•    

    Lead Management

    Lead Management
    Part of a fully featured Sales Force Automation process. Capture and manage Leads from Telephone, WEB or Email.
     

         

 

 

FREE Client Licenses | Hosting from £70 per month Entry Level | £120 per month Business Level

OpenCRM FAQs

key.jpg Here you will find a selection of OpenCRM Frequently Asked Questions. If you do not find what you are looking for, please let us know, so that we might assist you with an answer.
Title Filter     Display # 
# Article Title
1 Disabling the Ability to Change the Default Download Directory
2 Specifying the Default Download Directory in Internet Explorer
3 Disabling the Ability to Add or Remove IE's Toolbars
4 How do I remove a branding logo from Internet Explorer?
5 How do I turn off the sound in Internet Explorer?
6 I need different Custom fields at different times
7 Can we create custom projects
8 Do you still have QuickView for pipeline visibility
9 I need an easy way to monitor Key Metrics
10 Can I easily see my progress this month?
11 When a Lead gets 'HOT' can I move this on easily?
12 I want to search all of the Core Modules - How do I do this?
13 I'm not an Outlook user, can I use OpenCRM as my email client?
14 Can I keep my Outlook Contacts, Tasks and Calendar items, in sync with OpenCRM?
15 Can I get enquirys to update the Leads module?
16 I have some basic data - Contact and Company names and addresses - can I get this into OpenCRM?
17 What is the length of the contract with OpenCRM
18 Can I set administrator access to limit some users
19 Customise the way OpenCRM works
20 Backup - how does that work
 
<< Start < Prev 1 2 Next > End >>
Page 1 of 2
Take a Look
Live Chat Help
What's New
Packaging success Kris Flexipacks have packaged their success around the world. using OpenCRM , Kris Flexipacks , an international packaging company, with offices across the globe, are using OpenCRM to manage their client contact and CRM requirements. A forward thinking company that uses OpenCRM to drive itself for further growth. http://krisflexipacks.com.

NEW Outlook add-in released RC1 The NEW Outlook add-in for OpenCRM has been released as RC1 this week.Using a deeper level of integration, OpenCRM records can be extracted, updated and created. Business users who have previously required specific functionality from their Outlook integration, can now have it.

A real ACT! alternative OpenCRM has proved itself a worthy alternative to Sage ACT!, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Sage ACT! systems. OpenCRM offers a real advantage for On Demand hosted CRM. 

Hola! OpenCRM The first cut of the Spanish release of OpenCRM is going through the beta testing phase. That's the bit where we find some Spanish speakers and make sure that we have not put any inappropriate words on the page, on the basis that none of the team her in (sunny) Yorkshire speak Spanish! If you would like to be a part of the Beta program for the Spanish release of this CRM Software edition, just drop us an email (best if this is in English :-)

TeamLink to OpenCRM - EASY! TeamLink users are able to migrate their office systems from TeamLink Evolution V3.5 and above, to the latest release of the OpenCRM hosted solution. Actions, Documents, Contacts and their linked Companies, Projects and MORE!!

Zodiac roll out 90 user OpenCRM Solution Zodiac have completed phase one of the OpenCRM implementation. Users from Customer Service, Corporate Sales, Training Advisors, Technical and Administration are using OpenCRM to manage their Prospect, Learner and Client interactions.  Document Management, Opportunity Management, Lead Management and Contact Management are all included in this successful stage.  OpenCRM is integrated with the back office application and billing platform, with data synchronisation using the ViewPoint Data Sync Tool http://zodiactraining.co.uk

Getting the measure of OpenCRM Bulgarian company Metrisys, a premier supplier of measuring equipment, has adopted OpenCRM as their business management solution. Using the hosted OpenCRM software to manage their sales and marketing, along with web based contact management. Integration between the backoffice ERP application gives an end to end solution. Metrisys are a forward thinking market leader in their field. http://metrisys.bg 

OpenCRM Outlook Addon OpenCRM have released the first production version of their acclaimed Outlook addon series, for the OpenCRM solution. This allows synchronisation of Calendar items, Tasks and Contacts. Database connectivity means that the addon can be used with OpenCRM or other database CRM solutions. Contact us for more details.

