# Page 5 | OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 # Page 5 - Reviews of OpenCRM ## Showing most helpful reviews Showing 101-125 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PK Phil K. Head of Technical Admin Information Technology and Services Used the software for: Less than 6 months ### "Open CRM System " June 4, 2024 3.0 Pros Easy to create contacts, being able to create a purchase order from a sales order. Ticket system has potential Cons Too many clicks, ticket system whilst it has potential is also flawed. Not easy to search Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) Because management said we had to do so. Review Source Response from OpenCRM June 10, 2024 Thank you for your review, Phil; it's much appreciated. It sounds like you are having some issues with your helpdesk module. We would certainly like to address those with you. If you would like to discuss this further with us, please reach out to your account manager. We can review your goals when using the helpdesk module and advise on the best configuration to achieve those. DH David H. PM Online Media Used the software for: 1-2 years ### "Daily use for Campaign management" June 4, 2024 4.0 Pros managing campaigns, sending additional emails to targeted groups Cons UI can sometimes be clunky and not intuitive. WYSIWIG email editor can cause formatting problems. Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review, David, we really appreciate it! PH Phillip H. HS Consultant Construction Used the software for: 1-2 years ### "records all emails" June 5, 2024 4.0 Easy to use and it does what it was advertised to do Pros I dont have to do anything all emails are recorded as they come in to the correct client Cons I have had no issues with the CRM it has worked as advertised Review Source Response from OpenCRM June 10, 2024 Thank you so much, Phillip, for your brilliant review. Please don't hesitate to give us a shout if there is anything else we can do for you SP Sophie P. Senior Consultant Transportation/Trucking/Railroad Used the software for: 6-12 months ### "A clear and useful tool for CRM" June 11, 2024 4.0 Pros The ability for various team members to all have access to same system. It enables cross-organisational discussions and can highlight areas of success and challenges very clearly. Cons It took some time to get used to, it felt clunky at the beginning but you can adapt what you see which makes it much easier to use as it is tailored to needs. Review Source nL naomi L. booking and scheduling coordinator Events Services Used the software for: Less than 6 months ### "great crm system" June 4, 2024 4.0 Pros one of the better CRM systems i've used -- everything is really straightforward to use and works well. very rarely have any issues with the software. Cons certain processes can be slightly clunky/ time consuming, but the software is overall very good. Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review Naomi. If you are finding any of your processes time-consuming whilst using your system, it might be worth speaking to our customer support or customer success team. They could spend some time with you or your team and advise you on tips and tricks to help you get the best out of OpenCRM. Thank you again for taking the time to leave us a review, its very much appreciated. LV Lisa V. Admin Investment Management Used the software for: Less than 6 months ### "Great platform, multi use" June 6, 2024 5.0 Pros Plenty of options for contact and lead management Cons Can look quite busy if you have lots of unused fields Review Source Response from OpenCRM June 13, 2024 Thanks so much for your review, Lisa. Very much appreciated! If you are struggling with too much data being presented on your modules, we can help. You can customise OpenCRM to your heart's content. It would be worth reaching out to support to get some insights on how to customise your modules. Thank you again for taking the time to leave us a review kS kirsti S. scheduler Construction Used the software for: Less than 6 months ### "July 2024 " June 5, 2024 4.0 Pros how easy it is to use and the simple layout. Cons have not found anything i don't like about the open crm Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to review OpenCRM! It's very much appreciated EH Eugene H. Sales Assistant Building Materials Used the software for: Less than 6 months ### "CRM Review" June 4, 2024 5.0 Pros Easy to use and understand. Fit my needs of the job. Cons Overall design looks a bit outdated and could mabye be updated. Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to leave us a review, Eugene; we really appreciate it. JL James L. Account Manager Environmental Services Used the software for: Less than 6 months ### "Open CRM - My review " June 4, 2024 4.0 Pros Easy to Use and very easy to learn as a new member of the business Cons Could be made a lot more informative with reporting functions Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to review OpenCRM. If you would like help creating and navigating reports, please don't hesitate to contact us. Thank you again and have a wonderful day! GW Gareth W. Ergo Assessor Information Technology and Services Used the software for: Less than 6 months ### "Does what you expect" June 4, 2024 4.0 Pros It is easy to navigate through each section after the initial learning curve Cons Customer record pages could be separated in some way to make information easier to see Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to leave us a review, Gareth! If there is anything else we can do for you, please give us a shout through the usual support channels :-) DL Dylan L. AT Trainer E-Learning Used the software for: Less than 6 months ### "Open CRM Review" June 4, 2024 5.0 Pros It was relatively easy to get used to and after a few weeks. Once I got my head around the UI it was quick to use. Cons At first UI took a few days to get used to. Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us such an awesome review, Dylan. Give us a shout if there is anything we can help you with in the future TW Tristan W. Editorial Researcher Publishing Used the software for: Less than 6 months ### "Works well for me" June 4, 2024 4.0 seems more straightforward than salesforce Pros It's easy to use and intuitive, better than salesforce Cons nothing in particular, no crititisms but ive only been using it a week Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review, Tristan. Do give us a shout if we can help with anything in the future, good to have you on board with OpenCRM :-) AM Amintha M. Trainee Engineer Medical Devices Used the software for: Less than 6 months ### "Overall review" June 4, 2024 5.0 Pros Ease of use, easy to update and follow up on tickets made. Cons Sometimes experiences interruptions or lags. Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to leave us a review, Amintha, we really appreciate it! CN Chris N. Project Manager Construction Used the software for: 2+ years ### "One stop shop" May 22, 2023 5.0 It's really helpful tool to have, user friendly and can be adapted to your company's specific requirements. Pros That I can access critical project information from one location Cons That you can only have up to 20 projects on one page, if they could all be listed on page 1 it would assist navigation. Review Source Response from OpenCRM June 2, 2023 Hello Chris, Thank you very much for your awesome review. You can actually do what you want to do with the Projects module. We have a 'show all' feature on all modules. They are set to show 20 per page, but that can be changed. To do this, load the Projects module. Then look on the right-hand side of the page. At the top of the list of projects, you'll see a page number (you'll be on page 1). Next to the page numbers you will have a clickable drop down. This is set to '20' as default, however, once you click the dropdown you'll see options for 50, 100, 200 and ALL. Click 'All' and your list will now show you every project on the same page. I do hope this helps and if you'd like to reach out to support to have this explained in more detail, please feel free. Thanks again Chris, JH Jon H. Managing Director Professional Training & Coaching Used the software for: 2+ years ### "Long term user " February 21, 2023 5.0 I have personally used OpenCRM in two different business for circa 10 years now. The team have been great and really helpful if we've ever had to contact them. The reports and view functions and that fact that its so tailorable make it a winner for our business. We have designed the 'opportunity' page to manage our training enquiries, from the initial enquiry, through to win, course set up, post course and finance. Our whole process on one page. Pros Its customability. We have tailored the system, page layouts and reports to suit our exact processes to make it streamlined as possible for our team. Cons If i'm being ultra critical and it would be picking holes it looks a little dated compared to other systems but i'd rather have substance over style/ Reason for choosing OpenCRM We looked at 5 different CRM systems at the time. i felt that for a former Salesforce user OpenCRM seemed easy to pick up the functionalities. The MD of OpenCRM took that time to speak to myself and other members of the team and answer our questions. The fact that we were able to create our own layouts and report on any field was the main reasons for choosing OpenCRM. Cost was also a factor as we felt we were getting value for money. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce at the time was becoming too expensive and there were certain aspects of the system we were unable to tailor. Review Source Response from OpenCRM February 23, 2023 Thank you so much for such a brilliant review Jon! We really loved reading your very kind words about OpenCRM. We also love hearing from our users who have been with us for such a long stretch so again, a huge thank you for writing this review. If there is anything we can do for you, please don't hesitate to reach out to us via live chat, phone or email. Thank you again and we hope you have a wonderful day Jon JM Jamie M. Internal Sales Support Medical Devices Used the software for: 2+ years ### "Great tool for Customer Relationship Management" June 9, 2021 5.0 We use OpenCRM every day and record just about everything that go's on in the company through this system. It is a critical piece of software for us and we are very happy to have found this tool. Pros There are features within the software that are really critical to our business such as the contact management and email marketing options and just about everything gets recorded some way within OpenCRM. it is very user friendly and straight forward to use and it was implemented very easily into our company. The customer support is also great over the phone or chat and usually can sort any problem you may have fairly quickly. Cons OpenCRM is very customisable and if something is missing or if you want to implement something yourself it can be done by the support team very quickly as we have done in the past on a few occasions. 