sure we can get you to where you want to be when it comes to the ease of inputting those new customers and clients.

Both [sensitive content hidden] have been extremely patient and supportive during the Open CRM integration. The system does everything I desired (and more) and will allow us to collate and therefore, use our business information to evaluate and plan for the future. Everything is now in one place, has an audit trail and is easily searched for and used. The training sessions with [sensitive content hidden] were informal, informative, hands on and were never rushed. [sensitive content hidden] was always happy to go over a particular area of the system as many times as was necessary (which was often) to allow me full understanding.

There is nothing about using Open CRM that I dislike.

Thank you so much for your brilliant review Tim! Everyone here at OpenCRM really appreciates it. I have also passed on your specific compliments to the team dealing with your system implementation. Thanks again, you know where we are if you ever need anything.

how easy it is to use and the simple layout.

have not found anything i don't like about the open crm

Thank you so much for taking the time to review OpenCRM! It's very much appreciated

This software is very user friendly. One of the things I like about this software is the option to put a follow update to contact your client. I have used other software that don't have this option and you have to manually search for the clients. CRM also allows you the pull many different reports and transfer to excel sheet for example call reports, full database, opportunity reports and quote reports.

I can't think of any thing I don't like abt CRM.

Thank you so much for your brilliant review Ledelle! 10/10, wow! Thank you! If there is anything we can help with at all, please don't hesitate to reach out to us directly, (as you know) we're always happy to help :-)

The software is easy to navigate and when you can't find something the support is great, there are some very good documents in the knowledge base that make it easy to work out

when something does update, it can throw the formatting out of the crm layout so notes don't fit as they used to. Using the CRM from mobile/tablet could be improved greatly

Thank you very much for your review! We have many plans on the horizon and we are constantly making improvements to both our browser-based version of OpenCRM as well as our app, so do watch this space. If there is anything we can help with, please don't hesitate to reach out to us directly, we're always happy to help

As a small buisness finding our feet and figuring things out it was really important to us to work with an approachable service provider that gave us a CRM that was adaptable. Thats what we got!

I think it would be really helpful to have your email inbox live within the CRM - if I was opening CRM to open my emails i'd probably be using the platform more consistantly!

Thank you so much for your review Kel, we really appreciate it. We pride ourselves on our approachability. One of our company goals was to encourage a culture, with our users, that allows for questions to be asked and knowledge to be shared. So the fact that you have mentioned this in your review has really made our day here! If you ever find yourself stuck, you know where we are, and thank you again for your brilliant review and nice words.

Easy to use, good search features. All modules are linked so can quickly move from area to another.

Used for CRM, and order processing, so didn't really engage with other modules.

Thank you so much for your review Kevin, we really appreciate it. If there is anything we can do for you, please don't hesitate to give us a shout.

I dont have to do anything all emails are recorded as they come in to the correct client

I have had no issues with the CRM it has worked as advertised

Thank you so much, Phillip, for your brilliant review. Please don't hesitate to give us a shout if there is anything else we can do for you

Easy to use, manage contacts and pipeline.

Would like to see more options for quote generation - being able to shift line items around, add pictures to a quote, etc

Thank you for such a glowing review, Mark, it's very much appreciated when our OpenCRM users share their experience with the wider world! We have an ideas board on our website (www.opencrm.co.uk) and we are always open to new ideas for enhancements to the system. If you head over there and pop your ideas down about quote customisation, I'm sure our development team would be happy to read those ideas and hopefully put them into practice on our future roadmap.

The ease and convince of the system is top draw.

it can be a bit clunky on certain instances

Thank you so much for your review, Colin, we really appreciate it!

Open CRM makes our daily tasks so much easier, the information is stored well. Open CRM allows us to reach our target audience quickly and easily

Sometimes i find there are too many click through required to get to the end objective

Thanks so much, Donna, for your kind words! If you'd ever like a hand with automating some of those areas you're finding 'click heavy', give us a shout, we may be able to reduce some of those steps by putting some workflow in place. If you'd like to explore that with us, please give us a call and ask to speak to your account manager

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

OpenCRM is the best system out there for the simplicity of use and how you can easily customise the layouts etc. I have used a few CRM's and I found that I picked OpenCRM very quickly. It's very easy to navigate through the different modules. I have also had to reach out to the support team a few times and they have been nothing but supportive! Would highly recommend

Not applicable. I beleive it has everything that I would require for a CRM.

Thank you so much, Jack, for your awesome review! It's very much appreciated! If there is anything we can help you with in the future, as you have done in the past, just let us know via support. Cheers again, and have a wonderful day!

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.

The ease of usage, if I can use it anyone can. Has all the correct features for my needs.

Sometimes it seems to need too many clicks to get back to where I was.

Thank you so much for taking the time to leave us a review. We really appreciate it :-)

I like the layout the most - really easy to work around and very user friendly. Never had any issues with the speed or quality of the service - CRM does exactly what you need it to do when you need it to do it! Would definitely recommend.