Training provider QGS have adopted OpenCRM as the core application to manage their Customer Relationship Management with the training provider side of their business - QGS Synergy. Already using best of breed applications within their recruitment unit led the management team to select OpenCRM as the best of breed choice for their sales and marketing development. http://qgs-synergy.co.uk

Local Success for MyLocalNews MyLocalNews have adopted OpenCRM as their CRM solution aimed at providing a remote workforce with access to a common application, with the ability to share and collaborate on leads easier. Based in Dublin MyLocalNews are seeing great success. mylocalnews.ie promote free local news for communities across the island of Ireland. They are heavily involved helping community groups to promote their messages locally. http://mylocalnews.ie

Firefox or IE - Which is most secure I am passionate about our product (OpenCRM - hosted CRM Software solution) and what we do, but when it comes to other manufacturers and communities, I am not a real advocate one way or the other, except when it comes to my browser! Its been a long held debate "is Firefox more or less secure than Internet Explorer" - well if you have kept track with the Symantec reports that have been released over the last few years, whilst IE 5, 6, and 7 were on release and Firefox 2 and 3, there has been some bad press for the Firefox camp! Read More....

When does CRM stop and ERP (and other acronyms) start? Something that I here a lot is "we know we need a CRM software solution, but we need to consider ERP as well, so the mainstream CRM products won't cut it for us". In truth I have just had a really interesting conversation with an American business owner, and that (once he knew what I did), was his opening gambit. Read more....

Recent Clients include New clients have been added to the growing number of UK organisations, these clients have been attracted from Recruitment Companies, Office Supplies, IT related sales, Telemarketing, Overseas Property Sales, Training Providers and Legal Firms.

LUV2 Love OpenCRM Working with the Luv2 Group, Software Add-ons are providing OpenCRM as the core CRM and Project Management solution. Luv2 have previously used Salesforce and have been looking for a Salesforce alternative as a replacement, with a view to building a brighter relationship. Covering all of the facets of the business, Asset Maintenance, Cleaning Services, Property Maintenance, Training Consultancy and Credit Control Outsourcing, Luv2 will be using OpenCRM to resolve the challenges of a successful and growing business. http://luv2group.co.uk

OpenCRM Data Sync Tool OpenCRM have launched the OpenCRM Data Sync Tool. This application synchronises data from external databases with OpenCRM.Almost any data tables can be replicated and kept up to date with OpenCRM. Uses include -External Product Database'sAccounts and financial informationExternal Sales Order ProcessingWeb Site Contact Registration Database3rd Party Marketing Database

Travelling to OpenCRM Dalton Travel in Essex have adopted OpenCRM as their marketing solution for management of marketing activities and opportunity tracking. Dalton travel have two offices in the South of England and required a solution that could support their disparate workforce, including homeworkers.

Business Level Hosting Business LevelNO Bandwidth chargesNightly BackupSecure data centre500MB MySQL Database

An alternative Goldmine OpenCRM has proved itself a worthy alternative to Goldmine, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Goldmine systems. OpenCRM offers a real advantage with On Demand hosted CRM.

OpenCRM UK Launch With the successfully UK launch of OpenCRM well underway, we are now looking forward to our plans for 2007.We are in discussion with two European partners including a major Belgian organisation, watch this space for further announcements.Thank you to the many new clients that now use OpenCRM to service their CRM needs.

OWASP - Security OpenCRM have adopted The Open Web Application Security Project (OWASP) guidelines as part of our ongoing commitment to Open Project Collaboration and to providing a true alternative to Closed Source providers and their applications.

New Start for GH New Media GH New Media have selected OpenCRM as their CRM software solution of choice for their new business.OpenCRM had been used by one of the principles, prior to the new business inception. GH New Media are an internet services company, with a particular specialism in Search Engine Optimisation (SEO). OpenCRM are very pleased to be supporting GH New Media. http://ghnm.co.uk

Just like buses Just like buses... we have taken on three NEW clients who are all associated with the Recruitment business. The OpenCRM recruitment module is scheduled for next year, so thats a real Recruitment alternative for FREE!

No Upgrade Protection Required OpenCRM gives you FREE upgrades between versions. Having recently looked at competitive CRM software solutions, most offer an upgrade plan for their application, this quite often comes at a price. Looking at Maximiser CRM 10 Freedom, their Upgrade Protection Plan costs 20% of the license costs per annum, I guess that just means that the license costs are 20% higher first year and your ongoing costs are higher if you want to protect your investment (why wouldn't you) and get the most out the selected choice of product. Just more reasons to save more with OpenCRM, the real alternative to salesforce.

