Products, pricing and orders, under control.
Manage products, quotes, orders and invoices in one connected system — with integration to Sage50 and Xero.
Build detailed product records, hold contract pricing in pricebooks, protect your margins, and let OpenCRM run the whole sales-order process. Use quotes, sales orders, invoices or purchase orders — however your business works — all on one simple price.
Products, pricing, assets and orders connected to your CRM
Unlike a standalone inventory tool, OpenCRM ties products, pricing and orders directly to the customer records they belong to — with margin protection built in and your accounts package kept in sync.
Sage50 and Xero integration
Keep products, orders and invoices in sync with your accounts package.
Contract pricing with customer pricebooks
Hold and assign unique pricing per customer, kept consistent automatically.
Quote to invoice workflow
Move from quote to sales order to invoice without re-keying anything.
Margin protection controls
Block sales below buy price or agreed minimum margins, automatically.
Fully integrated with CRM records
Products and orders sit on the same customer, contact and company records.
All modules included with one licence
Quotes, orders, invoicing and purchase orders — not sold back to you piece by piece.
Asset management
Track the items your business sells or uses internally as separate, customisable records — linked to the companies, contacts and orders they belong to.
Built for businesses managing products, orders, pricing and customer assets across sales, operations and service teams — including manufacturers, distributors, technology providers and specialist suppliers.
Read the Imaging Supplies case study →Manage your products easily
Customise your product records using as many custom fields as you need, alongside the structured information available by default.
Filter products by any of the information you hold — buy price, sell price, commission rate, category, manufacturer, supplier and more.
Unlimited custom fields
Add whatever detail your products need.
Filter by anything
Price, category, manufacturer, supplier and more.
Structured by default
Sensible defaults out of the box.
Integrate with your orders
Let OpenCRM manage the sales-order process — filter on statuses with reminders so nothing stalls.
Stop products being sold under minimum agreed prices, including setting minimum margins, so every order protects your bottom line.
Managed process
Run the whole sales-order flow in OpenCRM.
Status reminders
Filter and get prompted so nothing stalls.
Minimum margins
Block sales below agreed prices or margins.
Keep your promises
Create pricebooks to hold unique pricing and assign them to a customer to maintain contract prices. Prevent products from being sold under the buy price.
Create product titles based on your own rules, and automatically generate product codes — keeping everything consistent and on-brand.
Customer pricebooks
Hold and assign unique contract pricing.
Never below buy price
Stop products being sold at a loss.
Auto titles & codes
Generate product names and codes by rule.
Who’s buying what
Track products on the company record to see what’s been sold or quoted, with the most recent quoted or sold price displayed.
Easily include any of these products again in another quote or sales order — no searching, no re-keying.
Per-company products
See what each customer has bought or been quoted.
Latest price shown
Most recent quoted/sold price at a glance.
Re-add in a click
Drop products straight into a new quote or order.
Keep product pricing accurate
For each product, specify the start and end date, the tax class and currency prices, and price check dates to keep your pricing up to date.
Everything you need to keep pricing accurate and current lives on the product record itself.
Start & end dates
Control when pricing applies.
Tax class & currency
Set the right prices per product.
Price check dates
Prompts to keep pricing reviewed and fresh.
You decide what’s best
OpenCRM offers real flexibility — you decide whether to use quotes, sales orders, invoices or purchase orders.
You get all of these modules with our simple pricing, so you can shape the process around how your business actually works.
All modules included
Quotes, orders, invoices and purchase orders.
Use what you need
Turn on only the parts that suit you.
One simple price
Every module, per user, no surprises.
Keep track of your assets
Connect products, customers and assets in one place. Record serial numbers, installation locations, warranty dates and service history, giving teams complete visibility throughout the asset lifecycle.
Asset records and serial numbers
Know exactly what’s installed on site.
Customer and site ownership
See who owns each asset, and where.
Warranty and renewal tracking
Stay ahead of expiries and renewals.
Product management questions, answered
The common things teams ask before managing products and pricing in OpenCRM.
What is product management software?+
Product management software helps businesses track products, pricing, stock levels, quotes, sales orders and invoices from a central system. It provides greater visibility over product data and helps ensure accurate information is available across sales and operational teams.
Can OpenCRM integrate with Sage50?
Yes. OpenCRM integrates with Sage50 to keep product, order and invoice data in sync with your accounts, without duplicating entry.
Can OpenCRM integrate with Xero?
Yes. OpenCRM integrates with Xero for the same connected accounting workflow, so financial data stays consistent between systems.
Can I maintain customer-specific pricing?
Yes. Pricebooks let you hold unique, contract pricing per customer, which is then used automatically when quoting or ordering for them.
Can OpenCRM prevent products being sold below margin?
Yes. You can block products being sold under the buy price or below an agreed minimum margin, protecting profitability on every order.
Can I move from quote to invoice without rekeying?
Yes. Quotes, sales orders and invoices are all integrated, so information carries through automatically as a sale progresses.
Can I manage purchase orders as well as sales orders?
Yes. Purchase orders sit alongside quotes, sales orders and invoices as standard modules — use whichever combination fits how your business works.
Can product records be customised?
Yes. Product records support unlimited custom fields, so you can capture whatever detail matters for your products alongside the structured defaults.
How can product management software improve business efficiency?+
It reduces manual administration by centralising product information, automating key processes and providing visibility into stock and pricing data — allowing teams to work more efficiently while improving accuracy across sales and fulfilment.
Can product management software integrate with accounting systems?+
Yes. OpenCRM integrates with accounting platforms such as Sage50 and Xero to keep product, sales, invoicing and financial information connected — reducing duplicated data entry and improving consistency between departments.
What features should I look for in product management software?+
Look for product management, stock tracking, pricing controls, sales order processing, invoicing, reporting, reorder management and integration with other business systems — capabilities that help you maintain control of your products while supporting future growth.
Can I manage assets in OpenCRM?
Yes. Asset records are separate records in OpenCRM, linked to other record types, and are fully customisable and reportable.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time. See pricing for details.
Ready to take control of your Products and Orders?
See OpenCRM’s product management in action, or start your free trial today — no annual up-front commitment, no hidden fees.