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.
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.
19 Jan 2021 9:00 am
We’ve all done it. You create an awesome looking email template, send a test email to yours...
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,...
5 Jan 2021 9:00 am
This video walks you through how you can create certificates (or other documents) using the infor...
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...
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...
27 Oct 2020 9:00 am
HelpDesk is a great feature within OpenCRM that helps you keep track of your customer service int...
6 Oct 2020 9:00 am
Within OpenCRM you can set up and manage your customer’s subscriptions. What’s more, ...
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...
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 ...
8 Sep 2020 9:00 am
This video was requested by one of our users. We show you how you can schedule an activity/ remin...
1 Sep 2020 9:00 am
This video walks you through a scenario where you can automate an email to send from an Opportuni...
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...
28 Jul 2020 9:00 am
This Tuesday Tip for OpenCRM shows you how you can enable line numbering. This gives you an easy ...
21 Jul 2020 9:00 am
If your sales people live in your OpenCRM system and your finance department works spends their w...
7 Jul 2020 9:00 am
Data in your OpenCRM can be sorted in various ways to help you see information relevant to you at...
30 Jun 2020 9:00 am
Many people will have at least two email addresses that they use – one for work and one for pri...
23 Jun 2020 9:00 am
Is your business in need of sending out Play Now
16 Jun 2020 9:00 am
OpenCRM offers a seamless sync with the webform-building app Jotform. When the form(s) are built ...
9 Jun 2020 9:00 am
Isn’t it frustrating when