# Page 6 | OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of OpenCRM ## Showing most helpful reviews Showing 126-150 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Sales Manager Medical Devices Used the software for: 2+ years ### "Contact management on the move." March 10, 2023 4.0 Keeping a handle on customer contacts and touch points is vital to keeping opportunites progressing to new business. Pros Easy access to all features of OpenCRM is vital either at the office or on the road. I find use of the software across my mobile phone, tablet and laptop makes ensures information is updated promptly. Cons Perhaps too many clicks to access some key windows. Preparation of reports needs Review Source Response from OpenCRM March 15, 2023 Thank you so much for your kind words! If you ever need anything from us, please don't hesitate to reach out, either via the Live Chat icon in the bottom right-hand corner of your system or via Phone or Email. Thank you again, have a lovely day! 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. JR Jenny R. Marketing Manager Construction Used the software for: 2+ years ### "Excellent value software" August 10, 2021 5.0 Was able to introduce quickly (over the Christmas Break) some years ago and haven't seen anything better since. Pros Straightforward. The basic CRM was simple for the team to pick up on. Logical installation. Good value. Cons Would originally liked to have been able to have complex quotes that we could easily personalise from fields within openCRM. Sometimes people have had some oddities where you think you have given people the same functionality and security but they don't completely match and people don't receive all they should. Sometimes there are too many ways in which you can do things and it is dificult to get all to follow the same route-more a management issue! Reason for choosing OpenCRM Best value, and could implement myself over a holiday period. Review Source Response from OpenCRM August 13, 2021 Thank you very much for taking the time to leave OpenCRM such a brilliant review! We pride ourselves on our value for money, so thank you for bringing this to the attention of a wider audience! If you would like some help with your user's permissions and security settings, please reach out to us directly as we would be happy to help however we can. Thanks again! 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. EB Emma B. Health and Safety Administrator Human Resources Used the software for: 6-12 months ### "Admin perspective" May 15, 2023 5.0 Great-easy to work with and to communicate with other employees. Also a great record of communication which helps others to see conversations or calls with clients. Pros Easy to use and navigate. Prompts are there to help if stuck, and functions in a user friendly format. Cons Keywords are sometimes very sensitive-could be broadened. Review Source Response from OpenCRM May 16, 2023 Thank you so much for your review, Emma, we really appreciate it. If you would like some help with your searches when using OpenCRM, please give us a shout. There are a few different ways to search your system and perhaps we could point you towards a more suitable search method. Thank you again and do let us know if there is anything else we can do for you. 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. 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. 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. SS Sarah S. Administration & Projects Manager Legal Services Used the software for: 2+ years ### "User friendly system with great customer support" June 22, 2021 4.0 Easy to use once you've given it a go. Practice makes perfect so setting yourself up as a dummy contact or lead for testing is a must! With the customer support option and their quick responses it makes it overall a good exprience Pros The chat facility is a very useful tool. I've go stuck a few times trying to do a mailer and have been given immediate support every time using the chat option. Much better than having to spend hours on the phone or communicate by email Cons Initial set up was a bit difficult but mainly due to having to learn a new system. Some of the headings of sections on the site are a little misleading, for example the difference between a lead and a contact, but once you've got the hang of it, nice and user friendly Review Source Response from OpenCRM June 23, 2021 Thank you very much for leaving us such a positive review. We pride ourselves on our customer support here at OpenCRM so it's always nice to read such praise, and we will continue to provide gold-standard support to every OpenCRM client. If there is anything else we can do for you, give us a shout and thank you again for your excellent review, the support team will be informed :-) 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. IO Ian O. Sales and Business Development Manager Machinery Used the software for: Less than 6 months ### "Very Good System at a very reasonable price " April 17, 2023 4.0 Overall we are happy to have begun working with Open CRM and are looking forward to incorporate more features to our inhouse processes moving forward. Pros Everything is in one place and easy to use once integrated with our internal processes. Cons The initial set up takes a little longer than we would like. The training provided was extensive however it may benefit from being a little more focused on user requirements Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Open CRM appeared to have all the functionality we required at a reasonable price Review Source Response from OpenCRM April 27, 2023 Thank you so much for your review Ian, it's very much appreciated. We are also looking forward to getting OpenCRM further embedded into your business to allow you more automation ability and therefore more time saved. Thank you again for your kind words and do reach out to us if there is anything else we can do for you. 