CRM as a service CRM as a service - one of the buzz phrases of today, CRM as a service, or Software as a service, what does it really mean - take a look at OpenCRM to see for yourself how this would work for you.

Hosted CRM - It really works Hosted on demand CRM really does work - With the speed of technology moving so fast it is sometimes difficult for the mid-market to justify the capital expense that is required to successfully run your Business Management systems.

On Fire with Byrne Recruitment Glasgow based client Byrne Recruitment are growing and developing with Software Add-ons (CRM Software - OpenCRM) as their total IT provider. Established with over 20 years experience, to provide and build long term employment relationships for Scottish employers, offering a total recruitment solution. http://byrnerecruitment.co.uk

New Jobs IN - OpenCRM Kent based 'hot growth' company, NewJobsIn have selected OpenCRM as their Hosted CRM solution of choice. http://newjobsin.com

Enterprise Level Hosting Dedicated Managed ServerApplication and Database serversLoad Balance softwareSecure data centreTier 1 internet access

Thank you Dublin Its almost inexplicable but, in three months we have signed 12 companies in and around Dublin and most of these were users of, or seriously considering, salesforce.com (the leaders in SaaS CRM) on their shortlist. OpenCRM (Hosted CRM Software Providers) won the business and in analysis, there seems to be no link between a number of the projects, perhaps its just some quirk of google.ie and our search rankings, but either way we are very grateful.

Sell for us ? OpenCRM are looking for an account manager, business development manager, sales engineer OR just 'singing sales GURU' who can help us hit the high notes on our sales team. Experience in CRM Software solutions would be an advantage. If you are interested why not give us a quick call and send us your CV.

Multi Currency NOW available OpenCRM can now support up to 5 currencies....

Luxury site goes live Home Hunts the premier luxury property specialists have launched their new website, produced by Software Add-ons and linked directly to their OpenCRM CRM Software and backoffice systems. Home Hunts required a real on-demand  solution as their consultants are based all over France with agents around the world. Property feeds impot properties from a number of sources, including the 40 independent agents that represent Hone Hunts in their specific regions. http://home-hunts.com. 

Russian up the Baltics Negotiations have been taking place over the last few weeks in respect of the launch of OpenCRM in the Baltic regions. Locally hosted servers and a support centre will make the OpenCRM offering a real alternative for local users.

Board of Jobs - NO! OpenCRM have seen an unprecedented growth with global Job Boards. OpenCRM crm software solutions now support hundreds of users, around the world, providing key client management functions and sales management tools for some of the most prestigious Job Boards.  Clients located as far afield as Dubai, Caribbean, Europe and Richmond (sorry Richmond, only kidding), use OpenCRM (web based CRM software) to manage their daily workload.

Worthy cause ACWW ACWW is the largest international organisation for rural women. It has a uniquely down-to-earth approach, offering mutual support, friendship and practical help to its members - Software Add-ons and OpenCRM (CRM Software) are proud to work with and support ACWW's efforts. http://acww.org.uk

North of the Border Success A big thank you to all of the new clients, North of the Border. Scotland has proved to be a real goldmine (excuse the pun!) for OpenCRM direct sales and the Scottish resellers.

Common sense from Component Sense Scottish based, international Components broker Component Sense, use OpenCRM to manage their global business. Leads, Prospecting, Contact management, Sales Orders, Invoices and Quotes are all managed from within a single system. http://componentsense.com

Cracking the consistency code! Now, I don't often make a clear and direct punt for your business, but one aspect of my work, through our associate company Inspiring People (http://inspiringpeople.eu),  is business development and coaching. One seminar that I am passionate about and have given, on a number of occasions, (particularly to smaller business owners - that's people who own businesses that employ between 2 to 25 people, not people who are under 4' 6"), is called "Discover how to make your business more profitable today and more valuable in the future … by cracking the CONSISTENCY code.” Read more ...

Talk Talk to Talk-Visa Talk-Visa the specialists in UK Immigration and Managed Migration have adopted OpenCRM (CRM Software from Software Add-ons) to help manage their back office systems. Talk-Visa are also using technology supplied by OpenCRM to manage their web to back office integration. Web forms process direct into OpenCRM and the Talk-Visa client portal gives access for clients to their cases. http://talk-visa.com.

