Your fully-featured CRM solution

In Open CRM, you have all the tools you need to run your business from a single system. From your Sales Process to Customer Service right through to your Email Marketing, it’s all right here at your fingertips.


Sales Management

Track leads from start to finish – and at every stage between – with Open CRM’s complete sales management features.

  • Quotes
  • Visualise your sales
  • Leads
  • Information at your fingertips
  • Grade your leads
  • Automate your sales process
  • Revenue Management
  • Opportunities
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Sales Management



You want your support team to have the tools they need to provide great customer service. And that’s why we’ve created a fully featured Customer Service module within Open CRM.

  • Automated emailing
  • Calculated time
  • SLA management
  • Integrated customer portal
  • and more
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Contact Management

Activity Management

Know what needs to be done, when it needs to be done, and what was done before with Open CRM’s Activity management.

  • Custom Views
  • Automate ActionPlans
  • Calendar & To Do
  • Delegate & notify
  • Easy reminders
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Activity Management

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
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Project Management

Inventory Management

Show off your Products and keep on top of sales and pricing with Open CRM’s Product management features.

  • Manage products
  • Raise Quotes
  • Sales Orders
  • eSign Orders online
  • Create Invoices
  • Integrate Sage & Xero
  • Track who buys what
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Product Management

Contact Management

Open CRM Contact Management makes your customer relationships stronger giving you a real ally when managing these relationships.

  • Full history
  • All in one place
  • Customise & automate
  • Manage your relationships
  • See the bigger picture
  • Track key data
  • Manage your lists
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Email Marketing and Event Management

Use our Campaigns module and other marketing tools to build, send, and track the response to your email campaigns. Co-ordinate the events you are hosting and attending, all from Open CRM.

  • All your email templates
  • Click through wizard
  • Manage subscriptions
  • Unlimited custom lists
  • Event management
  • and more
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Our Mobile App

Our mobile app lets you access the data you need, no matter where you are. Same login, same permissions, same Open CRM.

  • Android or Apple
  • Security built in
  • Access permissions
  • Customisation by role
  • Smart View for all users
  • and more
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We know that you will need to use other systems and solutions, which is why we integrate with so many of them.

  • Zapier
  • Mailchimp
  • Outlook
  • Google
  • Xero
  • Sage50
  • and more
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