# Page 8 | OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of OpenCRM ## Showing most helpful reviews Showing 176-200 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Fosterline advisor Hospital & Health Care Used the software for: 1-2 years ### "Good system for contact management, task management and gathering analytics" February 22, 2023 5.0 Pros I like this software as I find it easy to use with the search and filter facilities and it is easy to search for analytics and identify tasks needed. Cons Sometimes loading and saving are slow but this is only on occasion Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review. We really appreciate it :-) KH Kim H. Sales manager Broadcast Media Used the software for: 1-2 years ### "Open CRM is a life saver" March 30, 2023 5.0 Open CRM has been an essential and valuable tool from day 1. I could not live without it. The support from \[sensitive content hidden\] has been amazing and she is always on hand for any questions or ongoing training that I need. Pros This CRM for Small Business - Improves Customer Relationship Management Abilities! Its user friendly and easy to navigate, Sales Funnels ยท Online CRM Software ' email marketing. user friendly Cons I love email marketing which saves me time. Review Source Response from OpenCRM April 6, 2023 Thank you so much for the amazing review, Kim! We really appreciate it! I have passed on your glowing comments to the staff member mentioned :-) Have a lovely day and do give us a shout if there is anything we can do for you LF LeighAnne F. Procurement and Business Assurance manager Non-Profit Organization Management Used the software for: 2+ years ### "Good System, easy to use but had its limitations" February 21, 2023 4.0 Pros Clear contact and company management and good for cost Cons Reporting is quite clunky and as such isnt as useful as it could be. Review Source Response from OpenCRM February 23, 2023 Thank you very much for your review LeighAnne, it's very much appreciated. If you would like some help with creating reports please reach out to us as we have a whole heap of resources that you might find helpful. Thank you again for your review, have a lovely day ST Sam T. Recruiter Human Resources Used the software for: 6-12 months ### "CRM Review" July 6, 2023 5.0 This is the first CRM I have ever used and have enjoyed my experience with it. Pros What I like the most of CRM is how friendly and easy to use. Cons It would be interested if we could customize our own home page with the tabs we most need and the color. Review Source Response from OpenCRM July 7, 2023 Thank you so much for your review Sam, it's very much appreciated. In terms of your home page, you can certainly do some customisation. I'm afraid our colour scheme is not something we allow you to change, however, besides that, we do allow loads of customisation options. If you'd like some help with this, you can reach out to us either via phone, email, or live chat, we would be more than happy to help. Thanks again for taking the time to leave us a review and we do hope you have a lovely day. JH James H. Client Focus Manager Medical Devices Used the software for: 2+ years ### "easy to navigate " February 25, 2023 5.0 Pros The software is easy to navigate and when you can't find something the support is great, there are some very good documents in the knowledge base that make it easy to work out Cons when something does update, it can throw the formatting out of the crm layout so notes don't fit as they used to. Using the CRM from mobile/tablet could be improved greatly Review Source Response from OpenCRM March 15, 2023 Thank you very much for your review! We have many plans on the horizon and we are constantly making improvements to both our browser-based version of OpenCRM as well as our app, so do watch this space. If there is anything we can help with, please don't hesitate to reach out to us directly, we're always happy to help SR Stuart R. Director Design Used the software for: 1-2 years ### " A Great CRM, packed with features and the only one found did everything " February 21, 2023 4.0 Brilliant, a great product and does 99% of what we need, can also be tweaked by OPenCRM where required. Pros We needed something all in one solution that managed customers, contacts, opportunities, easily turning them into projects and then project tasks. Open CRM does that all Cons Admin could be "more user friendly" on Mobile devices Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM The features and ability to easy turn opportunities into projects and then have project tasks allocated to different team members Review Source Response from OpenCRM February 22, 2023 Thank you very much for your brilliant review, Stuart, it's much appreciated! It's also lovely when one of our OpenCRM users highlights the customisable nature of OpenCRM for the wider world, so thank you very much for doing that. If there is anything else we can do for you, please don't hesitate to reach out to us directly DA Donna A. Operations Manager Professional Training & Coaching Used the software for: 2+ years ### "Making life easier " April 3, 2024 5.0 Pros Open CRM makes our daily tasks so much easier, the information is stored well. Open CRM allows us to reach our target audience quickly and easily Cons Sometimes i find there are too many click through required to get to the end objective Review Source Response from OpenCRM April 9, 2024 Thanks so much, Donna, for your kind words! If you'd ever like a hand with automating some of those areas you're finding 'click heavy', give us a shout, we may be able to reduce some of those steps by putting some workflow in place. If you'd like to explore that with us, please give us a call and ask to speak to your account manager IB Ian B. Director Financial Services Used the software for: 6-12 months ### "Great crm" June 9, 2021 5.0 Very