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.

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

Streamline your Business Processes with CRM

Open CRM

How do you give a task to the right person, at the right time, with the right tools to do it? By streamlining your business processes.

22nd June 2021

A step-by-step recipe for generating leads with Facebook Ads

Open CRM

Conversion campaigns & lead ads are both great ways to generate leads on Facebook. But which is best? And where does your CRM come in?

21st June 2021

Abbey ITC

“One solution. One price. It made giving everything to all staff a simple decision.”

Andy Wilson

Case Study

Sales Force Automation and CRM: Answering your questions

Graham Anderson

Sales force automation tools will give you a more efficient sales process. Letting your team focus on winning actual sales.

14th June 2021

TT – Scheduling Activities in OpenCRM

This video was requested by one of our users. We show you how you can schedule an activity/ reminder for your account manager to be triggered when key dates such as warranty renewals are met.

Tuesday Tip

The Question of CRM Price

Tom Chapman

When you’re starting to shop around for a CRM system for your business, there are three questions you should be asking yourself: CRM Price – how much will it cost to initially set up and then what are the ongoing costs...

7th June 2021

TT – Automation and JotForms

This video walks you through a scenario where you can automate an email to send from an Opportunity when it hits a particular sales stage. That email contains a link to a Jotform that your client can fill in and submit. Their submission will then automatically update the Opportunity with the relevant details. A nice slick way of automating various processes that you may otherwise forget.

Tuesday Tip

Our Tips for Mastering Project Resource Planning

Open CRM

When it comes to resource planning, the Project Management tools in OpenCRM is full the features and functionality you need.

1st June 2021