OpenCRM vs True Client Pro: Which is a better fit?

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.

Our company has been using for a few years and as we have grown its failings have become more frustrating and apparent.

So far so good, ease with the transition between our old platform - [sensitive content hidden] has been fantastic.

The interface can be outdated at times and features/options can be hard to find unless you know where they are.

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 think if a user is deleted off the system, all their imprints are also gone - but i could be wrong.

It has been great, I use it every day, and it works amazing and the option to get a report is super helpulf.

Initial set up was a bit difficult but mainly due to having to learn a new system.

It's wonderful having a forward facing portal so that clients feel like they have access and control and I love not getting emails about the same question a bunch of times.

I also work odd hours and there was no one to contact after 5PM for assistance.

It has made it so that we are not all over the place when tracking clients, communication, payments, and all of that. So it has been a great help with all of our processes overall.

There are a lot of glitches and when one thing gets implemented something gets messed up or stops working.

The software flexible to customize to my needs, and it is a great value for the money. The customer service is amazing.

I always had trouble with giving my clients quotes. I always cut myself short.

I really enjoyed how customizable this software is. Branding is so important and I felt like I had everything I needed at my fingertips in order to truly create the perfect platform for my business.

I bought it paid for the year, received no onboarding email. When I emailed for assistance, it was going to be over a week to get on the calendar.