New Feature – ‘Mummy, where do new features come from?’
TL;DR – This blog article covers how a new OpenCRM feature comes to life through our ideas board, customer and staff suggestions, and direct chats with our OpenCRM users. …
CRM Workflow: your OpenCRM system’s management assistant
(Republished from earlier article) Workflow, particularly a smart CRM Workflow, is one of those features in Open CRM that we talk about all the time. …
Sales, Opportunity, and CRM: a guide
(Republished from an earlier article) Sales management is the thing most people think of when they think of CRM systems. Qualifying Leads, nurturing prospects, managing …
Round Robin Rounded Up: OpenCRM’s solution to record assignment (and more!)
First of all, what is a Round Robin? Round Robin is an incredibly useful tool that can share workload equally among Users/Teams. For example, if …
Managing Time using OpenCRM
(Republished from an earlier article)Time Is Money – We all know the old saying, it’s probably been used in a million business meetings as shorthand …
Sales Discipline and CRM: Can opposites attract?
As long as there have been sales teams, there has been someone in charge of them who struggles to get an overview of their ongoing …
5 Sales Reports Your Business Can’t Do Without (and 5 Other Reports for everything else)
Reports are an essential part of any CRM system. They are a great way to get an overview of the various areas of your business. …
Why We Integrate with Microsoft
In my opinion, the thing that takes business software from “good” to “great” is the ability to integrate with other systems your team uses. And …
CRM Reports – 16 Big Hitters For You
It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the …
What is a CRM Jotform?
The short answer is that a CRM Jotform is a webform that is used to automatically create data in your CRM system. Of course, that short answer only …
