Your fully-featured CRM solution
In Open CRM, you have all the tools you need to run your business from a single system. From your Sales Process to Customer Service right through to your Email Marketing, it’s all right here at your fingertips. All the CRM System Features | Contact Management | UK CRM.
Sales Management
Track leads from start to finish – and at every stage between – with Open CRM’s complete sales management features.
- Quotes
- Leads
- Grade your leads
- Revenue Management
- Visualise your sales
- Information at your fingertips
- Automate your sales process
Opportunities
Helpdesk
You want your support team to have the tools they need to provide great customer service. And that’s why we’ve created a fully featured Customer Service module within Open CRM.
- Automated emailing
- SLA management
- and more
- Calculated time
- Integrated customer portal
Activity Management
Know what needs to be done, when it needs to be done, and what was done before with Open CRM’s Activity management.
- Custom Views
- Calendar & To Do
- Easy reminders
- Automate ActionPlans
- Delegate & notify
Project Management
Achieve true collaboration by giving everyone working on a Project access to all the information relating to it.
- Overview status
- Manage your team
- Manage relationships
- Track time spent
- Report on progress
Inventory Management
Show off your Products and keep on top of sales and pricing with Open CRM’s Product management features.
- Manage products
- Sales Orders
- Create Invoices
- Track who buys what
- Raise Quotes
- eSign Orders online
- Integrate Sage & Xero
Contact Management
Open CRM Contact Management makes your customer relationships stronger giving you a real ally when managing these relationships.
- Full history
- Customise & automate
- See the bigger picture
- Manage your lists
- All in one place
- Manage your relationships
- Track key data
Email Marketing and Event Management
Use our Campaigns module and other marketing tools to build, send, and track the response to your email campaigns. Co-ordinate the events you are hosting and attending, all from Open CRM.
- All your email templates
- Unlimited custom lists
- and more
- Click through wizard
- Manage subscriptions
- Event management
Our Mobile App
Our mobile app lets you access the data you need, no matter where you are. Same login, same permissions, same Open CRM.
- Android or Apple
- Access permissions
- Smart View for all users
- Security built in
- Customisation by role
- and more
Integrations
We know that you will need to use other systems and solutions, which is why we integrate with so many of them.
- Zapier
- Outlook
- Xero
- and more
- Mailchimp
- Sage50
