--- title: "OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is OpenCRM the right CRM solution for you? Explore 294 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/129881/OpenCRM/reviews/" page_type: "reviews" language: "en" --- OpenCRM 4.6 (294) [View alternatives](https://www.capterra.com/p/129881/OpenCRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of OpenCRM Ease of use 4.4 Customer Service 4.7 ## Pros and Cons in Reviews MB Melene B Operations AdministrationsOnline Media, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “that i can write all my notes and when i am about to call a client i can review my notes and refresh my memory, this is a very important feature for me“ June 5, 2025 jM john M account managerInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years. “How I cannot load a new customers full name and information in one go, I have to put the customer name onto the system, save, and then edit to start filling in the information about them, otherwise you complete the form, and it wont let you save it.“ June 4, 2024 AI Alan I General ManagerBiotechnology, 11 - 50 employeesUsed the software for: More than 2 years. “Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and customer engagement through clever campaigning features.“ March 6, 2025 Samuel B Regional Sales ManagerIndustrial Automation, 51 - 200 employeesUsed the software for: 6-12 months. “I find the emailer difficult to use and a little clunky, and also i dont think the email tracking function works 100% of the time.“ August 13, 2025 Shenelle S Customer Success ExecutiveInternet, 11 - 50 employeesUsed the software for: 1-2 years. “Great tool for tracking past activity ,scheduling future activity and overall managing client relationships.“ July 22, 2025 SR Samantha R Operations DirectorEvents Services, 11 - 50 employeesUsed the software for: More than 2 years. “Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing.“ August 7, 2025 CH Connor H IT TechnicianComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “It’s intuitive, well-organized, and makes managing client data and communication smooth and hassle-free.“ June 30, 2025 JB James B Interim Project ManagerHospital & Health Care, 11 - 50 employeesUsed the software for: 6-12 months. “Our project was initially poorly planned due to staff changes and this reflected in a system that wasn't fit for purpose.“ February 27, 2025 ## Showing most helpful reviews Showing 1-25 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Phillip A. Managing Director Telecommunications Used the software for: 2+ years ### "OpenCRM Review - TGE Solutions" June 5, 2024 5.0 The software is really easy and intuitive to use and can easily be adapted to the way that we want to work and view data. The team behind the scenes are excellent, support is on hand immediately to me and my team whenever we need it. Pros 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. Cons Learning new administration and programming software Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) We found that Salesforce was expensive and we could integrate additional functionality such as email campaigns at a much lower cost. Review Source Response from OpenCRM June 10, 2024 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 :-) SR Samantha R. Operations Director Events Services Used the software for: 2+ years ### "Open CRM GPM Review" August 7, 2025 5.0 Everyone is always really helpful and quick to reply. \[sensitive content hidden\] is the most helpful person ever! We started with a company of about 6 people using the system, we now have over 23 and a second company who have just signed up! Pros Easy and straight forward to use! The customer support is really quick and helpful. They system itself is adaptable and you can make it work how you need to. Cons Can be a bit glitchy and clunky. Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing. Alternatives considered [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Reason for choosing OpenCRM The people were a lot nicer and easier to work with. Along with the costs being a lot cheaper Review Source Response from OpenCRM August 11, 2025 Hi Samantha. Thanks so much for your kind words and thoughtful feedback—it’s genuinely great to hear that you’re enjoying working with us! I’m Graham Anderson, MD here at OpenCRM, and I just wanted to personally say how much we appreciate it. If anything ever comes up, don’t hesitate to reach out—we’ll be here, ready to keep being super helpful. Graham Jim F. Sales Manager Building Materials Used the software for: 1-2 years ### "Honest opinion" June 4, 2024 3.0 Worth the $ but not as functional as other CRM's Pros Email management system functions well. Tracking is good. Cons Ease of use and reporting are well below standard. Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us a review, Jim. We really appreciate it. If you would like help creating or navigating the reports function, please contact us through our normal support channels. I would also advise searching for OpenCRM on YouTube and subscribing to our channel. We share tips and tricks and full length webinars there to help with your use of the system. Thank you again and we hope you have a wonderful day! AI Alan I. General Manager Biotechnology Used the software for: 2+ years ### "OpenCRM offers a highly agile and effective CRM with excellent support" March 6, 2025 5.0 Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and customer engagement through clever campaigning features. Pros Flexibility through customisation and adjoining tools for inter-system connectivity as well as powerful features within. Cons Difficult to layout pdf print outs but we could implement desired features. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing OpenCRM Less expensive and more flexible with better customisation and inter-system plug-ins for us. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Outdated and OpenCRM had superior features. Review Source BB Brigitte B. Director Market Research Used the software for: 2+ years ### "The most flexible end to end CRM software" January 7, 2026 5.0 The support is fantastic. They are always supportive to find a solution that fits your business processes. It is NOT a humanless software company and they will always go the extra mile to help you sort problems and find solutions. Pros The flexibility to be able to tailor the software to your own working practices. The ability to have a software that can be easily and cost effectively tailored to existing business processes. Cons The inability to pull certain fields across all modules. The reporting module is less flexible and the email design aspect of the software is not very user friendly compared to competitors. Review Source Response from OpenCRM January 8, 2026 Thank you for your lovely comments Brigitte. The pros and benefits are great to read, and the cons you mention give us ideas to work towards. All feedback is appreciated, it helps us understand what our customers need! VR Verified Reviewer Director and Software Developer Computer Software Used the software for: 2+ years ### "OpenCRM User Review" August 8, 2025 5.0 Pros We have been using OpenCRM for a number of years and it has really helped streamline certain parts of our daily routines. The support ticket system is invaluable to us and allows our customers to raise any issues that are then recorded in OpenCRM and our team can deal with them accordingly. Cons The system is very easy to use and I can't think of anything that stands out that I don't like. Navigating the system is easy. Review Source Response from OpenCRM August 11, 2025 Thank you so much for taking the time to share your feedback—it genuinely means a lot to us. I’m pleased to hear that OpenCRM is working well for you. As always, if you need anything at all, feel free to reach out via Live Chat, email, or phone—we’re always here to help. VR Verified Reviewer Regional Sales Manager Industrial Automation Used the software for: 6-12 months ### "Regional Sales Manage using OPEN CRM " August 13, 2025 5.0 Use it daily, very helpful for keeping the rest of my team up to date on jobs. Will continue to use OPEN as or internal CRM. Pros Ease of Use, Sales management functions and the ability to leave quick notes on each file keeping the wider business up to date Cons I find the emailer difficult to use and a little clunky, and also i dont think the email tracking function works 100% of the time. Review Source Response from OpenCRM August 19, 2025 Thank you so much for the positive feedback. This is Graham, and I am one of the management team over at OpenCRM HQ. I am sorry that you feel email tracking is not always working for you, and I would be very happy to investigate what you are seeing and your reasons for frustration. Just drop the support team a message via Live Chat/Email/Phone, and reference that you have had this exchange. If you have any other queries, please do get in touch. We genuinely want to help and keep you satisfied. VR Verified Reviewer Customer Success Executive Internet Used the software for: 1-2 years ### "Great tool that helps me manage client relationships" July 22, 2025 5.0 Helps me stay on top of pipeline and day to day activities. Great tool for tracking past activity ,scheduling future activity and overall managing client relationships. Pros The option to schedule into CRM Calendar for easy tracking past activity and work done which makes it easy to move forward for next steps with client. Cons It times out giving an error after logging an activity which impacts productivity. It is a recent issue that has been happening. Review Source Response from OpenCRM July 23, 2025 Hi this is Graham, thank you for your kind words and star rating. You mention activity time outs which is not something known as an issue, we would love to help and explore circumstances, if you reach out to support on live chat, email or give us a call, really keen to help understand what is happening 👍 If you need to escalate the discussion please feel free to contact me direct.  Graham Anderson Managing Director MB Melene B. Operations Administrations Online Media Used the software for: 2+ years ### "CRM Great tool to have" June 5, 2025 4.0 Pretty good I do need to do a lot of reporting and CRM is my back up tool for information that i would have to request from The Business Manager. Instead of interrupting them I would refer to the opportunities or the notes that they themselves have entered to finalize my report Pros that i can write all my notes and when i am about to call a client i can review my notes and refresh my memory, this is a very important feature for me Cons I dont use much of it to dislike anything it is a very helpful tool with my reporting and finding clients in the backend of our platform Review Source SP Shanay P. finance Events Services Used the software for: 1-2 years ### "fantastic!" August 5, 2025 5.0 10/10. would reccommend to my friends/other businesses. very useful CRM. not too expensive either which is great Pros The ability to customise things on there. saves time. when i want to create something, its easy to do. Cons sometimes when there is a glitch it takes a few days to fix which is inconvenient. however this rarely happens Review Source Response from OpenCRM August 7, 2025 Shanay, this is Graham, I am one of the team members over at OpenCRM HQ. Thank you so much