Open CRM: the best UK CRM system

The short answer is that a CRM Jotform is a webform that is used to automatically create data in your CRM system. Of course, that short answer only really opens up a whole host more questions. In this blog

Everyone says there are a small number of qualities that all great entrepreneurs have. Finding a solution that will complement these qualities and help an entrepreneur realise their vision? That’s where a great CRM system

First of all, what is a Round Robin? Round Robin is an incredibly useful tool that can share workload equally among Users/Teams. For example, if you have four Users and an incoming batch of 100

When implemented correctly, your CRM system acts like another member of your team. A ‘virtual team member’ who is entirely dedicated to data management and keeping everyone else on track.    Aside from the information storage, calendar

As a Project Manager, my role requires me to understand the processes a company has and suggest ways to manage these within their CRM system. From their sales cycle all the way to the end

(Republished from an earlier article) Your business’ sales cycle is everything. From how you handle that initial contact with a new prospect. To signing the sales off. All the way through to aftercare and customer