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 …
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 …
OpenCRM for Project Management: Streamlining Your UK Business Delivery How many times has your delivery team inherited a project only to find that the most crucial details never actually made it out of the sales department? It’s a frustrating reality …
A Guide to Relationship Management for Charities in 2026 What if the greatest threat to your mission isn’t a lack of funding, but the invisible wall created by fragmented data? With 68% of small charities still in the early stages …
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 …
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 …
What is the most common reason for adopting a CRM system? Well, that is a loaded and debatable question, as there are many reasons why you might want to get on board the CRM train. While there is plenty of …
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 …
In this blog post, we’re going to look at strategies you can aim for when growing your company: customer acquisition or customer retention. Gaining new customers (aka stepping out) or doing continued business with existing clients…digging in. Of course, the two are …
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 …
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 …
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 …
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 …
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 …
We’re all feeling the pressure. There’s more competition than ever; more leads to convert; more variables to deal with – and in so little time. If you’re having moments where you catch yourself thinking, “We’re doing a lot, and we …
Angry customers are a fact of life. Once you’ve accepted that, you can breathe a sigh of relief and no doubt sleep more easily. Their anger may well be justified, whilst being unreasonable on other occasions. Either way, you need to diffuse the situation and …
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. …
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 …
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 …
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 …
It’s that time of year again! We just had National Clean Desk Day on the 8th of January. You very likely took down your Christmas decorations and at the same time thought, ‘I’ll just give the house a quick clean’. If you’re …
GDPR Fact Sheet The General Data Protection Regulation (GDPR) will come into force from May 2018. The Information Commissioner’s Office (ICO) has some great documentation and tools to guide you around what you need to do to get ready for this …
Easy GDPR wins With the start of 2018, the big topic on everyone’s mind is GDPR. People want to know what they need to do and how they are going to do it. Here are some Easy GDPR Wins. Every …
GDPR and CRM The date for the General Data Protection Regulation (GDPR) is just around the corner, and a lot of businesses are starting to worry about the number of changes they may have to make in order to comply. …
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