Resources

Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

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Change Log Update Arrows

10 December 2019

We’ve got a bundle of great new features and enhancements in this latest update. Our team has been busy building on our existing integrations, adding a few extra bits to our import functionality, and spending some time tweaking...

by Open CRM10th December 2019

Online CRM vs an Offline Solution

It may come as a shock to some of you/ us, but the whole world is not exclusively dependent on an online CRM! There are (still) thousands of individuals and businesses that lead perfectly happy lives without accessing the internet,...

by Tom Chapman9th December 2019
CRM like a house blog image

Turning your (CRM) House into a Home

Choosing and implementing a CRM is a bit like buying and moving into a new house. In today’s blog post we’re going to explore this process of starting your journey with your new CRM house. Let’s look at a fresh CRM install...

by Tom Chapman11th November 2019
Deep End of CRM

Diving into the deep end of CRM

Looking for a new CRM is not an easy thing to do. Never dive into the deep end! It needs time. It needs patience. But are the rewards well worth it?....Find out now....

by Jack Smith21st October 2019
Purchase of CRM Software

What is the Real Purpose of CRM Software

For today’s blog post, I’m going to approach the above question from a different perspective. Normally this type of post talks about how software can help your business, but today I’m going to say that the real purpose of CRM software...

by Tom Chapman7th October 2019
Ergo Group Ltd Case Study 70px
Change Log Roadsign Changes Ahead

24 September 2019

In addition to the below features, we’ve added a couple little extra options under the My Account menu in the top right of your screen. These are:  What’s New?: Link to the main Change Log page so you can stay up to date...

by Open CRM24th September 2019
Success Story Westmorland Laundry
Trial or Demo

The Difference Between a CRM Trial and a Demo

When you’re shopping around for some new business software there are several ways to go about it but often your decision will be helped via either a trial or a demo. In today’s blog post we’ll be comparing the two....

by Tom Chapman9th September 2019
Bespoke CRM vs Off the Shelf Solution - or a third option?

The Pros and Cons of a Bespoke CRM Solution

Once you start to dig, you will soon unearth a dazzling array of CRM solutions on the market. You can have a bespoke solution built for you or use something “off the shelf”. Some of these will be basic (and free) options,...

by Tom Chapman12th August 2019
CRM Tracking

What is CRM Tracking?

Your CRM will follow a very similar process to the postal service(s) tracks your parcel ensure the right information is tracked at the right time....

by Ashley Tallyn5th August 2019
Monitoring Leads

10 Tips For Monitoring Leads

There are very few businesses who are not on the hunt for new customers. Gaining new clients means acquiring and monitoring Leads, which is where your CRM solution comes into play. There are varying reasons for attracting new...

by Tom Chapman22nd July 2019
Change Log Changes Loading

16 July 2019

Enhancement to Mail Chimp integration You can now send additional information from a Lead, Contact, or Company when syncing from OpenCRM to Mailchimp. This includes mapping information from different modules (i.e. Contacts and Leads)...

by Open CRM15th July 2019
CRM Case Study Robop
Life without CRM

Life without CRM

Sends chills down your spine doesn’t it? Well it does for our MD who imagines what his life here at OpenCRM would be like without CRM....

by Graham Anderson17th June 2019
Basic CRM

A Basic CRM System – is that so much to ask?

When you read the words “basic CRM”, you may think this is referring to a back-to-the-roots system with that offers you a simple business software solution and nothing more. Well in a sense you’d be right, but only partially. You see,...

by Tom Chapman28th May 2019
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