Webinars

TT – Recording Data Off Site to Update Online Information

This video walks you through a scenario where you can use a combination of data created in OpenCR...

TT – Managing Multiple Email Addresses

If you are storing business and private email addresses for your Contacts, this video shows you h...

TT – Lining Up Your Calls in OpenCRM

This video explores a scenario whereby a manager can set up a series of phone calls for a salespe...

TT – Managing Leads using OpenCRM

This week’s Tuesday Tip is to highlight a couple of features that can be used hand in hand ...

TT – Data Visibility and Teams

Regardless of the volume of data you keep in OpenCRM, there will be various reasons for you to se...

TT – Dynamic Fields with OpenCRM

A key factor to getting your users to adopt a new CRM system is to make it as intuitive as possib...

TT – New Starter Tips

You know the drill. You have a new member of staff starting, and there are a million and one thin...

TT – Pricebooks in OpenCRM

Take a look at this weeks Tuesday Tip video!

Do you have different price categories for yo...

TT: Timeline and Heartbeat

In today’s Tuesday Tip, Tom shows you around our new Timeline and Heartbeat features, and g...

TT – Customising your Module Search Tabs

One of the great things about OpenCRM is the ability to customise each area of the system to best...

TT – Sending SMS with OpenCRM

This Tuesday Tip video explains how you can send SMS messages via OpenCRM. That’s right, you ca...

TT – Opportunity Pipeline Graph

This is one for the sales team! With all those Opportunities pouring into your business, you and ...

TT – Linking Live Documents to OpenCRM

This video explains an incredibly easy way to link your collaborative documents that you store in...

TT – An Overview of HelpDesk

HelpDesk is a great feature within OpenCRM that helps you keep track of your customer service int...

TT – Managing Email Opt-Outs

This video shows how you can give your Contacts (and Leads and Companies) the ability to opt out ...

TT – Converted Lead Reporting in OpenCRM

CRM systems give you the tools you need to manage your business, especially your sales process. A...

TT – OpenCRM Product Grids

This video shows you how you can customise the product grid of your sales records in OpenCRM, all...

TT – Editing Images for Email Templates

We’ve all done it. You create an awesome looking email template, send a test email to yours...

TT – A Short Overview of OpenCRM

Looking for a CRM system for your business? Check out our short overview tour of some of the feat...