OpenCRM
OpenCRM is a UK-based, bootstrapped cloud CRM platform founded in 2005, offering unified sales, helpdesk, marketing, project, and finance modules on AWS London with Microsoft 365, Google, and Xero integrations, serving startups through mid-market and enterprise customers worldwide.
- Company typePrivate
- Founded2005
- HeadquartersRichmond, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What OpenCRM does
OpenCRM is a UK-based cloud CRM platform founded in 2005 and operated by Software Add-ons Limited, headquartered in Richmond, North Yorkshire. The platform serves customers ranging from startups to mid-market businesses and large corporate enterprises, with the company claiming a user base spanning all continents except Antarctica. The product unifies sales pipeline management, contact records, marketing campaigns, helpdesk ticketing, project delivery, and financial workflows into a single subscription with no feature paywalls or hidden fees.
The software is built as a cloud-hosted service running on Amazon Web Services infrastructure in the AWS London region, with web servers on EC2, structured data in RDS, and files in S3. The platform exposes 26 custom field types, REST API access, webhooks, 2TB of included storage per system, and integrations with Microsoft 365, Google Workspace, Xero (as a Certified Xero App Partner), Sage 50, Stripe, MailChimp, Campaignmaster, Zapier, Jotform, and other business tools. Security and compliance posture includes ISO 27001-accredited data centres, Cyber Essentials Plus certification, GDPR tooling (data retention, right to be forgotten, consent management), and PCI-compliant payment handling via Stripe.
Revenue is generated through a per-user Pay-As-You-Go monthly subscription, optional professional services for training, configuration, bespoke development, and data import, and separately billed premium integrations such as Sage 50. The company uses a hybrid go-to-market combining self-serve website sign-up and free trials, a UK-based inside sales team for mid-market deals, and dedicated enterprise field sales for larger accounts with bespoke requirements. OpenCRM remains privately held and bootstrapped by its founders, with a small dedicated team of fewer than ten employees led by Managing Director and System Architect Graham Anderson.
OpenCRM firmographics
Firmographics- Name
- OpenCRM
- Legal name
- Software Add-ons Limited
- Website
- https://opencrm.co.uk
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- OpenCRM is a UK-based, bootstrapped cloud CRM platform founded in 2005, offering unified sales, helpdesk, marketing, project, and finance modules on AWS London with Microsoft 365, Google, and Xero integrations, serving startups through mid-market and enterprise customers worldwide.
- Ownership category
- akta.pro rank
OpenCRM industry classification
Industry- Product category
- CRM Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Force Automation (SFA) CRM (HDAEAFAA)
- akta.pro secondary industry
- Customer Service, Support & Contact Center CRM (HDAEAFAC)
Keywords
Where OpenCRM is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
OpenCRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- CRM Software Subscription: Monthly per-user subscription with Pay As You Go model. Users pay in advance and can cancel anytime. No long-term contracts required. Discounts available for annual or multi-year commitments.
- Professional Services: Optional paid services including Training, Configuration, Bespoke Development, and Data Import to help customers configure the system and import existing databases.
- Premium Integrations: Some integrations such as Sage50 Accounting require separate billing and one additional user seat.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Pay-as-you-go | Simple per user pricing - all features included |
| Per seat | Monthly | Legacy pricing conversion |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
OpenCRM product offering
Product offeringCore offering
OpenCRM provides a UK-hosted cloud-based Customer Relationship Management (CRM) platform delivering unified management of sales pipelines, contacts, support tickets, marketing campaigns, projects, and finances. The platform is offered under a single per-user subscription with all features included, integrating with Microsoft 365, Google Workspace, Xero, Sage, Stripe, MailChimp, and other business tools, and is hosted on AWS infrastructure in the London region.
Product overview
OpenCRM is a unified UK-hosted CRM platform providing comprehensive customer relationship management capabilities across sales, support, and delivery operations. The platform includes core modules for Sales Management, Contact Management, Customer Service (Helpdesk), Campaigns/Marketing, Projects, Tickets, and Finances—all accessible under a single subscription without feature paywalls. Integration with Microsoft 365, Google Workspace, accounting software (Xero, Sage), and various automation tools (Zapier, Jotform) extends functionality. Additional offerings include a Customer Portal for self-service and a Mobile App for on-the-go access.
Differentiator
Problem solved
Functional benefit
Products and services
- OpenCRM Platform UK-hosted cloud-based CRM system providing unified management of sales pipelines, customers, contacts, finances, events, projects, and support tickets under a single per-user subscription with all features included and no paywalls.
- OpenCRM Professional Services Optional paid services including Training, Configuration, Bespoke Development, and Data Import to help customers configure the system and migrate existing databases into OpenCRM.
Quantifiable outcome
- 99.97% uptime guarantee with refund proportional to downtime
- +2 more outcomes
Companies that use OpenCRM
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
OpenCRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Feature7 records
OpenCRM partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and major.
- Amazon Web Services (AWS)coreLong-term hosting partner using AWS London region. All OpenCRM systems are hosted on AWS infrastructure including EC2, RDS, and S3 services. AWS provides the security foundation with ISO 27001 accredited data centres.
- Microsoft 365coreSeamless integration synchronising Calendar, Tasks, and Contacts. Teams meetings and Bookings visible in CRM. Project tasks link to Microsoft Planner. Bi-directional synchronisation keeps workflows in sync.
- Google WorkspacecoreIntegration automatically synchronises Google Contacts, Calendar, Tasks, and Emails with OpenCRM, keeping daily workflows efficient and up to date.
- XerocoreCertified Xero App Partner. Integration automatically pushes invoices from OpenCRM to Xero on a rolling schedule. Payments recorded in Xero sync back instantly updating invoice status and company records.
