Complete control of every opportunity.
Give your sales team visibility of every potential sale — from first contact to order won.
At the heart of OpenCRM’s Sales Management tools is a powerful Opportunities module. From lead capture and qualification through to quotation, forecasting and order won, all sales activity is managed in a single system — helping your team stay organised, work more efficiently, and close more deals.
Built around your sales process, not ours
Unlike many CRM systems that force teams into predefined workflows, OpenCRM adapts to your existing sales process. Manage leads, quotes, forecasting and orders in a single platform while tailoring stages, fields, automation and reporting to match the way your business actually sells.
Tailored to your process
Stages, fields and automation configured around how you sell — not a fixed template.
Hosted in the UK
Your sales data sits on UK infrastructure, developed and supported by a UK-based team.
Unlimited customisation
Shape the system as your sales process evolves, without waiting on a vendor roadmap.
Quotes, orders and invoicing built in
Run the full sales cycle in one place, without bolting on separate finance tools.
Direct access to UK support
Talk to the team that builds the product, not an outsourced call centre.
No long-term contracts
Pay-as-you-go subscriptions, so you’re never locked in past the point OpenCRM is working for you.
Built for any business that manages customer relationships — including sales teams across manufacturing, professional services, distribution and membership organisations.
See customer case studies →Manage the entire lead lifecycle
OpenCRM helps your sales team manage the entire lead lifecycle, from first contact through to a fully qualified sales opportunity. With built-in activity tracking, reminders and follow-up tools, every enquiry receives the attention it deserves.
Whether leads originate from your website, affiliate partners, inbound emails or manual entry, they’re captured in a single system — giving your team complete visibility and control over the sales pipeline management process.
Captured from anywhere
Website, affiliates, inbound email or manual entry.
Built-in follow-up
Activity tracking and reminders keep every enquiry moving.
Complete visibility
See exactly where every prospect sits in your process.
Visualise your sales
Gain instant insight into the health of your sales operation with graphical pipeline views that can be analysed by month, quarter or year. Clear visual reporting helps you identify trends, monitor potential revenue and spot opportunities that need attention before they impact your forecast.
Drill down into individual sales pipelines across your team, making it easy for managers to track sales targets and team performance, monitor deal progression and ensure opportunities keep moving through the process. Pair this with OpenCRM’s wider reporting and dashboards for a full view of the business.
Graphical views
Analyse by month, quarter or year in a click.
Spot trends early
Identify opportunities that need attention before they slip.
Team drill-down
Track each rep’s pipeline and deal progression.
Forecast future revenue with confidence
Go beyond tracking deal values and gain a clearer picture of future cash flow by recording expected revenue alongside anticipated payment dates. OpenCRM’s sales forecasting software lets you forecast income based on when revenue is expected to be received — not simply when an opportunity is won.
Detailed revenue forecasting and reporting tools give valuable insight into future performance, helping sales leaders monitor projected income, identify potential shortfalls and make informed decisions based on realistic expectations rather than headline pipeline values.
Expected revenue
Record anticipated payment dates, not just deal values.
Cash-flow view
Forecast income by when it will actually land.
Spot shortfalls
See realistic projections and act before gaps appear.
Grade and prioritise your leads
Score and prioritise leads using criteria that match your sales process, giving your team a clear view of which prospects deserve immediate attention. Custom labels and weighted values help you identify high-potential opportunities and allocate resources more effectively.
As leads reach milestones that you define, they can be seamlessly progressed through the next stage of your sales workflow — ensuring a consistent approach to lead tracking, qualification, follow-up and conversion.
Weighted scoring
Rank prospects with values that match your process.
Custom labels
Tag and segment leads however suits your team.
Milestone progression
Move leads on automatically as they qualify.
From Opportunity to Quote in one click
Turn opportunities into quotes with a single click. OpenCRM automatically pulls through the relevant information, eliminating duplicate data entry and speeding up quotation management.
Generate PDF quotes, email them directly from the CRM, track outstanding proposals, and receive automatic reminders when quotes are due to expire — helping your team stay proactive and close more business.
