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.

CRM Goals and Objectives: How to define and how to achieve

Ashley Tallyn

A brief discussion about CRM goals: what they are, why their important, and how you can implement them in your own system.

20th September 2021

TT – Managing Email Opt-Outs

This video shows how you can give your recipients the ability to opt out of email correspondence using an Unsubscribe link.

Tuesday Tip

4 Reasons To Choose A UK Based CRM Provider

Tobie Anderson

You’re shopping around for a new CRM system for your business. The metaphorical shelves are heaving with choices. Your wish list is a fair length and you have certain criteria your new software must meet....

13th September 2021

Blue Square Utilities

“Having looked at a number of options we choose Open CRM because of its simplicity and feature rich functionality. The system is easy to deploy and maintain. Critical to our decision was also that all data is held in the UK only.”

Steve Lees

Case Study

CRM User Access Controls (Some new features!)

Graham Anderson

OpenCRM has all the tools you need to control and manage user access. And we’ve even recently added a few more.

6th September 2021

Sign your CRM Sales on the Dotted Line

Tom Chapman

In this post we’re going to look at how you can manage your CRM sales process using a CRM solution. In particular, we’re going to focus on the point at which your client confirms the sale. One feature we’ll be...

31st August 2021

TT – Converted Lead Reporting in OpenCRM

In this video, we’ll cover what Lead conversion means and give you step by step instructions (and a few tips) on building a conversion tracking Report.

Tuesday Tip