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Manage Your Customers

Quickly and Easily with OpenCRM

Uk Cloud Awards 2016

Did we mention we were excited?

OpenCRM have been nominated for the CRM Product of the Year award at the UK Cloud Awards 2016, right alongside other industry leaders.

We want to thank our team for their tireless work to make our Cloud Hosted CRM Product the top quality business intelligent solution that it is. We also want to thank each and every one of our customers who have made OpenCRM what we are today.

mac

Clever

We have a wealth of web based CRM experience, so you can be sure we know what we're doing and we do it professionally. A real dynamic CRM solution.

plain

Flexible

We aim to be the best at what we do, we listen, adapt, and develop, making us a leading force in the cloud industry. Your Anytime, Anywhere solution.

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Familiar

We never forget that business is about people and human-to-human relationships, we try our best to communicate in a friendly, human and personal way.

rocket

Advanced

We are a modern, in touch, forward thinking, and switched on company and this is translated into a simple yet sophisticated, hosted CRM solution.

Manage and Grow

They say that seeing is believing, so sit back and let us take you on a guided tour of our system. The video is less than 5 minutes and will give you a first glimpse of how OpenCRM will help you manage your sales, increase your profits, and grow your business. If you like what you see, why don’t you head over to our demo and take it for a test drive?

Watch introduction video...

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compare-prices

View our Price Comparison

If you’ve been shopping around for a CRM system, either because you’re thinking of switching from your existing provider or are just dipping your toes into the vast ocean that is the world of CRM, why don’t you have a quick look at how we stack up against the competition?

See for yourself...

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CRM

What is CRM anyway?

Have you been told you need a CRM system, but aren’t quite sure what they are or how they work? Never fear, help is here! Our goal isn't just to sell a product, we're here to make sure your CRM is right for you and your business. Why not start by following this link to learn all about what CRM stands for and how it can help grow your business.

Find out more...

What is CRM? Sign Up

features

Call in the Experts

OpenCRM is a system that has something for everybody. It is a filled with features and functions designed to make your business life easier. Whether you’re looking for a tool to help you manage your Sales Process, Support Desk, Marketing, Projects, or just about anything else, we’ve got you covered.

Take a look...

Features Sign Up

test-drive

Take it for a spin

There's nothing like actually test driving a car to know if it's really the one for you. The same goes for CRM systems, you should always test out a system to make sure you like the way it handles and if it really suits your needs. Why don't you have a look at our demo and see if OpenCRM is the right system for you?

Try before you buy...

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get-help

Any Questions?

Have you got a few specific questions about what OpenCRM can do? Why don’t you chat with one of our friendly sales representatives? They’ll do their best to answer any questions you might have and you can get a feel for what we’re like as a company.
It’s a win-win situation!

Contact us Sign Up

 

Don't just take our word for it.

Read what our customers have said about us...

These days it’s second nature to look for customer reviews and ratings. So why don’t you have a read through what our customers have to say about us and get an idea about what we can do for you?

"Straight talking ..? Balanced advice ..? Knowledgeable insight ..? If what you are looking for is top quality cloud solution and innovative advice based on high levels of professionalism, then it is worth talking with OpenCRM. Their collaborative approach to crm business solutions means that they work WITH your sales force, and the end result is so much more a long term solution."
Andrew Dent Innovit
"We have been using OpenCRM for a number of years now and we would really struggle without it. It is cost effective and easy to use and when linked with Sage it provides a very formidable hosted crm package. MC Ware are a very busy IT firm and we cannot afford downtime and I'm happy to say that with OpenCRM we haven't experienced any at all."
Jonathan Wheatley MC Ware
"It's refreshing to work with such a supportive and organised company. OpenCRM has been an invaluable resource to my business..."
Sue Ricks Life Change Facilitator

Read more Testimonials or Success Stories

Latest From The Blog

Find the Right Approach and Reduce your …

It’s not terribly surprising that a recent study presented to the British Psychological Society by John Hackston found that some people found receivin...

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Making Your Data Safe In The Cloud

We are so used to storing data in the cloud, it is simply how things work these days. Large swathes of your personal life are already cloud-based – al...

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Happy Burns' Night

Everyone remembers to wish people a Happy New Year or Merry Christmas when the season approaches, but what about the other, more regional or country s...

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Got a Question?

Who are OpenCRM?

OpenCRM was launched in 2005 and is still owned and operated by the same people who started it all. Our HQ is based just outside the picturesque market town of Richmond, North Yorkshire, UK. Our customers range in size from start-ups, mid-market businesses to large corporate enterprises. Users of OpenCRM are based around the world and across all continents.

More About Us

Can I easily customise OpenCRM?

We know that all businesses will use OpenCRM in different ways and we recognise that as such, every company will want to hold different information in their system. For example, you can add as many custom fields to your system as you need: showing, hiding, and rearranging both custom and system fields to best suit your business. These fields can be added in any module and, with over 20 different types of custom field, you can tailor your system to meet your needs.

Learn More

What software do you integrate with?

OpenCRM can integrate with a wide range of external applications, including Outlook, Google, Sage, Dropbox, and Jotform, just to name a few. If you're interested in learning more about any of these options, why don't you head over to our Integrated Features page to find out if one or more of OpenCRM's integration options are right for you?

