OpenCRM — Business is Better with Less Tech (preview) On this page Key Takeaways Centralised Database Efficiency Features Moving to One System Sustainable Growth FAQs Your business doesn’t need more technology; it needs the right technology working harder for you. …
OpenCRM — Tips for OpenCRM Success (preview) On this page Key Takeaways Laying the Foundations Data Quality & Process British Integrations Scaling with UK Support A More Efficient Future FAQs With the UK CRM software market projected to reach a …
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 — OpenCRM for Project Management (preview) On this page Key Takeaways What is OpenCRM for PM? Key Features CRM vs Dedicated PM Tools Organise Your First Project The UK Advantage Transform Delivery Today FAQs How many times has your …
OpenCRM — CRM for UK Charity Sector (preview) On this page Key Takeaways What is a Charity CRM? Streamlining Operations UK Data Residency Evaluating Costs Your Trusted Partner Digital Stability FAQs What if the greatest threat to your mission isn’t …
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 — Managing Time with OpenCRM (preview) On this page Key Takeaways Time Management Starts at Home Planning is Everything The Notifications Centre The Projects Module Manage Your Time Management Tools (Republished from an earlier article) Time Is Money — …
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 — 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 — 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 — 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 — An Overview of Our Xero Integration (preview) On this page CRM Xero Integration Why Did You Choose Xero? Staying in Sync Getting Started A Couple More Considerations Integration in Action Data That’s Up to Date Parent and Child …
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 — CRM and MailChimp Integration: 3 Options (preview) On this page MailChimp Has a CRM? CRM to MailChimp Integration CRM With Campaign Management What’s the Best Option? MailChimp, as an email platform, is one of the most popular in …