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 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 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 DP David P. Sales Manager Biotechnology Used the software for: 1-2 years ### "Improve efficiency of busness" February 23, 2023 5.0 Very helpful. Online chat sorts out most queries we have. Pros This software has enabled us to much more efficient and increase productivity. Particularly like quote generation which now is much more streamlined. Cons After using the same CRM software for over 12 years it was a little hard to begin with and we are still learning all the time. However, it was very easy to implement and has been worth it. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Found ACT to be less efficient over time and did not work well with Outlook which caused diary issues with the number of video calls we had during Lock down. Review Source Response from OpenCRM February 24, 2023 Thank you so much for your brilliant review David, we really appreciate it. We particularly love reading that OpenCRM has helped you to be more efficient and increase your productivity, that's exactly what we aim to do when we help a company implement an OpenCRM system. If there is anything we can do for you, please don't hesitate to reach out to us. Thanks again and have a lovey day. JW Josh W. Global Account Manager Printing Used the software for: 2+ years ### "Open CRM review" March 1, 2023 5.0 Pros System is easy to use and manage. All contacts and companies are easily accessible Cons I have found that the sales target range % has not been accurate so we have calculated this ourselves Review Source Response from OpenCRM March 15, 2023 Thank you very much for your review, we really appreciate it! When it comes to your sales target range, this should certainly be accurate and you should be able to use this feature without having to calculate this yourself. If you would like us to take a look at this, please don't hesitate to reach out to us directly, via Live Chat, Phone or Email and we can pick this up with you and get it working correctly. Thank you again for your review and we do hope to hear from you soon. BC Ben C. Marketing Manager Medical Devices Used the software for: 6-12 months ### "New to OpenCRM so still working out the kinks." February 28, 2023 4.0 The customer service is amazing and would highly recommend OpenCRM based on that alone. The team really helped me learn the system as someone newer to the product. Pros The ability to track progress visually is very useful, especially with the sales pipeline and the ability to know what my future workflow will be. Cons The quoting system is difficult to use at first, and isn't the easiest system to adjust when large amounts of product information and images need updating. For an e-commerce site which cycles through stock regularly, this is a large task. Review Source Response from OpenCRM March 15, 2023 Thank you very much for your review, we really appreciate it. As you know, we're always happy to help new users get to grips with the system so again, thank you for bringing this to the attention of the wider world. If we can help you look at your Quoting or Product Info/Images issues, please don't hesitate to reach out to us. We would love to look into that for you and see if there is anything we can do to make your life easier. Thank you again for your brilliant review! RN Raquel N. Marketing Broadcast Media Used the software for: 6-12 months ### "CRM Voting" April 4, 2024 3.0 Quite useful and great. I am happy with this tool. Pros I have used other CRM tools and I can say this one is very useful. Cons Maybe it can be a little be diffult to start. Review Source Response from OpenCRM April 9, 2024 Thank you for your review Raquel, We are slightly confused, however, as your words and comments are all nice and positive and read as though you are happy with your system. But you have rated us poorly in some areas of this review (Customer Support, Value for Money, Likelihood to Recommend), is there something we could do in those areas to help you more with your system? Did something go wrong during your implementation phase perhaps? We would love to hear more from you and try and address those potential issues. Please reach out to us either via Live Chat, Phone or Email, and we can take it from there. Thank you again for your review and kind words KC Kerry C. Office Support Construction Used the software for: 2+ years ### "Great system and great value for money " August 13, 2021 5.0 This is the second time i have now introduced Open CRM to a company. Both companies i have brought this system in to have found that it works so well. Pros I like how customisable the system is! Our company records information in different ways so being able to adapt the system easily is a key feature Cons the only thing i do not like about the system is the colour. It is not always the easiest colours to work with Reason for choosing OpenCRM I used Open CRM because i knew their system worked well and it is great value for money Review Source Response from OpenCRM August 19, 2021 Thank you so much for taking the time to leave us a review! The customisable nature of OpenCRM is hugely important to the vast majority of our clients so thank you very much for bringing this to the attention of a wider audience! In terms of the colours you have mentioned, I can't say to much, but watch this space ;-) Thank you again and do give us a shout if there is anything else we can help with DM Dan M. Bid Manager Renewables & Environment Used the software for: 6-12 months ### "Open CRM Review" February 21, 2023 4.0 OpenCRM has been a great way or organising and managing our sales and marketing data, collecting it into one place rather than relying on various different spreadsheets or peoples email contact. Pros I like that almost everything is configurable so that you can tailor it to meet your companies requirements. Cons The graphical display is not a good as some of it's competitors. For instance the graphical reporting is limited and it's missing some of the drag and drop functionality that many of the other companies selling CRM solutions include. Reason for choosing OpenCRM N/A not involved in the purchase Review Source Response from OpenCRM February 22, 2023 Thank you so much for your brilliant review Dan. We take on board your comments about the drag-and-drop functionality and this will certainly be fed back to our development team. Thank you again and don't hesitate o reach out to us if there is anything we can do for you HB Howard B. Account Manager Telecommunications Used the software for: 2+ years ### "OCRM - breeze to use and superb value! " August 10, 2021 5.0 easy to quote, easy to send contracts - thats what I need. Pros I came from being a regular salesforce user, to me what was a relatively unknown in the CRM world. Its easy to use, easy to quote and send contracts for customer signatures. Cons none currently, I love it! I think if a user is deleted off the system, all their imprints are also gone - but i could be wrong? Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) moved companies, but had used Salesforce for at least 10 years. Picked up OCRM within a few weeks of seeing it. Review Source Response from OpenCRM August 13, 2021 Thank you very much for reviewing OpenCRM! It's so nice to see that, as an ex-Salesforce user, you picked up OpenCRM quickly and easily...and as our main competitor, it's brilliant to see that you love your OpenCRM system in comparison! Thank you again and do reach out to us directly if we can help you or your team with anything else EM Emily M. Head of UK Marketing and Education Medical Devices Used the software for: 2+ years ### "Great software" August 10, 2021 5.0 Pros It is easy to learn and intuititve to use. It does everything I would want a CRM system to do Cons Its a little dated in styling and doesn't integrate with Pardot (to my knowledge) Review Source Response from OpenCRM August 13, 2021 Thank you very much for taking the time to leave us a review! It's hugely appreciated. If there is anything else we can do for you, please reach out to us directly as we are always happy to help you or your team with anything they might be struggling with regarding OpenCRM. Thank you again, VO Vickie O. Sales Oil & Energy Used the software for: 1-2 years ### "Great support" February 22, 2023 5.0 Very pleasant Pros The support you get on Chat. I have set our system up with out any previous experience. The support team with on call through the whole process and no amount of questions were too much. Cons There is a few fields that I would like to remove, such as the task durations etc but they are easily ignored. Reason for choosing OpenCRM Price and communication Review Source Response from OpenCRM February 23, 2023 Thank you so much for such a brilliant review Vickie, we really appreciate that. When it comes to the fields you would like to remove, we may be able to help you with that. Some of our fields must remain within a customer system as they have a knock on effect to the deeper functionality of OpenCRM if we were to remove them, however, you may find the specific fields you are troubled by don't fall into that category. Please give us a shout on our support channels if you would like to discuss this further and have us look into whether or not those fields can be hidden. Thank you again for your review, have a wonderful day. Dany B. Director Staffing and Recruiting Used the software for: 2+ years ### "Brilliant Software" August 10, 2021 5.0 The experience of working with OpenCRM has been exceptional for us as a developing recruitment business. It is simple to use for beginners and the Customer Portal where we upload documents is great. Pros The OpenCRM team were friendly and adaptable to make this software exactly how we required it for our business needs. It's functionality and user friendly interface mean we can carry out our tasks and invoicing with minimal fuss. Cons It would be useful if Customer Portal Documents could appear alphabetically. Review Source Response from OpenCRM August 13, 2021 Thank you so much for taking the time to leave us such a brilliant review! Our Customer Portal is one part of our system that we love, so we are very happy that you were able to bring this to the attention of a wider audience. Thank you again for your brilliant review, please reach out to us directly if we can help with anything else RH Rhianna H. Customer Relationship Specialist Marketing and Advertising Used the software for: Less than 6 months ### "A Fantastic CRM" June 9, 2021 5.0 Very good. Pros The ease of use, the custom ability, and the additional chat function support. Cons I would of liked to have tailored the tabs on the company module a little more but there is always a workaround, that's the beauty of it. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Gold-Vision CRM](https://www.capterra.com/p/133582/Gold-Vision-CRM/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[1CoreSolution](https://www.capterra.com/p/79010/1CoreSolution/) Reason for choosing OpenCRM We are a Global company and the UK are the first country within the organisation to roll out a new CRM system. Due to this, we didn't want to over invest and find that the system was not utilised fully by the work force. From start to finish I have felt supported, valued and listened to by the Team at Open CRM, to name a few, \[SENSITIVE CONTENT HIDDEN\] have offered me extensive and valued support and have listened to and taken on board our company vision and CRM needs to implement a software that is great for our organisation. The set up and customisation is very user friendly and easy to use. We have now rolled out our new system which has been welcomed with very positive feedback. Review Source Response from OpenCRM June 10, 2021 Thank you so much for taking the time to leave us such a positive review! It's hugely appreciated. It's always a large task to implement a new CRM system into your business so it brings huge smiles to our faces to read that the process has been smooth and as hassle-free as possible. We are very proud of our customizable CRM solution, so to read your feedback about how well OpenCRM has slotted into your business is brilliant to see! If there is anything else we can do for you give us a shout and thank you again for taking the time to leave us such a glowing review Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) ## 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.