for the positive review, it really is appreciated and great to see you getting so much from your CRM system. I have raised your feedback with the support team. As you have such a customised solution, I can see the frustration when the more complex features need second line support investigation, but equally, we want to do the best we can for you and your colleagues, so will look at how we improve these response times. if you have any other questions or feedback please just reach out via Live Chat, Phone or Email - we love to catch up. aZ asad Z. Network Performance Electrical/Electronic Manufacturing Used the software for: 2+ years ### "crm review" March 17, 2025 5.0 OpenCRM has proven to be an exceptionally reliable and versatile tool for managing our customer relationships. Its intuitive interface and comprehensive features have helped us streamline workflows, enhance client communication, and boost overall productivity. The high level of customisation ensures it meets our specific business needs perfectly, and the support team has been consistently responsive and efficient. On the whole, it has been an invaluable asset to our operations. Pros the ease of using it. It has a lot of tools which help Cons There is not anything I can say at the moment which I do not like about opencrm Review Source OB Oliver B. Manager Retail Used the software for: 2+ years ### "Excellent product" June 6, 2024 5.0 Overall very happy but improvements are always needed! Pros Excellent how all the contacts are stored in one place and connected to each sales order/invoice/purchase order! Easy to look back at history when dealing with a customer. Would recommend as great support always received via the online chat! Cons Can be a bit clicky trying to locate certain things. Under a contact tab to find the sales order have to click on a lot across the bottom and this can not be moved to make less clicks. Also the same problem with payments. The duplication settings in contacts can also not be set after you have started using it. The email marketing can also be tricky having to rely on stripo but its not the end of the world. Review Source Response from OpenCRM June 13, 2024 Thank you so much for your review, Oliver; there are a few things to unpack here. Firstly, thank you very much for highlighting our interconnected echo system within OpenCRM and, of course, our 5-star support. From your review, it sounds like you might still be using the subtabs across the bottom of your modules. I wonder if you have tried using the newly introduced Time Line instead. We have found it much easier to navigate a record's connections and history by using the Time Line. If you'd like some help with this, please give us a shout on support or reach out to your account manager. Thanks again for your kind words and hopefully, we can get you using your system with a few less clicks :-) MM Michele M. Director, IT Building Materials Used the software for: 2+ years ### "OpenCRM Review" August 11, 2021 5.0 Pros The versatility is great. It has all the basics a CRM should have, but the ability to add-on items, or customize makes this a very useful tool. The ability to create jobs for individuals and contractors alike, giving our sales force the ability to see past jobs all in one location. With multiple locations, records are kept at our HQ, so being able to see historic data immediately instead of calling HQ and having someone pull a folder out of a box that is stored 16 feet in the air is very useful and time saving. Quoting. We have multiple supply vendors, each job may have 3 different vendors that supply inventory. We are now able to create a quote, attach the individual spec sheets, send a quote to a customer and have them eSign the proposals. Everything is consistent, whereas before each sales person would send it differently. This also has the added benefit of being able to see if the customer is working with a salesperson from another location, so duplicate quoting is no longer an issue, saves a lot of time. Cons Well, let's start by saying we are in the United States, so it would be nice to have a switch that puts all the formats based on US preferences. It is one item at a time to get switched to US formatting, particularly dates and taxes. I still have some dates on reports, activities the are in dd-mm-yyyy formatting and it confuses some end users when they get an email with the date formatted dd-mm. I would like to have the project module views to be adjustable like the opportunity module. With different groups, they do not need to see the same information, so they end up getting all and it came be overwhelming. Adding an integration for quickbooks would be helpful, currently we have to manually type our quotes into quickbooks to be able to invoice. Reason for choosing OpenCRM Versatility. Our operation does not have a cookie cutter solution for quoting, invoicing. OpenCRM does a great job at getting us the information all in one place versus scattered across multiple platforms. Review Source Response from OpenCRM August 19, 2021 Thank you very much for taking the time to leave us a review! It's hugely appreciated It's always brilliant to have one of our clients leave us a review when OpenCRM is so thoroughly embedded into your business, so thank you for bringing all of those features to the attention of a wider audience. Please reach out to us directly if there is anything else we can do for you at all DP Dushan P. Service Engineer Medical Devices Used the software for: 6-12 months ### "OpenCRM improvements review" February 28, 2023 4.0 We use OpenCRM for workflow management, and also use the customer database to contact customer whenever needed. Overall, we're very satisfied in using the software as it is easy to use and does the job. There are always areas we can improve to make the software better by optimizing the information. Overall i'll give 4.5 /5 Pros OpenCRM is fairly easy to use and also to train people on how to use them.Finding the information that we need is fairly easy, but things can definitely be laid out a little better. Cons \- Don't like the fact that every time that we search in the search box we have to scroll down to check for the information we're after rather than coming at the top.