OpenCRM is an easy-to-use yet fully functioning cloud-based CRM software solution. This app is a companion to that browser-based version and allows users to control the data within their CRM directly from their mobile devices. This includes managing their Leads, Contacts, Companies, Activities, Opportunities, and Projects.
Sales Management: Track leads from start to finish – and at every stage between – with Open CRM’s complete sales management features.
• Visualise your sales
• Information at your fingertips
• Grade your leads
• Automate your sales process
Contact Management: OpenCRM Contact Management makes your customer relationships stronger giving you a real ally when managing these relationships.
• Customise & automate
• Manage your relationships
• Track key data
• Access your lists
Activity Management: Know what needs to be done, when it needs to be done, and what was done before with OpenCRM’s Activity management.
• Get your “to dos” to done
• Automate Action Plans
• Easy reminders
Project Management: Achieve true collaboration by giving everyone working on a Project access to all the information relating to it.
• Overview status
• Track time spent
• Manage your team
• Report on progress
Our Mobile App: Our mobile app lets you access the data you need, no matter where you are. Same login, same permissions, same OpenCRM.
You will need an OpenCRM account to access this app. To find out more about how you can use OpenCRM to manage your business or to sign up for an account, please visit our website.
Our latest version is packed full of technical, behind-the-scenes enhancements to give you a boost of speed when searching for and interacting with your records.
We’ve also added several new features to help make you a lean, mean, speedy, app-using machine!
Keep me Signed in
We all like to have super secure passwords…but that doesn’t make them easy to remember.
That’s why we’ve added a new tickbox to the OpenCRM app login screen that lets you to keep yourself logged into the app at all times. Just tick “Keep me logged in.”
This will mean that even if you fully quit the app, the next time you open it, you’ll be able to jump straight into your data.
If you do decide to log out manually, your system name will be saved, but your username and password will be cleared. This way you can quickly access OpenCRM when you need it, but also lock it down if and when it is necessary.
When we added the Timeline to the web version of OpenCRM, we knew it was a game changer.
The Timeline gives you an overview of the last 10 interactions there have been with a record. These could be the Activities or Tickets created, Contacts or Sales Orders linked, Documents added, and so on.
Within the Mobile App, this works just the same. You’ll be able to see all of the recent interactions on a given record and click to view the detail of these.
Instead of having to trawl through all the blocks on your records, we have created a preview of important information right at the top.
This shows the record name, a few key details, and then a series of helpful action buttons that let you jump straight into…well, action.
These buttons include email, phone, social media accounts – all of which use your native applications to keep you working as efficiently as possible.
This one feels like such a minor addition, but trust us, it’s one of those little things that can make a big difference.
Right next to the search box at the top of a module, we’ve added a Quick Create icon. This saves you opening up the sidebar navigation and scrolling to the right module.
You’re in the Companies module? One click and you can add a new Company.
Searching your Leads and not finding a record of the person you just spoke to? One click and you’ve added them.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Up to six family members will be able to use this app with Family Sharing enabled.