Last Updated
Overview
openCRX provides comprehensive, enterprise-wide coordination for sales, service, and marketing activities, enhancing customer relationship management. While the interface may take time to get used to, its extensive customization capabilities and robust feature set offer significant value. Overall, openCRX’s open-source nature and powerful functionalities make it a compelling choice for businesses.
Overall Rating
Based on 10 users reviews
4.4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
openCRX Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is openCRX?
openCRX is a professional open-source customer relationship management (CRM) solution designed for organizations requiring comprehensive, enterprise-wide coordination of sales, marketing, and service activities. This system centralizes contact management and streamlines operations, offering a 360° view of customer interactions. The platform’s design supports businesses of various sizes in managing prospects, tracking deals, and automating marketing efforts.
openCRX Pricing
The vendor has not disclosed specific pricing details of the software.
openCRX Integrations
While the software likely supports third-party integrations, the vendor has not published an official list of supported applications.
Who Is openCRX For?
openCRX is ideal for businesses within diverse sectors and industries, which may include:
- Sales
- Customer service
- Marketing
- IT
- Education
- Law
Is openCRX Right For You?
If an organization seeks a highly customizable, open-source CRM with enterprise-grade features for sales, service, and marketing coordination, openCRX is an excellent fit. Its robust 360° account management and flexible pricing capabilities stand out, offering profound control over customer relationships. With its enterprise-level security protocols, including robust audit trails and role-based control, this platform provides a scalable, adaptable solution for evolving business needs, supported by a vibrant user and developer ecosystem.
Still doubtful if openCRX software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
openCRX Features
Sales Force Automation
Among the prominent openCRX features, this feature empowers sales teams to concentrate on profitable deals and accelerate closures by providing consistent information sharing. Users can track deal progress, record interactions, and customize sales processes with activity management. It also integrates with existing ERPs for real-time data, enabling effective sales strategy and prospect management.
Account Management
This capability provides a comprehensive 360° view of each customer, encompassing contracts, activities, products, and status. This holistic perspective enables employees to cultivate stronger, more profitable relationships by deeply understanding each account's current standing and historical interactions. It centralizes critical customer information for unified access.
Groupware
openCRX provides a comprehensive groupware feature set, enabling users to manage emails, contacts, and calendars (both shared and private). It supports AirSync for synchronization with mobile devices like iPhones and Android PDAs. Users can access these features via a web browser or third-party applications, promoting flexible and collaborative work environments.
Activity Management And Issue Tracking
This feature facilitates coordinating workflows in large projects, tracking and monitoring all project-related incidents and activities. It also allows for grouping and structuring activities with trackers, maintaining control through advanced time-tracking and real-time reports. This also functions as a sophisticated bug tracker, ensuring comprehensive project oversight.
Product and Price Management
openCRX offers robust product and price management, allowing users to define and manage products, prices, and price lists across multiple currencies. It also supports complex product structuring, including bundling, and enables highly flexible pricing rules that can be adjusted at runtime to implement any desired pricing algorithm.
Pros And Cons of openCRX
Pros
Highly scalable
Comprehensive audit trail
Robust customization
Cons
Initial setup requires tech expertise
Some features may lag during peak hours
openCRX Reviews
Total 10 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars60%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“A complete solution!”
Pros
I love how comprehensive the CRM features are, task scheduling, lead tracking, email integration, contact management and more. It basically covers everything I need to handle customer relationships effectively. The flexibility is great since I can adapt it to fit my specific workflow and getting started was very easy.
Cons
The sheer number of features can feel overwhelming when your just starting out. Integrating certain third-party applications has been more challenging than expected. Customer support hasn't always been as responsive as I'd hoped.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
Mid-Market, 51-100 employees
“My go to tool!”
Pros
I'm impressed by how flexible and scalable this system is. Being open-source means I can customize it exactly how my business needs it to work. The contact management features are solid and it integrates well with other tools. Plus, there's an active community that's always helpful when I need support. It's really streamlined how we handle customer relationships.
Cons
The interface isn't the most user-friendly and I've struggled to find good documentation when I need help.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
8
Small-Business, 11-50 employees
“Professional CRM with solid deployment options”
Pros
Third-party integration is really simple and works smoothly.
Cons
I haven't discovered any downsides after using it for a year now.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
10
Frequently Asked Questions
What level of support does openCRX offer?
The platform provides community support through various forums on a ‘best effort’ basis without contractual obligations, while also offering professional-level support through developers, contributors, and affiliates.
Does openCRX have a mobile app?
No, openCRX does not offer a mobile app.
What types of openCRX price plans are available?
Specific pricing details of the software have not been disclosed. Contact us to request a personalized openCRX cost quote based on your institution's requirements.
Does openCRX offer an API?
Yes, openCRX offers APIs.
What other apps does openCRX integrate with?
Although the software seems to support integrations with third-party applications like MS Word, an official comprehensive list of supported integrations has not been published.
What language does openCRX support?
The software supports multiple languages, including English, Czech, Spanish, French, Japanese, and Turkish.
Who are the typical users of openCRX?
openCRX is well-suited for businesses across a variety of sectors and industries, including sales, customer service, marketing, IT, education, and law.