Packing in CRM in the Midlands Polypack - the specialist West Midlands packaging manufacturer, has commisioned OpenCRM for their business development and sales force automation requirements. The OpenCRM solution is integrated with Polypack Sage Line 50 accounts software, allowing users better visability of their clients account details and an anytime, anywhere solution. http://polypackuk.com

Help! Desk The Helpdesk in OpenCRM is undergoing a major re write to expand the features available for support and customer service customers. If you would like to discuss how OpenCRM can help your desk, give one of the sales team a call on 08452 303083.

salesforce.com alternative OpenCRM has proved itself a worthy alternative to salesforce.com, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard salesforce.com systems. OpenCRM offers a real advantage for On Demand hosted CRM.

2007/2008/2009 going up Financial figures are in for the latest financial year at Software Add-ons and the figures are up - over 25% growth year on year. Thank you to all of the clients that have contributed to this success and of course the boys and girls who have put up with the bad jokes and weak coffee!

Replacing Salesforce.com If you are using Salesforce.com, the number one leader for On Demand Hosted CRM and are looking for a replacement, take a look at OpenCRM. Customers that have migrated to OpenCRM from Salesforce.com have found the features that they require at a price that is very attractive, leaving them with more of their budget to customise, train and support their systems.

Technical forum a great sucess On March 3rd 2006 OpenCRM held their first technical forum with UK partners, to discuss the development road map for the coming months.News of the NEW Outlook add-in and development of a NEW Word add-in, was enthusiastically received.A demonstration of the next release of AutoMail was given by Technical Director Phil Marsay, along with a welcome address by Managing Director, Graham Anderson.New partners were introduced to existing partners during an informal session, after the forum closed.

Customer service "is where its at"... not price We are a company that unashamedly admits that price is one of the reasons why potential clients come knocking on our doors, and that's great (for both parties), without being a bore, that's because we are able to leverage Open Source projects to deliver a product that has no client licenses, so you spend your project budget in the areas that have the most impact, for you. But, price alone is not the reason why clients sign up and indeed stay with OpenCRM (CRM Software providers), in fact price often becomes so less important when offset against Customer Service, and that's my point really! Read more ...

AutoMail RC1.1 OpenCRM have released AutoMail RC1.1 for general testing. Able to deliver automated event driven or field evaluated data based emails. Compatible with most SQL database systems.

Multi Currency Price Books Price books that can manage multi currency entries...

Campaign Management Multi step campaign management is due to be released on 1st June 2007...

Data connector goes live The ViewPoint data connector is now available!Make your web site work for you, rather than the other way round. With the ViewPoint data connector from OpenCRM, you can link your web site and CRM solutions directly. Capture and distribute sales enquiry's without any human intervention.

Creating Clicks! South East premier Web Design and Marketing company, Creative Clicks, has selected OpenCRM as the On Demand Hosted CRM of choice. http://creativeclicks.co.uk.

Real Insight into Core data Core Insight offer a breakthrough approach to successfully managing and, more importantly, using, your marketing data. understanding the Who, Why and what to do next is Core Insights specialism, utilising OpenCRM as their backoffice hosted CRM application is "just a good decision". data analytics is a complex market, using OpenCRM just isnt! http://www.coreinsight.co.uk.

Who's job is it anyway? (ownership that is!) One of the questions that gets asked from time to time, when looking at projects is "Who should take ownership of the CRM software project, in particular the roll out phase?" On the surface, surely this should be the CRM Project Consultant, but as I discuss here, this is not entirely true, let me explain. Read more ....

Call : Smile : Sell and using OpenCRM Telemarketing and Outbound campaign management company Call : Smile : Sell have implemented OpenCRM as their call management solution. Each CSS client gets access to an OpenCRM hosted solution, so that they can track, in real time, the success of their campaign. Notifications for any HOT leads are triggered automatically within OpenCRM. http://callsmilesell.co.uk

CRM - what does this mean to us? and more importantly YOU! - we have a wide range of clients, that class themselves as ambitious, up and coming companies, who need a great software solution, available anytime, anywhere, but more important, they need a partner to work with, that wants to work with them.

Price Book Update Price books can now easily be set up with variable discounts ...

