Redsquid

About the client

Award winning IT Managed Security Service Provider

Redsquid is the UK’s most advanced Managed Security Service Provider, bringing together IT, cloud, connectivity, cybersecurity, and AI services under one trusted roof.

With their own Security Operations Centre (SOC), home-grown security technology, and dedicated AI expertise, Redsquid helps organisations modernise with confidence — from resilient IT and robust cybersecurity to responsible AI adoption, delivering smarter, safer, and more sustainable solutions that drive real business outcomes. Since 2006, they have helped businesses simplify their technology through integrated solutions and consultancy.

The challenge

Customer data spread across the business

As the business grew, customer and prospect information became spread across multiple locations. Documents were stored in shared folders, which were not always easy for the wider team to access or review. Key information about customers, previous interactions, and sales activity was not consistently visible across the organisation.

This made it difficult to monitor activity at an individual customer level or to build a reliable view of how relationships were progressing. Reporting was also limited, as data was not held in a single system.

To improve visibility and coordination, the team needed a more centralised way to manage their data.

The solution

One platform for data, documents and activity

OpenCRM provided a single platform where Redsquid could bring together customer information, activity, and documentation. All key data, including documents, call records, and sales history, was stored in one place. This ensured that everyone in the team could access a consistent and up-to-date view of each customer.

The outcome

A clearer, more reliable view of relationships

• All customer and prospect information held in one central system
• Improved visibility of sales activity and communication history
• Easier access to documents and records across the team
• Better oversight for management to monitor progress
• More consistent reporting on customer interactions

Why it worked

Simple, centralised, without overcomplicating things

The solution worked because it focused on bringing everything together without overcomplicating the process. By centralising data and making it accessible, the team could work more consistently and stay aligned.

For businesses managing ongoing customer relationships, having a single source of information makes a noticeable difference. In Redsquid’s case, OpenCRM has provided that clarity, helping the team stay organised and informed as they continue to support their customers.