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.

Blog Search
Blog Filter Boxes
  • All
  • Open CRM Blog
  • Tuesday Tip
  • Case Study
  • Change Log
  • Webinar

A quick video to show you how you can use the Links component in the Sidebar in OpenCRM to store all those handy links for websites you need easy access to. Why would you want to use add Links in your sidebar? Well, you might want to add a Link straight to your price calculator or the status page of some of your suppliers. You might even want to link straight to our YouTube channel, that's full of great videos just like this one of course. You can set different links to appear for different profiles. So you might link to that price calculator for your sales team, but add those status pages of your suppliers and maybe some technical guides for your support team. We have a number of Links set up in our [opencrm] system, everything from ClicData dashboards to a Document holding everyone’s Subway orders. So the sky’s the limit, really. Whatever your team needs can be added to your sidebar.   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?

This video was requested by one of our users. We show you how you can schedule an activity/ reminder for your account manager to be triggered when key dates such as warranty renewals are met. It focuses on our Action Plan and Conditional Action Plan features. These features can be  used with both our standard fields and custom fields. Tom used a custom field in this video, but the process is exactly the same if you were using one of our standard fields. To find out more about using Action Plans, please have a read through this FAQ. If you still have questions after reading through that or just want to chat about an Action Plan you’d like to set up, please just click to chat with one of our team. If you’ve got an idea for a Tuesday Tip or FAQ, please get in touch. Just click to chat and let us know what you’d like to see.   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?

This video walks you through a scenario where you can automate an email to send from an Opportunity when it hits a particular sales stage. That email contains a link to a Jotform that your client can fill in and submit. Their submission will then automatically update the Opportunity with the relevant details. A nice slick way of automating various processes that you may otherwise forget. The automation of tasks and processes is possible in [opencrm] using a variety of features and functionality within the system. And this Tuesday Tip only scratches the surface of what is available. Some other features that can help include workflow, action plans, email plans, data retention plans, auto emailing, and a variety of settings within Additional Settings. If you have a process you’d like to streamline and/or automate, please get in touch. Your account manager will work with our customer success team to help find you the best combination of features to achieve your goal. Click or call to start the conversation.   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?