Activity Management
Never miss a follow-up again.
OpenCRM’s Activity Management helps your team stay organised, responsive and productive by bringing calls, meetings, tasks and appointments together in a single, integrated workspace. With automated reminders, linked customer records and clear visibility of upcoming activities, your team can prioritise the right actions at the right time and keep every interaction moving forward.
Custom views
Create custom views tailored to the way you work, giving you instant access to the activities, tasks, and customer interactions that require your attention. By filtering and organising data around your priorities, OpenCRM helps you focus on the right information at the right time.
Segment your data, your way.
Clear visibility of upcoming, urgent, and overdue Activities ensures nothing is missed, making it easier for your team to stay organised, respond promptly, and maintain momentum across every customer relationship.
Activity Management
OpenCRM enables your team to create new Opportunities, send Emails, and update related records without interrupting their workflow or navigating between multiple screens.
Whether you’re updating a Lead status, amending contact details, or capturing important customer information, everything can be managed quickly and efficiently within the same interaction.
Once you’ve finished the conversation, simply add your notes and save. By reducing clicks and eliminating unnecessary administration, OpenCRM helps your team remain focused on building relationships, capturing valuable information, and progressing opportunities.
Easy reminders
OpenCRM makes collaboration easy by allowing users to share records, assign ownership, and involve the right people at every stage of the customer journey. Granular permissions can be applied across all record types, helping you implement security policies that align with the way your business operates.
Activities are configurable, allowing you to create custom fields, tailor layouts, and control what information is displayed based on a user’s role. By presenting only the data that is relevant to each individual, OpenCRM helps reduce clutter, improve usability, and ensure teams can focus on the tasks that matter most.
Snapshot view
Import Activities from a wide range of sources, including exhibition attendee lists, event registrations, purchased data, website enquiries, and other lead-generation activities. OpenCRM makes it easy to bring all your prospect and customer data together in a single, centralised system.
Using custom views, filters and segmentation tools, you can organise tasks into meaningful marketing lists that reflect your business objectives and customer management strategy.
This ensures your sales and marketing teams can target the right audience with the right message, improving engagement and maximising the effectiveness of every campaign.
Delegate and notify
Record important call notes, meeting outcomes, follow-up actions, customer updates, and other activity-related information directly within your CRM. By linking every interaction to the relevant Contact, Company, Opportunity, or Ticket, OpenCRM provides a complete history of customer engagement and ensures nothing is overlooked.
You can also define which fields are mandatory for different activity types, ensuring key information is captured consistently across your team. This improves accountability, maintains data quality, and gives everyone the context they need to take the right action at the right time.
Activity management helps businesses organise tasks, appointments, calls, meetings and follow-up actions in one place. It gives teams visibility of what needs to be done, who is responsible, and when activities are due, helping ensure important work is completed on time.
Activity management helps reduce your reliance on spreadsheets, sticky notes and manual reminders by centralising tasks and schedules. Your teams can prioritise work more effectively, improve accountability, and spend less time searching for information.
Yes. OpenCRM’s Activity management tools help your business schedule and track follow-up calls, emails, meetings and other customer interactions. This helps ensure prospects and customers receive timely communication and reduces the risk of missed opportunities.
Look for features such as task management, calendars, reminders, notifications, recurring activities, team collaboration tools, reporting, and integration with your main CRM records. These capabilities help create a complete view of customer-facing activities and business workloads.
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.
