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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This video was requested by one of our users. We show you how you can schedule an activity/ reminder for your account manager to be triggered when key dates such as warranty renewals are met.

This video walks you through a scenario where you can automate an email to send from an Opportunity when it hits a particular sales stage. That email contains a link to a Jotform that your client can fill in and submit. Their submission will then automatically update the Opportunity with the relevant details. A nice slick way of automating various processes that you may otherwise forget.

This video offers a couple of tips on creating a Lead in OpenCRM via a webform so you can segment the data captured into the relevant places.