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OpenCRM has proven to be a valuable tool for businesses in solving various key business problems. Users have found that the software …
Overview
What is OpenCRM?
OpenCRM is a Customer Relationship Management (CRM) 'Cloud' solution accessed through the web. OpenCRM's feature set encompasses sales activities and processes, customer service, as well as email marketing. Its campaigns module and other marketing tools can be used to build,…
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What is OpenCRM?
OpenCRM is a Customer Relationship Management (CRM) 'Cloud' solution accessed through the web. OpenCRM's feature set encompasses sales activities and processes, customer service, as well as email marketing. Its campaigns module and other marketing tools can be used to build, send, and track the…
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Product Details
- About
- Integrations
- Tech Details
What is OpenCRM?
OpenCRM is a Customer Relationship Management (CRM) 'Cloud' solution accessed through the web. OpenCRM's feature set encompasses sales activities and processes, customer service, as well as email marketing. Its campaigns module and other marketing tools can be used to build, send, and track the response to email campaigns. It also gives support teams tools to provide customer service, with ticket management, an integrated customer portal, and SLA management features.
OpenCRM Integrations
OpenCRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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- Recommendations
OpenCRM has proven to be a valuable tool for businesses in solving various key business problems. Users have found that the software offers a user-friendly interface that can be easily adapted to fit specific company requirements. It serves as a centralized hub for managing client details, creating sales opportunities, and generating reports. This helps streamline workflow and expedite the management of assigned clients, leading to increased efficiency.
Another significant problem solved by OpenCRM is the ability to track and record communication with clients. The software provides a comprehensive record of conversations and calls, allowing users to easily reference past interactions and ensure clear communication without the need to remember everything. Furthermore, OpenCRM's customization capabilities enable users to tailor the system to their specific needs and address various challenges.
Moreover, OpenCRM is highly recommended for storing customer data and managing their needs effectively. It provides a comprehensive overview of sales, experiences, and wishes, enabling businesses to better understand their customers' preferences and deliver personalized service. The Opportunities module within OpenCRM also proves valuable for driving business forecasting and streamlining information about companies, contacts, and opportunities.
In addition to customer management, OpenCRM helps with project management by serving as a central place to hold interactions, responsibilities, and key timescales. This makes it easier for businesses to manage projects and track progress efficiently. The software also allows for faster report generation, improving visibility and monitoring of all aspects of the business.
OpenCRM is not limited to customer-related functions but also excels in financial purposes such as sending invoices to clients seamlessly. Moreover, it has been used successfully by companies transitioning from large corporate CRMs, resulting in improved time effectiveness and excellent value for money.
Furthermore, OpenCRM provides a GDPR-compliant solution for storing contact information, invoices, contracts, and other important documents. This ensures that businesses can easily access this information while maintaining compliance with data protection regulations.
Additionally, users have leveraged OpenCRM in setting up their own support ticketing system, allowing them to seamlessly track a customer's journey from initial contact to placing an order and providing ongoing support.
Overall, OpenCRM has proven to be a reliable solution for businesses, offering powerful capabilities that can be tailored to both small businesses and enterprises. It solves the problems of scattered data, inefficient workflow management, and lack of clear communication with clients. With its user-friendly interface and ability to adapt to specific requirements, OpenCRM is a valuable tool for businesses looking to streamline their operations and enhance customer relationships.
User-Friendly Interface: Many users have praised OpenCRM for its user-friendly interface and easy navigation. They appreciate the intuitive design that allows for effortless task prioritization and seamless movement between different modules such as leads, contacts, companies, opportunities, and quotes. The software's simplicity makes it particularly convenient for salespeople, enabling them to easily send new and repeat orders.
Affordable Pricing: A significant number of reviewers have highlighted the value for money offered by OpenCRM. They mention that the software provides a feature-rich solution at an affordable price point, making it a cost-effective choice for growing businesses with complex CRM needs. This affordability factor is especially appreciated by medium-sized organizations.
Seamless Integration: Users consistently praise OpenCRM for its seamless integration of various modules within the system. This integration enables easy access to critical project information from a single location, enhancing efficiency and productivity. The ability to link and integrate all data within OpenCRM is highly regarded as advantageous, ensuring no contacts or notes are missed while providing ease of use during onboarding.
Outdated User Interface: Some users have found the user interface of OpenCRM to be outdated and in need of modernization. They have expressed a desire for a more visually appealing and user-friendly interface that is in line with current design standards.
Difficulties with Integration: Several users have mentioned that certain modules in OpenCRM do not integrate well with each other, making it challenging to obtain the necessary reports. This lack of seamless integration has been identified as an area where improvement is needed.
Limited Customization Options: Users have expressed their desire for better customization options in OpenCRM. They would like to be able to rename modules and adjust project module views according to their specific needs. The current level of customization available has been perceived as limited by some users.
Users have made several recommendations for OpenCRM based on their experiences. The most common recommendations are:
- Users recommend trying out OpenCRM as a solution for easier company management. They have found it to be an effective tool for collecting customer data and streamlining business processes.
- Users recommend reaching out to the OpenCRM team for guidance and support with implementing the CRM solution. They have found the team to be responsive, knowledgeable, and helpful in resolving any issues or questions that arise.
- Users suggest using the features and functionality offered by OpenCRM to find and attract the right clients for their business. They have found that OpenCRM provides valuable insights and tools that can improve customer targeting and lead generation efforts.
Overall, users recommend giving OpenCRM a chance to enhance company management, seeking assistance from the OpenCRM team, and leveraging its benefits for client acquisition.