OpenCRM Overview
This is a summary of the comprehensive capabilities and benefits of OpenCRM based on over 301 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
OpenCRM, SyncApps, WORKetc, ServiceM8, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if OpenCRM is right for your needs? Our Cuspera AI engine can evaluate how OpenCRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
OpenCRM supports business activities such as:
- Sales Document Management
- Contact List Management
- Helpdesk Management
- Sending & Publishing Communications
- Relationship Management
OpenCRM can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, and Acquire Customers. It can help manage these activities if you use Offline Mobile Chat etc. for these needs. As a solution, OpenCRM's capabilities include Recording, Ticketing, Templates, etc.
OpenCRM Information Technology and Services Vertical is its biggest customer base.
Reviews
"...- Storing contact information, invoices, contracts etc...." Peer review by Ryan P, Head Of Digital Marketing, Marketing and Advertising
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well OpenCRM solved their CRM needs. Cuspera uses 301 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using OpenCRM.
Use Cases
Peers recommend Sales Document Management , Contact List Management , Helpdesk Management , as the business use cases that they have been most satisfied while using OpenCRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management with Offline and Mobile |
4.66/5 ★ |
"...- Storing contact information, invoices, contracts etc...." Peer review by Ryan P, Head Of Digital Marketing, Marketing and Advertising |
| contract management |
4.25/5 ★ |
"...- Storing contact information, invoices, contracts etc...." Peer review by Ryan P, Head Of Digital Marketing, Marketing and Advertising |
| proposal & quote management |
4.54/5 ★ |
"...Raise Quotes...." CRM System Features |
| digital signature |
3.77/5 ★ |
"...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..." Peer review by Simon L, Owner/Managing Director, Telecommunications |
| Contact List Management with Chat and Mobile |
4.67/5 ★ |
"...Open CRM 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...." All data hosted in the UK |
| creating contact list |
4.07/5 ★ |
"...Our integration with Dashly allows you to create Leads and Contacts in OpenCRM, record chats as Activities against those records, convert a chat into an Opportunity or Ticket, and so much more! ..." Integrate with CRM Solution - OpenCRM |
| contacts history |
3.42/5 ★ |
"...Customer Contacts Company Service History Service Contracts Automatic Breakdown Counter Sales quotes Opportunities Leads Synch calendar items to Outlook and mobile devices...." Peer review by Administrator |
| Helpdesk Management |
4.16/5 ★ |
"...We manage leads, accounts, activities, personnel, projects, contracts, email campaigns and our support helpdesk all in one place...." Peer review by Administrator |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management with Offline and Mobile |
4.66/5 ★ |
"...- Storing contact information, invoices, contracts etc...." Peer review by Ryan P, Head Of Digital Marketing, Marketing and Advertising |
|
| contract management |
4.66/5 ★ |
| proposal & quote management |
4.66/5 ★ |
| digital signature |
4.66/5 ★ |
| Contact List Management with Chat and Mobile |
4.67/5 ★ |
"...Open CRM 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...." All data hosted in the UK |
|
| creating contact list |
4.67/5 ★ |
| contacts history |
4.67/5 ★ |
| Helpdesk Management |
4.16/5 ★ |
"...We manage leads, accounts, activities, personnel, projects, contracts, email campaigns and our support helpdesk all in one place...." Peer review by Administrator |
|
18+ more Business Use Cases
Our AI advisor, Wyz, harnessed 301 insights from peers and experts to help you assess how these OpenCRM use cases fit your CRM needs.
Popular Business Setting
for OpenCRM
Top Industries
- Information Technology and Services
- Marketing and Advertising
- Telecommunications
Popular in
- Small Business
- Enterprise
- Mid Market
Peers used OpenCRM to Enhance customer relationships and Increase sales & revenue
OpenCRM Alternatives
Peer and Expert Opinion on Features
for OpenCRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (11) |
| Ticketing | Read Reviews (7) |
| Templates | Read Reviews (6) |
| Personalization | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (11) |
| Ticketing | Read Reviews (7) |
| Templates | Read Reviews (6) |
| Personalization | Read Reviews (5) |
IT and Other Capabilities
for OpenCRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (21) |
| Data Import | Read Reviews (31) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (21) |
| Data Import | Read Reviews (31) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (44) |
| Chat Support | Read Reviews (3) |
| Phone Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (44) |
| Chat Support | Read Reviews (3) |
| Phone Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (43) |
| Analytics | Read Reviews (5) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (43) |
| Analytics | Read Reviews (5) |
Software Failure Risk Guidance
?for OpenCRM
Overall Risk Meter
Top Failure Risks for OpenCRM
Vendor Profile Details
Company Name
OpenCRM
Company Website
https://opencrm.co.ukHQ Location
1 Bailey Court, Colburn Business Park, Richmond, North Yorkshire DL9 4QL, GB
Employees
11-50
Social
Financials
NA
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