Inventory Management

Manage Product pricing including creating Quotes, Sales Orders and Invoices with integration to Sage50 and Xero.

Product Management
CRM Features List

Manage your products easily

Customise your product records using as many custom fields as you need alongside the structured information that is available by default. Filter Products by any of the information that you hold, buy price, sell price, commission rate, category, manufacturer, supplier and many more.

CRM Features List

The information important to you

For each product you can specify the start and end date, the tax class and currency prices, and price check dates to keep your pricing up to date.

CRM Features List

Who’s buying what

Track Products on the company record to see what has been sold or quoted with the most recent quoted/sold price displayed and easily include any of these Products again in another quote or sales order.

CRM Features List

Keep your promises

Create pricebooks to hold unique pricing and assign these pricebooks to a customer to maintain contract prices. Prevent Products from being sold under the buy price, create product titles based on your rules and automatically create product codes.

CRM Features List

Integrate with your orders

Let Open CRM manage the sales order process, filter on statuses with reminders, stop products being sold under minimum agreed prices including setting minimum margins.

CRM Features List

You decide what’s best

Open CRM offers you real flexibility, you decide if you want to use quotes, sales orders, invoices or purchase orders. You get all of these modules with our simple pricing.