# OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/129881/OpenCRM/reviews --- 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 March 13th, 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 SL Sarah L Regional Sales ManagerPublishing, 11 - 50 employeesUsed the software for: 1-2 years. “It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and utilised more.“ June 5, 2024 DD Delin D Social WorkerCivic & Social Organization, 51 - 200 employeesUsed the software for: 6-12 months. “It takes several more functions to record case notes, accessing emails and responding to these is very clunky with lots of seemingly unnecessary requirements. “ June 12, 2024 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 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 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 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 ## 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! 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! 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 CH Connor H. IT Technician Computer Software Used the software for: 1-2 years ### "OpenCRM review" June 30, 2025 5.0 My overall experience with OpenCRM has been very positive. It’s a well-designed, user-friendly CRM system that has made managing contacts, tasks, and projects much easier and more efficient day to day. Pros OpenCRM is a very efficient and reliable system with a clean, easy-to-use interface. It’s intuitive, well-organized, and makes managing client data and communication smooth and hassle-free. Cons At times, the load times can feel a bit slow, especially when switching between modules or accessing reports, but it’s nothing that severely disrupts workflow. Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) The company outgrew the previous system and OCRM provided the necessary features. Review Source CB Chris B. Business Development Associate Information Technology and Services Used the software for: 1-2 years ### "Great bespoke, robust CRM system" February 19, 2025 5.0 I think it is a fantastic CRM system, more robust and bespoke than any we have had oreviously Pros The bespoke nature of it, the fact that our CRM coordinator can build anything we need the system to do, usually during the meeting Cons bit of a learning curve, so if we had a bespoke user guide specifically tailored around our functionality, that would be great. also accessibility features, which are probably there, but not as visible as could be required. Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) for a specific contract we needed a robust, bespoke system Review Source NO Nicholas O. Managing Director Publishing Used the software for: 2+ years ### "A bespoke CRM system out of the box" November 19, 2024 5.0 We've used it for many years now, and always find the team incredibly helpful and open to suggestions for changes and tweaks. Pros It's a big system, but one which can be tailored to our needs. And in our case, we have tailored it massively to handle workflow that would not normally be expected of a CRM system. Cons Occasionally we find something in the system works in a way that seems less than ideal (eg some records are searchable only by their name, not by their numeric reference), and when that happens, which is rare, the cost of altering is high. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Usability in opencrm was better; and we knew we would want to customise, which was not going to be possible with the alternatives we looked at Review Source MU Mike U. Sales Consultant Telecommunications Used the software for: 2+ years ### "Great product with fundamental CRM functionality." November 14, 2024 5.0 Excellent software and ease of use, detailed in depth reporting available and management of tickets, sales orders as well as online resource for customer e-signing of orders and logging of tickets via our portal. Pros Easy of use but primarily the ability to modify the fields, reports and overall functionality to meet our specific needs Cons Colour scheme, it would be great if this could be modified to our own corporate colours Switched from [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) Enhanced functionality with options to personalise the features and reporting. Review Source MA Mary A. Head of Commercial Operations, CT Medical Devices Used the software for: 1-2 years ### "Great CRM but appearance could be improved " June 10, 2024 4.0 Fairly positive, it's not the best on the market but it does the job. Pros Easy to use and customise. Reports are easy to build and maintain. The functionality is very good. The Helpdesk team are on hand to support. Cons The appearance and layout. It is very difficult to read the information on OpenCRM. In Opportunities text boxes are the same text as the titles, there is no differentiation between the text and no outline or bold text. Reason for choosing OpenCRM We already use and element of it within the business. Switched from [OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) The search function and reporting were not useful. Review Source Response from OpenCRM August 27, 2024 Thank you so much for leaving us a review, Mary! We really appreciate it. If you would like some help with customising your modules to make the layouts a little more useful, please reach out to our support team, we'd be more than happy to help. Thank you again for your review! 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 JC John C. MD Financial Services Used the software for: 2+ years ### "Review from Planned Future" August 12, 2024 5.0 The project enables us to do exactly what we wanted to with our client data. Pros The quick and reliable support offered by the support team. Cons Nothing. The system performs exactly as we hoped it would. Review Source Response from OpenCRM August 27, 2024 Thanks so much for the fantastic review, John! If there is anything else we can do for you, please don't hesitate to reach out to us directly :-) KG Kateryn G. KAM Consumer Services Used the software for: 6-12 months ### "Useful tool" July 8, 2024 5.0 Excellent tool Pros CRM, it is very functional and allows you to keep track of all your customers to give the right follow up. Cons Its use is sometimes confusing, for example in the PUFs. Review Source Response from OpenCRM August 27, 2024 Thank you so much for taking the time to leave us a review; it's very much appreciated! TH Tracy H. Business Development Manager Packaging and Containers Used the software for: 2+ years ### "Best Daily Tool" June 4, 2024 5.0 I use it daily, I am an ambassador within the company for it and do the training for any new users Pros Ease of use, quick access to different areas Cons I don't use the lead option as it takes longer to convert into an opportunity, if its a lead its an opportunity Review Source Response from OpenCRM June 10, 2024 Thank you so much for such a brilliant review, Tracy! You've clearly taken charge of your OpenCRM system, and it sounds like you are using it to great effect! Do give us a shout if there is anything we can help with in the future, though :-) 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. RB Rachel B. General Manager Facilities Services Used the software for: 6-12 months ### "Great Product" June 4, 2024 5.0 A very well put together product that can be adapted to suit the business. Pros No hidden charges. The price per user is for full usage and not on a tiered system. This allows for clarity when budgeting. Cons Some personalisation features are not easy to implement yourself, however the support is excellent. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OpenCRM Better price and more suited to our business Review Source Response from OpenCRM June 10, 2024 Thank you so much for your awesome review, Rachel! It really brightened our day reading that one :-) Thank you also for highlighting our pricing for the wider world. It often gets overlooked that there is never an add-on cost with OpenCRM, from project implementation to expanding your use of the system further over time. Thanks again for your kind words, and we hope you have a brilliant day! MB Mark B. Business Development Manager Facilities Services Used the software for: 1-2 years ### "Open CRM review 05.06.24" June 5, 2024 5.0 Very helpful, and I would not be able to do my job without it. Keeps a lot of information stored and navigates quickly. Easy to use. Pros It is a relatively fast process to find what you are looking for and well laid out. You are offered tutorials on a regular basis. Even if you don't require them it is reassuring to know that help is a click away. Cons I am happy with everything, well there is just one over eager drop down box that drops if you hover over near it. It just gets in the way of the drop box below it and you have to wait for it to go back in its slot. LOL apart from that it is very useful. Review Source Response from OpenCRM June 10, 2024 Thank you so much for an excellent review, Mark. We are aware of a bug with a 'jumpy' drop-down box, and this is being looked at. It will be addressed for you shortly, but thank you so much for mentioning it. It allows us to reassure you that we're on it :-) Thanks again, Mark. Have a brilliant day. SJ Shanae J. Customer success Represntative Staffing and Recruiting Used the software for: 1-2 years ### "Functional Platform " June 4, 2024 5.0 Overall an amazing and functional platform Pros The user friendliness and the pipline management, its good for forecasting and with the ability to move a sale through the pipeline is just great Cons The mass email feature, its too limiting and requires too much manual support Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving us a review, Shanae. If you would like some help with your email marketing through OpenCRM, please contact us. We have a Customer Success department whose job it is to make sure you're getting the best from your system. It feels like an area of the system that we could take a look at with you and possibly advise on how to have less human intervention. Thank you again for your brilliant review and we hope you have a wonderful day! JW Joe W. Pre-Sales Technical Engineer Renewables & Environment Used the software for: 2+ years ### "OpenCRM Use" June 4, 2024 4.0 Overall experience is very good and would recommend. Pros The ability to enter and store contacts is great. Cons Sometimes linking end clients, who are not customers, to a site or a sale cannot always be straightforward Review Source Response from OpenCRM June 10, 2024 Thank you very much for your awesome review, Joe! We really appreciate you taking the time to do that. If you would like us to examine your linking frustrations, please contact our support channels; we would be more than happy to advise if we have a simpler solution. Thank you so much again and have a wonderful day! JL Josh L. Manager Construction Used the software for: 1-2 years ### "OpenCRM for Construction" June 4, 2024 4.0 Very helpful for managing client interactions and staying on top of quoting and project stages. Could be designed to work better with a construction firm as is more targeted at Sales roles currently. Pros Very useful semi-automated workflows, although they took a bit of setting up and fine tuning. Cons The email client and difficult to integrate with 64bit outlook. Full outlook integration would improve the experience massively. Reason for choosing OpenCRM Liked the support that was offered and the single price point. Review Source Response from OpenCRM June 10, 2024 Thank you so much for this brilliant review, Josh, we really appreciate it! If there is anything else we can help with at all, please don't hesitate to reach out to us ES Ebamiyo S. Showroom Manager Luxury Goods & Jewelry Used the software for: 1-2 years ### "Open CRM Review" June 5, 2024 3.0 Pros The Leads system is very helpful to use. Also the quotes and invoices. Cons It's more complicated in comparison to other CRM systems, there seems to be may fiddly in between bits that needs to be done. I think it could be more seamless. Review Source Response from OpenCRM June 10, 2024 Thank you very much for your review, Ebamiyo. We really appreciate it. We take on board your comments and those have been fed back to our management team. Thank you again AW Abby W. Commercial Construction Used the software for: 2+ years ### "Excellent CRM Service" June 4, 2024 5.0 Great Experience highly recommend to all buinesses Pros The Efficiency and quick access to information Cons The projects tab can be slow, however i have adjusted the view and speed time has improved Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us a review Abby! It's very much appreciated. Please give us a shout if there is anything we can help with at all in the future EE Eleanor E. Chair Management Consulting Used the software for: 2+ years ### "Review of Open CRM" June 4, 2024 4.0 Pros Ease of access and ability to retain accurate data Cons Customer portal is not easy to use from a setup point of view Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us a review, Eleanor. I hope that now that you have your portal set up and working, your issues have passed. However, if for some reason you are still experiencing frustrations, please don't hesitate to reach out to us via our Live Chat to discuss. Thanks again, and have a wonderful day CW Chris W. Contract Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Daily User" June 4, 2024 4.0 Satisfied and can see how OpenCRM has benefitted the organisation with communication and time management of tasks Pros Adaptable to meet developing needs of the business Cons Initially, not knowing the functionality and its full potential Review Source Response from OpenCRM June 10, 2024 Thanks so much for a brilliant review, Chris. We really appreciate you taking the time our of your day to write this one :-) VR Verified Reviewer network Performance Oil & Energy Used the software for: 6-12 months ### "Open CRM Review" June 4, 2024 4.0 Pros Easy to locate my leads and on going queries. Cons Reporting is harder as everything needs to be accurate from users side. Review Source Response from OpenCRM June 10, 2024 Thanks so much for taking the time to leave us a review! 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