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OpenCRM Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as a SaaS solution.

Customer Focus

Vendor works with large enterprises and across multiple industries.

Select Customers

HomeHunts, Distinctive Publishing, Imaging Supplies, Rubicon, University of Southampton

 

About OpenCRM

OpenCRM OpenCRM is a fully-featured cloud CRM system designed to manage sales, customers, contacts, finances, events, projects and tickets. The platform assists users with managing the full customer history, syncs with Outlook, Xero, Sage, Dropbox and Jotform, provides users with complete toolsets for sales processes, customer service and email marketing within a singular system.

The software tracks sales from beginning to end, visualizes sales and grades leads, enables users to manage lists and track key customer data, and is equipped with activity management tools including calendars and To Do list functionalities. Additionally, the platform enables users to delegate tasks and create notification settings, is equipped with collaboration and project management tools including time tracking and progress reports, and provides users with a full array of inventory management tools such as product management, sales order management, and invoice creation.

About the Company

OpenCRM was founded in 2005 and is headquartered in Richmond, North Yorkshire.

 

OpenCRM Key Features

  • Online order eSign capabilities
  • Full project status overviews
  • Action Plan automation capabilities
  • Tracks who is buying what products
  • Customizes and automates contact management processes

 

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