# Page 9 | OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of OpenCRM ## Showing most helpful reviews Showing 201-225 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SB Sophie B. Sales support Information Technology and Services Used the software for: 6-12 months ### "Sophie review" May 11, 2023 3.0 Pros How easy I can pull reports and everything is easily linked back to the tab options e.g. Opps Cons How sometimes I cant export something to excel Review Source Response from OpenCRM May 16, 2023 Thank you for your review, Sophie, If you ever need a hand with an export of data from your system, please reach out to us using the live chat icon in the bottom right-hand corner of your system. We can then look into any issues for you with our front-line support team. Thank you again for your review, have a wonderful day. CD Clifford D. Bid Manager Writing and Editing Used the software for: 2+ years ### "Easy to use" August 10, 2021 5.0 Used now for over 10 Years and is an essential tool for keeping tabs on customers and prospective clients Pros Very easy to navigate around. The Mapping system can be useful to see where our customers our located. Cons linking history notes of previous conversations with campaigns Review Source Response from OpenCRM August 13, 2021 Thank you so much for taking the time to leave us a review! It's hugely appreciated. We love to hear from our long-standing customers and we are very pleased to read that after 10 years of using your system, you still love it! Thank you again for leaving us such a brilliant review and do give us a shout if we can help with anything else at all DN David N. Data and Systems Manager Financial Services Used the software for: 2+ years ### "David Nichols Paynetworx Review" February 23, 2023 4.0 Pros Easy to use, clear and un-clutered display Cons Some of the Lead and Opportunity tools are too basic for requirements Review Source Response from OpenCRM February 24, 2023 Thank you so much for your review David, we really appreciate it. In terms of your Lead and Opportunity tools, we would love to look into those for you and see if there is anything we could change or customise to give you more from those modules. If you would like us to investigate this further, please give us a shout on our support channels and we can take it from there. Thanks again for your review. Kel O. Therapist and Educator Health, Wellness and Fitness Used the software for: 1-2 years ### "Not your typical client" August 15, 2021 5.0 Pros As a small buisness finding our feet and figuring things out it was really important to us to work with an approachable service provider that gave us a CRM that was adaptable. Thats what we got! Cons I think it would be really helpful to have your email inbox live within the CRM - if I was opening CRM to open my emails i'd probably be using the platform more consistantly! Reason for choosing OpenCRM The honest answer here is we were looking for somehing UK based with staff who could hold our hand if we needed! Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Kel, we really appreciate it. We pride ourselves on our approachability. One of our company goals was to encourage a culture, with our users, that allows for questions to be asked and knowledge to be shared. So the fact that you have mentioned this in your review has really made our day here! If you ever find yourself stuck, you know where we are, and thank you again for your brilliant review and nice words. aH antony H. Account Manager Public Safety Used the software for: 2+ years ### "Antony Harker" February 22, 2023 5.0 great! Pros ease of creating quotes and manageing them. Cons slightly glitchy on some pages when searching Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Antony, we really appreciate it. 10/10 is something we love seeing when a new review comes through :-) If you ever do experience a 'clitch' when searching, please don't hesitate to click that live chat icon in the bottom right-hand corner of your system and reach out to us. We would love to investigate this for you. Thanks again and we hope have a lovely day. DR Darren R. Regional Sales Manager Health, Wellness and Fitness Used the software for: 1-2 years ### "DR review " February 21, 2023 5.0 Helps to provide quick and simple quotes for clients. Easy to put in pdf format.Helps with my day to day activities Pros Simple and easy to navigate and use. Good standard features and reports are easy to build Cons Editing of quotes could be improved. It can be tricky to swap lines of quotes or move them into different positions /order on the quote. Software can lag sometimes on large quotes Review Source Response from OpenCRM February 23, 2023 Thank you very much for your brilliant review, Darren. We really appreciate it. If there is anything we can do for you, please don't hesitate to reach out to us, either via live chat, phone, or email. Thanks again for your glowing review RC Robbie C. Regional Sales Manager Health, Wellness and Fitness Used the software for: 1-2 years ### "Review " February 21, 2023 3.0 Pros Creating PDF for quotes/estimate is quite simple Cons more support with reportsReports need to show more detailMore reports avaliable Review Source Response from OpenCRM February 22, 2023 Thank you very much for your review Robbie. If you would like to get more from your OpenCRM reporting I would recommend reaching out to us and possibly speaking to our Customer Success team. They may be able to help you get the granular detail you require with a little coaching. Do remember that you also have our Live Chat icon in the bottom right-hand corner of your system, if you ever need some