Cloud Software: 5 Common Concerns and How to Address Them
Our CRM system is and has always been cloud-based. The decision to develop our software exclusively to be hosted in the Cloud rather than locally …
What are the benefits of a CRM Integration?
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 …
How much CRM storage do you need?
As you may or may not be aware, we offer 2TB of file storage with every CRM system. This means every file you upload, every …
Your CRM Toolbox: Evolving with your business
You’ve just received your shiny new OpenCRM system logins. One of the product wizards in our projects team have helpfully guided you through those first few steps …
Your CRM Journey
Whether you are simply curious about CRM, just getting started, or an experienced user, you are all at a stage of your CRM journey. Why is it …
Why do I need to think about CRM management?
One thing many businesses are quick to figure out is that they need a CRM system. But a bit like owning a car – it …
PDF Templates: Sending professional Sales Templates with just one click
I’d like to go through some examples of just a few of the different PDF templates you can build in OpenCRM. And then offer some of …
8 Tips for Creating Great Email Templates
When it comes to creating great email templates, there is a lot you have to consider in order to make sure you get the message …
Managing Helpdesk with Support Tickets
One of the key elements of a good CRM system is the Support Ticket component that powers your Helpdesk with Support Tickets. Often when a …
5 Essential CRM Templates your Sales Team Needs
Think about the things you considered vital when starting your business. You needed a computer, right? And you went out and made sure your team …
