Webinars
Curious how you can use Open CRM to make your business more efficient? Check out one of our great webinars to learn the tips and tricks from one of our experts.
TT – Scheduling Activities in OpenCRM
8 Jun 2021 9:00 am
This video was requested by one of our users. We show you how you can schedule an activity/ remin...
Play Now
TT – Scheduling Activities in OpenCRM
TT – Automation and JotForms
1 Jun 2021 9:15 am
This video walks you through a scenario where you can automate an email to send from an Opportuni...
Play Now
TT – Automation and JotForms
TT – Tracking Click-Throughs with Stripo and OpenCRM
25 May 2021 9:00 am
Click Through Links are a way to track who has clicked on which links in one of the emails you’...
Play Now
TT – Tracking Click-Throughs with Stripo and OpenCRM
TT – Jotform and Lead Conversion
4 Aug 2020 9:00 am
If the key to keeping your business thriving is to have a healthy sales pipeline, then you will b...
Play Now
TT – Jotform and Lead Conversion
TT – Google sync with OpenCRM
22 Sep 2020 9:00 am
This Tuesday Tip explores our integration with Google and how you can use it to keep your two sys...
Play Now
TT – Google sync with OpenCRM
TT – OpenCRM and Jotform an Overview
4 May 2021 9:00 am
CRM users are always looking for the easiest ways in which they can get data into their systems t...
Play Now
TT – OpenCRM and Jotform an Overview
TT – Personalise the Email Subject Line with OpenCRM
27 Apr 2021 9:00 am
Did you know that as you are able to personalise the subject line of emails created in OpenCRM? T...
Play Now
TT – Personalise the Email Subject Line with OpenCRM
TT – Tracking Sales Commissions
20 Apr 2021 9:00 am
One powerful feature in OpenCRM is the ability to allocate commissions to your sales team based o...
Play Now
TT – Tracking Sales Commissions
TT – Line Numbering on Sales Records
13 Apr 2021 9:00 am
This Tuesday Tip for OpenCRM shows you how you can enable line numbering. This gives you an easy ...
Play Now
TT – Line Numbering on Sales Records
TT – Activity Scoring
6 Apr 2021 9:00 am
With OpenCRM, you have the ability to add a score automatically to Activities, aggregating up to ...
Play Now
TT – Activity Scoring
TT – Managing Email Opt-Outs
23 Feb 2021 12:00 pm
This video shows how you can give your Contacts (and Leads and Companies) the ability to opt out ...
Play Now
TT – Managing Email Opt-Outs
TT- Customising Mobile App Fields
16 Feb 2021 9:00 am
Ashley walks us through how to set up your ‘out of office’ staff’s mobile app f...
Play Now
TT- Customising Mobile App Fields
TT – Converted Lead Reporting in OpenCRM
26 Jan 2021 9:00 am
CRM systems give you the tools you need to manage your business, especially your sales process. A...
Play Now
TT – Converted Lead Reporting in OpenCRM
TT – Editing Images for Email Templates
19 Jan 2021 9:00 am
We’ve all done it. You create an awesome looking email template, send a test email to yours...
Play Now
TT – Editing Images for Email Templates
TT – Activity Configuration in OpenCRM
12 Jan 2021 9:00 am
One of the key components of any CRM system is having the ability to keep a record of your Calls,...
Play Now
TT – Activity Configuration in OpenCRM
TT – Creating Mail Merge Certificates in OpenCRM
5 Jan 2021 9:00 am
This video walks you through how you can create certificates (or other documents) using the infor...
Play Now
TT – Creating Mail Merge Certificates in OpenCRM
TT – Setting Main Contacts in OpenCRM
24 Nov 2020 9:00 am
Within OpenCRM you can set up Companies and link Contacts. To give you an easy indicator of who t...
Play Now
TT – Setting Main Contacts in OpenCRM
Show More