# OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OpenCRM the right CRM solution for you? Explore 294 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/129881/OpenCRM/reviews --- OpenCRM 4.6 (294) [View alternatives](https://www.capterra.com/p/129881/OpenCRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of OpenCRM Ease of use 4.4 Customer Service 4.7 ## Pros and Cons in Reviews MB Melene B Operations AdministrationsOnline Media, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “that i can write all my notes and when i am about to call a client i can review my notes and refresh my memory, this is a very important feature for me“ June 5, 2025 jM john M account managerInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years. “How I cannot load a new customers full name and information in one go, I have to put the customer name onto the system, save, and then edit to start filling in the information about them, otherwise you complete the form, and it wont let you save it.“ June 4, 2024 SL Sarah L Regional Sales ManagerPublishing, 11 - 50 employeesUsed the software for: 1-2 years. “It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and utilised more.“ June 5, 2024 DD Delin D Social WorkerCivic & Social Organization, 51 - 200 employeesUsed the software for: 6-12 months. “It takes several more functions to record case notes, accessing emails and responding to these is very clunky with lots of seemingly unnecessary requirements. “ June 12, 2024 Shenelle S Customer Success ExecutiveInternet, 11 - 50 employeesUsed the software for: 1-2 years. “Great tool for tracking past activity ,scheduling future activity and overall managing client relationships.“ July 22, 2025 Samuel B Regional Sales ManagerIndustrial Automation, 51 - 200 employeesUsed the software for: 6-12 months. “I find the emailer difficult to use and a little clunky, and also i dont think the email tracking function works 100% of the time.“ August 13, 2025 AI Alan I General ManagerBiotechnology, 11 - 50 employeesUsed the software for: More than 2 years. “Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and customer engagement through clever campaigning features.“ March 6, 2025 SR Samantha R Operations DirectorEvents Services, 11 - 50 employeesUsed the software for: More than 2 years. “Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing.“ August 7, 2025 ## Showing most helpful reviews Showing 1-25 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Phillip A. Managing Director Telecommunications Used the software for: 2+ years ### "OpenCRM Review - TGE Solutions" June 5, 2024 5.0 The software is really easy and intuitive to use and can easily be adapted to the way that we want to work and view data. The team behind the scenes are excellent, support is on hand immediately to me and my team whenever we need it. Pros The team made the transition from Salesforce to OpenCRM painless, dealing with everything and ensuring that all our data was transferred into the correct fields. The team at OpenCRM have continued to offer first class support whenever we need it. Cons Learning new administration and programming software Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) We found that Salesforce was expensive and we could integrate additional functionality such as email campaigns at a much lower cost. Review Source Response from OpenCRM June 10, 2024 Thank you so much for such a brilliant review, Phillip! It made our day reading that one. If you need anything in the future, you know where we are :-) SR Samantha R. Operations Director Events Services Used the software for: 2+ years ### "Open CRM GPM Review" August 7, 2025 5.0 Everyone is always really helpful and quick to reply. \[sensitive content hidden\] is the most helpful person ever! We started with a company of about 6 people using the system, we now have over 23 and a second company who have just signed up! Pros Easy and straight forward to use! The customer support is really quick and helpful. They system itself is adaptable and you can make it work how you need to. Cons Can be a bit glitchy and clunky. Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing. Alternatives considered [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Reason for choosing OpenCRM The people were a lot nicer and easier to work with. Along with the costs being a lot cheaper Review Source Response from OpenCRM August 11, 2025 Hi Samantha. Thanks so much for your kind words and thoughtful feedback—it’s genuinely great to hear that you’re enjoying working with us! I’m Graham Anderson, MD here at OpenCRM, and I just wanted to personally say how much we appreciate it. If anything ever comes up, don’t hesitate to reach out—we’ll be here, ready to keep being super helpful. Graham Jim F. Sales Manager Building Materials Used the software for: 1-2 years ### "Honest opinion" June 4, 2024 3.0 Worth the $ but not as functional as other CRM's Pros Email management system functions well. Tracking is good. Cons Ease of use and reporting are well below standard. Review Source Response from OpenCRM June 10, 2024 Thank you very much for taking the time to leave us a review, Jim. We really appreciate it. If you would like help creating or navigating the reports function, please contact us through our normal support channels. I would also advise searching for OpenCRM on YouTube and subscribing to our channel. We share tips and tricks and full length webinars there to help with your use of the system. Thank you again and we hope you have a wonderful day! AI Alan I. General Manager Biotechnology Used the software for: 2+ years ### "OpenCRM offers a highly agile and effective CRM with excellent support" March 6, 2025 5.0 Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and customer engagement through clever campaigning features. Pros Flexibility through customisation and adjoining tools for inter-system connectivity as well as powerful features within. Cons Difficult to layout pdf print outs but we could implement desired features. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing OpenCRM Less expensive and more flexible with better customisation and inter-system plug-ins for us. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Outdated and OpenCRM had superior features. Review Source CH Connor H. IT Technician Computer Software Used the software for: 1-2 years ### "OpenCRM review" June 30, 2025 5.0 My overall experience with OpenCRM has been very positive. It’s a well-designed, user-friendly CRM system that has made managing contacts, tasks, and projects much easier and more efficient day to day. Pros OpenCRM is a very efficient and reliable system with a clean, easy-to-use interface. It’s intuitive, well-organized, and makes managing client data and communication smooth and hassle-free. Cons At times, the load times can feel a bit slow, especially when switching between modules or accessing reports, but it’s nothing that severely disrupts workflow. Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) The company outgrew the previous system and OCRM provided the necessary features. Review Source CB Chris B. Business Development Associate Information Technology and Services Used the software for: 1-2 years ### "Great bespoke, robust CRM system" February 19, 2025 5.0 I think it is a fantastic CRM system, more robust and bespoke than any we have had oreviously Pros The bespoke nature of it, the fact that our CRM coordinator can build anything we need the system to do, usually during the meeting Cons bit of a learning curve, so if we had a bespoke user guide specifically tailored around our functionality, that would be great. also accessibility features, which are probably there, but not as visible as could be required. Switched from [Tesseract](https://www.capterra.com/p/10019659/Tesseract/) for a specific contract we needed a robust, bespoke system Review Source NO Nicholas O. Managing Director Publishing Used the software for: 2+ years ### "A bespoke CRM system out of the box" November 19, 2024 5.0 We've used it for many years now, and always find the team incredibly helpful and open to suggestions for changes and tweaks. Pros It's a big system, but one which can be tailored to our needs. And in our case, we have tailored it massively to handle workflow that would not normally be expected of a CRM system. Cons Occasionally we find something in the system works in a way that seems less than ideal (eg some records are searchable only by their name, not by their numeric reference), and when that happens, which is rare, the cost of altering is high. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Usability in opencrm was better; and we knew we would want to customise, which was not going to be possible with the alternatives we looked at Review Source MU Mike U. Sales Consultant Telecommunications Used the software for: 2+ years ### "Great product with fundamental CRM functionality." November 14, 2024 5.0 Excellent software and ease of use, detailed in depth reporting available and management of tickets, sales orders as well as online resource for customer e-signing of orders and logging of tickets via our portal. Pros Easy of use but primarily the ability to modify the fields, reports and overall functionality to meet our specific needs Cons Colour scheme, it would be great if this could be modified to our own corporate colours Switched from [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) Enhanced functionality with options to personalise the features and reporting. Review Source TM TIMOTHY M. Technical Account Manager Information Technology and Services Used the software for: 2+ years ### "CRM for IT Resellers" June 7, 2024 5.0 Outstanding product with a great UI, great reporting and functionality. Pros It's customizable, has an intuitive interface and easy reporting Cons nothing of note to mention here so I will leave the field blank Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) OpenCRM gives us the Functionality and customization we need to run the business Review Source Response from OpenCRM June 13, 2024 Thank you so much for such an awesome review, Timothy! Wow, those are some brilliant words :-) If there is anything we can help with in the future, you know where we are! MA Mary A. Head of Commercial Operations, CT Medical Devices Used the software for: 1-2 years ### "Great CRM but appearance could be improved " June 10, 2024 4.0 Fairly positive, it's not the best on the market but it does the job. Pros Easy to use and customise. Reports are easy to build and maintain. The functionality is very good. The Helpdesk team are on hand to support. Cons The appearance and layout. It is very difficult to read the information on OpenCRM. In Opportunities text boxes are the same text as the titles, there is no differentiation between the text and no outline or bold text. Reason for choosing OpenCRM We already use and element of it within the business. Switched from [OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) The search function and reporting were not useful. Review Source Response from OpenCRM August 27, 2024 Thank you so much for leaving us a review, Mary! We really appreciate it. If you would like some help with customising your modules to make the layouts a little more useful, please reach out to our support team, we'd be more than happy to help. Thank you again for your 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. 