impressive Pros Cost effective with great support. I can see this having more potential as I grow Cons Lead management. Uploading of lists could be improved Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OpenCRM Cost Review Source Response from OpenCRM June 10, 2021 Thank you for leaving us such a kind review. We are always very pleased to see OpenCRM is being used so effectively within your business and that we provide a very cost-effective solution for your CRM needs! Please feel free to reach out to us directly if we can do anything for you. Thank you again for taking the time to leave us this review AP Andrew P. Finance Manager Telecommunications Used the software for: 2+ years ### "User of Open CRM for eight years" February 21, 2023 4.0 Good customer support and long term good working relationship Pros User friendly and all company information stored in one place, with links to each module such as opportunity to sales order to invoice Cons I feel it could be improved with better API access into other systems and better dashboard features Reason for choosing OpenCRM Selected by director before my time Review Source Response from OpenCRM February 23, 2023 Thank you for your review, Andrew, we really appreciate it. If you were struggling to get your API connections, we may be able to help with this. Just reach out to our support team via our Live Chat function and we can pick it up from there and discuss it further with you. Thank you again for your review, have a lovely day there. 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 :-) OS Oliver S. Product Manager Biotechnology Used the software for: 2+ years ### "A very customisable solution for CRM and email campaigns" February 22, 2023 4.0 Overall openCRM has helped us with email marketing, tracking opportunities and monitoring performance Pros The email campaign feature is simple and works well for bulk emails. Cons THe user interface is not the easiest and takes some time to onboard new members. Review Source Response from OpenCRM February 23, 2023 Thank you for your brilliant review, Oliver. It's much appreciated. If you ever do run into issues with onboarding new team members to your OpenCRM system, please let us know. We have heaps of resources for new OpenCRM users to get them up to scratch. For example, a large YouTube playlist with videos to guide new users through the 'new user' setup, among many other things. Thank you again and do let us know if you need anything. 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 :-) RG Ryan G. BDM Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "OpenCRM review" February 21, 2023 5.0 Really effective project management and reporting tool. easy to use and see what is being done Pros Product is easy to use, fully customisable to how we want to use it and straight forward to train people up on Cons With there being so much custom options it can be a bit of a minefield to start with but once trained up it is easy Reason for choosing OpenCRM The OpenCRM team worked with us to understand needs and very cost effective solution Review Source Response from OpenCRM February 22, 2023 Thank you so much for your review, Ryan. We love reading about our users who have been able to dive into our customisation options with ease. I will also pass on your compliments to our projects team :-) Thanks again and don't hesitate to reach out to us if there is anything else we can do for you. DT Danielle T. Logistics Manager Plastics Used the software for: 2+ years ### "User friendly - Does what it says it will" August 10, 2021 5.0 I use this all day every day, without it I could not do my job. This system was in place when I joined Hardies so dont know anything else. Pros Its so easy to use and everything is tracked. No hiding here for amendments to things and has a clear audit of everyhing. Cons It can sometimes be easy to click the wrong button or not open up properly when on mobile. Review Source Response from OpenCRM August 13, 2021 Thank you so much for reviewing OpenCRM! We really appreciate your kind words and awesome feedback! We pride ourselves on being able to organize and manage every aspect of a business, so thank you very much for bringing that to the attention of a wider audience. Thank you again and do let us know if there is anything else we can do for you or your team OL Oliver L. Sales Manager Printing Used the software for: 2+ years ### "UKP CRM Review" February 22, 2023 5.0 OpenCRM allows us to easily manage our customer database which we can go into as much detail as we need with categories and filters etc. Really easy to use for sales leads from quotes to orders. Pros Simplicity of layout and easy to use functions. Very Cons No negative feedback to give in terms of missing features it does exactly what we need it to Review Source Response from OpenCRM February 23, 2023 Thank you so much for your amazing 10/10 review, Oliver. It was a pleasure to read that you have no issues at all with your system. If there is ever anything I can do for you, please give us a shout through our normal support channels. Thanks again and have a lovely day. VR Verified Reviewer Managing Director International Trade and Development Used the software for: 2+ years ### "Great customisable CRM" February 21, 2023 5.0 Great team, great support, great product Pros It was possible to completely customise to the needs of my business Cons I use text a lot and the text function is not great Review Source Response from OpenCRM February 23, 2023 Thank you very much for your review. We really appreciate that here at OpenCRM. We have also taken on board your comments Re: text function and they will be fed back to our team. Thank you again for your time. ED Esther D. Client Manager Real Estate Used the software for: 2+ years ### "The Perfect Solution" February 22, 2023 5.0 Pros OpenCRM allows us to manage all aspects of the business. The UK-based support and development team are great too, very responsive and helpful. Cons I cannot think of any aspect we would want to alter, as all issues 9if any) are resolved very promptly. Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Esther, we really appreciate it. We pride ourselves on not being faceless and providing caring and informative expertise to our users, so thank you so much for including that in your review. If there is anything we can help with, please make sure to give us a shout, we're always here to help. NN Nicola N. Marketing Manager Health, Wellness and Fitness Used the software for: 1-2 years ### "OCRM Feedback" February 22, 2023 3.0 Positive - helpful Pros OCRM is easy to use and onboard, not complicated. Cons There are additional features such as automations that we need. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Price point. Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Nicola, we really appreciate it. We do have a wealth of automation for OpenCRM, to help you make your day easier, so perhaps it might be a good idea to reach out to us and explain what parts of the system you would like to automate. We would love to hear your ideas and possibly help you achieve those with you. Thank you again for your review and we hope you have a lovely day JS Julian S. Sales Engineer Mechanical or Industrial Engineering Used the software for: 2+ years ### "Excellent" February 21, 2023 5.0 Pros Easy to use, easy to navigate, everything is neat and tidy. Cons There's not an option to save something as a draft, which may be helpful if needing to come back to something. Review Source Response from OpenCRM February 22, 2023 Thank you Julian for such a brilliant review, it's hugely appreciated when our users let the wider world know how easy OpenCRM is to use! We do have an ideas board where you can post ideas for improvements and new features. If you head to our website you can find that there. Your idea to be able to save drafts is certainly one we would welcome being added to the ideas board. Thank you again for reviewing OpenCRM HR Henry R. Senior Account Manager Broadcast Media Used the software for: 2+ years ### "Great system" February 21, 2023 4.0 Pros I use the sales orders and opportunities tab the most, very good. Cons Sometimes difficult to explain how to use it to a new starter Review Source Response from OpenCRM February 22, 2023 Thank you so much for your review, Henry. We're very pleased to read you're making good use of our orders and opportunities features. We have a really helpful 'New Users' playlist available on YouTube. It contains a bunch of videos that will help new users get up and running when they first log into OpenCRM. Give us a shout if you would like us to send you that playlist link directly, or simply search for OpenCRM on YouTube and select our playlists to get to that one JI Jay I. Sales and Accounts Administrator Information Technology and Services Used the software for: 2+ years ### "Feedback" February 21, 2023 5.0 Pros Clear, concise, easy to navigate, all the information is accessible Cons Sometimes you have to duplicate the same page on order to complete and invoice or purchase order. The systems takes long on occasions to load Review Source Response from OpenCRM February 22, 2023 Thank you for your review Jay, it's excellent to read that you are getting on well with your OpenCRM system. If you would like us to take a look at your page load times or chat with you about your duplication issues, please reach out to us via Live Chat or give us a call. I'm sure we can help with any issues you might be having whilst using your OpenCRM system. VR Verified Reviewer Resource Planner Environmental Services Used the software for: 6-12 months ### "Crm" April 24, 2023 5.0 Pros Easy to use, simple and straightforward. Cons Sometimes you have to simplify your search too much, which in turn doesn't filter the results to as narrow of a field as you would want. Review Source Response from OpenCRM April 27, 2023 Thank you so much for your review. It's much appreciated. If you would like any help with your searches, please do reach out to us, there may be something we can do to address this for you. Thank you again, have a lovely day! LH Ledelle H. Business Development Manager Consumer Services Used the software for: 1-2 years ### "CRM Product" February 28, 2023 5.0 Pros This software is very user friendly. One of the things I like about this software is the option to put a follow update to contact your client. I have used other software that don't have this option and you have to manually search for the clients. CRM also allows you the pull many different reports and transfer to excel sheet for example call reports, full database, opportunity reports and quote reports. Cons I can't think of any thing I don't like abt CRM. Review Source Response from OpenCRM March 15, 2023 Thank you so much for your brilliant review Ledelle! 10/10, wow! Thank you! If there is anything we can help with at all, please don't hesitate to reach out to us directly, (as you know) we're always happy to help :-) AP Avishka P. Senior Accountant Accounting Used the software for: 2+ years ### "Avishka Peiris" February 21, 2023 5.0 Pros Ease of sending the invoices to xero. I work daily on the invoicing and this has been really helpful. Cons Non-appealing appearance. The invoices page I deal are really dull and not appealing. Review Source Response from OpenCRM February 22, 2023 Thank you very much for your review Avishka, it's very much appreciated. In terms of your 'invoices page', we do have heaps of customisation options to move things around and hide certain fields etc, so if you are struggling with the functionality of that page, please let us know and we can investigate this further with you. Thank you again for your 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.