Resources

Finding the best CRM for your business

Custom Views and Segmenting your Customer Data

Custom Views are a way of segmenting your data to present information in manageable chunks. You can think of Custom Views as Reports, albeit with a difference. Reports tend to be something you bring out once a week during a...

Welcome to the World’s Largest Tech Experiment?

In his newest article for Business Edge, our MD explores how companies had to adopt new technologies in 2020 just to keep in business. Looked at from this angle, it was the world’s largest experiment...

Within OpenCRM you have the ability to set up and manage your customer's subscriptions. What's more, via the customer portal, your client base also has the ability to manage this themselves! This Tuesday Tip video demonstrates how you can do this. 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?

06 October 2020

This latest batch of features and enhancements includes a few minor enhancements, a major security enhancement, and a preview of a game changing integration. We hope you’re as excited about this update as we are!...

How to Perfect Your Sales Cycle

Your business’ sales cycle is everything. From how you handle that initial contact with a new prospect. To signing the sales off. All the way through to after care and customer engagement. But every business’...

CRM Strategy: Your 4-Step Approach

This Tuesday Tip explores our integration with Google and how you can use it to keep your two systems in sync. That’s why we call it our Google Sync or GSync. Tom walks you through the user set up and shows you a few examples of the sync in progress. Our integration includes syncing your Contacts, Calendar and Tasks between [opencrm] and Google. You have the option of sending your Tasks to your Google Calendar or Task Manager. There are a number of settings available to you, not all of which are covered in this video. These settings include how your Tasks are synced between the two systems, which system should take priority, and how deleted records are handled. If you’d like to set up your own Google Sync, this FAQ will walk you through how to do just that. All of the legal information about our integration with Google can be found on this page.   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?

Your CRM Data Migration Checklist

If you’re planning on changing to a new CRM, migration of your data is going to be right at the top of your to do list. Use this handy checklist to make sure it all...