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.

Team Management Tips: 5 ways to make sure your team are performing at their best

Graham Anderson

Effective team management is about so much more than just being a glorified task manager. Click to read about all the other stuff you should be doing with your team.

10th August 2020

What’s stopping SMEs from going digital?

Open CRM

Recent reporting shows that many SMEs are missing out on the productivity boost from digital tools. So what’s stopping these businesses adopting software that could benefit them?

6th August 2020

TT – Jotform and Lead Conversion

This video offers a couple of tips on creating a Lead in your OpenCRM system via a Jotform/ webform, and how you can then segment the data captured into the relevant places as you progress the Lead in your sales pipeline.

Tuesday Tip

Using CRM for Brand Management

Tom Chapman

Your brand is more than just your logo, it’s everything your business does…and that management is exactly where your CRM can help.

3rd August 2020

TT – Line Numbering on Sales Records

This Tuesday Tip for OpenCRM shows you how you can enable line numbering. This gives you an easy way to rearrange the product rows on your sales entities.

Tuesday Tip