- Sage 50coreFlexible integration synchronising invoices and company balances between OpenCRM and Sage 50 Accounts. This premium feature is billed separately and requires one Sage 50 user seat.
- ZapiermajorAutomation integration allowing users to connect OpenCRM with essential tools in a few clicks, ensuring critical business information flows to where it's needed.
- JotformmajorIntegration automatically imports data from contact forms, surveys, or bookings directly into OpenCRM, creating exact records needed. Supports offline form completion via Jotform's mobile app.
- StripecorePayment gateway for subscription processing. Handles credit card payments securely. OpenCRM does not store credit card details internally. Stripe is fully PCI compliant.
- MailChimpmajorIntegration connects bulk email activity to OpenCRM, allowing external marketing teams or separate departments to continue using MailChimp while syncing data with CRM.
- CampaignmastermajorIntegration enables building campaign lists in OpenCRM while using Campaignmaster to send campaigns and record interactions. Statistics including opens, clicks, bounces, and unsubscribes feed back into OpenCRM.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
OpenCRM competitors and assessment
Company assessmentDirect peers
- HubSpot: Cloud CRM platform offering sales, marketing, service, and operations hubs on a per-seat subscription. Directly comparable to OpenCRM's bundled sales/support/marketing modules and target SMB-to-mid-market segment, though typically at higher price points and with tiered feature gates.
- Pipedrive: Sales-focused CRM with pipeline management, contact management, and integrations with Xero, Google Workspace, and Microsoft 365. Highly comparable to OpenCRM's Sales Management module and mid-market positioning, with similar self-serve pricing ethos.
- Zoho CRM: Broad horizontal CRM in the Zoho One suite covering sales, helpdesk, campaigns, projects, and finance — a direct functional analog to OpenCRM's bundled modules. Targets the same SMB/mid-market with per-user pricing and deep integrations.
- Insightly: Cloud CRM with sales, projects, and integrations to Xero, Google Workspace, and Microsoft 365 — a closely comparable SMB/mid-market offering. OpenCRM and Insightly compete head-to-head on bundle pricing and per-user plans.
- SugarCRM: CRM platform emphasizing sales automation, customer service, and customization with an API-first approach similar to OpenCRM's REST API and webhooks. Targets mid-market and enterprise with comparable feature breadth and integration depth.
- Freshsales (Freshworks): AI-augmented sales CRM with built-in phone, email, and chat, plus Freddy AI capabilities. Comparable to OpenCRM's sales/helpdesk modules; differs in being venture-backed with significantly more marketing spend and a broader Freshworks suite.
- Bitrix24: All-in-one business suite combining CRM, project management, helpdesk, and collaboration — closely analogous to OpenCRM's unified Sales/Support/Delivery positioning. Targets SMBs and is frequently mentioned alongside OpenCRM in low-cost CRM comparisons.
Broad incumbents
- Salesforce: Global CRM incumbent whose Sales Cloud, Service Cloud, and Marketing Cloud directly overlap with OpenCRM's modules. OpenCRM explicitly references Salesforce in customer quotes ('way better than Salesforce'), positioning as a simpler, more affordable alternative for SMB/mid-market.
- Microsoft Dynamics 365: Enterprise CRM and ERP suite with deep Microsoft 365 integration — directly comparable to OpenCRM's Microsoft 365 synchronization feature. Competes for the same mid-market and enterprise buyers, though typically at significantly higher price and complexity.
Emerging players
- Creatio: No-code CRM and workflow automation platform with sales, service, and marketing modules and a low-code customization approach comparable to OpenCRM's 26 custom-field types and bespoke development offering. Targets mid-market with a similar self-serve plus enterprise hybrid GTM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
OpenCRM social profiles
Digital presenceOpenCRM compliance and trust
Trust signalCompliance5 records
OpenCRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
OpenCRM leadership team
Management profileNumber of profiles
Profiles2 records
OpenCRM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OpenCRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OpenCRM
What does OpenCRM do?
OpenCRM provides a UK-hosted cloud-based Customer Relationship Management (CRM) platform delivering unified management of sales pipelines, contacts, support tickets, marketing campaigns, projects, and finances. The platform is offered under a single per-user subscription with all features included, integrating with Microsoft 365, Google Workspace, Xero, Sage, Stripe, MailChimp, and other business tools, and is hosted on AWS infrastructure in the London region.
Is OpenCRM a public or private company?
OpenCRM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OpenCRM founded?
OpenCRM was founded in 2005. It employs 1 to 10 people.
Where is OpenCRM based?
OpenCRM is headquartered in Richmond, United Kingdom, in the Europe region.
How does OpenCRM make money?
Three revenue lines are on record. CRM Software Subscription is the primary driver. The others are professional Services and premium Integrations.
Who are OpenCRM's main competitors?
Direct peers on record are HubSpot, Pipedrive, Zoho CRM, Insightly, SugarCRM, Freshsales (Freshworks) and Bitrix24. Broad incumbents are Salesforce and Microsoft Dynamics 365. Creatio is listed as an emerging player.
Does OpenCRM have an API?
Yes. OpenCRM provides a REST API that enables custom integration with external systems. The API allows developers to connect systems not listed on the standard integrations page, build seamless interfaces between OpenCRM and other software tools, and access various endpoints for data retrieval and manipulation. Developer documentation is at help.opencrm.co.uk/en/article/69-opencrm-api-developer-and-reference-guide-summary.
What industry is OpenCRM in?
OpenCRM's product category is CRM Software. Its primary akta.pro industry code is HDAEAFAA, Sales Force Automation (SFA) CRM, with a secondary code of HDAEAFAC, Customer Service, Support & Contact Center CRM. Its NAICS code is 5132 and its SIC code is 7372.