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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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Within OpenCRM you can set up Companies and link Contacts. To give you an easy indicator of who the primary person at the Company you have the ability to set a Main Contact. This information can be reported on, giving you various options for creating actions for those people. In addition to reporting on this important customer relationship indicator, you can see this clearly on your Company record, within the Contact subtab. Additionally it appears on your organisation overview popup. And on Tickets and other records, highlighting to your whole team who has the permission to discuss invoices, authorise address changes, or other high-level decisions in your customer processes. This designation of Main Contacts is something that we, ourselves, use as part of our security procedures. You will be asked, when you sign up, to designate an single individual to be our Main Contact for authorising important system and invoice changes. This individual will also be signed up to receive scheduled maintenance messages. Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

Once you have your data loaded into your CRM system, there will be occasions when you need to update data in bulk. One example is when your product suppliers release new pricing details annually, so you need to update those buy and sell prices. The easiest way of doing that is via an update import and this video explains how it works. The Update Import feature is incredibly powerful and useful. It is particularly helpful in situations, like the one described above, where editing the data in a spreadsheet is just faster and easier. Bulk data manipulation is just faster in a spreadsheet. You can build concatenations on the fly, carry out VLOOKUPs, copy the same values across multiple rows, and so on. But a spreadsheet can’t replace all the other amazing stuff your CRM system can do. So you pull the data out of your CRM system, edit it in the spreadsheet, and reupload it. Now you can get back to sending emails, creating invoices, building links and relationships, and sharing all of this with the rest of your team. Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

HelpDesk is a great feature within OpenCRM that helps you keep track of your customer service interactions. Ticketing made easy! Post-sale support is essential to keeping your customers happy and this module is designed to facilitate exactly that. This video serves as an introduction to the Helpdesk module. It covers:

But there are so many other features available. If you think you’d like to use our HelpDesk module and want to chat about getting this set up. Or if you already use HelpDesk, but think you could do more with it. Please get in touch with our team by using the chat icon in the bottom right of your screen.   Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?