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If you don’t tell people about how great you are, how will they ever know? With OpenCRM, you can easily send marketing campaigns and track responses and/or create and manage exciting events to promote your company.

And, since it’s all done within OpenCRM, you know that no vital information is lost and every Contact, Company, and Lead will show a full record of their Click-Thrus and Attendance, giving you the power to target those with the greatest interest.


Be your own campaign manager

Manage your list of Leads, Companies and Contacts in one place.

Manage Campaigns of different types. Email, Mail, or Telemarketing based.

Use our Success Benchmarks to see a variety of Campaign statistics. Track the number of enquiries, click throughs, and bounced emails that come in from an email Campaign. Have these enquiries automatically notify the campaign owner when they arrive.

Easily see how much revenue a Campaign is bringing by linking your Opportunities, Quotes, Sales Orders, and Invoices.

Make it your own

Utilise the HTML email template features of OpenCRM to deliver outstanding content for maximum impact.

Have a designer who creates your HTML emails in their favourite editor? No problem. Just copy and paste the HTML code into your Template Library to create marketing material that can be easily accessed by your users.


Populate your event

The Event Management module in OpenCRM allows you to link your contacts and leads to an Event and track their participation in it.

Know at a glance it they've confirmed their attendance, paid their fee, completed the requisite hours, and so much more.

When a person attends a day or session on an Event, the hours they have attended can be tracked in order to assess whether they have completed sufficient time to graduate.

Tag your relationships

Record the different types of people that you require on an Event be it Attendees, Staff, Sponsors, Contributors, Members, Subscribers, and more.

You decide how you tag these relationships. The relationships are specific to each Event, so a contact could be an Attendee at one Event and a Sponsor at another.

Record the information you need

Each Event can have multiple sessions or days and you can track the start and end times for each of these sessions.

Relevant information can be recorded against each of these Event sessions such as the location, length of time, other contributor information, including the Event materials, or a custom field of your design.



Got a question? Get the answer. Call, email, or LiveChat with one of our sales team to find out how OpenCRM can help you.



Check out how OpenCRM can be easily tailored to fit the needs of your business by experiencing all seven of our demo personas.



Purchasing a CRM is all about finding the right system to fit your budget. See for yourself how competitive our prices are.



Ready to put OpenCRM to work for your business? With just a few clicks, you’ll be able to get started on your new system today!


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Software Add-ons Ltd
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Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)1748 348003
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