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 OpenCRM offered a better price with many more features than the other competitors Switched from [Act!](https://www.capterra.com/p/175860/Act/) It wasn't my decision but i believe it was because it was too dear and wasn't very user friendly Review Source Response from OpenCRM June 10, 2021 Thank you so much for taking the time to leave us a review! We are always very happy when we read about OpenCRM being used so universally within a business and we are very proud of our price point, so thank you for highlighting this within your review. If there is anything else we can do for you, please reach out to us directly, and thank you again for taking the time to let a wider audience know about the benefits of using OpenCRM DG Dominic G. Provisioning Manager Telecommunications Used the software for: 1-2 years ### "Perfect All Rounder" February 21, 2023 4.0 A great experience overall. It has changed the way our business runs for the better. We are so much more organised and things run a lot smoother across the business. Pros OpenCRM does everything you could need a CRM to do. The best part about this solution is that you can do everything in one place. Cons Whilst it does everything, it doesn't do each one to the same high level as other packages that focus more on certain things. Alternatives considered [Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Pricing was within the budget, features were exactly what we needed and more. Browser based with app allowing us to use wherever we needed. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT was no longer a viable option for us as it just didn't do enough for us, or allow us to manage our data the way we wanted. Review Source Response from OpenCRM February 22, 2023 Thank you so much for your kind words Dominic, it's excellent to see you using your system to its fullest. If you would ever like to chat with us about getting more out of your OpenCRM system, however, please don't hesitate to reach out to us. Our Customer Success team would be happy to take a look at your usage and see if there are any ways to get more out of it. MG Michelle G. Operations Manager Information Technology and Services Used the software for: 2+ years ### "Easy to customise" August 19, 2021 4.0 OpenCRM is a fantastic mid-market CRM system, complete with helpdesk, invoicing, quoting, opportunity tracking, lead tracking, project tracking and email campaign functionality. It is certainly great value for money and the team really do care and want to assist you to get the most out of it. Pros OpenCRM is incredibly easy to use and customise from views, to layouts to templates to workflows. The FAQ articles and support from the team at OpenCRM is fantastic. The product itself is continually developing and each feature enhancement makes it better and better. Cons OpenCRM doesn't integrate amazingly well with other technologies, but it is getting their with the new Office 365 integration, Xero/Sage integration, Clicdata for dashboards, zapier for other integrations. It's a genuine work in progress. but the team are always willing to help. And the jotform integration for webforms was really stable. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing OpenCRM Cost, functionality and helpfulness of the team Review Source Response from OpenCRM August 23, 2021 Thank you so much for leaving us a review, it's hugely appreciated! If there were specific areas you were struggling with, in terms of integrating with a 3rd party software, please don't hesitate to reach out to us and we can look at how best to explore any imitations you might be coming up against. Thank you again for leaving us such a lovely review :-) IB Ian B. Managing Director Education Management Used the software for: 2+ years ### "Great CRM software" June 9, 2021 4.0 Brilliant company to work with, with friendly supportive technical team. I've always found them a pleasure to work with and they are happy to investigate work around to any challenges we throw at them. Pros Really good for general customer management and sales tasks, with brilliant report features. Cons We are a training company and the event module can be a bit repetitive at times and clunky around the edges. It has got better and we have had some development work done to help meet our needs. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing OpenCRM Functionality and ability to make the system do what we needed Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Needed more functionality for events / course management Review Source Response from OpenCRM June 10, 2021 Thank you very much for leaving us such a glowing review! It's hugely appreciated. We always like to read that our product has improved whilst you have been an OpenCRM user and we can assure you that those improvements will keep on coming. It's also a pleasure to read about your positive experiences when interacting with us whilst customising your system to better fit within your business. If there is anything else we can do for you, please reach out to us directly, and thank you again for leaving us this review. 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. AE Anna E. Marketing Manager Management Consulting Used the software for: 2+ years ### "A simple to use, highly adaptable system run by people who really care" February 22, 2023 5.0 Since using OpenCRM our admin has significantly decreased overall as a business as we now have so many automated systems. It's also been great linking up the system with our website, our accounting software and our marketing emails. Pros The system is easy to use, meaning all our staff were able to get up to speed and start using it quickly. The online support is extremely helpful and fast during working hours. You don't have to go through a bot to get to a human who can help! For our business the most important thing about the software was being able to tailor it to our specific needs - without incurring extra charges for adding on different parts of the system. Once we did our initial set up we were good to go. Cons The Campaign email marketing section could be improved - in order to track links in emails you have to manually create them using a wizard and input them into the text. It would be great if all links in campaign emails were automatically tracked and linked to the campaign. But it's a very small issue and I'll put up with it to have the rest of the system working so well. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OpenCRM The cost, the simplicity of the system and how it was sold - with no hidden costs to add on elements that we needed, it was all included in our set up price. Everyone we've worked with at OpenCRM has been extremely helpful, patient with us (we are experts in our work, not setting up CRMs!) and have been extremely reliable over the years we've been together. Can't thank them enough. Switched from [Synergist](https://www.capterra.com/p/124869/Synergist/) We needed a system that could integrate with our website, our marketing emails and our accounting. We also needed a tailorable system that better suited our internal needs. Review Source Response from OpenCRM February 23, 2023 Thank you so much for your brilliant review Anna, it was a pleasure to read such a wealth of brilliant comments about your OpenCRM system. We do take on board your comments about the click-through wizard and we are constantly striving to make improvements to OpenCRM. Thank you again for your excellent 10/10 review and you know where we are if there is ever anything we can help with. 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 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. JH Julie H. Accounts Legal Services Used the software for: 1-2 years ### "A really good platform to have. Fits perfect for our accounts team and sales department. " February 21, 2023 5.0 A really good platform, its brilliant for all areas of the business. Brilliant for reports too. Our sales team and accounts team, admin team all use this and its really helped stream line everything into one place. Some improvements need to be done, advice line, quicker response, regular training, making sure businesses are using the full capacity of the platform. Pros Easy to use and the views are clear. We use this across our department and this gives us full view of companies from when we first contact them to when they become a client and continue the journey with the client. Cons The right pop section/ for the messenger, sometimes this gets in the way, when emails or reminders come through, as would better on the left side or a little higher up. Sometimes the system doesn't always quickly pick up duplications when searching as it's quite sensitive.Also a customer service advice line or a designated advisor would help when you do have an issues, as sometimes we don't get a answer straight away. Review Source Response from OpenCRM February 22, 2023 Thank you so much for your excellent 10/10 review! It's much appreciated. Just to touch on a couple of the points that you raised within the 'cons' section of your review. The live chat icon in the bottom right-hand corner is a direct conduit to our support team. We have an average response time of below 2 mins for every chat we encounter. If you need our help, this is the best and fastest way to reach us. In terms of making sure your business is making the most of your system, we actually have a whole team dedicated to doing just that :-) This is our Customer Success team and they are there to help you explore unused areas of OpenCRM and possibly make your current usage more efficient. I would suggest that reaching out to us to chat with our Customer Success team would be a good idea for you Julie. Thank you again for your brilliant review and as I say above, give us a shout and we can chat about your usage further. LR Louise R. Head of Sales Legal Services Used the software for: 1-2 years ### "Good System" February 21, 2023 5.0 overall a good experience. The team we have dealt with have been lovely too. I understand you must get lots of enquiries and often it may be user error, but i feel the support element could be better. also the support to get everything where it needs to be. there is an element of let's just get it working but then as you go you could do more with it but I think we could have benefited from extra support / specialists. Pros the ability to tailor it to our needs, specifically for me from a sales perspective. Cons It takes ALOT to get it to where you want it, i would say that i know we could be using it more to our advantage but we don't have the skills currently. Reason for choosing OpenCRM ability to tailor it to our needs, opportunity for company role out. Switched from [Livespace](https://www.capterra.com/p/161351/Livespace/) security and ability. Review Source Response from OpenCRM February 22, 2023 Thank you so much for your review Louise, it's hugely appreciated. In terms of your system use, this is certainly something that we can help you with. If you do wish to have a session with our Customer Success team, we can explore those areas of the system that you are yet to use and take a look at your current usage and identify any areas that you could streamline. We take on board your comments about your OpenCRM onboarding stage and we're always aiming to improve the implementation of OpenCRM, to make the switch to one of our systems as easy and smooth as possible. Thank you again and do give us a shout if you would like to explore the rest of your system with one of our Customer Success team. Similar Products Featured