Open Source in the Data Integration Business I guess two of the huge growth areas are going to be Data Integration and Open Source, as companies are forced to consider these strategies, either due to technology change constraints or budget. Obviously this begs a question, how are these two areas relevant to each other, is this a particularly strong growth area? Data Integration tools are becoming indispensable in the Enterprise. As companies merge, acquire and grow, their systems need ways to share data. Cost can be a challenge, budgets do not always stretch to the IT change over, or if they do, it’s a planned migration sometimes over years. Sometime technology just does not have an answer, one product, working well for a business with a user adoption because of the familiarity of the application, needs to be retained, and giving rise to the technology challenge of a data migration solution.

Twinfield online accounting and OpenCRM OpenCRM are currently developing links with the Twinfield on-line accounting application. Twinfield, who are Europe's largest on-line accounting solution, compliment the philosophy and logic of an OpenCRM hosted CRM solution. Anytime anywhere access for ALL of your business information. http://twinfield.com.

OpenCRM Inspiring People Inspiring People are set to be inspired by OpenCRM. The North East consultancy that has been growing over the last few months, has opted for OpenCRM as their business management tool. Apart from the standard CRM functionality, IP has commissioned new features to manage Time and Expense billing, from a web portal, for all of the consultants around the UK. http://inspiringpeople.eu

Capital idea Clareville capital the London hedge fund manager has selected OpenCRM as its product of choice to manage marketing and contact related activity. http://www.clarevillecapital.com.

UK Press Release 3rd Quarter 2009 License free CRM Software – UK company overwhelmed by response CRM Software crafters Software Add-ons based in rural North Yorkshire are delighted with the response to their recession busting marketing campaign for OpenCRM.The company’s strong mission statement, ‘to bring corporate software technology within the reach of small to medium businesses’ seems to be the key to their success.Marketing manager Helen Burton revealed ‘we knew we had a strong message, offering free software, but our campaign has had the phones ringing off the hook!’.Consumer expectation is driving the mid market business need to get online , OpenCRM’s FREE license solutions needed to be internet based with portal capability so customers can place and track orders, see cases and issues, download documents & information – Anytime, Anywhere access is a major boost for the previously disconnected workforce.John Mabley of ITS describes his software as the glue between the systems – ‘I employ home teleworkers and need them to be connected to the office – OpenCRM integrated my telephony system, website and SageLine 50 accounts so that I can get a complete picture of my business day-to-day no matter where I am’.Managing Director Graham Anderson speaking for the company said ‘all businesses whether corporate or mid market have similar core business processes, Sales & Marketing - Sales Order Processing – Invoicing – Document & Project Management,’ he added that ‘too many software implementations fail because too much money goes into the purchase and licensing of software, by supplying license free on demand software we remove this cost and our clients can put their investment where it should be: requirement analysis ; staff training; and systems integration’.OpenCRM’s advice, based on years’ of experience, is very clear: Choose a technically sound solution with an open structure (non proprietary database & interface) that will scale and integrate; encourage user uptake – keep IT simple, go for evolution rather than revolution, invest in your people and spend on training; Get rid of as much of the IT headache as you can by having your software systems hosted, managed, updated, secured and backed-up by the professionals.For information on how to save up to 60% on the costs of your business solution by using license free crm software go to www.opencrm.co.uk or contact Graham Anderson direct. t.08452 303083 e.info@opencrm.co.uk

Recurring Sales Orders and Invoices OpenCRM can be used to track Sales Orders and Invoices that require re-invoiceing at regular intervals....

Looking at replacing Goldmine? If you are looking to replace Goldmine, look at OpenCRM the real alternative for On Demand Hosted CRM that has FREE user licenses.

OpenMFG and OpenCRM OpenCRM have forged a 2 year territory marketing and development agreement for the OpenMFG Manufacturing, ERP and MRP solutions for the mid market. For more information please contact us. Update NEW Name for OpenMFG - now called xTuple http://xtuple.com

Hard choice NOT! Rockford Stone and Slate have chosen OpenCRM as their contact management and customer relationship management crm software application. Hard? well the products definitely are, we tried to move some of their slate and paving  pallets ! however, was the choice to move to OpenCRM...we don't think so. http://rockfordstone.co.uk

CRM in the sun PCO selected OpenCRM as the backbone to their on-line buyer and seller web portal. Using a CMS web site designed by OpenCRM, PCO are able to offer a full on-line advertising and property sales opportunity for their agents and clients. Subscriptions are managed through the web portal as well as a full feature administration control panel.