- The button for new and save for activities, it doesn't save the information and we have to create it again. It doesn't save the new activity and just takes you back to the ticket which makes you create the activity again. Review Source Response from OpenCRM March 15, 2023 Thank you for your review, we really appreciate it. It sounds like you're having some issues that we can certainly help with. Please don't hesitate to give us a shout, either via your CRM champion within your business or directly by Live Chat, Phone or Email. We would really like to help you with your frustrations with tickets and activity creation, the issues you are describing are unusual, and we would really like to investigate those for you. Thanks again for bringing this to our attention and we hope to hear from you directly soon. KA Kelsey A. Owner Food & Beverages Used the software for: 2+ years ### "We use it and rely on it....." August 10, 2021 5.0 Our operation is a classic smaller growing business, everyone is busy! Having a central place to hold all of the histories on our interactions as well as being able to get a clear idea of responsibilities and who needs to do what - including key timescales for delivery on custom projects for our wholesalers, just makes our lives easier. Pros We love the central point of truth for all our historic transactions. Cons I cant say there is anything we dislike. Reason for choosing OpenCRM The flexibility of the product and the way that we have it set up to manage integrations with our other key platforms. Review Source Response from OpenCRM August 13, 2021 Thank you so much for leaving OpenCRM such a glowing review! It's much appreciated! It's always good to see that OpenCRM is helping to grow your SME-style business! If there is anything else we can do for you, please reach out to us directly, we are always happy to help tP tony P. Consultant Real Estate Used the software for: 2+ years ### "Essential management tools " June 4, 2024 4.0 Essential everyday tool by my side at all times and places. Pros Keeping all relevant data about long and complicated transactions, property searching and management. contact data of multiple players and general information available and up to date in one easy to access place. Cons A bit clunky for data entry and large file data storage and not integrated to other digital formats Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us a review, Tony; we really appreciate it. Please don't hesitate to contact us if there is anything we can help with regarding integrations we could explore. Thanks again PR Paul R. Publishing Manager Publishing Used the software for: 2+ years ### "A great system" June 4, 2024 5.0 Fantastic. Having used other CRM systems I can say with confidence that OpenCRM is the best I've experienced. Many others appear fancier but have issues that one must simply accept, whereas OpenCRM simply works, and works well. Despite lots of highly specific custom options, it all runs smoothly and any issues are dealt with swiftly. Pros Lots of functionality but still simple to use. Highly customisable and responsive. Solid foundation with high level of custom options; our database produces hymn books for example. Cons Some functionality difficult on a small screen, though with all our custom options hard to tell whether this is standard or a result of our complexity. Review Source Response from OpenCRM June 10, 2024 Thank you so much for your amazing review, Paul! We love reading such a glowing report from an OpenCRM user :-) Give us a shout through our support channels in the future if you need anything, and thank you again! kM kevin M. Head of Sales Environmental Services Used the software for: 2+ years ### "CRM in the field of Water Treatment in UK" February 21, 2023 5.0 Very positive - best CRM i've ever used - would strongly recommend to others. Pros 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. Cons Sometimes hangs on loading pages which then goes back to the main screen once started searching. Review Source Response from OpenCRM February 22, 2023 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 LB Luke B. Sales Support Information Technology and Services Used the software for: 2+ years ### "Good System" February 23, 2023 4.0 Customer support is top teir and help fix any issues that could arise Pros Easy to manage and use and quite versatile for the amount of work required Cons Some issues with getting features to run as required Review Source Response from OpenCRM February 24, 2023 Thank you so much for your review, Luke, It's really appreciated. Thank you also for highlighting our 5-star customer support in your review. Letting the wider world know about our excellent UK Support team is, again, something we really appreciate. If you're still having any issues with the features you require, please don't hesitate to reach out to us. We're happy to help and would hate to think of any of our users becoming frustrated. Thanks again and have a lovely day. OH Olivia H. Sales Manager Construction Used the software for: 2+ years ### "Customisable and easy to use! " June 4, 2024 5.0 I used OpenCRM in my previous job so