support with reporting, give us a shout there and we will be with you in 2 mins or under. Thanks again and have a lovely day AG Adam G. Business Development Director Marketing and Advertising Used the software for: 6-12 months ### "Cheap and cheerful" May 11, 2023 3.0 Pros Like all CRMs, once you get used to it, it is simple to use and easy to manage call backs etc. It does the job but dont expect anything near SalesForce capabilities. Cons Not easy to find old missed activities, reporting and analytics may as well not exist. Review Source JB James B. Office Manager Construction Used the software for: 2+ years ### "OpenCRM User" February 22, 2023 4.0 It works well for the process we need. Tracking quotes, converting them into projects and tracking the invoices. Pros Easy to track quotes and convert them into opportunities. Cons Editing the pdf templates. You have to know a bit of basic code. It should be more drag and drop Review Source Response from OpenCRM February 23, 2023 Thank you for your review James, we really appreciate it. We take on board your comments about having a 'drag and drop' interface. We are constantly improving OpenCRM and I will certainly pass on your comments to our development team. Thank you again for your time and we hope you have a lovely day. 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! FM Funganayi M. Systems Engineer Environmental Services Used the software for: 1-2 years ### "Systems Engineer review " June 22, 2021 5.0 integrating with internal systems keeping track of data Pros I love how well documented the api is and how easy it is to customize the data that we want to fetch out of the api. I love how well it works with Tools such as clicddata. I really love how easy it is to contact the support team too. Cons The only con I would say is I cannot pull the documents out of the sales orders - but I have created a URL link to this section. Review Source Response from OpenCRM June 23, 2021 Thank you very much for your review. 5 stars all round! Wow! Thank you! We create all of our FAQs ourselves and they have been meticulously put together, so to read that they have come in handy is going to bring a smile to the team's faces when I point them towards this review. Thank you again for such glowing praise and thank you for letting the wider world know about your OpenCRM experience! MH Melissa H. Director Information Technology and Services Used the software for: 2+ years ### "Good easy to use software" February 22, 2023 5.0 overall experience is good. if i ever have a problem it gets solved pretty much straight away Pros its easy to use and easy to train employees to use Cons alot of features which we dont use which makes it look complex Review Source Response from OpenCRM February 23, 2023 Thank you so much for your brilliant review Melissa, It's really appreciated here at OpenCRM. If there is anything we can do for you, please give us a shout, we are always here to help. DF Daryl F. Spares Manager Machinery Used the software for: 1-2 years ### "User" April 3, 2023 4.0 Easy to use with all info needed especially with google maps when you click on postcode which can be helpful. Pros User Friendly Database with all you need to know info and help Cons Nothing really not to like it does exactly what it should do. Review Source Response from OpenCRM April 6, 2023 Thank you so much for the excellent review, Daryl! We really appreciate it! Do reach out to us directly if there is anything we can do for you. You can reach us by phone, email or Live Chat :-) IW Issy W. Sales Director Leisure, Travel & Tourism Used the software for: 1-2 years ### "Perfect for managing sales activity for multiple companies" February 21, 2023 5.0 Hybrid sales staff can access the database easily anywhere any time. Pros Easy to use and update, easy to find information and to record a history of activity. Cons Having to pay for small changes to be made to layouts. Review Source Response from OpenCRM February 23, 2023 Thank you for your review Issy, we really appreciate it.  I am sure you already know that all OpenCRM admin users can make changes to the system themselves. This includes page layouts, field creation, PDFs, Email templates...pretty much everything. If you need our assistance to make those changes, you are correct, we do charge for our Professional Services team's time.  If you wish to make those kinds of changes yourself, the option is there and that route would incur no charge. We have heaps of resources to help support and coach you.   Thank you again for your time and your kind words, have a lovely day NP Nikesh P. Accout manager Environmental Services Used the software for: 2+ years ### "Review " February 21, 2023 5.0 Daily use for quote generation, pipeline managment. Pros Ease of quote generation and amendment Admin access rights are easy to use Cons Takes a little while to learn all the changes that can be done on this software. Review Source Response from OpenCRM February 22, 2023 Thank you so much for your excellent review Nikesh. We really appreciate that. If there is anything we can help with at all, please reach out to us via live chat, email, or phone and we would be happy to advise NB Noor B. Estimation Engineer Mechanical or Industrial Engineering Used the software for: 2+ years ### "User Friendly" February 23, 2023 5.0 Pros It is user friendly, easy to access, easy to store data. Cons Sometimes we had faced an unexpected error, so we were unable to access CRM for sometime and that has been rectified after contacting the customer care. Review Source Response from OpenCRM February 24, 2023 Thank you for your review Noor, it's very much appreciated. Unexpected