OpenCRM – The Best CRM for Small Business

19 Jun 2018

In the UK alone there are over 5.7 million small businesses across a range of different sectors. One thing which every business has in common is the need to be as productive, efficient and profitable as they can, to not only deliver a great service to their customer, but to grow to the next level.

And to do that, small businesses need CRM systems.

How can CRM systems help small businesses (and sole traders)?

CRM systems exist to help companies of any size manage three key areas of their business: relationship with their customers, the workload of their employees, and the overarching strategic plan.

Now I don’t want to spend a huge amount of time exploring these options (before other people have already done that for me). But I do want to brief touch on each one.

Managing the Customer Relationship

I mean, it’s right there in the title: Customer Relationship Management (CRM) Software. You want to be able to find out (ideally with as few clicks as possible) who has been speaking with each customer and what they’ve talked about. You want to know what they’ve purchased recently and how that compares to their previous spending with you.

In short, you want to know everything there is to know about your customers. To learn more about how a CRM system can help you manage this, check out a more in depth article about the real purpose of CRM.

Supporting your employees

In addition to keeping all the data they need to know about your customers in a central location, your CRM can help keep your employees working more effectively (and efficiently) in a number of different ways.

This comes down to giving your team the tools they need to get their work done. Whether that’s email templates, automatic Ticket alerts, click to dial, etc. If they don’t have what they need, they can’t get their work done.

And a good CRM is another tool in your arsenal in achieving this.

Your business plan

And finally, your CRM system will help you manage the business as a whole.

You’ll be able to report on the information you need, track long term tasks and projects, communicating the needs of these with your team, and so much more.

So how do you find the right CRM system for your business…one that will do everything you need (and more).

Well….we think you’re in just the right place.

The best CRM for small business?

Here at OpenCRM, we pride ourselves on being the best CRM solution for small business in the UK.

Now we appreciate that’s a pretty bold statement and of course we would say that. So we’re going to walk through the 5 key areas which we believe sets us apart and makes us the #1 choice for your small business:  

  1. A Fully Featured Solution
  2. A System Built for You
  3. Friendly UK Support
  4. Flexible Pricing Structure
  5. Tools for GDPR Compliance

As a small business, you need to ensure that the systems you put in place give you the most value possible. There are many different providers on the market, each with their own quirky features but one thing which is common across most? A tiered feature model.

What does that mean?

Tiered CRM models restrict your access to their features based on how many users you are willing to pay for. So you are stuck choosing between a higher bill for users you don’t need or be locked out of the features that your business does need.

It’s a system that assumes only big companies need certain features, something we completely disagree with.

In our experience, this usually means that as your organisation grows in complexity (but not in employees), you find yourself walking down a bit of a cul-de-sac with limitations on what you are trying to achieve. Someone may undoubtably come along and shine the light to a new path, but whilst it may lead you to a better solution, it will also lead to bigger bill.

Here’s where we’re different!

We don’t believe in leading you to a dead-end. We want to empower your business right from the start by giving you our full functionality straight out of the box. It doesn’t matter if you come to us with 1, 10 or 100 Users. Whether you’re a Sole Trader or an SME (or even a global corporation), you’re getting the whole of OpenCRM right out of the box!

CRM comparison

The salesforce alternative?

There are a lot of a CRM providers out there and it can be difficult to know how one compares to another. Click to find out more about how we stack up against the competition.

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A fully featured system right from the start; we’re pretty proud of what we offer, so let’s take a look at the breakdown of OpenCRM:

best crm for small business tickbox

Contact Management to help make your customer relationships stronger and give you the bigger picture.


Activity Management helping you stay organised, automate your day and ultimately, get tasks done!


Sales Process Management to visualise your pipeline – from Leads all the way to Invoice.


Project Management to achieve true collaboration – keeping you on time and on budget in every Project.


Campaign Management for building, sending and reporting on all your Email Marketing communications.


After Sales Management to track and resolve any issues your customers may encounter quickly and efficiently.


Report Management to build, view and export the information you need, right at your fingertips!


And it doesn’t stop there! We have a range of integrations including Outlook, Google, Zapier, Xero, Sage50, and MailChimp, to make sure OpenCRM connects to the systems you love to streamline your entire business.

