OpenCRM’s Software as a Service (SaaS) or cloud based "CRM plus" solution covers more than just customer relationship management and sales force automation.  It  includes order processing, issue management and stock,  giving you direct access to your customer, supplier,  and business partner information 24 hours a day, 7 days a week.  OpenCRM covers the following functionality:

Sales Force Automation

  • Lead management

  • Opportunity Management

  • Company and Contact Management

  • Reports & Dashboards specifically useful for your organisations sales team

  • Activity Management

  • Product Management

  • File Attachments

Marketing Automation

  • Lead Management
  • Auto Lead capture from web site
  • Bulk email options
  • Filter and respond features
  • Click Thru tracking
  • Enquiry tracking
  • Mail List Management

Product Management

  • Product Database
  • Price Books
  • Multi Currency
  • Sales Orders
  • Purchase Orders

Project management

  • Track Projects online
  • Record activity on Projects
  • Hold relevant Documents
  • Notify people of Project changes

Customer Support & Services

  • Incident Management
  • Knowledgebase
  • Email Notifications
  • Activity Management and Calendaring
  • Contact Management
  • Customer Services tracking
  • Attach inbound emails automatically

Microsoft Outlook Integration

  • Link to Contacts and Company’s
  • Link to Sales Orders and Invoices
  • Link to Purchase Orders and Quotes
  • Quick Associate
  • Synchronise Contacts, Tasks and Appointments

Dashboard and reports

  • Pre configured Dashboard graphs
  • Built in report generator
  • Customise and save bespoke reports
  • Export data to Excel and PDF

Add-ons for OpenCRM

  • AutoMail for OpenCRM
  • Data Connector for OpenCRM

Web Portal Tools

  • Document Management
  • Display Projects
  • Show outstanding Activities
  • Self Service Features
  • Manage user login credentials from OpenCRM

Data Migration

  • Import Data in CSV format
  • Migrate from other CRM solutions

Bespoke Modules

  • We can develop OpenCRM modules to cater for your specific business requirements

Click here to contact us to arrange a meeting.