errors are very rare when accessing OpenCRM. If you are experiencing this on a regular basis, we would like you to reach out and contact us as we are not aware of any issues regarding your system from our side. If this ever happens again whilst you use OpenCRM, please give us a shout so that we can look into what might have caused this. Thank you very much for your review and we hope you have a lovely day. lF lee F. Sales manager Paper & Forest Products Used the software for: 2+ years ### " work with" February 21, 2023 5.0 really good always easy Pros easy to use easy to find you way about and explain to others in the company Cons nothing its very easy and has no downsides Review Source Response from OpenCRM February 22, 2023 Thank you for your review Lee, its hugely appreciated, we love seeing all those stars :-) GN Grey N. Sales Manager Staffing and Recruiting Used the software for: 2+ years ### "Old school CRM system. Easy to use but can be over-complicated easily. " June 5, 2024 4.0 Pros Simple, easy to use for the most part but can be over-complicated easily. Cons Reports are very difficult to navigate but once you have them configured they work well. Review Source RB Raj B. Business manager Financial Services Used the software for: 2+ years ### "Vital Workflow organisation tool. " March 15, 2023 5.0 Pros Easy to access and navigate through the system. Cons can be sensitive when searching within the system Review Source Response from OpenCRM March 30, 2023 Thank you for your review, Raj. If we can help with anything at all in the future, please give us a shout. Thanks again AP Asheain P. Account manager Chemicals Used the software for: 1-2 years ### "CRM review" February 21, 2023 5.0 Pros Reports system. Very easy to extract data onto excel. Cons Creating customers and clients on CRM is very clunky. Review Source Response from OpenCRM February 22, 2023 Thank you for your review Asheain. We are very proud of our systems and how easy they are to use, so to read that you are finding such a simple element of OpenCRM 'clunky' leads us to believe that we may be able to help you with your OpenCRM use. If you would like to discuss what aspects you are not getting along with, please reach out to us. We have heaps of customisation options and I'm sure we can get you to where you want to be when it comes to the ease of inputting those new customers and clients. MH Melanie H. Sales Executive Professional Training & Coaching Used the software for: 2+ years ### "My Review" February 22, 2023 4.0 Great Pros A great product to use, helps me no end throughout my working day, especially the activities feature for me Cons Everything has to spelled correctly to find people/companies Reason for choosing OpenCRM Not my decision Review Source Response from OpenCRM February 23, 2023 Thank you so much for your brilliant 10/10 review Melanie, we really appreciate it. If there is ever anything we can do for you, please don't hesitate to reach out to us via live chat, phone or email ES Elliot S. Account Manager Wholesale Used the software for: 6-12 months ### "Very Easy to use" June 12, 2023 5.0 Great software, would recommend to any company. Pros Ease of accessHelps with prioritizing tasks Cons Occasional bugs but nothing that would stop me from using the software. Review Source Response from OpenCRM June 16, 2023 Thank you for your brilliant review, Elliot, It's much appreciated. If there is anything else we can do for you, please don't hesitate to reach out to us via our normal channels (Phone, Email or Live Chat) Thanks again, and have a lovely day. dR david R. Area Sales Manager Machinery Used the software for: 2+ years ### "Sales management" February 21, 2023 4.0 Pros Easy to navigate and retrieve previous emails from outlook. Cons Nothing that would impact my day to day use of the information I require from a sales point of view. Review Source Response from OpenCRM February 22, 2023 Thank you very much for your review, David. It's always nice to see a Sales Manager's input on their system use, so thank you very much for that. Give us a shout if there is anything else we can do for you at all MD Maarten D. Manager Consumer Electronics Used the software for: 2+ years ### "Does the job for us, includes Sales orders, invoicing, recurring invoicing, Quotes, helpdesk, etc" February 22, 2023 5.0 Pros All options we have: Sales orders, invoicing, recurring invoicing, Quotes, helpdesk, etc Cons The currency conversion is a bit weird.. Review Source Response from OpenCRM February 23, 2023 Thank you so much for your review Maarten, we really appreciate it. Please give our support team a shout if you would like to discuss your currency conversions, we may be able to look at that for you and make it a little less 'weird' :-) Thank you again for your review sA sharleen A. Internal Sales Facilities Services Used the software for: 6-12 months ### "Review" February 23, 2023 5.0 Easy to use and understand Pros Quick to learn, easy to use would highly recommend to other people Cons I only use a limited amount of features on this system Review Source Response from OpenCRM February 24, 2023 Thank you so much for your brilliant review Sharleen! If you would ever like to investigate using your system within more areas of your business, please don't hesitate to reach out to us. We have a dedicated Customer Success team who could help you identify areas of the system you are yet to explore and help you get to grips with those areas. If you would like to connect with our team, please just give us a shout on our live chat system and we can take it from there. 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