OpenCRM Pros and Cons

This platform is so easy to navigate and use. I can also submit any suggestions I have to improve my experience of the platform, so it is able to provide me with everything I need. Review collected by and hosted on G2.com.

I haven't found anything to dislike yet. Review collected by and hosted on G2.com.

Open center makes stuff so easy I can do things Review collected by and hosted on G2.com.

Absolutely not one thing that I disliked Review collected by and hosted on G2.com.

OpenCRM have an excellent Customer Services team who respond to any questions or queries quickly and efficiently. We received a series of very informative remote training sessions on the use of the CRM, enabling us to effectively create internal reports etc.

We are now able to create professional e-newsletters with the Stripo to the OpenCRM. Review collected by and hosted on G2.com.

The reports that we are able to generate from the CRM to PDF etc would be more user friendly if we were able to format e.g. adding lines colours between rows Review collected by and hosted on G2.com.

OpenCRM is one of the most flexible and logical CRM systems on the market. We explored many options before deciding on their software, but the benefits and cost of OpenCRM far outweighed other software.

The ability to track and monitor the flow of all aspects of our business in one system helps streamline processes, automation and delivers greater efficiencies across the whole company. The inclusion of key business modules which can be easily turn on and off enables businesses to tailor the system to their own requirements. The option to have bespoke development at a reasonable price further adds to the system flexibility. The support team are incredible, feeling more like an extension of your own team than a supplier.

My experience with the whole company has been the most positive I have ever had with a software supplier. They are honest, personable, responsive and a pleasure to deal with. Review collected by and hosted on G2.com.

I don't dislike anything about the software, but improvements could be make to the email UX experience. Review collected by and hosted on G2.com.

Incredibly customisable, and a great support team. Review collected by and hosted on G2.com.

The number of integrations is a little low, but the new Zapier connector should make this easier. Review collected by and hosted on G2.com.

We've used Open CRM for some years now. I like that the software is constantly being improved based on user's suggestions, but just recently I was particularly impressed with the customer service when I needed to send a one-off bulk email regarding Covid-19. Our system was upgraded within 15 minute free of charge, allowing us to keep our customers informed easily in a difficult time. Review collected by and hosted on G2.com.

Some of the modules don't 'talk' to each other easily, so I can't always get the reports I need. Review collected by and hosted on G2.com.

Firstly the support is outstanding and the customisation options are exceptional. The flexibility of the system beats anything else we tried (and we tried a lot, and were a previous user of Dynamics). The interface is fresh and easy to use, making it easy for every member of our team to engage with CRM and use it the way that suits the individual best. We have now been using OpenCRM for close to 2 years and we continually acknowledge what a good decision it was to use OpenCRM. I should mention that we gained a stack of functionality for a fraction of the price of Dynamics. We are medium sized organisation with relatively complex CRM needs (service, contracts, asset registers, sales, marketing, campaigns) and OpenCRM was extremely well priced for the functionality we got. Review collected by and hosted on G2.com.

This is a very minute issue, but there are a couple of the customisation processes that are a little different across the various modules- it would be great if all customisations processes worked identically. As I said this is very minor. The only other thing that comes to bind is it would be great if Service Contracts greyed out when they expired and if there was a slightly more obvious way to "renew" contracts. Once again, this is a very very minor issue and I have no doubt we could pay for a customisation to get this exactly the way we like it. Review collected by and hosted on G2.com.

Any issues they are quick to sort out. Someone always answers the phone and they seem to know their stuff. Review collected by and hosted on G2.com.

The text editor when doing emails is a bit basic when you are used to using Microsoft word. Also the contacts & companies modules integration should be a bit more intelligent when creating new leads Review collected by and hosted on G2.com.

The excellent customer services. I am not the greatest when it comes to IT and often get in a muddle... the service team at Open CRM are always willing to help either directly on the online site help chat assistance or by phone. Review collected by and hosted on G2.com.

Nothing, as a company we are very pleased to date Review collected by and hosted on G2.com.

The ease of access and tools are my favorite aspects. Review collected by and hosted on G2.com.

I dislike the loading time it takes to turn on OpenCRM Review collected by and hosted on G2.com.