Configuration Settings

Having the tools at your fingertips to customise OpenCRM to reflect what you need is a powerful advantage for your business.

Personalise key parts of OpenCRM. Add your own company details and logo, its easy, just upload a JPG image within the company profile page.

Decide which tabs you wish groups of users to see. Rearrange the Tabs to reflect important information for your team. Add user defined fields from the 22 different data types. Position fields on the screen where you want them. Display fields based on Profile of users. Change field values yourself. Create email and document templates. Manage User, Groups, Roles and Profiles. Turn on default sharing rules for information. Manage custom search screens, allowing users the ability to search for records based on the information that is important to them.

Manage different currencies,set up targets, company wide or by user, use pricebooks to manage different pricing structures, including default pricebooks for different types of customer, send SMS messages, configure your own duplicate checking rules, automate sending emails and SMS messages based on rules you define as well as dozens of advanced features.

There are hundreds of options within OpenCRM giving you the flexibility that you need. Our goal is to give you the tools to be able to manage your system yourself, giving you the ability to build your knowledge and create a system that will work the way that you do.