Every relationship, in one place.
Track contacts from start to finish — and at every stage between — with OpenCRM.
See every Contact’s related Companies, Activities, Opportunities, Projects, transactions and Tickets at a glance. Personalise your communications, map company hierarchies, and keep all your contact and company information in one place — right at the heart of your business.
Access it all
Quickly see any of your Contacts’ related Companies, Activities, Opportunities, Projects, financial transactions, customer service Tickets and any other record on the system.
So you can respond in the best way — because you have all the information you could need right at your fingertips.
Every linked record
Companies, activities, opportunities and more.
Full history
Transactions and tickets all on the record.
Respond better
Act with the full picture in front of you.
Customise and automate
Include Contact data within the Emails and Documents you create in OpenCRM, making it easy for your users to send customised, personal messages.
Keep all your communication on-brand and on-message with Email and Document templates — and set up automated email plans so communications go out at just the right time in the customer journey.
Personalised messages
Merge contact data into emails and documents.
Branded templates
Every message consistent and on-message.
Automated plans
Communications sent at the right moment.
See the bigger picture
Allow group members to share records and assign the right team members to help manage the progress of a relationship. Assign permissions across all record types to implement any custom security policies.
Customise and add new fields to your system, and change what people see based on their role — so the system displays only the information relevant to each person’s job.
Share & assign
Bring the right people to each relationship.
Granular permissions
Custom security across every record type.
Role-based views
Show each user only what’s relevant.
Manage your lists
Import Contacts from a variety of different sources to help with the marketing process — such as lists from an expo or event.
Define these lists yourself, making sure they fit with your management strategy and objectives.
Import from anywhere
Expo lists, events and other sources.
Define your own
Build lists around your management strategy.
Ready for marketing
Segments primed for your campaigns.
Data is key to contact management
Track key sales data, financial transactions, customer service incidents and more — all against the contact.
Set which pieces of information have to be filled in on each screen, so you always have the data you need, when you need it.
Track key data
Sales, transactions and service incidents.
Mandatory fields
Make sure the essentials are always captured.
Consistent records
The data you need, when you need it.
Manage your relationships
Define the hierarchical relationships between Companies in an easy-to-navigate tree view. See the relationship between a Head Office and its related Branch or Sister Companies.
Then drill down to see the relevant information for each, keeping the full corporate structure clear at a glance.
Tree view
Head office, branches and sister companies.
Drill down
Open any company for its own detail.
Clear hierarchy
Understand every corporate connection.
All in one place
Keep all of your Contact and Company information in one place, making it easy to find what you need, when you need it.
This keeps your relationship with these people right at the heart of your business — where it belongs.
Contacts & companies
All records together in one system.
Easy to find
What you need, when you need it.
Relationships at the heart
Customers stay central to your business.
Contact management questions, answered
The common things teams ask before bringing their contacts into OpenCRM.
What is contact management software?+
Contact management software helps businesses store, organise and manage customer, prospect and supplier information in a central location. It provides a complete view of contacts, communications, activities and relationships, ensuring important information is always easy to find.
How can contact management software improve customer relationships?+
It gives teams instant access to customer history, communications and key information, helping them provide more informed and personalised interactions — improving consistency and building stronger long-term relationships.
Can contact management software help teams work more efficiently?+
Yes. By centralising contact information and reducing the need for spreadsheets, emails and multiple systems, it helps teams find information quickly, collaborate more effectively and spend less time on administrative tasks.
What features should I look for in contact management software?+
Look for contact and company records, activity tracking, communication history, task management, reporting, data segmentation, workflow automation and integration with other business systems — capabilities that help you maintain accurate records and improve customer engagement.
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 master your contacts?
See OpenCRM’s Contact Management in action, or start your free trial today — no up-front commitment, no hidden fees.