Upshot Media
A Great CRM, packed with features and the only one we found that did everything.
— Stuart Reed, Upshot Media
Upshot Media
Upshot Media is a UK-based web design and digital marketing agency, providing website development, eCommerce solutions, booking systems and SEO services to a wide range of small to medium-sized businesses.
Tools that didn’t join up
Before introducing a CRM system, the team struggled to find a solution that genuinely supported their entire process. They tested a number of alternatives, but most relied on bolt-ons, plug-ins, or third-party integrations that felt disjointed and difficult to manage.
What they needed was clear:
- A smooth transition from sales opportunity to confirmed work
- The ability to send proposals and capture digital sign-off
- A reliable way to move straight into project delivery once work was agreed
- Task tracking across multiple team members with clear progress visibility
- A support system linked directly to each client and project
Without this, too much time was spent switching between systems and manually keeping everything up to date.
One connected system, start to finish
OpenCRM provided a single, connected system that supported each stage of their workflow. The sales pipeline was managed through Opportunities, giving structure to early conversations and helping the team build out each proposal. Once work was agreed, Sales Orders were used to formalise delivery and capture digital approval.
From there, projects were created automatically, allowing the team to manage delivery with clearly defined steps. Tasks could be assigned, tracked, and completed within one system, ensuring nothing was missed.
Support was also brought into the same environment, with ticketing linked directly to each customer and project, making it easier to manage ongoing requests and communication.
A clearer view of sales and delivery
- The full journey from lead to project completion is now connected
- Teams can see progress, outstanding tasks, and next steps at a glance
- Digital sign-off has simplified approvals and reduced delays
- Support queries are tracked alongside project work, improving continuity
This has reduced the need for workarounds and helped the team stay focused on delivery rather than administration.
It reflected how they already operated
Instead of forcing separate tools together, OpenCRM brought sales, projects, and support into one consistent process, removing unnecessary complexity.
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