# Page 4 | OpenCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of OpenCRM ## Showing most helpful reviews Showing 76-100 of 294 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LP Laura P. purchase Chemicals Used the software for: 6-12 months ### "CRM use daily" June 4, 2024 2.0 Pros The details are nice and you can add as much description as you want Cons Most of the time crashes and is slow. getts block and if you are searching for something some times bring you wrong results. Review Source Response from OpenCRM June 10, 2024 Thank you for taking the time to leave us a review Laura. I'm disappointed to read that you are having performance issues with your system. This should not be happening and is certainly something that we can help you with. Please reach out to us directly through our support channels so that we can take a look at your system and address your performance issues. CA Claire A. Support Assistant Consumer Services Used the software for: 2+ years ### "CRM Review" June 4, 2024 4.0 Pros The ease of use. Easy to keep all information in one place Cons None Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving us a review! We really appreciate it TG Tom G. Project Design Manager Construction Used the software for: 1-2 years ### "Useful tool for the business." June 4, 2024 4.0 Pros Having multiple categories of the business at easy reach to all employees. Cons Not being able to attach multiple files. Review Source Response from OpenCRM June 10, 2024 Thank you very much for leaving us this review; we all appreciate it! If you would like to chat to us about your file uploads, please reach out to us via Live Chat, Phone or Email and we can look into those issues for you. Thank you again, have a wonderful day! SB Sheila B. Sales Information Technology and Services Used the software for: 2+ years ### "CRM good tool " June 4, 2024 5.0 Yeah as a daily user, its a good tool to use very day Pros using sales quotes and orders - easy to do Cons running report - should be more simplar Review Source Response from OpenCRM June 10, 2024 Thank you very much for your review! AW Abbie W. Sales Admin Mechanical or Industrial Engineering Used the software for: 2+ years ### "Easy & Reliable" June 4, 2024 5.0 Pros Good to use & easy to find what you need. Cons Nothing :) All good. We fina everything we need Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to review OpenCRM! TJ Thomas J. Head of Assistive Technology Training Computer Software Used the software for: Less than 6 months ### "New user to OpenCRM" June 4, 2024 5.0 I am happy with how OpenCRM operates for our business and has allowed for customers to be organised better than our old CRM's Pros Easy to navigate to most areas with a nice and simple design Cons Sometimes a bit too clicky for when I need to navigate between a project and a contract Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving this brilliant review, Thomas! If you would like any help, please reach out to our support team directly. The easiest way is to click the chat icon in the bottom right-hand corner of your screen whenever you are looking at any OpenCRM page or module. Thank you again, and it's good to have you on board! UM Umar M. Director Real Estate Used the software for: 2+ years ### "OpenCRM review" June 4, 2024 4.0 Happy with our experience in using OpenCRM. Pros It's quite easy to use. Very efficient team, extremely helpful and responsive customer service. Cons No cons, meeting our daily adminstrative needs efficiently. Review Source Response from OpenCRM June 10, 2024 Thank you so much for leaving us such an awesome review, Umar! If there is anything else we can help you with, please don't hesitate to get in touch with us TB Tiffany B. PA Design Used the software for: 1-2 years ### "OpenCRM Review" June 4, 2024 4.0 Pros Easy to use. Easy to understand. Easy to link the opp with the SO. Cons Emails can be a little confusing and slow to update. Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review, Tiffany! It's very much appreciated. We have a bunch of help videos for Pop2OpenCRM (our email-gathering tool). If you jump over to our YouTube page and search for Pop2OpenCRM you'll see those help videos. If you struggle with anything specific please reach out to our support team :-) MG Michael G. Design Engineer Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Open CRM Review" June 13, 2024 5.0 Generally very pleased with software and would be happy to use it in the future. Pros Intuitive and simple, the software provides all the necessary functionality and ties together information on projects comprehensively. Cons The user interface feels slightly dated. Review Source Response from OpenCRM August 27, 2024 Thank you very much for taking the time to leave us a review, Michael! SP Sophie P. Senior Consultant Transportation/Trucking/Railroad Used the software for: 6-12 months ### "A clear and useful tool for CRM" June 11, 2024 4.0 Pros The ability for various team members to all have access to same system. It enables