CRM Built Around You
Configurable CRM Isn’t the Same as a CRM Built Around You | OpenCRM On this page Configurable vs a CRM Built Around You Three Levels of Fit You Don’t Have to Start at Level Three Where Configuration Runs Out When …
Outgrowing Spreadsheets, Outlook Folders and Memory | Signs It’s Time for a CRM
Outgrowing Spreadsheets, Outlook Folders and Memory | OpenCRM On this page How Businesses End Up Here A Familiar Situation The Real Problem Isn’t Excel Outgrowing Spreadsheets Outgrowing Outlook Folders Outgrowing Manual Tasks When Your Team Becomes the Database The Hidden …
CRM for Membership Organisations : Create a Single View of Every Member
Why Membership Organisations Need a Single View of Every Member | OpenCRM On this page Key Takeaways More Than Memberships The Engagement Challenge The Single View of the Member Every Enquiry Is a Case The Member Lifecycle Personalisation Spotting Disengagement …
Ticket, Case, Incident or Request? The Name Changes. The Process Rarely Does.
Do You Really Need Case Management Software? | OpenCRM On this page Introduction The Cost of Searching What Others Call It The Case Journey A Case in Practice Why Support Teams Solved This The Real Problem Is Information Why Context …
How CRM Works in a Small Business (In Real Life, Not a Sales Demo)
How CRM Works in a Small Business: A Practical Guide for Growing Teams | OpenCRM On this page Introduction The CRM Tipping Point How CRM Works Who Uses CRM Before and After Typical Improvements Works With Your Tools What CRM …
GDPR in 2026: I Thought We’d Done All This Years Ago?
GDPR in 2026: I Thought We’d Done All This Years Ago? | OpenCRM On this page Done All This Years Ago? The Fundamentals GDPR Didn’t Expect AI Good GDPR, Good Data Data Retention A Trust Issue Not a Paper Exercise …
Microsoft 365 CRM Integration for better team visibility
Microsoft 365 CRM Integration: Bringing Your Customer Information Together | OpenCRM On this page Bringing Information Together Why Integrate? Outlook Email Contact Sync Calendar Sync Microsoft Bookings Planner & Teams Documents & Storage Word Document Generation Power BI & Copilot …
CRM Accounting Integration for UK Businesses
CRM Accounting Integration for UK Businesses | OpenCRM On this page Connect Sales & Finance Why Integrate? Bringing Sales & Finance Together Making Tax Digital What to Look For How OpenCRM Integrates Is It Worth It? FAQs CRM Accounting Integration …
CRM for manufacturing
OpenCRM — CRM for Manufacturing (preview) On this page Key Takeaways More Than a Standard CRM Common Challenges Sales & Production Projects & Orders Inventory Visibility Integrations & Security Why Choose OpenCRM FAQs CRM for Manufacturing: Bringing Sales, Production and …
The Benefits of Using OpenCRM for Project Management
OpenCRM — The Benefits of Using OpenCRM for Project Management (preview) On this page Key Takeaways Single Source of Truth Sales-to-Delivery Handover Real-Time Visibility Reduced Tool Fatigue Communication & Accountability Improved Profitability Final Thoughts At its core, OpenCRM connects your …
Common CRM Project Management Mistakes When Using CRM (and How to Avoid Them)
OpenCRM — Avoiding Common CRM Project Management Mistakes (preview) On this page Key Takeaways Why CRM PM Fails No Clear Objectives Just a Sales Tool Overcomplicating Setup Poor User Adoption Lack of Ownership Replicating Broken Processes Disconnected Systems The Bigger …
A Closer Look at OpenCRM’s Project Management Features
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 …
Business is better with less Tech
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. …
Manage Customer Data for a Small Business
OpenCRM — Manage Customer Data for a Small Business (preview) On this page Key Takeaways The Foundation 5 Steps to Success Turning Data into Growth Building a Resilient Future FAQs A serious personal data breach can lead to significant penalties …
Tips for OpenCRM Success
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 for Project Management
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 for Sales Teams
OpenCRM — OpenCRM for Sales Teams (preview) On this page Key Takeaways Why Teams are Moving to OpenCRM Mastering the Lead Lifecycle Integrating into the Ecosystem Data Residency Advantage Getting Started A Local Partner FAQs Did you know that businesses …
Lead Management Software UK
OpenCRM — Lead Management Software UK (preview) On this page Key Takeaways The UK Market Hurdle What is Lead Management Software? Evaluating the Best Solutions Organising Your Process Your Trusted Partner Reclaiming Your Pipeline FAQs Imagine starting your Monday morning …
Why do it when you can automate it? – Tips from a CRM Project Manager
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, …
New Feature – ‘Mummy, where do new features come from?’
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 …
CRM Workflow: your OpenCRM system’s management assistant
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 …
CRM Data Management Central: Is your OpenCRM system an integrated part of your team?
