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 – 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...
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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...
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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...
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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...
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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 ...
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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 ...
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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 ...
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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...
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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...
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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...
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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,...
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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...
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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...
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TT – Setting Main Contacts in OpenCRM
TT – Update Imports in OpenCRM
17 Nov 2020 9:00 am
Once you have your data loaded into your CRM system, there will be occasions when you need to upd...
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TT – Update Imports in OpenCRM
TT – An Overview of HelpDesk
27 Oct 2020 9:00 am
HelpDesk is a great feature within OpenCRM that helps you keep track of your customer service int...
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TT – An Overview of HelpDesk
TT – Manage Email Subscriptions
6 Oct 2020 9:00 am
Within OpenCRM you can set up and manage your customer’s subscriptions. What’s more, ...
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TT – Manage Email Subscriptions
TT – Adding Links in OpenCRM
15 Sep 2020 9:00 am
A quick video to show you how you can use the Links component in the Sidebar in OpenCRM to store ...
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TT – Adding Links in OpenCRM
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