Salesforce.com replacement If you are looking for a replacement to Salesforce.com,why not take a look at OpenCRM and see why a wide range of companies, small, mid market and large, have made the move to a real alternative.

ISECOM - Following the methodology ISECOM is an open, collaborative, security research community established in January 2001.  The ISECOM Board of Directors reflects 6 countries representing thousands of members and volunteers from around the world. OpenCRM adopts guidelines, documentation and methodologies published by ISECOM.

Salesforce alternative for partners As a salesforce consulting or referral partner, you may be looking for an alternative solution, to cater for the mid market clients that you approach. Perhaps you are a referrer and constantly struggle to get the direct support that you need?

AutoMail - script library The AutoMail script library and repository is now available for all accredited developers.

An alternative to Maximiser OpenCRM has proved itself a worthy alternative to Maximiser, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Maximiser systems. OpenCRM offers a real advantage with On Demand hosted CRM.

Select, select OpenCRM! Select Technology in Kent have adopted OpenCRM as their new office wide CRM Software, business management solution. After a number of months looking at and considering the market, Select Technology decided to adopt OpenCRM for Sales and Helpdesk support, covering all aspect of their ever growing and successful business. Select are a premier provider of IT Services in the South East having been established for over 10 years. http://www.select-technology.co.uk/

OpenCRM - Simply! Simply Cruising, the specialist cruise company use OpenCRM as a complete end to end resource for managing their on-line business. The simply-cruising.co.uk web site is powered by OpenCRM. http://simply-cruising.co.uk

OpenCRM Search enabled OpenCRM has been chosen by Morgan Search as the CRM provider for their hosted CRM office management solution. Previously a TeamLink user, Peter Morgan has migrated across to OpenCRM for his new business venture, Morgan Search, an executive selection business. Peter, who admits to not being into the technology for technologies sake, says that he is pleased that OpenCRM has a simple interface, but retains the power and features that he has come to rely on. Data that Morgan Search will be using has been transferred as part of the project from the previous Link data structure into OpenCRM, this included Companies, Contacts and Activities, both historic and pending. http://morgansearch.co.uk.

Engineering success in West Yorkshire Harvard Engineering in Leeds have selected OpenCRM as the replacement for their Goldmine system. The short list included Microsoft CRM and Sage CRM, along with a revamp of the existing Goldmine installation. http://harvardeng.com

Hotting up for Heating Company Geoffrey Robinson - Billingham based heating and plumbing specialists, just keep developing. Using a mixture of products and services, GRL utilise all aspects of Software Add-ons - The Home of OpenCRM - CRM Software. With a mixture of Windows and Linux based services GRL are set to develop even further. http://geoffreyrobinson.co.uk

Job Market - OpenCRM for recruiters More recruiters are using OpenCRM. With a real anytime, anywhere access solution, home workers and smaller consultancy's are making the most of technology to compete.

CTI Integration CTI integration will be released within the month... "integration with CTI TAPI will be available within the month" said Graham Anderson - OpenCRM Managing Director.

Developer Wanted! If you have considered a change of pace and want to work with a progressive (that sounds like a flowery way of saying MAD!) software company, we can offer you eye strain, branded Cola, Pizza and a good place to work. Why not drop us a line with your CV.

South America OpenCRM has been launched in South America with a new in country hosting option or our of country high performance options. If you need your data hosted in Central America or the UK to comply with data regulations, these are both options. OpenCRM the web based CRM software solution is expanding!

Outlook 2007 Contacts Sync Compatibility Testing has been completed for the NEW Outlook add-in, making the suite of add-ins for OpenCRM from Software Add-ons, Office 2007 compatible.

A real alternative to Salesforce.com OpenCRM offers the mid market a real alternative to Salesforce.com. Interested ? Why not take a look at our on-line demonstration HERE Development as a service is something that we understand well, as that's what we have been doing since our inception. FREE user licenses, just pay for the services and development time that you specifically need. Salesforce.com are the market leader in Software as a Service (SaaS), or On Demand CRM, see why salesforce customers are migrating to OpenCRM by taking a look at the on-line demonstration, booking a webinar place or getting a sales associate to walk you through the demonstration systems. We think you will be pleasantly surprised and appreciate why salesforce customers see OpenCRM as a real alternative in on demand CRM.   Salesforce Partner ?   As a salesforce consulting or referral partner, you may be looking for an alternative solution, to cater for the mid market clients that you approach. Perhaps you are a referrer and struggle to get the direct support that you need? OpenCRM are interested in like minded business individuals that are looking to develop the On Demand CRM market place. Why not give us a call on 08452 303083 or drop us a line to info@add-ons.co.uk, we really do want to talk to you.  

