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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CRM outside the vacuum

CRM Outside the Vacuum

Your sales team does not exist in a vacuum, they have to work with and for the benefit of the rest of the company. So why would you have them use a system that doesn’t work or at least integrate with the rest of your business...

by Open CRM24th March 2020
Management Centre Case Study
CRM Reports

CRM Reports – 16 Big Hitters For You

It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the story, as it’s just as important to know what you get out of it. Enter the world of CRM reports. You might have heard...

by Tom Chapman9th March 2020

App Update – March 2020

Our latest version is packed full of technical, behind-the-scenes enhancements to give you a boost of speed when searching for and interacting with your records. We’ve also added several new features to help make you a lean, mean,...

by Open CRM5th March 2020
Change Log Update Delivery

03 March 2020

This first release of 2020 sees us bringing brand new functionality into existing areas of the system, while also extending existing functionality into modules that have never had these tools before. As always, our goal is to give our...

by Open CRM2nd March 2020
Ergo Group Ltd Case Study 70px
Success Story Westmorland Laundry
Customer Success

What Is Customer Success?

If you ask anyone at OpenCRM who or what is Customer Success – they are likely to point you in my direction, as the Customer Success Manager. That’s right, I get to write a blog post all about myself today! Egos aside, I am this...

by Tom Chapman6th February 2020
CRM Case Study Robop
SMS messages

SMS Messaging and Other Communications

Businesses today have an overwhelming choice when it comes to communicating with clients. Face to face, telephone, live chat, SMS messaging, webforms. email – the choice is endless. You tend to pick the form most...

by Tom Chapman13th January 2020
Christmas-Meal-OpenCRM

The OpenCRM Christmas Cuisine Conundrum

The Christmas Cuisine Conundrum.  Well…well…well. Here we are again. It doesn’t seem like 2 minutes since the man in a red suit last paid us a visit, yet here we are. The time for presents and a giant turkey feast is...

by Jack Smith23rd December 2019
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
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