Want to know more about the team here at OpenCRM? Read our insights and success stories to find out how our customers and we use the system, some favourite features, and tips for getting through your busy day.
TL;DR – This blog article covers how a new OpenCRM feature comes to life through our ideas board, customer and staff suggestions, and direct chats with our OpenCRM users. In this blog, we will explore the essential crm features that every business should consider. …
CRM round robin explained First of all, what is a Round Robin? Round Robin is an incredibly useful tool that can share workload equally among Users/Teams. For example, if you have four Users and an incoming batch of 100 new …
(and 5 Other Reports for everything else) Reports are an essential part of any CRM system. They are a great way to get an overview of the various areas of your business. You might be using reports for performance reviews …
Why integrate with Microsoft? In my opinion, the thing that takes business software from “good” to “great” is the ability to integrate with other systems your team uses. And that’s why we integrate OpenCRM with products like Zapier and Integrate …
(Republished from an earlier article) Every business has its own way of doing things. That’s why we give you so many different ways to customise your OpenCRM system. You want a system that lets you manage your business in your …
When it comes to picking (or staying with) a CRM for your business, there are two key areas users will consider: functionality and usability to enhance the CRM UX. Functionality refers to what features and tools the system has to help you …
One of the earliest questions we typically get from prospective users is about our backups, specifically whether and how often their data, including the OpenCRM backup, is going to be backed up. Having a backup of your system, like knowing your data is …
What is a CRM Jotform The short answer is that a CRM Jotform is a webform that is used to automatically create data in your CRM system. Of course, that short answer only really opens up a whole host more questions. In this blog …
CRM Integration and why it matters CRM systems are great (yes, I’m a bit biased). And when used to their full potential, can help you streamline and organise every aspect of your business. One significant aspect is CRM Integration. But …
As you may or may not be aware, we offer 2TB of file storage with every CRM system. This means every file you upload, every email attachment sent to you, and every image you add to your own email templates …
Are custom views just filters? Custom Views are a way of segmenting your data to present information in manageable chunks. You can think of Custom Views as Reports, albeit with a difference. Reports tend to be something you bring out …
Whether you are simply curious about CRM, just getting started, or an experienced user, you are all at a stage of your CRM journey. Why is it a journey I hear you ask? Well, let me try to explain… There are so many products …
Joining the CRM and Workday dots As you are reading this article, the chances are you are familiar with CRM and how Customer Relationship Management can help your business. All too often, this translates into simple data management, rather than leveraging that …
(Republished from earlier article) Here at OpenCRM, the process for maintaining and extending our CRM system involves a lot of people beyond just the development team. It includes our project management and support teams, as you might expect. But also our sales, customer success, and even marketing and …
I’d like to start this blog with a quick definition of Sales Force Automation (SFA) and then explore how it relates to Customer Relationship Management (CRM) solutions. Sales force automation is, at its most basic, a collection of tools you can …
CRM meets Jotform and Zapier Jotform and Zapier are two fantastic tools to help transfer data from one online source to another, such as your CRM system. This kind of inter-app automation is a surefire way of ensuring that things …
One way of looking at how you engage with your CRM is to envisage it as a timeline of events. Ideally, you are logging all your work interactions within your CRM. It stands to reason that you should be able …
(Republished from an earlier article) A few months back, we added some new features that allow you to control how your users access your CRM system. These various user access controls give you, as a system administrator, the ability to …
CRM Xero Integration Integrating your CRM system with an accounting system like Xero is important across many areas of your business. As well as your finance team, it plays a useful role for departments such as Sales and Account Managers. …
A CRM system helps you manage your relationships with customers, including keeping a record of all communications. And, let’s face it, email is still king when it comes to a lot of your day-to-day interactions with your customers. Which is …
Email Marketing via Campaigns is an integral component of most CRM systems nowadays. It stands to reason if you think about it – after all, it’s where your main client and prospect database is (or should be) stored. With tools like OpenCRM …
This advanced GDPR webinar goes into more detail about how you can use OpenCRM to help manage your GDPR requirements. It builds on what you’ve learnt in the Right to be Forgotten and Data Retention webinars. Learn how to automatically identify records that fit …
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