#2. A CRM System Built For Your Business

At OpenCRM, we have a saying:

“A CRM system should fit your business, not the other way around”

With that said, we’ve built (and continue to develop) OpenCRM with flexibility in mind, giving you the tools to make the changes and customisations you need to match the processes, workflows and terminologies you use in your business.

Here’s just some of the tools we give you to make OpenCRM your own:

best crm for small business tickbox

Module Selection – Set only the modules you need to see, specific to your User, Role or Team Permissions.

best crm for small business tickbox

Bespoke Segmentation – Using Views and Categorisation, segment your data to give you powerful information insights.

best crm for small business tickbox

Custom Fields – Capture the information you need in the format that works for you – no limits on the number or layout of your fields.

best crm for small business tickbox

Document Creation – Export out of OpenCRM in a range of formats to include DOC, PDF and CSV, meaning you create professional documentation, each and every time.

best crm for small business tickbox

Custom Connectivity – Through our API or Webhooks Builder, create the integrations you need with other platforms to boost productivity.

And the best bit of all? We empower you make these changes yourself as an OpenCRM Super User. Whilst our Professional Service team are always here to assist you with advice, guidance and implementation on OpenCRM configuration, all the tools are available to our users, helping you to become a true CRM Champions!

Video Demo

Looking for a quick overview?

Sometimes all you are looking for is a quick video to give you a feel for the software you're investigating. Well search no further. Just click the button, sit back, relax, and watch our quick overview video.

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#3. Friendly UK Support

Using any online software is going to be a journey of learning and discovery. You’ll need someone by your side for advice and guidance when confusion arises. Again, we’ve got you covered!

Premium Level support is included as part of our monthly subscription package. This way, you (and each one of your users) have access to Unlimited Support through Email, Phone, Live Chat and Remote Assistance! Our standard office hours are 9.00am – 5.30pm (GMT/GMT+1) Monday to Friday with dedicated out of hours monitoring for urgent issues.

As with everything we do here at OpenCRM, we’re completely UK based. All of our Support staff are based in our HQ in sunny North Yorkshire and are always on hand to help with any questions you may have.

We realise that when you use a CRM to run your whole business, you need reliability and around the clock access to keep your wheels turning. We boast a 99.98% uptime, meaning your system is there when you need it. You can track the entire OpenCRM infrastructure live on our status page as well as being able to sign up for notifications if we’re planning any maintenance or spot any issues that could affect you.

#4. Flexible Pricing Structure

As a small business, you may not be blessed with the cash to invest in an up front software project. With many large CRM providers requiring the payment of their “monthly” subscription prices on an annual basis (how does that make sense?), many small businesses miss out on the opportunity to use a powerful package as their cash flow just can’t take it.

Here at OpenCRM, we understand those troubles and have created a CRM pricing model to save the day. For £33 per month/user you get access to the whole OpenCRM system.

Every module means you get a solution to manage Customer Communications, Sales Pipelines, Project Management, Email Marketing and lots more. And that’s not even the best bit, our model works on a pay monthly, 60 day rolling contract. Giving your cashflow the break it needs, whilst being flexible to add and remove users as your business evolves.

That’s right—we actually charge our monthly subscription on a monthly basis.

Still want to pay upfront? Even better, we have a range of discount packages available for 1 and 2 year contracts, making OpenCRM the best fit for your business and your wallet.

Case Studies

Don't just take our word for it

Click to read how other companies have benefited from using OpenCRM. From out-of-the-box implementations to businesses that needed bespoke development to fit their unique approach - we've seen it all.

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#5. Tools for GDPR Compliance

A day didn’t go by in 2018 where someone didn’t mention GDPR and the impact it would have on business. As a CRM provider, we understand that our customers need OpenCRM to help them manage their data in a way that helps towards their compliance.

As a UK based business, GDPR was also front and centre of our own radar. That’s why we put some new features into OpenCRM to help get your data in shape. Whether it’s Right to be Forgotten, Data Retention, or Email Opt Ins – OpenCRM is the system to use to help manage your compliance.

All the information you need can be found on our GDPR landing page or take the chance to explore the features with us on one of our GDPR webinars.

We believe (and our customers agree) that OpenCRM is the best CRM system for small businesses. We give you all the features you need to run your whole business without the high and immediate costs of our competitors. And it’s not just about cost. With friendly UK based support and GDPR functionality included, OpenCRM is the best all round solution for you, your team and your business.

Don’t just take our word for it though – why not sign up for a free trial now?