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.
CRM for Project Delivery: A Feature Overview OpenCRM doesn’t treat project management as a bolt-on feature. It’s a fully integrated part of the system, designed to connect sales, delivery, and finance into one seamless workflow. Key Takeaways What Makes OpenCRM’s …
Best HubSpot UK Alternative: Choosing a CRM Built for British Business What if the CRM that helped your business grow is now the very thing holding your budget hostage? If you are searching for a HubSpot UK alternative, you’ve likely …
Tips from a CRM Project Manager As a Project Manager, my role requires me to understand the processes a company has and suggest ways to manage these within their CRM system, utilising crm automation from their sales cycle all the …
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. …
Do you really need workflow to manage things? Workflow, particularly a smart CRM Workflow, is one of those features in OpenCRM that we talk about all the time. I won’t go so far as to say it is a “cure-all.” …
(Republished from an earlier article) Sales management is the thing most people think of when they think of CRM systems. Qualifying Leads, nurturing prospects, managing Opportunities, and winning that all-important sale. Understanding the connection between Sales Opportunity and CRM is …
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 …
The CRM industry is a bit of a jungle. There are so many providers out there. How do you know which CRM system is the best CRM for your business? Of course, I’d always recommend OpenCRM, but in reality, the decision …
Customisable CRM Software? It might seem like an obvious statement, but in the world of CRM systems, each provider offers different features. Some are focused mainly on the sales cycle. Others are geared more towards analysing the data you hold. …
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 …
Step into the OpenCRM time machine with me for a moment. It’s 1994, mobile phones are the size of a breeze block! The Channel Tunnel has just opened. Amazon was just created. Your average everyday business person leaves the house …
CRM systems are making it easier than ever to monitor sales pipelines, track leads and streamline communication between dispersed teams and stakeholders. But, at the same time, there have never been so many options. Understanding how to choose a CRM system that is the right fit …
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 …
CRM and Entrepreneurs What are the qualities that make a good entrepreneur? You can find a million blogs that say a million things, but a review of the top ten comes up with a short list of common traits. Understanding these traits is …
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 …
Pinpointing the best CRM systems for UK businesses is like hiring the right employee for your team; chosen well, it’s your data management specialist, task organiser and process streamliner all rolled into one – not just another piece of software. …
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 …
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 …
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 …
We design CRM solutions tailored to your processes, giving control, clarity, and long-term scalability with seamless integration and flexibility.
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