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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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
CRM Training Matrix

Your CRM Training Matrix

Managing the configuration and training for your CRM system is something that deserves careful consideration. In order to help you work out which areas of training you should focus on, we have designed our own CRM Training Matrix. As...

by Tom Chapman29th April 2019
CRM Packages

What CRM packages do you need?

A lot of CRM providers bundle the various elements of their product into smaller packages that you have to buy separately. So how do you know which one(s) you need?...

by Ashley Tallyn23rd April 2019
CRM Online

A hidden benefit of keeping your CRM online

When you talk about going with an online CRM system, people always start with discussions of flexibility and global access. They will probably also throw in comments about security. This blog explores a different benefit....

by Graham Anderson15th April 2019
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