Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Got a Question?

We've put together a list of questions that we hear a lot from people interested in OpenCRM. If you've got a question that you don't see on the list below, try our LiveChat or head over to Contact Us to drop us a line or give us call.

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

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 26 different types of custom field, you can tailor your system to meet your needs.

Learn More

UK companies can pay by Direct Debit. We accept all major credit cards as well as PayPal. You can also pay by cheque or bank transfer. For Enterprise customers we can invoice you against a valid purchase order if this helps.

Direct Debit Set-up

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 anytime.

See how far your money will go

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

All of our systems are based completely in the cloud, meaning that you can access them from any internet-connected device or computer. The data, system, and software to run the system are all held and run from our servers, all of which are located in the UK, as are all back-ups and back-up servers.

Further Details on Request

The data centres, which hold our and your data, are all based in the UK. They are all ISO 27001 accredited, the security standards used by banks and other financial service organisations, so you know your data are secure.

To cover all circumstances, we take nightly, weekly, and monthly snapshot backups of your data and hold these in a secondary facility.

Further Details on Request

Once you fill out the Online Sign-up or e-Sign a sales order (sent to you by one of our Business Development Team), you can expect to receive your system and the login details within about 30 minutes. Within a day or two, someone from our Project Management Team will be in touch to help get you started or to arrange any configuration or training you’ve purchased.

Great! Let’s Get Started

Yes. You own your data and as an Administrator can export your information at any time. If you decide that OpenCRM is not for you, for whatever reason, we provide a full MySQL database backup as part of the termination process.

What else can I do?

Yep, its all yours, so use it as you feel works best for you. The reason for providing this level of storage, which is so much more than our competitors, is to make working with OpenCRM that bit easier - you don’t have to worry about overage charges. If you need to upload large files as part of your business processes, that's fine. The last thing you want is a surprise bill because your team is 'actually' using your CRM system.

Is that more than Salesforce?

We offer a number of, what we call, Professional Services, including Training, Configuration, Bespoke Development, Data Import, etc, that are there to ensure your system fits your needs and that you feel confident using it. You can, of course, carry out your own configuration and data import if you prefer.

Find Out About Our Services

Our support department is always on hand to answer any questions you might have about your system. You can get in touch with them via email, LiveChat, through our Customer Portal, or over the phone (depending on your support plan).

They’re happy to help with the simple how-to questions as well as the more involved configuration questions.

What Are My Options?

Of course! We have systems ranging from 1-2 users all the way up to many hundreds of users and they can all be logged in at the same time with no drop in performance.

No Per User Cost?

All OpenCRM systems, no matter which subscription plan, are created with all the available modules you see in the demo. If you don’t need to use one or more of them right now, you can always hide them (or just hide them from individual users or teams). If you decide to expand into any of these modules in the future, it’s easy to re-enable the ones you’d like to use.

Not Seen the Demo Yet?

The honest answer is that we don't issue refunds for services legitimately purchased, but equally we don't want to be unfair if you have a genuine request.

In most cases the important thing is to cancel your subscription at the earliest opportunity, if you don't tell us that you are leaving, then we won't know. If you make a payment by accident, perhaps you cancelled too late in the billing cycle, let us know, where appropriate we will work with you on a case by case basis so that you remain happy.

Give us a call.

Sadly, we’re not quite there yet, but we are always developing new and exciting features aimed at making your life that little bit easier.

Check Out our Blog for the Latest News

#WeAreOpenCRM

Twitter Feed

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

marker Find on Google Maps

News

The Cloud is Just Bet…

I’m always amazed when I speak to people who would rather keep their data in a onsite server in their office rather than the Cloud. I spoke to someone just this past weekend who was convinced that it was safer because they could see and touch that server in the back room of the office. They knew where it was and what it was doing…or at least knew that it wasn’t physically going anywhere. And I can understand the peace of mind...

Productivity is Drive…

Productivity has always been one of those things that I feel strongly about when it comes to running a business. Now you talk about giving people the right tools and finding the right job role for them all day long, but the one thing that never fails to increase a team’s productivity in my experience comes down to processes. Let me give you an example. Several years ago we had a little problem here at OpenCRM. Our sales team and our projects team...

Protect Yourself agai…

As currencies fluctuate, make sure the Value of your Quotes and Sales Orders don’t. I was listening to a conversation on BBC Breakfast the other morning when something caught my ear: No one is quite sure what the impact of Brexit will be on the strength of the pound. This can create some uncertainty when generating Quotes if you operate using a number of different currencies. Lots of systems, including OpenCRM, have the ability to integrate with an Online Currency Exchange, giving...

Find the Right Approa…

It’s not terribly surprising that a recent study presented to the British Psychological Society by John Hackston found that some people found receiving, replying, and managing their email inbox more stressful than others. The author suggested that different personality types will need to structure the way they approach their emails and to-do lists in different ways. It all makes perfect sense to me (and I’m assuming most of you). I think about the way our “always on” MD likes to work...

Making Your Data Safe…

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 – all your email addresses, social media profiles, photos etc. are likely to be stored digitally. In your home you may also have connected appliances – also known as the internet of things – such as heating that is controlled via an account synced to an app on your mobile phone. But apart...

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 specific holidays? Let's say, for example, that I would like to wish a Very Happy Burns Night to all of my Scottish clients….how can I do this in the most efficient way? In the words of Mel Gibson in Braveheart..’ FILTERING !!’ The ability to filter the information or data that you have stored within OpenCRM makes...

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...