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

OpenCRM Enjoy the bank holiday everyone! #bankholiday #FridayFeeling #Friyay
OpenCRM Want to know more about the team here at OpenCRM? There's all kinds of great info on our blog.… https://t.co/s8fH03tBaE

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)1748 348003
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...