OpenCRM — CRM Data Management Central (preview) On this page Key Takeaways Onboarding Your CRM CRM Evolution Building Your Data Strategy Analyse and Review When implemented correctly, your CRM system acts like another member of your team — a virtual …
Sales, Opportunity, and CRM: a guide
Sales Opportunities in CRM: Turning Interest Into Revenue | OpenCRM On this page Introduction What Is an Opportunity? Why Opportunities Matter Lead → Opportunity Building a Sales Process Common Mistakes Forecasting Revenue How OpenCRM Helps Best Practice Checklist Final Thoughts …
Round Robin Rounded Up: OpenCRM’s solution to record assignment (and more!)
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 …
Maintain your Pipeline and Nurture your CRM Leads
OpenCRM — Nurturing CRM Leads (preview) On this page Key Takeaways Why the Pipeline Matters Essential #1: Good Data In, Good Data Out Essential #2: Pay Attention and Stay Focused Optional: Share and Share Alike Optional: Branded Communication What is …
Managing Time using OpenCRM
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 — …
Digging in or Stepping out? Customer Acquisition vs Customer Retention
OpenCRM — Customer Acquisition vs Retention (preview) On this page Key Takeaways Stepping Out: Customer Acquisition Strategy for Customer Retention A Common Focus In Summary In this blog post, we’re going to look at strategies you can aim for when …
5 Sales Reports Your Business Can’t Do Without
OpenCRM — 5 Sales Reports Your Business Can’t Do Without (preview) On this page Key Takeaways What Are Your Sales Team Up To? What About the Rest of the Business? Let’s Hear It For Views (and 5 Other Reports for …
Why Should Fast Growth and Start-Up Companies Use CRM
OpenCRM — Why Start-Up Companies Use CRM (preview) On this page Key Takeaways Do the Ground Work Integrations Encouraging Data Discipline App – Your Offline Solution Automation Marketing Who Can Do What Think About Scalability Start-Up As You Mean to …
Why We Integrate with Microsoft
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 …
Customise your CRM
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 …
Building and Automating Your Sales Funnel with OpenCRM
OpenCRM — Building and Automating Your Sales Funnel (preview) On this page Key Takeaways The Stages of a Funnel Capturing Leads Automatically Nurturing Without the Manual Work The Handoff to Sales Measuring What’s Working A sales funnel only works if …
CRM Navigation: finding your way around
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 …
Angry Customers and How to Deal with Them
OpenCRM — Angry Customers and How to Deal With Them (preview) On this page Key Takeaways Why Customers Get Angry How to Respond Where a CRM Helps After the Conversation Every business deals with an angry customer eventually. How that …
3 Stages Of CRM Implementation
OpenCRM — 3 Stages of CRM Implementation (preview) On this page How is CRM Implemented? Planning (Part 1) Planning (Part 2) Execution Your Shop Window Review For us here at OpenCRM, the idea of a business setting up a CRM …
10 Tips For Monitoring Leads
OpenCRM — 10 Tips for Monitoring Leads (preview) On this page Preparation Configuration Execution Review Conclusion There are very few businesses that are not on the hunt for new customers. Gaining new clients means acquiring and monitoring Leads. This is …
What is a CRM Jotform?
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 …
How to Perfect Your Sales Cycle
OpenCRM — How to Perfect Your Sales Cycle (preview) On this page Perfect Your Sales Cycle Phase 1: Making First Contact Phase 2: The Deal Phase 3: Keeping Them Happy Perfect your sales cycle To perfect your sales cycle is …
Business Reporting: The Devil is in the Detail
OpenCRM — Business Reporting: The Devil is in the Detail (preview) On this page The Importance of Data Making Intelligent Decisions The Practical Details Customer Reports Business Trend Reporting When it comes to running (and growing) a business, I have …
What are the benefits of a CRM Integration?
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, …
Custom Views and Segmenting your Customer Data
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 …
Privacy and permissions in CRM: how to build a policy
OpenCRM — Privacy and Permissions in CRM (preview) On this page Privacy, Permissions & Security Building Your Policy Step 1: Identify the Data Step 2: Privacy & Permission Step 3: Exceptions Step 4: Ask for Advice Step 5: Implement & …
The Practical Application of CRM
OpenCRM — The Practical Application of CRM (preview) On this page Understanding the Practical Application Example 1: Subscription & Account Management Example 2: CRM in the Service Industry Example 3: Applying CRM in Manufacturing CRM solutions are complex and powerful …
Your CRM Toolbox: Evolving with your business
OpenCRM — Your CRM Toolbox: Evolving With Your Business (preview) On this page Open Your CRM Toolbox Putting Together Your Toolbox Getting Your Team on Board First Things First – Open Your CRM Toolbox You’ve just received your shiny new …
Sales Skills and CRM can help
OpenCRM — Sales Skills and CRM Can Help (preview) On this page Soft Skills Hard Knowledge Work Ethic There are some key skills you’ll need to have if you want to succeed in sales. This isn’t about being able to …
Your CRM Journey
OpenCRM — Your CRM Journey (preview) On this page Building Blocks The Win-Win Rolling Out to a Wider Audience Forward Planning A Journey Along Many Roads Listen to Clients Have Regular Reviews Enjoy the Ride Whether you are simply curious …
Lead Management 101
OpenCRM — Lead Management 101 (preview) On this page Managing Lead Sources Actions: Managing New Leads Lead Times and GDPR/DRR Conversion Reporting on Leads and Opportunities What If I Don’t Need Leads? Conclusion There cannot be many businesses that are …
CRM Activities – an Overview
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 …
Team Management Tips: 5 ways to make sure your team are performing at their best
OpenCRM — 5 Team Management Tips (preview) On this page 1. Get to Know People 2. Invest in Company Culture 3. Keep Communication Lines Open 4. Give People Responsibility 5. The Right Tools Effective team management is about so much …
Why do I need to think about CRM management?
