Never miss a follow-up again.
Calls, meetings, tasks and appointments — together in one integrated workspace.
OpenCRM’s Activity Management helps your team stay organised, responsive and productive. With automated reminders, linked customer records and clear visibility of upcoming activities, your team can prioritise the right actions at the right time and keep every interaction moving forward.
Custom views, your way
Create custom views tailored to the way you work, giving you instant access to the activities, tasks and customer interactions that require your attention. By filtering and organising data around your priorities, OpenCRM helps you focus on the right information at the right time.
Clear visibility of upcoming, urgent and overdue Activities ensures nothing is missed — making it easier for your team to stay organised, respond promptly and maintain momentum across every customer relationship.
Filter your way
Segment data around your own priorities.
Nothing missed
Upcoming, urgent and overdue always in view.
Organised instantly
Custom views surface the right activities fast.
Act without breaking flow
OpenCRM enables your team to create new Opportunities, send Emails and update related records without interrupting their workflow or navigating between multiple screens. Whether you’re updating a Lead status, amending contact details or capturing important information, everything is managed within the same interaction.
Once you’ve finished the conversation, simply add your notes and save. By reducing clicks and eliminating unnecessary administration, OpenCRM helps your team stay focused on building relationships and progressing opportunities.
Create in context
New Opportunities and emails without leaving the screen.
Update on the fly
Amend lead status or contact details instantly.
Add notes & save
Wrap up a conversation in a couple of clicks.
Share, assign and stay secure
OpenCRM makes collaboration easy by letting users share records, assign ownership and involve the right people at every stage of the customer journey. Granular permissions can be applied across all record types, helping you implement security policies that align with the way your business operates.
Activities are configurable — create custom fields, tailor layouts and control what’s displayed based on a user’s role. By presenting only relevant data, OpenCRM reduces clutter, improves usability and keeps teams focused on the tasks that matter most.
Share & assign
Involve the right people at every stage.
Granular permissions
Security policies across every record type.
Role-based layouts
Show each user only what’s relevant to them.
Import & segment your activities
Import Activities from a wide range of sources — exhibition attendee lists, event registrations, purchased data, website enquiries and other lead-generation activities. OpenCRM makes it easy to bring all your prospect and customer data together in a single, centralised system.
Using custom views, filters and segmentation tools, organise tasks into meaningful marketing lists that reflect your objectives — so sales and marketing can target the right audience with the right message, and maximise the effectiveness of every campaign.
Import anywhere
Events, enquiries, purchased data and more.
Segment into lists
Build marketing lists that reflect your goals.
Right message, right audience
Target precisely and lift engagement.
Delegate, notify and stay accountable
Record important call notes, meeting outcomes, follow-up actions and customer updates directly within your CRM. By linking every interaction to the relevant Contact, Company, Opportunity or Ticket, OpenCRM provides a complete history of customer engagement and ensures nothing is overlooked.
Define which fields are mandatory for different activity types, so key information is captured consistently across your team. This improves accountability, maintains data quality and gives everyone the context they need to take the right action at the right time.
Capture every note
Calls, meetings and follow-ups all on record.
Linked to records
Tied to Contact, Company, Opportunity or Ticket.
Mandatory fields
Consistent capture and better accountability.
Activity management questions, answered
The common things teams ask before bringing their activities into OpenCRM.
What is activity management software?+
Activity management helps businesses organise tasks, appointments, calls, meetings and follow-up actions in one place. It gives teams visibility of what needs to be done, who is responsible and when activities are due, helping ensure important work is completed on time.
How can activity management improve team productivity?+
It reduces your reliance on spreadsheets, sticky notes and manual reminders by centralising tasks and schedules. Your teams can prioritise work more effectively, improve accountability and spend less time searching for information.
Can activity management software help with my customer follow-ups?+
Yes. OpenCRM’s Activity management tools help you schedule and track follow-up calls, emails, meetings and other customer interactions — ensuring prospects and customers receive timely communication and reducing the risk of missed opportunities.
What activity management features should I look for in a CRM?+
Look for task management, calendars, reminders, notifications, recurring activities, team collaboration tools, reporting, and integration with your main CRM records — capabilities that create a complete view of customer-facing activities and workloads.
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.
Ready to supercharge your productivity?
See OpenCRM’s Activity Management in action, or start your free trial today — no up-front commitment, no hidden fees.