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 – Project Time and Costs
16 Apr 2019 10:00 am
Managing the time and costs you’ve budgeted for and recorded against a Project is easier th...
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TT – Project Time and Costs
TT: Data Visibility and Teams
9 Apr 2019 10:00 am
Did you know that you can use you Teams to manage who can see which records?
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TT: Data Visibility and Teams
OpenCRM – Zapier Integration
5 Mar 2019 3:00 pm
Although still restricted to our beta test pilots, we wanted to share our latest webinar. In it w...
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OpenCRM – Zapier Integration
TT: Email Plans
18 Dec 2018 10:00 am
Simplify your email communication with email plans.
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TT: Email Plans
TT: Action Plans
11 Dec 2018 10:00 am
Get everyone on the same page with your project management using Action Plans.
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TT: Action Plans
TT: Conditional Fields
4 Dec 2018 9:00 am
Learn how to streamline your CRM and make it better fit your business with Conditional Fields.
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TT: Conditional Fields
TT: Customising your CRM with Custom Fields
27 Nov 2018 1:00 pm
To truly make your CRM work for you, it needs to fit your business. Adding custom fields is a gre...
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TT: Customising your CRM with Custom Fields
TT: Segmenting your Data with Custom Views
6 Nov 2018 9:00 am
Getting the right view of your data is vital. And easy with OpenCRM.
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TT: Segmenting your Data with Custom Views
TT: Emails and Email Templates
9 Oct 2018 9:00 am
Protect your brand by setting up your email signatures and templates.
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TT: Emails and Email Templates
TT: Reporting on your Data
2 Oct 2018 9:00 am
You need to be able to get your data out of the system as easily as you got it in!
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TT: Reporting on your Data
TT: Speed up your navigation
25 Sep 2018 9:00 am
The fastest way to navigate OpenCRM is to use our brand new keyboard shortcuts.
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TT: Speed up your navigation
TT: Using your CRM Hub
18 Sep 2018 9:00 am
Did you know that you can use your OpenCRM Calendar as a hub for your whole CRM system?
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TT: Using your CRM Hub
V4: Where’s my stuff?
13 Sep 2018 3:00 pm
As users begin to transition from Version 3 to Version 4, there will be some changes and ultimate...
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V4: Where’s my stuff?
Advanced GDPR Webinar
12 Jun 2018 3:00 pm
This webinar goes into more detail about how you can use OpenCRM to help manage your GDPR require...
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Advanced GDPR Webinar
The Right to be Forgotten
8 May 2018 3:00 pm
One of the new rights brought in with the General Data Protection Regulation (GDPR) is the Right ...
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The Right to be Forgotten
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