CRM Popping up around the world Pop Up Banners, who design and market the innovative Pop Up Banner, have selected crm software supplier OpenCRM as the backbone to their business management operation. With offices in the UK and USA and representation around the world, Pop Up Banners are a true global supplier. http://pop-upbanners.com

What Business Link say about CRM Customer Relationship Management - Benefits of CRM What is Business Links view of CRM? Why not take a minute to see what the benefits can be when using a CRM solution. 

Catching the Gravy Train London based specialist SEO and Pay Per Click marketing company have selected OpenCRM as their CRM solution. Gravy Train are a fast paced technology savvy company and OpenCRM are pleased to be on-board.http://gravytrain.co.uk.

TraceMonkey what the h!#k is that all about? Now I know this is all a bit 'techie' (or nerdy as I am often told), but TraceMonkey is going to have a major influence on all OpenCRM crm software users and I thought I might just take a few minutes and comment on what it is, why its going to be so interesting and how you can actually get it! It is going to be available through the latest releases of the Firefox web browser. TraceMonkey was released to the Firefox developer community on Friday (that's the 12th December 2008 if your watching this rerun on Dave :-) Read more ...

Counting on OpenCRM Butler and Gee Accountants have selected OpenCRM for their practice management solution, for their two office practice in the North East. "Them using an anytime, anywhere access solution is exactly what we have been counting on... excuse the pun" said Graham Anderson, Managing Director. http://www.butlerandgee.co.uk 

Making a Visible difference Scottish based Audio Visual specialists D3 Audio and Visual, have adopted OpenCRM as their internal business management system. D3 are a specialist supplier, based in Perth, Scotland and operating throughout the UK. It combines two industries that have traditionally been segregated and therefore less effective. http://d3av.co.uk.

See Why for CY CY-Health A company passionate about driving and delivering improvements in patient care, safety, and experience, have selected OpenCRM (CRM Software) to manage their client and contract delivery. CY-Health unlock the data held by health care professionals, so that their clients can make more of the information they hold. OpenCRM help CY-Health by giving a structured business development application. Selection was made between salesforce.com and OpenCRM. OpenCRM (CRM Software), a real alternative to salesforce. http://cy-health.co.uk.

V2 summer of value We have announced that OpenCRM the V2 release for Spring 2008 has completed the quality stage and is now released for general production. V2 of OpenCRM is huge step forward with lots of new features and additional functions.Web integration components have been added to the suite of available development tools, allowing more users to drive their on-line presence, with OpenCRM as the back end engine. Why not speak to one of the sales team to discuss how OpenCRM V2 can help your business, with bells on!!

Recession, what Recession! Software Add-ons, Managing Director, Graham Anderson, spoke at 'North of England Technology for Business' this month and his subject matter was "Recession, what Recession"!! "Its not that the recession is not happening, that's something that is all around us and obvious, but how we project as a company and in particular limit the effect that these outside influences have our vision, is what counts" Graham said. "We have seen our latest figures go up above the normal trends, with a 172% growth in this month alone" (that's why we are looking for three new members of staff I guess!). "Perhaps its just business owners having to cut their cloth, that makes them look at alternatives to the normal 'CRM Pack' of suppliers, but we have decided that we are not going to take part in this downturn, and thankfully, our customers are agreeing with us. With Salesforce.com hitting $1 billion there is no shortage of people needing hosted CRM or web based CRM solutions". http://add-ons.co.uk and http://opencrm.co.uk.

Champion Campion Campion Capital - Hedge Fund Managers - selected OpenCRM (Hosted CRM Software) to help with their Client contact process and tracking and distribution of report information. Campion selected an On Demand CRM solution so that everyone could get on the same page, those in the office as well as personnel working from a SOHO. http://www.campioncapital.com

ACPA with OpenCRM adds up to success ACPA - Association of Certified Public Accountants, have decided to use OpenCRM as their lead management solution, helping bring on more subscriptions and develop the membership base. ACPA are a real source of support for Practising Accountants, giving real world solutions to their members. Software Add-ons are keen to support the development of ACPA, working closely with their business development managers across the UK. http://acpa.org.uk

Import me - why not? OpenCRM V2 has the capability to import data from market leader salesforce.com, this includes Companies, Contacts, Activities, Opportunities, Leads, Emails and Documents. As a by product of this data import, we can now offer importation of data from most CRM solutions. Why not give us a call to discuss how you can join the growing number of OpenCRM users.