One-click conversion
Opportunities become quotes instantly, with no re-keying.
Email straight from the CRM
Generate PDF quotes and send them without leaving OpenCRM.
Expiry reminders
Automatic prompts when a quote is due to expire.
Reach the right audience
Build highly targeted campaign lists using custom searches, filters and saved views to ensure your marketing and sales activities reach the right audience. Whether you’re segmenting prospects, existing customers or specific industry groups, OpenCRM’s marketing automation makes it easy to create and manage focused campaign audiences.
Once your lists are ready, take action immediately — send personalised email, generate telemarketing activities for your team, or produce merged letters and documents, with all activity tracked in your CRM.
Custom segments
Searches, filters and saved views build precise lists.
Personalised email
Send tailored communications straight from your lists.
Tracked engagement
Full visibility of follow-up actions and results.
Automate your sales process
OpenCRM can automatically update opportunity values, sales stages and related records whenever a quote is created, keeping your sales data accurate and consistent across the entire system. By removing manual updates and duplicate admin, sales workflow automation helps your team spend less time maintaining records and more time progressing opportunities.
With key information synchronised automatically, everyone works from the latest sales data — giving managers more reliable forecasts and sales teams complete confidence in the numbers.
Auto-updated records
Stages and values update the moment a quote is raised.
No duplicate entry
Synchronised data removes manual maintenance.
Reliable forecasts
Everyone works from the same accurate numbers.
Fully integrated quotes & products
OpenCRM’s fully integrated product and quote management lets you build professional quotes using products from your central catalogue, while maintaining visibility of costs, sales prices and profit margins. Your team creates accurate quotations quickly, while always understanding the profitability of every deal.
When a quote is accepted, convert it to the next stage — a sales order or an invoice — with a single click. By eliminating duplicate data entry and manual admin, OpenCRM streamlines the entire sales cycle without ever leaving the CRM. Explore OpenCRM’s other integrations to see how it fits the rest of your business.
Central catalogue
Build quotes from your products, with live pricing.
Margin visibility
See cost, sale price and profit on every deal.
One-click to order
Convert an accepted quote to a sales order or invoice.
Sales management questions, answered
The common things teams ask before moving their sales process into OpenCRM.
What is sales management software?+
Sales management software helps businesses organise leads, track opportunities, manage quotations, monitor sales performance, and improve visibility across the entire sales pipeline. See our wider guide on what CRM is for the bigger picture.
How can a CRM improve sales performance?+
A CRM centralises customer information, automates repetitive tasks, improves reporting, and helps sales teams prioritise the right opportunities — leading to better productivity and more consistent follow-up.
Can I migrate from another CRM?
Yes. Most OpenCRM implementations start with a data migration from an existing CRM or spreadsheets. Our team can plan this as part of onboarding, so your historical customer and opportunity data comes with you.
Can OpenCRM integrate with Outlook and Microsoft 365?+
Yes. OpenCRM integrates with Microsoft 365 and Outlook to sync calendars, contacts and emails, so your sales team can work from their inbox without losing visibility in the CRM. See our full list of integrations.
Can I customise sales stages and pipelines?
Yes. Sales stages, fields, pipelines and automation are all configurable, so OpenCRM reflects the way your business actually sells rather than a fixed, predefined process.
Can I track sales targets and team performance?
Yes. Sales visualisation and reporting let managers track targets, monitor individual and team pipelines, and drill into performance by rep, territory or period.
How does OpenCRM compare with HubSpot or Salesforce?
OpenCRM offers comparable sales management capability with UK hosting, direct access to UK support, deep customisation, and pay-as-you-go pricing without long-term contracts — an alternative worth considering for teams wanting more flexibility and a closer relationship with their supplier.
Can OpenCRM support multiple sales teams?+
Yes. OpenCRM can support multiple users, teams, territories and sales processes, with configurable permissions, reporting and dashboards tailored to different roles.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time. See pricing for details.
Ready to take control of every opportunity?
See OpenCRM’s sales management in action, or start your free trial today — no annual up-front commitment, no hidden fees.