OpenCRM — CRM for Project Delivery: Exploring OpenCRM’s Features (preview) On this page Key Takeaways What Makes It Different? Project Creation Centralised Project View Task Automation Time & Cost Tracking Communication Tools Integrated Invoicing Customisation Final Thoughts OpenCRM doesn’t treat …
OpenCRM — Best HubSpot UK Alternative (preview) On this page Key Takeaways Why Switch Now? Essential Features The UK Advantage The Logical Alternative Take Control of Growth FAQs What if the CRM that helped your business grow is now the …
OpenCRM — Why Do It When You Can Automate It? (preview) On this page Key Takeaways Identifying What to Automate Why Introduce Automation? Where Do I Start? Which Route to Take Workflow Action Plans Email Plans As a Project Manager, …
OpenCRM — Where Do New Features Come From? (preview) On this page Key Takeaways Ideas for New Features Reviewing and Deliberation The Development Process Releasing into the Wild TL;DR — This article covers how a new OpenCRM feature comes to …
OpenCRM — CRM Workflow: Your System’s Management Assistant (preview) On this page Key Takeaways Do You Really Need Workflow? Workflow for Project Management Keeping Sales on Track Data Retention Workflow — particularly a smart CRM Workflow — is one of …
OpenCRM — Sales, Opportunity, and CRM: a guide (preview) On this page Key Takeaways Leads, Prospects & Opportunities Getting Your Sales Plan Right Opportunity Management Tools Our Favourite Features Sales management is the thing most people think of when they …
OpenCRM — Round Robin Rounded Up (preview) On this page Key Takeaways CRM Round Robin Explained General Settings Adding Users via Teams Record Sharing Using Multiple Teams First of all, what is a Round Robin? It’s a tool that shares …
OpenCRM — Finding the Best CRM for Your Business (preview) On this page Key Takeaways Pain Points: What Do You Need? Start Your Search Take a Break: Consider and Test Question Time Round 2 Time to Make Your Choice The …
OpenCRM — Top Reasons to Choose Customisable CRM Software (preview) On this page Key Takeaways Why Customise? Let’s Talk ‘Industry-Specific’ Make It Make Sense Page Layouts Hide That Screen Bloat! But Why Does That Matter? Let’s Talk ROI The ‘Sell’ …
OpenCRM — Why We Integrate with Microsoft (preview) On this page Key Takeaways Outlook Integration Microsoft 365 Teams Why This Matters to You Microsoft’s tools are embedded in the daily working life of most UK businesses — Outlook for email …
OpenCRM — Customise Your CRM (preview) On this page Key Takeaways Fields & Terminology Screen Layouts Modules On, Modules Off Team-Level Control Why It Matters Every business runs a little differently — different terminology, different processes, different priorities from one …
OpenCRM — CRM: The Ultimate Business Organiser (preview) On this page Key Takeaways Everything in One Place Tasks & Follow-Ups Your Pipeline, Organised Organising a Whole Team Why Organisation Matters Most businesses don’t start out disorganised on purpose. It creeps …
OpenCRM — How to Choose a CRM System (preview) On this page Key Takeaways 10 Steps to Narrow It Down Why the Process Matters Choosing a CRM system can feel overwhelming — there are dozens of providers, each claiming to …
OpenCRM — CRM Navigation (preview) On this page Key Takeaways Modules & the Main Menu Getting Around a Record Finding Things Fast Shortcuts Worth Learning Why It’s Worth Getting Comfortable Any new system feels unfamiliar at first, and a CRM …
OpenCRM — Pairing CRM and Entrepreneurs (preview) On this page Key Takeaways Entrepreneurial Qualities Where CRM Fits In Why the Pairing Works Entrepreneurs tend to share a certain set of qualities — drive, resourcefulness, an instinct for opportunity. Those qualities …
OpenCRM — How Does the OpenCRM Backup Work (preview) On this page Key Takeaways Automatic, Scheduled Backups How Long Backups Are Kept Restoring Your Data Why This Matters Your CRM holds some of the most valuable information your business has …
OpenCRM — 8 of the Best CRM Systems UK Businesses Are Switching To (preview) On this page Key Takeaways 8 CRM Systems UK Businesses Are Switching To Choosing the Right One for You Switching CRM is a big decision, and …
OpenCRM — What is a CRM Jotform? (preview) On this page What is a CRM Jotform Jotform – an Introduction CRM – a Re-introduction Bring the Two Worlds Together Lead Generation Internal Updates Out in the Field The Bigger Picture …
OpenCRM — Benefits of a CRM Integration (preview) On this page CRM Integration and Why it Matters Benefit 1: The Basics Benefit 2: The Specialists Benefit 3: Controlled Chaos CRM Integration and Why it Matters CRM systems are great (yes, …
OpenCRM — How Much CRM Storage Do You Need? (preview) On this page How Much Storage Do You Need? Basic Storage Definition First Data Storage Examples CRM Storage in the Real World How much CRM storage do you need? As …
OpenCRM — Custom Views and Segmenting Your Customer Data (preview) On this page Are Custom Views Just Filters? What Is a Custom View? Form an Orderly Queue How Is It Different to a Report? Who Needs What? Put Those Custom …
OpenCRM — CRM Activities: An Overview (preview) On this page Joining the CRM and Workday Dots What Are Activities? Where to Link Them? Managing Your Daily/Weekly Agenda Following Up It Ain’t What You Do… Where to Find Your Activities Your …
OpenCRM — CRM Development: Idea to Feature (preview) On this page Our Development Process Ideas and Roadmap CRM Development Testing and QA Releasing Into the Wild Better Than Developing Bespoke? Here at OpenCRM, the process for maintaining and extending our …
OpenCRM — Sales Force Automation and CRM (preview) On this page Sales Force Automation and CRM Goals of Sales Force Automation Keeping the Focus of Your Sales Team Automate the Boring Stuff Insights and Reporting My Favourite SFA Tools in …
OpenCRM — Where CRM Meets Jotform and Zapier (preview) On this page CRM Meets Jotform and Zapier Inbound Lead Capture More Than Just a Lead Updating Existing Data Linking Records Extra Notes and Files Introducing Zapier Working With Zapier and …
OpenCRM — CRM Timeline: The Heartbeat of Your Working Day (preview) On this page What Is Timeline? Why Don’t You Need Different Software? Data Visibility Playing to the Strength of Other Apps My Unique Business – My Unique Solution Timeline …
OpenCRM — CRM User Access Controls (preview) On this page What Are User Access Controls? Session Timeouts Multi-Factor Authentication Password Policy IP Locking Extra User Access Controls Audit Login History Managing Your Users A few months back, we added some …
OpenCRM — Email Integration With OpenCRM (preview) On this page The Nuts and Bolts Inbound Emails Email Security & Permissions Additional Email Integration Features Outbound Emails Security and SPF A CRM system helps you manage your relationships with customers, including …
OpenCRM — Stripo vs MailChimp (preview) Email Marketing via Campaigns 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 …