cross-organisational discussions and can highlight areas of success and challenges very clearly. Cons It took some time to get used to, it felt clunky at the beginning but you can adapt what you see which makes it much easier to use as it is tailored to needs. Review Source CN Chris N. Project Manager Construction Used the software for: 2+ years ### "One stop shop" May 22, 2023 5.0 It's really helpful tool to have, user friendly and can be adapted to your company's specific requirements. Pros That I can access critical project information from one location Cons That you can only have up to 20 projects on one page, if they could all be listed on page 1 it would assist navigation. Review Source Response from OpenCRM June 2, 2023 Hello Chris, Thank you very much for your awesome review. You can actually do what you want to do with the Projects module. We have a 'show all' feature on all modules. They are set to show 20 per page, but that can be changed. To do this, load the Projects module. Then look on the right-hand side of the page. At the top of the list of projects, you'll see a page number (you'll be on page 1). Next to the page numbers you will have a clickable drop down. This is set to '20' as default, however, once you click the dropdown you'll see options for 50, 100, 200 and ALL. Click 'All' and your list will now show you every project on the same page. I do hope this helps and if you'd like to reach out to support to have this explained in more detail, please feel free. Thanks again Chris, CW Colin W. Senior Operation Coordinator Events Services Used the software for: 1-2 years ### "Very good product" June 4, 2024 5.0 I am overall satisfied with the CRM system Pros The ease and convince of the system is top draw. Cons it can be a bit clunky on certain instances Review Source Response from OpenCRM June 10, 2024 Thank you so much for your review, Colin, we really appreciate it! RE Ruth E. Estimator Scheduler Construction Used the software for: 1-2 years ### "CRM Review" June 4, 2024 4.0 Overall, a positive experience, the system is easy to use and does the job required Pros Overall, the CRM is easy to use and does the job required. The customer service team are always accommodating and help with any issues that arise Cons The Email function is a bit awkward to use, although the templates are useful Review Source Response from OpenCRM June 10, 2024 Thank you so much for taking the time to leave us a review, Ruth. If you would like any further help with your emailing, whether that's mass marketing emails or just standard, reach out to us, and we can discuss this further. Thanks again for your time DD Delin D. Social Worker Civic & Social Organization Used the software for: 6-12 months ### "Not appropriate for our business" June 12, 2024 3.0 Whilst it may be a very good system for some things, it has proved time consuming and clumsy for my type of work Pros It's capacity to generate invoices from case recordings Cons It takes several more functions to record case notes, accessing emails and responding to these is very clunky with lots of seemingly unnecessary requirements. Contacts don't auto populate Review Source AD Alisha D. Business Outcomes Co-ordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Review of CRM Use" June 4, 2024 5.0 Pros Easy to use and can always find an easy way of fixing an issue. Cons Not overly applicable although some of the online help could be better. Review Source Response from OpenCRM June 10, 2024 Thank you so much for a brilliant review, Alisha; we really appreciate it. It might be worth you jumping over to our YouTube channel (Just search OpenCRM within YouTube). We have heaps of tips and tricks videos as well as full-length webinars and broad overview videos :-) Please give us a shout if you struggle with any of those or you don't find the video you need. Thank you again and we hope you have a wonderful day! KH Kern H. Air hygien engineer Civil Engineering Used the software for: 1-2 years ### "Easy to use " June 4, 2024 5.0 Pros Simple to use and wade through to gwt to what you need Cons Nothimg to complain about regarding using this Review Source Response from OpenCRM June 10, 2024 Thanks so much for leaving us a review, Kern; we really appreciate it! JH Jon H. Managing Director Professional Training & Coaching Used the software for: 2+ years ### "Long term user " February 21, 2023 5.0 I have personally used OpenCRM in two different business for circa 10 years now. The team have been great and really helpful if we've ever had to contact them. The reports and view functions and that fact that its so tailorable make it a winner for our business. We have designed the 'opportunity' page to manage our training enquiries, from the initial enquiry, through to win, course set up, post course and finance. Our whole process on one page. Pros Its customability. We have tailored the system, page layouts and reports to suit our exact processes to make it streamlined as possible for our team. Cons If i'm being ultra critical and it would be picking holes it looks a little dated compared to other systems but i'd rather have substance over style/ Reason for choosing OpenCRM We looked at 5 different CRM systems at the time. i felt that for a former Salesforce user OpenCRM seemed easy to pick up the functionalities. The MD of OpenCRM took that time to speak to myself and other members of the team and answer our questions. The fact that we were able to create our own layouts and report on any field was the main reasons for choosing OpenCRM. Cost was also a factor as we felt we were getting value for money. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce at the time was becoming too expensive and there were certain aspects of the system we were unable to tailor. Review Source Response from OpenCRM February 23, 2023 Thank you so much for such a brilliant review Jon! We really loved reading your very kind words about OpenCRM. We also love hearing from our users who have been with us for such a long stretch so again, a huge thank you for writing this review. If there is anything we can do for you, please don't hesitate to reach out to us via live chat, phone or email. Thank you again and we hope you have a wonderful day Jon JM Jamie M. Internal Sales Support Medical Devices Used the software for: 2+ years ### "Great tool for Customer Relationship Management" June 9, 2021 5.0 We use OpenCRM every day and record just about everything that go's on in the company through this system. It is a critical piece of software for us and we are very happy to have found this tool. Pros There are features within the software that are really critical to our business such as the contact management and email marketing options and just about everything gets recorded some way within OpenCRM. it is very user friendly and straight forward to use and it was implemented very easily into our company. The customer support is also great over the phone or chat and usually can sort any problem you may have fairly quickly. Cons OpenCRM is very customisable and if something is missing or if you want to implement something yourself it can be done by the support team very quickly as we have done in the past on a few occasions. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM OpenCRM offered a better price with many more features than the other competitors Switched from [Act!](https://www.capterra.com/p/175860/Act/) It wasn't my decision but i believe it was because it was too dear and wasn't very user friendly Review Source Response from OpenCRM June 10, 2021 Thank you so much for taking the time to leave us a review! We are always very happy when we read about OpenCRM being used so universally within a business and we are very proud of our price point, so thank you for highlighting this within your review. If there is anything else we can do for you, please reach out to us directly, and thank you again for taking the time to let a wider audience know about the benefits of using OpenCRM DG Dominic G. Provisioning Manager Telecommunications Used the software for: 1-2 years ### "Perfect All Rounder" February 21, 2023 4.0 A great experience overall. It has changed the way our business runs for the better. We are so much more organised and things run a lot smoother across the business. Pros OpenCRM does everything you could need a CRM to do. The best part about this solution is that you can do everything in one place. Cons Whilst it does everything, it doesn't do each one to the same high level as other packages that focus more on certain things. Alternatives considered [Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OpenCRM Pricing was within the budget, features were exactly what we needed and more. Browser based with app allowing us to use wherever we needed. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT was no longer a viable option for us as it just didn't do enough for us, or allow us to manage our data the way we wanted. Review Source Response from OpenCRM February 22, 2023 Thank you so much for your kind words Dominic, it's excellent to see you using your system to its fullest. If you would ever like to chat with us about getting more out of your OpenCRM system, however, please don't hesitate to reach out to us. Our Customer Success team would be happy to take a look at your usage and see if there are any ways to get more out of it. MG Michelle G. Operations Manager Information Technology and Services Used the software for: 2+ years ### "Easy to customise" August 19, 2021 4.0 OpenCRM is a fantastic mid-market CRM system, complete with helpdesk, invoicing, quoting, opportunity tracking, lead tracking, project tracking and email campaign functionality. It is certainly great value for money and the team really do care and want to assist you to get the most out of it. Pros OpenCRM is incredibly easy to use and customise from views, to layouts to templates to workflows. The FAQ articles and support from the team at OpenCRM is fantastic. The product itself is continually developing and each feature enhancement makes it better and better. Cons OpenCRM doesn't integrate amazingly well with other technologies, but it is getting their with the new Office 365 integration, Xero/Sage integration, Clicdata for dashboards, zapier for other integrations. It's a genuine work in progress. but the team are always willing to help. And the jotform integration for webforms was really stable. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing OpenCRM Cost, functionality and helpfulness of the team Review Source Response from OpenCRM August 23, 2021 Thank you so much for leaving us a review, it's hugely appreciated! If there were specific areas you were struggling with, in terms of integrating with a 3rd party software, please don't hesitate to reach out to us and we can look at how best to explore any imitations you might be coming up against. Thank you again for leaving us such a lovely review :-) IB Ian B. Managing Director Education Management Used the software for: 2+ years ### "Great CRM software" June 9, 2021 4.0 Brilliant company to work with, with friendly supportive technical team. I've always found them a pleasure to work with and they are happy to investigate work around to any challenges we throw at them. Pros Really good for general customer management and sales tasks, with brilliant report features. Cons We are a training company and the event module can be a bit repetitive at times and clunky around the edges. It has got better and we have had some development work done to help meet our needs. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing OpenCRM Functionality and ability to make the system do what we needed Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Needed more functionality for events / course management Review Source Response from OpenCRM June 10, 2021 Thank you very much for leaving us such a glowing review! It's hugely appreciated. We always like to read that our product has improved whilst you have been an OpenCRM user and we can assure you that those improvements will keep on coming. It's also a pleasure to read about your positive experiences when interacting with us whilst customising your system to better fit within your business. If there is anything else we can do for you, please reach out to us directly, and thank you again for leaving us this review. DP Dushan P. Service Engineer Medical Devices Used the software for: 6-12 months ### "OpenCRM improvements review" February 28, 2023 4.0 We use OpenCRM for workflow management, and also use the customer database to contact customer whenever needed. Overall, we're very satisfied in using the software as it is easy to use and does the job. There are always areas we can improve to make the software better by optimizing the information. Overall i'll give 4.5 /5 Pros OpenCRM is fairly easy to use and also to train people on how to use them.Finding the information that we need is fairly easy, but things can definitely be laid out a little better. Cons \- Don't like the fact that every time that we search in the search box we have to scroll down to check for the information we're after rather than coming at the top.- The button for new and save for activities, it doesn't save the information and we have to create it again. It doesn't save the new activity and just takes you back to the ticket which makes you create the activity again. Review Source Response from OpenCRM March 15, 2023 Thank you for your review, we really appreciate it. It sounds like you're having some issues that we can certainly help with. Please don't hesitate to give us a shout, either via your CRM champion within your business or directly by Live Chat, Phone or Email. We would really like to help you with your frustrations with tickets and activity creation, the issues you are describing are unusual, and we would really like to investigate those for you. Thanks again for bringing this to our attention and we hope to hear from you directly soon. AE Anna E. Marketing Manager Management Consulting Used the software for: 2+ years ### "A simple to use, highly adaptable system run by people who really care" February 22, 2023 5.0 Since using OpenCRM our admin has significantly decreased overall as a business as we now have so many automated systems. It's also been great linking up the system with our website, our accounting software and our marketing emails. Pros The system is easy to use, meaning all our staff were able to get up to speed and start using it quickly. The online support is extremely helpful and fast during working hours. You don't have to go through a bot to get to a human who can help! For our business the most important thing about the software was being able to tailor it to our specific needs - without incurring extra charges for adding on different parts of the system. Once we did our initial set up we were good to go. Cons The Campaign email marketing section could be improved - in order to track links in emails you have to manually create them using a wizard and input them into the text. It would be great if all links in campaign emails were automatically tracked and linked to the campaign. But it's a very small issue and I'll put up with it to have the rest of the system working so well. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OpenCRM The cost, the simplicity of the system and how it was sold - with no hidden costs to add on elements that we needed, it was all included in our set up price. Everyone we've worked with at OpenCRM has been extremely helpful, patient with us (we are experts in our work, not setting up CRMs!) and have been extremely reliable over the years we've been together. Can't thank them enough. Switched from [Synergist](https://www.capterra.com/p/124869/Synergist/) We needed a system that could integrate with our website, our marketing emails and our accounting. We also needed a tailorable system that better suited our internal needs. Review Source Response from OpenCRM February 23, 2023 Thank you so much for your brilliant review Anna, it was a pleasure to read such a wealth of brilliant comments about your OpenCRM system. We do take on board your comments about the click-through wizard and we are constantly striving to make improvements to OpenCRM. Thank you again for your excellent 10/10 review and you know where we are if there is ever anything we can help with. MM Michele M. Director, IT Building Materials Used the software for: 2+ years ### "OpenCRM Review" August 11, 2021 5.0 Pros The versatility is great. It has all the basics a CRM should have, but the ability to add-on items, or customize makes this a very useful tool. The ability to create jobs for individuals and contractors alike, giving our sales force the ability to see past jobs all in one location. With multiple locations, records are kept at our HQ, so being able to see historic data immediately instead of calling HQ and having someone pull a folder out of a box that is stored 16 feet in the air is very useful and time saving. Quoting. We have multiple supply vendors, each job may have 3 different vendors that supply inventory. We are now able to create a quote, attach the individual spec sheets, send a quote to a customer and have them eSign the proposals. Everything is consistent, whereas before each sales person would send it differently. This also has the added benefit of being able to see if the customer is working with a salesperson from another location, so duplicate quoting is no longer an issue, saves a lot of time. Cons Well, let's start by saying we are in the United States, so it would be nice to have a switch that puts all the formats based on US preferences. It is one item at a time to get switched to US formatting, particularly dates and taxes. I still have some dates on reports, activities the are in dd-mm-yyyy formatting and it confuses some end users when they get an email with the date formatted dd-mm. I would like to have the project module views to be adjustable like the opportunity module. With different groups, they do not need to see the same information, so they end up getting all and it came be overwhelming. Adding an integration for quickbooks would be helpful, currently we have to manually type our quotes into quickbooks to be able to invoice. Reason for choosing OpenCRM Versatility. Our operation does not have a cookie cutter solution for quoting, invoicing. OpenCRM does a great job at getting us the information all in one place versus scattered across multiple platforms. Review Source Response from OpenCRM August 19, 2021 Thank you very much for taking the time to leave us a review! It's hugely appreciated It's always brilliant to have one of our clients leave us a review when OpenCRM is so thoroughly embedded into your business, so thank you for bringing all of those features to the attention of a wider audience. Please reach out to us directly if there is anything else we can do for you at all JG Jeannie G. Director Professional Training & Coaching Used the software for: 2+ years ### "OpenCRM .... excellent service " August 24, 2021 5.0 Excellent experience Pros We are a small not for profit company and we found the other services software had lots of features that were not relevant to us, the features that were relevant were not easy to navigate. The OpenCRM team bespoke their software to meet our services needs and gave us training on how to use the range of features. Their help chat line is excellent ! quick and professionals.. please they talk through any steps in a way I (who has limited IT skills) can understand. We use the software daily. Cons Nothing comes to mind- we have no complains about OpenCRM Reason for choosing OpenCRM We liked the OpenCRM team right from the start, they were great to communicate with and we felt we could trust their software Review Source Response from OpenCRM September 1, 2021 Thank you so much for leaving us a review, we really appreciate it! We're so glad that you've found our live chat support helpful, will make sure to pass that on to the team. 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.