“We’re really loving using the OC (as it’s fondly named here) as our new CRM, it’s working really well for tracking jobs, enquiries and invoicing.”
– Anna Esslemont, The Management Centre
Introduction to The Management Centre
Getting a clear view of sales activity across a distributed team is not always straightforward. For The Management Centre, improving visibility and consistency across their sales and customer data was a key priority.
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About the Client
The Management Centre is a consultancy working primarily with not-for-profit and mission-driven organisations. They support clients with strategy, leadership, and organisational development across the UK and internationally.
The Challenge
With a growing team and a wide range of client relationships, The Management Centre needed a more reliable way to manage their data.
Sales activity and customer information were held in different places, which made it difficult to maintain a consistent overview. This created challenges when tracking opportunities, reviewing performance, or understanding how relationships were developing over time.
There was also a need to ensure that information was accessible across the team, without losing clarity around ownership and responsibility. Without a central system, updates could be missed or duplicated, making reporting less dependable.
The Solution
OpenCRM provided a single platform to bring together sales activity and customer data.
Client and prospect information was organised into a structured system, allowing the team to record interactions, track opportunities, and build a clearer picture of each relationship.
The system was configured to reflect how the organisation works, ensuring that key information could be captured consistently without adding unnecessary complexity.
By centralising data, the team could access up-to-date information more easily, while still maintaining clarity around who was responsible for each account.
The Outcome
With OpenCRM in place, The Management Centre gained a more dependable view of their sales and client activity.
- All customer and opportunity data held in one place
- Improved visibility across the sales pipeline
- More consistent tracking of client interactions
- Clearer reporting for management and planning
- Better alignment across the team
Why It Worked
The solution worked because it supported the organisation’s collaborative approach. By making information accessible and consistent, it allowed the team to work more effectively together without changing how they engage with clients.
Closing
For organisations managing a complex range of relationships, having a clear and reliable view of activity is essential. In this case, OpenCRM has provided a straightforward way to bring that visibility together, helping The Management Centre stay organised and informed as they continue their work.
