“After a good onboarding process we have built up a good working relationship with Open CRM and always find them there to assist as we grow as a business”
– Andrew Potts, Redsquid
Introduction to Redsquid
When customer relationships sit across different systems, it becomes harder to maintain a clear picture of activity. For Redsquid, bringing everything together was an important step in supporting both sales and service delivery.
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About the Client
Redsquid is a UK-based provider of unified communications, IT, and connectivity services. Since 2006, they have helped businesses simplify their technology through integrated solutions and consultancy.
The Challenge
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
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.
By centralising this information, management could more easily review activity across the team and monitor the progress of individual customer solutions.
The system was also straightforward to navigate, helping the team adapt quickly and use it effectively from an early stage.
The Outcome
With OpenCRM in place, Redsquid gained a clearer and more reliable view of customer relationships and activity.
- 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
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.
Closing
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.
