OpenCRM
🇬🇧 GB · from £44/user/mo
CRM with sales, helpdesk and workflow automation
Features
Sales management
- Lead tracking and grading
- Sales visualisation
- Quotes with live product pricing
- Margin visibility
- Revenue management
- Process automation
Products and orders
- Product management
- Quotes, sales orders and invoices
- Online e-signatures
- Purchase tracking
- Sage and Xero integrations
Contact management
- Company and contact records
- Linked sales, project and support history
- Activity and communication tracking
- Role-based permissions
- Data segmentation
Activities and automation
- Calendars and tasks
- Automated workflows
- Email plans
- Round Robin record assignment
Projects
- Project and task tracking
- Time logging
- Resource management
- Calendar-linked scheduling
Helpdesk and customer service
- Ticket management
- SLA tracking
- Asset-linked tickets
- Customer portal
Pricing
- All features included
- UK data centres
- GDPR features
- 2TB file storage
Annual and longer-term options available; exact prices not specified.
EU Trust Profile
What we verified against public sources, last checked 2026-10-21. Every point links to its evidence.
- Evidence →Data Processing Agreement (DPA)
Data processing terms are incorporated in Section 5 and Schedule 1 of the legal terms.
- Evidence →Trust center / security page
- Evidence →Documented data export
Administrators can export data; full MySQL database backup provided on termination.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at OpenCRM?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (GB) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Responsive and knowledgeable support team with fast issue resolution
- Comprehensive feature set covering contacts, opportunities, tasks, quotes, invoices, projects and helpdesk
- Highly customizable with adaptable fields, layouts and workflows
- Strong reporting capabilities and third-party integrations
- Cost-effective for small and mid-sized businesses with transparent pricing
- Centralized customer history and sales pipeline visibility
- Reduces reliance on spreadsheets and email for team coordination
- Intuitive for daily use once configured
Where users see room to improve
- · Interface and navigation feel dated or clunky with excessive clicking
- · Steep initial learning curve and granular setup process
- · Limited bulk editing, helpdesk response handling and file attachment options
Integrations
OpenCRM: frequently asked questions
- How much does OpenCRM cost?
- OpenCRM starts at £44/user/mo. Annual and longer-term options available; exact prices not specified.
- Which tools does OpenCRM integrate with?
- OpenCRM connects with Microsoft Outlook, Microsoft 365, Microsoft Teams, Microsoft Planner, Microsoft Bookings, SharePoint, OneDrive and Microsoft Word, plus 11 more integrations we found.
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Feature, pricing and integration details are based on web research (as of 2026-10-21), without guarantee, errors are possible. The vendor's website prevails.