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.

Features

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

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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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

Customer Service 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 HelpDesk module within Open CRM.

  • Automated emailing
  • Calculated time
  • SLA management
  • Integrated customer portal
  • and more
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Emailing 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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Integrations

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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