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 aZ asad Z. Network Performance Electrical/Electronic Manufacturing Used the software for: 2+ years ### "crm review" March 17, 2025 5.0 OpenCRM has proven to be an exceptionally reliable and versatile tool for managing our customer relationships. Its intuitive interface and comprehensive features have helped us streamline workflows, enhance client communication, and boost overall productivity. The high level of customisation ensures it meets our specific business needs perfectly, and the support team has been consistently responsive and efficient. On the whole, it has been an invaluable asset to our operations. Pros the ease of using it. It has a lot of tools which help Cons There is not anything I can say at the moment which I do not like about opencrm Review Source JC John C. MD Financial Services Used the software for: 2+ years ### "Review from Planned Future" August 12, 2024 5.0 The project enables us to do exactly what we wanted to with our client data. Pros The quick and reliable support offered by the support team. Cons Nothing. The system performs exactly as we hoped it would. Review Source Response from OpenCRM August 27, 2024 Thanks so much for the fantastic review, John! If there is anything else we can do for you, please don't hesitate to reach out to us directly :-) SL Sarah L. Regional Sales Manager Publishing Used the software for: 1-2 years ### "OpenCRM is easy to use, customisable, and with responsive support." June 5, 2024 5.0 This is a very adaptable system, perfect for tracking opportunities and planning work tasks. It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and utilised more. Pros OpenCRM is easy to use and to customise based on our business needs. System administration is user friendly, so even end users without an IT background can understand and be involved in customisation. There are many user guides available, and, when needed, the customer service is very responsive and helpful. There are many additional modules which can be utilised, such as activity management which integrates with the Calendar and is very helpful for organising workload. I find it very helpful to use the functionality available to create activity plans for opportunities which help to ensure that customer needs are met at optimum times. Cons Overall OpenCRM is a great system. My minor frustration has been that there are a limited number of filters in the reports. Although I generally find the number of filters available are sufficient for most purposes. Review Source Response from OpenCRM June 10, 2024 Thank you so much for such an awesome review, Sarah! So much good stuff in this one :-) Please don't hesitate to give us a shout if you ever need anything. Have a wonderful day! TH Tracy H. Business Development Manager Packaging and Containers Used the software for: 2+ years ### "Best Daily Tool" June 4, 2024 5.0 I use it daily, I am an ambassador within the company for it and do the training for any new users Pros Ease of use, quick access to different areas Cons I don't use the lead option as it takes longer to convert into an opportunity, if its a lead its an opportunity Review Source Response from OpenCRM June 10, 2024 Thank you so much for such a brilliant review, Tracy! You've clearly taken charge of your OpenCRM system, and it sounds like you are using it to great effect! Do give us a shout if there is anything we can help with in the future, though :-) DC Dee C. customer success advisor Education Management Used the software for: 1-2 years ### "everything i need in one place" June 4, 2024 5.0 great! I use it everyday to plan my work schedule, plan tasks for upcoming events and collaborate with other team members. Helps me keep track of tasks and work more efficiently. Pros data entry is logical and easy to do. retrieving contacts and adding to campaigns is simple and makes emailing groups of contacts more efficient. The support team are great, the chat function works really well and the team are quick to respond and solve things. Cons sometimes it's not obvious where or how to do things just by looking at the screen, but the help button explains things well and so do the support group chat. Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving us such an awesome review, Dee. We really appreciate it! Thank you also for highlighting our excellent support chat function. We're glad you're using it to such great effect! RB Rachel B. General Manager Facilities Services Used the software for: 6-12 months ### "Great Product" June 4, 2024 5.0 A very well put together product that can be adapted to suit the business. Pros No hidden charges. The price per user is for full usage and not on a tiered system. This allows for clarity when budgeting. Cons Some personalisation features are not easy to implement yourself, however the support is excellent. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OpenCRM Better price and more suited to our business Review Source Response from OpenCRM June 10, 2024 Thank you so much for your awesome review, Rachel! It really brightened our day reading that one :-) Thank you also for highlighting our pricing for the wider world. It often gets overlooked that there is never an add-on cost with OpenCRM, from project implementation to expanding your use of the system further over time. Thanks again for your kind words, and we hope you have a brilliant day! MB Mark B. Business Development Manager Facilities Services Used the software for: 1-2 years ### "Open CRM review 05.06.24" June 5, 2024 5.0 Very helpful, and I would not be able to do my job without it. Keeps a lot of information stored and navigates quickly. Easy to use. Pros It is a relatively fast process to find what you are looking for and well laid out. You are offered tutorials on a regular basis. Even if you don't require them it is reassuring to know that help is a click away. Cons I am happy with everything, well there is just one over eager drop down box that drops if you hover over near it. It just gets in the way of the drop box below it and you have to wait for it to go back in its slot. LOL apart from that it is very useful. Review Source Response from OpenCRM June 10, 2024 Thank you so much for an excellent review, Mark. We are aware of a bug with a 'jumpy' drop-down box, and this is being looked at. It will be addressed for you shortly, but thank you so much for mentioning it. It allows us to reassure you that we're on it :-) Thanks again, Mark. Have a brilliant day. TH Terry H. Design and Project Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Day to day use of OpenCRM" June 13, 2024 5.0 Pros The layout is easy to navigate, the search bar works really well for my needs. Cons Don't really have any dislikes, everything works well for my needs. Review Source Response from OpenCRM August 27, 2024 Thank you for taking the time to leave us a review, Terry; we really appreciate it. MF Muhammad F. Crew Operations Manager Events Services Used the software for: 2+ years ### "Fareed's Personal View on CRM" June 4, 2024 5.0 Pros Its user friendly, and always to ready to help. Cons The update is really slow, the phase takes alot of days to test it. Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review! I'm not 100% sure I know what you mean when you say the 'update is really slow'. I'm so sorry. If you are referring to general system updates and new feature updates, we always try to perform those within out-of-office hours. This means you are able to arrive at your desk the morning after an update and immediately have access to all the new and updated features. If you are referring to bespoke development projects for your system, this can indeed take a few days/weeks, depending on our bespoke development schedule and the size of the work required. I'm sorry you have felt disappointed, and we would love for you to reach out to us so that we can try to address that with you. Other than that, thank you so much for your kind words and excellent rating :-) JL Josh L. Manager Construction Used the software for: 1-2 years ### "OpenCRM for Construction" June 4, 2024 4.0 Very helpful for managing client interactions and staying on top of quoting and project stages. Could be designed to work better with a construction firm as is more targeted at Sales roles currently. Pros Very useful semi-automated workflows, although they took a bit of setting up and fine tuning. Cons The email client and difficult to integrate with 64bit outlook. Full outlook integration would improve the experience massively. Reason for choosing OpenCRM Liked the support that was offered and the single price point. Review Source Response from OpenCRM June 10, 2024 Thank you so much for this brilliant review, Josh, we really appreciate it! If there is anything else we can help with at all, please don't hesitate to reach out to us ES Ebamiyo S. Showroom Manager Luxury Goods & Jewelry Used the software for: 1-2 years ### "Open CRM Review" June 5, 2024 3.0 Pros The Leads system is very helpful to use. Also the quotes and invoices. Cons It's more complicated in comparison to other CRM systems, there seems to be may fiddly in between bits that needs to be done. I think it could be more seamless. Review Source Response from OpenCRM June 10, 2024 Thank you very much for your review, Ebamiyo. We really appreciate it. We take on board your comments and those have been fed back to our management team. Thank you again sC sarah C. Business Development Manager Civic & Social Organization Used the software for: 2+ years ### "OCRM for Sales pipline " June 4, 2024 5.0 Good - lots of different functions to help with all aspects of our charity Pros Ease of use, lots of different functions Cons When i have had refreshers with the team, I've found the pace too fast as I'm not as experienced in navigating the system Review Source Response from OpenCRM June 10, 2024 Thank you for the brill review, Sarah, we really appreciate it! We are always happy to slow down any training we provide so that it is inclusive for all and ensures that you get what you need from it. If you ever feel like we're going to quickly for you, please don't hesitate to make the team aware so that we can change our approach for you and your system :-) If there is anything else we can do for you, please don't hesitate to reach out to us! 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. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.