Resources

Want to know more about the team here at Open CRM? 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.

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

TT – An Overview of HelpDesk

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

Tuesday Tip

Measuring the ROI of your CRM System

Ashley Tallyn

How do you know if your new CRM system is working for you? We’ve got three words for you: return on investment.

12th July 2021

TT – Manage Email Subscriptions

Within OpenCRM you can set up and manage customer subscriptions. And, using our customer portal, they can manage these themselves!

Tuesday Tip

Planning Your Customer Sales Journey

Tom Chapman

Depending on the type of business you run, your sales journey will be tailored to suit your needs. It may be a simple process of logging a quick sale, or it could be a lengthy process involving quotes that go back...

5th July 2021

TT – eSigning Quotes and Orders with OpenCRM

Having the ability to eSign a Quote or Sales Order is definitely one of the modern world’s more time-saving advances.

Tuesday Tip

Email Integration with OpenCRM

Ashley Tallyn

When it comes to CRM email integrations, there are so many options, it can be difficult to know what is right for you.

28th June 2021

TT – Adding Links in OpenCRM

A quick video to show you how you can use the Links component in the Sidebar in OpenCRM to store all those handy links for websites you need easy access to.

Tuesday Tip