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.
How CRM Works in a Small Business: Real Life The Moment Most Businesses Recognise the Problem It’s usually something small. Individually, they don’t feel like a big deal. But over time, they add up — and that’s where most small …
OpenCRM for Project Management: Avoiding the Common Pitfalls Bringing Project Management into your CRM is a sensible move — but it only works if approached correctly. Many businesses struggle not because of the systems themselves, but because of how these …
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 …
How to Manage Customer Data for a Small Business: A Practical UK Guide A serious personal data breach can lead to significant penalties under UK data protection law, but for most small businesses the bigger risk is losing customer trust …
Tips for OpenCRM Success: A Strategic Guide for UK Small Businesses With the UK CRM software market projected to reach a staggering £80 billion during 2026, it’s clear that British businesses are investing heavily in digital growth; however, many still …
A Guide to Pay Per User CRM Pricing for Growing Businesses in 2026 What if your software costs didn’t feel like a monthly gamble every time you welcomed a new team member? Most UK business owners expect growth to be …
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. …
Considering CRM security and what it means for you CRM Security is a vast topic but it is also one that needs to be addressed. It may be tempting to bury your head in the sand and hope for the …
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.” …
When implemented correctly, your CRM system acts like another member of your team. A ‘virtual team member’ who is entirely dedicated to data management and keeping everyone else on track. This is where the crm data management meaning becomes crucial …
(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 …
(Republished from an earlier article)Time Is Money – We all know the old saying; it’s probably been used in a million business meetings as shorthand for improved time management. It’s the mantra for thousands of companies across the globe. But …
As long as there have been sales teams, there has been someone in charge of them who struggles to get an overview of their ongoing deals. It’s practically why CRM systems were invented–to address the issue of documentation discipline! The …
World Backup Day It was that time of year again last Friday, folks! 31st March – World Backup Day! Being a cloud-based CRM system, we always think it is right to have a conversation about the importance of backups. When we talk …
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 …
Start-Up As You Mean To Go On Congratulations on hitting the start-up road and getting your business underway! You’ve taken that idea that was in the corner of your brain, put a plan together, and converted it into an actual …
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. …
Looking to move to a new CRM solution? Whether you’re moving from a previous CRM or combining several other systems into CRM for the first time, your CRM Data Migration is going to be one of the big elements of …
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 …
ROI stands for Return on Investment and is essentially a measure of how much bang you’re getting for your buck. In the CRM world, people use ROI measurements to assess if their system is cost-effective. When calculating the ROI of …
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 …
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 …
(Republished from an earlier article) The question on the minds of many business owners and managers is: Do we really need a CRM system? Why should we use a CRM? Obviously, my answer is YES! I work for a CRM …
Useful CRM Reports It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the story, as it’s just as important to know what you get out …
Simple does not necessarily mean basic When you read the words “basic CRM system”, you may think this is referring to a back-to-the-roots system that offers you a simple business software solution and nothing more. Well, in a sense you’d …
A Quick Overview of Data Privacy The idea of CRM data privacy is always topical – you experience it every time you use a password to access an account or tick the box to accept cookies when viewing a website. …
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. …
For us here at OpenCRM, the idea of a business setting up a CRM implementation is a bit of a no-brainer. I mean, why wouldn’t you want to use a CRM? We can actually tell you how much it helps from a user perspective. Here’s the not-so-surprising reveal: We are …
Cloud software concerns Our CRM system is and has always been cloud-based. The decision to develop our software exclusively for cloud hosting, rather than for local installation, was made pretty much on day one. Why? Because we believe in the …
When people start looking for a new CRM system, they will usually have a pain point (or points) they want to address and/or a series of CRM Goals and Objectives they want to achieve. Pain points refer to those areas of …
Any new business system raises questions about who in the business should be able to access what. We refer to this as your privacy and permissions policy which, as I’m sure you can imagine, is a pretty big deal when …
CRM solutions are complex and powerful tools that exist to make your business more profitable and efficient. The actual real-world application of this kind of system, however, can feel like a bit of a mystery. A business goes on the hunt for a new CRM system. They sign up…then some …
First things first – open your CRM Toolbox You’ve just received your shiny new OpenCRM system logins. One of the product wizards in our projects team has helpfully guided you through those first few steps, and now you’re ready to start using …
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 …
CRM management – getting it to work for you One thing many businesses quickly realise is that they need a CRM system. But a bit like owning a car – it doesn’t drive itself. That’s where the concept of CRM …
I’d like to go through a few examples of the different PDF sales templates you can create in OpenCRM. And then offer some of my favourite tips and tricks for getting these templates looking right for your business branding, including various Sales Templates. …
Some of our customers work with a third-party CRM consultant to find and implement their new CRM system. Others don’t. The question we sometimes hear (from both sides, to be honest) is whether an external CRM consultant is really necessary …
6 Jun 2022 Don’t just kick your new CRM system’s tyres When you are in the process of evaluating CRM software, one of the best things to do is to request a CRM demo. This offers you the benefit of …
CRM Training Matrix Managing your CRM configuration and training requires proper planning. To help with this, we’ve created a simple CRM Training Matrix. Key Takeaways Understanding the Matrix The matrix breaks things down into two core areas: Each of these …
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