Custom Views and Segmenting your Customer Data
Custom Views are a way of segmenting your data to present information in manageable chunks. You can think of Custom Views as Reports, albeit with …
CRM Activities – an Overview
As you are reading this article, the chances are you are familiar with CRM and how Customer Relationship Management can help your business. All too often, this …
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 …
Sales Force Automation and CRM: Answering your questions
I’d like to start this blog with a quick definition of what Sales Force Automation is (or SFA for short) and then explore how it …
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 …
Where CRM meets Jotform and Zapier
Jotform and Zapier are two fantastic tools to help transfer data from one online source to another, such as your CRM system. This kind of …
CRM Timeline – The Heartbeat Of Your Working Day
One way of looking at how you engage with your CRM is to envisage it as a timeline of events. Ideally, you are logging all …
CRM User Access Controls
(Republished from an earlier article) A few months back, we added some new features that allow you to control how your users access your CRM …
An Overview of our Xero Integration
Integrating your CRM system with an accounting system like Xero is important across many areas of your business. As well as your finance team, it …
How to Build the Best Marketing Email
In today’s blog post, I will discuss the importance of building your email templates. In particular, your marketing emails sent to targeted audiences, focusing on …