when I moved to a new company i set it up here as it found it simple and easy to navigate. The support is good and it does everything need. Pros Once you get the hang of how to customise filters for reports and the layout of pages it shows you all the specific information you want and the options to add as much or as little info and you want. Cons It doesn't have the option for me to use the oppurtunity section in the way i need it to so I use companies instead. Review Source Response from OpenCRM June 10, 2024 Thank you so much for such a brilliant review Olivia! It's so nice to read that you enjoyed using OpenCRM in your last role and that you pushed for its implementation within your new company! Thank you for being a loyal OpenCRM'er and please give us a shout if there is anything we can help with in the future. jM john M. account manager Information Technology and Services Used the software for: 1-2 years ### "Great solution, all our needs covered. " June 4, 2024 4.0 very good, never needed to speak to customer services, easy to use, all information I need is in one place and easy to find when needed. Pros Easy to use, all information I need in one easy to find solution Cons How I cannot load a new customers full name and information in one go, I have to put the customer name onto the system, save, and then edit to start filling in the information about them, otherwise you complete the form, and it wont let you save it. Review Source Response from OpenCRM June 10, 2024 Thank you for taking the time to leave us a review, John. The issue you describe above in your review is not something we have been made aware of via our support channels. We would really appreciate it if you could reach out to us and let us address your record creation and save problem. This is not the way the system has been designed to behave, and we would like to take a deeper dive into your specific CRM so that we can fix the issue you describe in your review. Thank you again for your review and we look forward to hearing from you soon. AK Andy K. Head of National Accounts Business Supplies and Equipment Used the software for: 6-12 months ### "Opportunities Tracking" February 28, 2023 5.0 It's a good system, helps me keep track of my customers and manage my accounts effieciently whilst not missing out on key quotes and opportunities. Pros Tracking opportunities and reminders to follow up on quotes, leads & customer communication. Cons Currently takes 30 minutes for data to be transfered over from our current ordering system (Orderwise) to OCRM. This delay means logging information might be missed whilst we wait for the data to be sent across avoiding double entry. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source Response from OpenCRM March 15, 2023 Thank you so much for your excellent review. If there is anything we can do for you, please don't hesitate to reach out to us, either via the live chat icon within your system, phone or email. Thanks again and do get back to us directly if there is anything we can help with. JC Jeannine C. Corporate Account Manager Staffing and Recruiting Used the software for: 2+ years ### "EASE of use and CLient tracking" June 9, 2021 4.0 Overall experience is excellent. Pros Capacity to list and record multiple contacts, level of detail permitted and historic conversations. Cons I am unable to see if a colleague has back dated an entry or time they contacted a client. In this instance, if an Acct manager has not made contact w a client for more than 3 months, the account can be requested by another AM. After requesting the account I have encountered instances where an entry was back dated in order to save the account being transferred. Is there a way around this? Review Source Response from OpenCRM June 10, 2021 Thank you very much for taking the time to leave us a review. I will pass your comments on to our customer success team and someone will reach out to you so that we can address your issue with backdating entries. Thank you again for leaving us your review, it's hugely appreciated. One of the team will be in touch to dicsuss the above. MF Martin F. Business Development Manager Environmental Services Used the software for: 2+ years ### "Martin Firth" January 26, 2024 5.0 Very satisfied our organisation has been with CRM for years and wouldn't look elsewhere Pros Simple to use and I would highly recommend Cons I am not the most computer literate person so I struggled, however excellent support from CRM helped me out Review Source Response from OpenCRM April 9, 2024 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. JJ Joanna J. Office Manager Telecommunications Used the software for: 1-2 years ### "OpenCRM User Review" February 21, 2023 5.0 Pros OpenCRM is easy to use & good value for Money- We have customised the software so that it works for our business and I especially like the helpdesk. Any queries are answered promptly and without fuss. Cons We haven't made use of all the available options as the work involved is quite time consuming although this is more my fault then that of OpenCRM as I haven't made the time to look at everything it could help us with! Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost and ease of use Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Joanna, we really appreciate you bringing your helpdesk use to the forefront for a wider audience. We do have our Customer Success team available who may be able to help you with using those areas of the system you have yet to explore. If you would like to chat with us about having a Customer Success session, please reach out to us directly. Thank you again for your review Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.