Resources

Want to know more about the team here at [opencrm]? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

Vargus Tooling UK

“OpenCRM have been great from start to finish, I am really pleased with our new CRM system and have received some great feedback from colleagues as they become more familiar with using the system.”

Rhianna Harris

Case Study

TT – A Short Overview of OpenCRM

Looking for a CRM system for your business? Check out our short overview tour of some of the features we can offer you.

Tuesday Tip

What are the benefits of a CRM Integration?

Tobie Anderson

CRM systems are great (yes, I’m a bit biased). And when used to their full potential, can help you streamline and organise every aspect of your business. But even acknowledging how great CRM systems are...

9th August 2021

TT – Setting Main Contacts in OpenCRM

Get an easy indicator of who the primary person at the Company you have the ability to set a Main Contact.

Tuesday Tip

Finding The Right CRM Manager

Tom Chapman

Having enough time, money, and energy is essential for a successful CRM implementation. And, of course, a CRM manager to oversee it all…

2nd August 2021

TT – Update Imports in OpenCRM

Once you have your data loaded into your CRM system, there will be occasions when you need to update data in bulk. This video shows you how.

Tuesday Tip

Online CRM vs an Offline Solution

Graham Anderson

Not sure whether you want an offline or online CRM system? There are benefits to both, but we think one is a better investment all round.

26th July 2021

TT – Overview of the Sales Journey

This video walks you through the sales journey in OpenCRM. You can mix and match these stages to make the journey right for you.

Tuesday Tip

CRM: the Ultimate Business Organiser

Tobie Anderson

Step into the OpenCRM time machine with me for a moment. It’s 1994, mobile phones are the size of a breeze block! The Channel Tunnel has just opened. Amazon has just been created. Your average...

19th July 2021

Annabel’s Deliciously British

“OpenCRM will revolutionise our business.”

Nichole Roberts

Case Study