See Integration Options

What People Think

Would recommend us 91%
Real support that delivers 87%
Incredibly flexible solution 82%
Nice bunch of boys & girls 97%
Just made CRM easy 74%

If you would like to read more about what our customers think about us, check out our Success Stories.

#WeAreOpenCRM

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Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

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News

From Website Visitor …

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it. Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself. Asking people for their contact details via a web form is pretty ubiquitous these days...

Making The Best Use O…

The end of the year tends to be something of an expensive exercise. At home you’ve spent money on food, drinks and presents. At work you have had Christmas parties and a period of closure – all in all it’s not the cheapest time of year. So if now is a time when you are looking to spend a little less, it is the perfect occasion to dig into the existing resources you have to try and make the most out...

Post-Holiday Struggle…

The first week back from the Christmas holidays is almost over and there’s a curious mixture of sadness and gladness at being back at work. There is the tiredness we all feel, the result of a slightly altered sleeping schedule and a week of indulgences and lazy days. Plus you’ve got the slight malaise from bad weather and no bank holidays until April. Finally, there’s the enjoyment that comes from accomplishing something during the day and feeling productive. Some will even look...

Forecasting for 2017

As we approach the end of 2016, it is time to start looking forward to 2017. It’s become a bit of a tradition for me to write a post with a bit of a forecast on what I think the big topics in CRM will be for the New Year. So below are the issues that I think will be the three “big ticket” items in 2017, along with some questions you might want to consider asking your CRM and SaaS...

The Office Christmas …

Last week saw the the usual out of office OpenCRM Christmas Party. Last year we got all dressed to the nines and went Private Dining at Rockliffe Hall so this year we thought how on earth are we going to top that….. PAINTBALL AND PUB!!! We headed off to No Limits Paintball for an afternoon of snipering and target practice for some and lots of ooo’s and ahh’s from others, I was the latter! We had a blast (Pardon the pun)...

Interviewing for a CR…

Whenever I’ve been to an interview, my two favourite questions to ask are: “What is a normal day for someone in this role?” and “What will be your expectations of me after the first three months?” The first question is usually answered with a quick outline of basic jobs and then quickly descends into some of the more quirky, unusual, or random tasks that sometimes crop up. Every time I’ve asked this question, I have walked away with a far better...

Is It Safe To Head Ou…

There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website and companion app that lets you know in real-time along which routes their trucks have been gritting the roads. The idea behind the live monitoring is to help give motorists confidence...

Festive Decorations: …

It’s easy for people to get caught up in the festive spirit at a time like this. Some people will want to decorate their desk or the whole office. Others will bring in mince pies and sing carols, nonstop, from 9am on the 1st of December. It can make this cold and dark month feel immediately cheery. But what about people who don’t enjoy Christmas? Or don’t celebrate it? How do you make sure that no one feels left out in the...

Keep those Leads Nice…

Just in case you hadn’t noticed it is now quite cold, I know this first hand as my heating went pop last week (cue the violins). However just because it is cold outside you should still make sure you keep all those valuable Leads nice and warm. By managing your Leads correctly you make sure you get the most out of every Opportunity, whether you are entering your Leads manually into OpenCRM or automatically via your website for instance. Action Plans are...

The Customer Portal: …

Every system we create has a little window built into the side of it. We call it the Customer Portal and it gives you the ability to forge an even closer connection with your customers. And the best part? It’s completely free to use, just ask our support team to switch it on for you. You’ll be live within a matter of minutes. So what can you do with the Customer Portal? How does it bring you closer to your customers? Well, there...

Acknowledge Your Know…

Within many businesses, the information that you possess is as valuable as the physical assets you hold. Firstly you need to keep your all-important records of your day-to-day trading. Invoices, purchase orders, personnel costs – everything that makes you accountable to the taxman. Secondly your customer database is your real intellectual money in the bank. It is data like this that have helped make the likes of Facebook, Amazon or Google the businesses they are today, as they are able...

I’m Thankful For…

Just by a strange happenstance, I am posting a blog on the American Thanksgiving, so it feels rude not to at least mention the holiday. I’ve been told, by one of our resident Americans here at OpenCRM, that a Thanksgiving tradition is to say what you are thankful for during the meal. Now, I’m going to wait until Christmas to sit down to a big turkey dinner, but I can certainly say what I’ve been thankful for this year: UK Cloud Awards This...

After the Lord Mayors…

As you may have seen on Twitter, I was delighted to attend the North East Expo last week, as described in my recent blog post. But what now? When you get back from a conference, expo, or other big event, there’s still some work to be done. You have all of the information that you collected on the day, don’t let it all go to waste. Enter that data! By entering all of the names and information you collected into OpenCRM, you can...

Keeping Track of Empl…

With the Christmas break looming on the not-so-distant horizon, the subjects of holiday time and opening hours are being discussed up and down the country. A lot of offices close over the holiday period, there are a number of bank holidays, and people need to take extra time off to look after kids who are out of school or just to recover from the inevitable parties. Juggling all of these requests can be tricky for an HR department (or individual). So what...

How To Guarantee Quan…

I'm not sure if you're familiar with the concept of six degrees of separation? The ideas is that all living people are six steps or less from one another, making the entire world population reasonably close. Bearing this in mind, you may well have hundreds of friends, families, business or other associates floating around your network. LinkedIn has even turned this into a feature, showing you people within your environment as being 1st degree, 2nd degree and 3rd degree of...