# 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 June 3rd, 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 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 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 SP Shanay P financeEvents Services, 11 - 50 employeesUsed the software for: 1-2 years. “sometimes when there is a glitch it takes a few days to fix which is inconvenient.“ August 5, 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 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 ## 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 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 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. 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. AB Anthony B. Solutions Architect Computer Hardware Used the software for: 1-2 years ### "Remtek Systems and OpenCRM" June 4, 2024 5.0 From the day we initiated contact, they have been fantastic to work with; even when we have given the team emergencies to work with, they have always achieved our goals. Pros The customisation of the product to allow our Business needs to be met, we aren't industry standard but the system has the capability to be adjust to meet all our needs Cons The limitations in SMS integration, its only available currently in one module Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) The customisation and freedom to use the system it a multitude of ways Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving us such an awesome review, Anthony! We love it when our users can tell the wider world about our 'can-do' attitude and our 5-star support team. If there is anything else we can do for you, however, just give us a shout through our support channels JB James B. Interim Project Manager Hospital & Health Care Used the software for: 6-12 months ### "Top tier customer support" February 27, 2025 5.0 Our project was initially poorly planned due to staff changes and this reflected in a system that wasn't fit for purpose. We were diligently supported however and OpenCRM turned it around to where we are now. Pros Excellent support and help from Leah. Couldn't fault the care and attention we received to make the most of the system. Cons The system could do with a UI update to make the front-end for users friendlier and make the back-end easier to parse Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Price, compatibility and previous experience Review Source SL Sarah L. Regional Sales Manager Publishing Used the software for: 1-2 years ### "OpenCRM is easy to use, customisable, and with responsive support." June 5, 2024 5.0 This is a very adaptable system, perfect for tracking opportunities and planning work tasks. It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and utilised more. Pros OpenCRM is easy to use and to customise based on our business needs. System administration is user friendly, so even end users without an IT background can understand and be involved in customisation. There are many user guides available, and, when needed, the customer service is very responsive and helpful. There are many additional modules which can be utilised, such as activity management which integrates with the Calendar and is very helpful for organising workload. I find it very helpful to use the functionality available to create activity plans for opportunities which help to ensure that customer needs are met at optimum times. Cons Overall OpenCRM is a great system. My minor frustration has been that there are a limited number of filters in the reports. Although I generally find the number of filters available are sufficient for most purposes. Review Source Response from OpenCRM June 10, 2024 Thank you so much for such an awesome review, Sarah! So much good stuff in this one :-) Please don't hesitate to give us a shout if you ever need anything. Have a wonderful day! JG Jeannie G. Director Professional Training & Coaching Used the software for: 2+ years ### "OpenCRM .... excellent service " August 24, 2021 5.0 Excellent experience Pros We are a small not for profit company and we found the other services software had lots of features that were not relevant to us, the features that were relevant were not easy to navigate. The OpenCRM team bespoke their software to meet our services needs and gave us training on how to use the range of features. Their help chat line is excellent ! quick and professionals.. please they talk through any steps in a way I (who has limited IT skills) can understand. We use the software daily. Cons Nothing comes to mind- we have no complains about OpenCRM Reason for choosing OpenCRM We liked the OpenCRM team right from the start, they were great to communicate with and we felt we could trust their software Review Source Response from OpenCRM September 1, 2021 Thank you so much for leaving us a review, we really appreciate it! We're so glad that you've found our live chat support helpful, will make sure to pass that on to the team. 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! 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 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 :-) AN Andy N. Director Automotive Used the software for: 2+ years ### "Just love OpenCRM!" February 21, 2023 5.0 A highly recommended solution to storing customer data, and managing their needs. We really feel like we are on top of the situation, rather than fire fighting. Pros Easy to use, easy to update. And we can monitor everything we need to. Cons Not a lot, really. Installation was pretty easy, and learning the system quick and painless Reason for choosing OpenCRM Price, useability, and did exactly what we wanted from it. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Better solution, more affordable. Review Source Response from OpenCRM February 22, 2023 Thank you so much for such an awesome review, Andy! We love to read that you're getting along so well with your system. Getting on top of things is exactly what OpenCRM is for, so we are so happy that you brought that to the attention of the wider world. Thanks again and please don't hesitate to give us a shout if there is ever anything that we can help with. AW Aimee W. Sales Executive E-Learning Used the software for: 2+ years ### "OpenCRM Review" February 21, 2023 5.0 Extremely pleasant and a vital tool which I use daily. Pros Super easy to use and can be tailored to meet your needs. Cons I would've preferred our business to integrate incoming leads from the website Review Source Response from OpenCRM February 22, 2023 Thank you very much for your review Aimee, it's so nice to read that you are getting on with OpenCRM so well. If you and your company ever decide to bring those leads in directly from your website, do let us know as we can certainly help with this. Thanks again JG Jack G. Sales Manager E-Learning Used the software for: 2+ years ### "Best CRM out there " June 4, 2024 5.0 Pros OpenCRM is the best system out there for the simplicity of use and how you can easily customise the layouts etc. I have used a few CRM's and I found that I picked OpenCRM very quickly. It's very easy to navigate through the different modules. I have also had to reach out to the support team a few times and they have been nothing but supportive! Would highly recommend Cons Not applicable. I beleive it has everything that I would require for a CRM. Review Source Response from OpenCRM June 10, 2024 Thank you so much, Jack, for your awesome review! It's very much appreciated! If there is anything we can help you with in the future, as you have done in the past, just let us know via support. Cheers again, and have a wonderful day! JS John S. Corporate Finance Partner Accounting Used the software for: 1-2 years ### "A positive piece of kit!" May 16, 2023 4.0 Pros I like the layout the most - really easy to work around and very user friendly. Never had any issues with the speed or quality of the service - CRM does exactly what you need it to do when you need it to do it! Would definitely recommend. Cons I think the lack of user understanding into the full features that CRM offers is something that could be worked upon. We had a session with a CRM trainer to teach us some hidden features we were not aware of. Appreciate that we were able to find this out, but a more proactive attempt by CRM to demonstrate these functionalities would be appreciated. Review Source Response from OpenCRM May 17, 2023 Hello John, thank you so much for your brilliant review. In terms of discovering those lesser-known OpenCRM features, we would point you toward our youtube channel and social media channels. There, we regularly share tips and tricks for OpenCRM and general help videos. We actually have a free webinar taking place next Wednesday (24th May 2023) over on our YouTube channel. It's aimed at using OpenCRM to better effect alongside our Jotform and Zapier integrations. If you do a quick search for OpenCRM within YouTube, you'll find our channel and from there, just hit subscribe and click the bell icon and you'll be notified of any new videos we upload. I do hope this helps but please feel free to reach out to us directly if you would like further info or some direct URL's to help find those social channels. Thank you again for your review, we really appreciate it. DP Daniel P. Sales Manager Information Technology and Services Used the software for: 1-2 years ### "A lot of bang for your buck" June 30, 2023 4.0 In general it does the things we need, my core use is searching for client details, creating sales opportunities and reporting on them. All of the above works and works well. Pros Pricing was key for us as a growing business, the value for money based on the feature set received was a big factor in our buying decision. Cons When creating a new company, once you save it throws you off the record meaning you have to then search for the company to do any more work on the record. Review Source Response from OpenCRM July 7, 2023 Thank you very much for your brilliant review Daniel, it's very much appreciated. If you would like some help with creating new company records, please check out our YouTube channel (www.youtube.com/opencrm) we have loads of how-to and tip videos there. Alternatively, just reach out to us via live chat and we can take a look at your current process and advise if there is a way to do what you want to do with less frustration. Thanks again, we hope you have a lovely day there. 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! MR Macaulay R. Data Analyst Facilities Services Used the software for: 2+ years ### "High Quality System" June 4, 2024 5.0 Pros A great system with a solution based approach to everything. They're invested in our vision and help us work towards it, planning new development is always met with a positive approach. When issues arise there's either a solution we can find in the high quality documentation or failing that, one of the support team is on hand. Cons The user module could be better linked into other modules, allowing the user setup to have more impact on custom fields throughout the system. Review Source Response from OpenCRM June 10, 2024 Thank you so much, Macaulay, for leaving us such a glowing review! If you need any help in the future, please don't hesitate to reach out to us. Thank you again, and have a wonderful day! 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.