Features — OpenCRM | Your fully-featured UK CRM
🇬🇧  One fully-featured UK CRM

Everything you need to run your business, in one system.

From your sales process to customer service, right through to email marketing — it’s all here at your fingertips. Every feature, on every plan.

01

Sales Management

Track leads from start to finish — and at every stage between — with OpenCRM’s complete sales management features.

Quotes
Visualise your sales
Leads & grading
Info at your fingertips
Revenue management
Automate your process
Find out more →
Sales management in OpenCRM
02

Helpdesk

Give your support team the tools they need to provide great customer service, with a fully featured customer service module built into OpenCRM.

Automated emailing
Calculated time
SLA management
Integrated customer portal
Find out more →
Helpdesk in OpenCRM
03

Activity Management

Know what needs to be done, when it needs to be done, and what was done before — with OpenCRM’s activity management.

Custom views
Automate ActionPlans
Calendar & to-do
Delegate & notify
Easy reminders
Find out more →
Activity management in OpenCRM
04

Project Management

Achieve true collaboration by giving everyone working on a project access to all the information relating to it.

Overview status
Track time spent
Manage your team
Report on progress
Manage relationships
Find out more →
Project management in OpenCRM
05

Inventory Management

Show off your products and keep on top of sales and pricing with OpenCRM’s product management features.

Manage products
Raise quotes
Sales orders & invoices
eSign orders online
Track who buys what
Integrate Sage & Xero
Find out more →
Inventory management in OpenCRM
06

Contact Management

OpenCRM contact management makes your customer relationships stronger, giving you a real ally when managing them.

Full history
See the bigger picture
Customise & automate
Manage your lists
Track key data
All in one place
Find out more →
Contact management in OpenCRM
07

Email Marketing & Events

Use our Campaigns module and marketing tools to build, send and track your email campaigns — and co-ordinate the events you host and attend.

All your email templates
Click-through wizard
Unlimited custom lists
Manage subscriptions
Event management
Find out more →
Email marketing in OpenCRM
08

Our Mobile App

Access the data you need, no matter where you are. Same login, same permissions, same OpenCRM — on Android or Apple.

Android or Apple
Security built in
Access permissions
Customisation by role
Smart View for all users
Find out more →
OpenCRM mobile app
09

Integrations

You’ll need to use other systems and solutions — which is why we integrate with so many of them.

Zapier
Mailchimp
Outlook
Google
Xero
Sage50
Find out more →
Integrations in OpenCRM

Every feature. Every plan. One price per user.

See it all in action, or start your free trial today — no up-front commitment, no hidden fees.