Major UK implementation.... We are pleased to announce the use of OpenCRM services in a major contract to deliver CRM functionality to the training and education markets.

Fresh approach to CRM Bio-Fresh, the Newcastle based company that provide the agri-food industry with residue-free novel storage technologies as effective and safe alternatives to conventional pesticides, have selected OpenCRM to deliver their CRM solution. Based around the UK and Europe, Bio-Fresh required a true anytime, anywhere, solution. OpenCRM have built into their website document storage and Partner Relationship Management modules. http://bio-fresh.co.uk

Innovative Innovit Innovit, contracted to supply Technology services to the education market, have selected OpenCRM to support their end to end requirement in a business management solution. Innovit consult with and appraise schools that are looking to adopt the Academy Status. Consultants work closely with School boards and Principles to help steer them through the main obstacles for successful growth. Innovit, a similar fast growing company to Software Add-ons, saw a hosted CRM solution from OpenCRM as the perfect fit. http://www.innovit.co.uk.

South Africa launch The final touchs are being put to the plans for a South African launch of OpenCRM. Building on the policy of 'in country' resourcing, OpenCRM will be hosted and supported locally. On a wider brief, versions of OpenCRM are expected to be released with modified 'system logic workflow' and relevant local languages.

Salesforce too much? Is salesforce.com, the number one On Demand solution, costing just too much for your business? If it is give us a call and see what OpenCRM and the team can do for you.

Technology companies select OpenCRM OpenCRM is drawing a great deal of attention from technology companies looking for a better, more cost effective way,to manage their sales, marketing, help desk relationship needs.Amongst the ranks of the many new OpenCRM clients are an increasing number of technology companies that have come on board.

Theres no place like Home Hunts Luxury International Property Consultants Home Hunts have adopted OpenCRM as their business management and CRM solution. With offices across Europe an anytime, anywhere solution was essential. Home Hunt consultants specialise in luxury property on the French Riviera, having personal relationships with all the top class agencies. http://home-hunts.com.

Professional Level Hosting Professional LevelPremium rate backup includedNO Bandwidth chargesSecure data centre1GB MySQL Database

Word & OpenOffice RTF OpenCRM now supports document templates created and merged in any Rich Text Format word processor. This includes popular applications such as Microsoft Word, OpenOffice Writer and Star Office. Templates are created using familiar tools, making the formatting of complex documents easier. In many cases new clients can adopt OpenCRM and carry on using the same document library, just by codding the merge variables, making the documents easier to produce, store and also bulk merge. Documents can be created using custom filters, from grids and also direct from Contact, Company, Leads and Helpdesk tickets. Merging is managed from within OpenCRM and is very fast, no need to output the data and merge the list manually. Documents that are merged are automatically linked to the relevant records and added to the document manager. The OpenCRM built in HTML editor is still available, and will remain within OpenCRM as it has its own benefits to assist clients with 'cloud document creation'. For more information please select this link, we would welcome any comments or feedback.

A Sincere Thank You OpenCRM would like to extend a sincere thank you to all of the clients & partners that have made 2007/8 a huge success.

--= NFSP =--

ACT! Data Import Over the last 12 months we have had a great deal of interest from Sage ACT! users in transferring to OpenCRM. We thought it might be useful to look at some of the questions that ACT! users have raised and the outcomes.... 

Hosting options

Secure CRM software hosting in UK data centres - take a look at the options available.

A Real Salesforce Alternative - fully supported in the UK

Real Support

Our trademark REAL support for OpenCRM CRM Software.

3 ways to try CRM Software for free - A real Goldmine Alternative

3 ways to try for free

To evaluate how OpenCRM can help you, take a look at these resources....
Site Map | FAQ's | News | Additional Services | Links | Jobs | Blog | Testimonials
Privacy Policy | Terms of Use | Confidentiality | AUP | Press Release

website created by software add-ons powered by OpenCRM