OpenCRM — Why Do I Need to Think About CRM Management? (preview) On this page CRM Management – Getting It to Work Data Management Pipeline Management Target & Commission Management Account & Project Management Support Management Marketing Management Brand Management …
6 Tips to Better Assess Your Prospects’ Needs
OpenCRM — 6 Tips to Better Assess Your Prospects’ Needs (preview) On this page Key Takeaways 1. Do Your Research 2. Be Personable 3. Take the Pain Away 4. Make Their Goals Your Goals 5. Ask the Right Questions 6. …
20 CRM Automation Tips To Help With Your Sales Pipeline
OpenCRM — 20 CRM Automation Tips for Your Sales Pipeline (preview) On this page When an Enquiry Lands The Auto Email Warming Up the Lead One Follow-Up Lead Conversion Working Your Opportunity When Things Don’t Go As Planned Smiles All …
Separating B2C from B2B Sales – 3 Techniques for Success
OpenCRM — Separating B2C from B2B Sales (preview) On this page The ‘I Want’ vs The ‘I Need’ How’s B2B Different? Buyer Accountability The Bigger Picture H2H – The Human Element Putting It All Together Sales is sales, right? Well, …
Strengthening the Link between Sales and CRM Software
OpenCRM — Strengthening the Link Between Sales and CRM Software (preview) On this page Sales and CRM Software Why Isn’t My Team More Excited? How Do I Encourage Ownership? Automated Reporting & Dashboards Make It Part of Regular Meetings Encourage …
Sales Interview Questions: answering them and asking them
OpenCRM — Sales Interview Questions (preview) On this page Questions From the Hiring Chair Questions to Ask in an Interview I’ve been working in sales for virtually all of my adult life, working my way up through the ranks. I’m …
CRM Development: How our developers take us from a good idea to a great feature
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 …
Sales Force Automation and CRM: Answering your questions
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 …
8 Tips for Creating Great Email Templates
OpenCRM — 8 Tips for Creating Great Email Templates (preview) On this page 1. Think About Look and Feel 2. Assemble Your Toolkit 3. Putting Your Email Together 4. Images: Size Is Everything 5. Call to Action 6. Test, Test, …
Managing Helpdesk with Support Tickets
OpenCRM — Managing Helpdesk With Support Tickets (preview) On this page What Is Helpdesk? 1. Tech Support 2. Onsite Repairs 3. Telephone Hotline Who’s in Charge? It’s in the Wording Automating a Response Sharing the Wealth Managing Priorities The Lowdown …
5 Essential CRM Templates your Sales Team Needs
OpenCRM — 5 Essential CRM Templates Your Sales Team Needs (preview) On this page Why Before the What 5. Sales Intro 4. PDF Templates 3. Emailing Cold Opportunities 2. Product Overviews 1. Welcome Aboard! Think about the things you considered …
Where CRM meets Jotform and Zapier
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 …
How to Use CRM to Offer a Premium Customer Experience
OpenCRM — How to Use CRM for a Premium Customer Experience (preview) On this page What Is Customer Experience? How Does CRM Help? 360 Degree View of Data Using Support to Measure Feedback Gather Feedback Directly Customise Your CRM Lead …
CRM Timeline – The Heartbeat Of Your Working Day
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 …
How to Build the Best Marketing Email
OpenCRM — How to Build the Best Marketing Email (preview) On this page Why Stick With Marketing Email? B2B and When to Send The Email Template Itself How Should Your Email Look? What About Wording? What Is Your Call to …
Email Integration with OpenCRM
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 …
Using CRM for Brand Management
OpenCRM — Using CRM for Brand Management (preview) On this page Better Brand Management CRM Brand Management Practical Tips Better Brand Management for Your Team Developing a great brand with lasting impact isn’t just about hiring the right graphic designer …
Your CRM Training Matrix
OpenCRM — Your CRM Training Matrix (preview) On this page Key Takeaways Understanding the Matrix Start With the System Setup Configuring Your Out-of-the-Box CRM Making It Yours: Bespoke Configuration The People Side of the Matrix Championing the Cause System Management …