I think the lack of user understanding into the full features that CRM offers is something that could be worked upon. We had a session with a CRM trainer to teach us some hidden features we were not aware of. Appreciate that we were able to find this out, but a more proactive attempt by CRM to demonstrate these functionalities would be appreciated.

Hello John, thank you so much for your brilliant review. In terms of discovering those lesser-known OpenCRM features, we would point you toward our youtube channel and social media channels. There, we regularly share tips and tricks for OpenCRM and general help videos. We actually have a free webinar taking place next Wednesday (24th May 2023) over on our YouTube channel. It's aimed at using OpenCRM to better effect alongside our Jotform and Zapier integrations. If you do a quick search for OpenCRM within YouTube, you'll find our channel and from there, just hit subscribe and click the bell icon and you'll be notified of any new videos we upload. I do hope this helps but please feel free to reach out to us directly if you would like further info or some direct URL's to help find those social channels. Thank you again for your review, we really appreciate it.

Open CRM its super friendly user, i recommend it

None, its very easy to use. It makes my work super easy

Thank you so much for the awesome review Cristina, It's hugely appreciated!

The features are really easy to use, I came in not knowing CRM and picked it up so easily.

A few more options and selections. To filter profiles down easier

Thank you very much for your 10/10 review Nathan, we really appreciate it here at OpenCRM. If there is anything we can do for you, please don't hesitate to reach out to us, we're always happy to help.

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

it has all the features you would expect of an online CRM

Its badly laid out and very buggy. We kept coming across things that didnt work. when we reported these bugs OpenCRM admitted they didn't work but if we wanted that functinoality we would have to pay for it. The email program is very bad and barely functions. The reporting system is also overly complex

Thank you for taking the time to give your feedback. I am genuinely sorry that your experience was not like the many hundreds of other comments we have received about our product and services. My name is Graham, and I am the Managing Director over at OpenCRM. OpenCRM does not have an email client, so we were left a little puzzled by your comment stating that our email program is 'very bad and barely functions'. It's always disappointing when we have been unable to quantify the areas that you were struggling with, and for that, I can only apologise. Our goal is a bug-free experience for our thousands of users. To clarify, we have never charged for bug fixing, and our approach to feedback around areas of the system that have genuine issues has always been to embrace the feedback to make our product better for our whole community. If you're open to discussing this further, please give me a call. I would be pleased to catch up and discuss any options that we might have in the future.

easy to use and create report and user friendly

slow, doesn't have alot of Ai functions . complex in the back end when creating workflows some times.

Thank you so much for taking the time to leave us a review, Richard. We would love to hear your ideas for where you think we could implement some AI features within your system. Our website has an ideas board; any AI features you think might be helpful would be a welcome addition to our ideas board. Unfortunately, creating complicated strings of automation and workflow can get a little tricky. However, we always have our online chat available within office hours, and we are always happy to help if you get stuck with workflows. Thank you again for your kind words, we really appreciate it!

I am happy to share my review for Open CRM, a powerful and user-friendly customer relationship management software.Open CRM is an outstanding tool that has helped me streamline my customer management processes and improve my team's productivity. Its intuitive interface and comprehensive features make it easy for me to manage all of my customer data in one place, from sales leads to customer service interactions.One of the best things about Open CRM is its flexibility. It can be customized to fit the unique needs of my business, and the team behind the software is always available to help me with any questions or issues that I may have.The reporting and analytics features are also impressive, providing valuable insights into customer behavior and helping me make informed business decisions. The integration with other tools like Mailchimp and Google Workspace has also been a huge plus for my team.Overall, I highly recommend Open CRM to any business looking to improve their customer management processes. It is an affordable, easy-to-use, and powerful solution that has helped me grow my business and improve my customer relationships.

Open CRM, like any other software application, may sometimes experience slow performance. There could be various reasons for this.

Gary, thank you so much for your comprehensive and brilliantly positive review. We really appreciate you taking the time to write this for the wider world to see. If there is ever anything we can do for you, please don't hesitate to reach out to us. Thank you so much, again, for your brilliant review and we hope you have a wonderful day.

Simple to use and I would highly recommend

I am not the most computer literate person so I struggled, however excellent support from CRM helped me out

Thank you very much for the brilliant review and kind words Martin! OpenCRM is for EVERYONE, from the tech-savvy to the not-so... It's why our support team are so awesome, so thank you again for pointing that one out to the wider world :-) Do reach out to us if you ever need a hand with anything.

What I like the most of CRM is how friendly and easy to use.

It would be interested if we could customize our own home page with the tabs we most need and the color.

Thank you so much for your review Sam, it's very much appreciated. In terms of your home page, you can certainly do some customisation. I'm afraid our colour scheme is not something we allow you to change, however, besides that, we do allow loads of customisation options. If you'd like some help with this, you can reach out to us either via phone, email, or live chat, we would be more than happy to help. Thanks again for taking the time to leave us a review and we do hope you have a lovely day.