How can we help you?
We offer a variety of ways for our customers to access support if they need a helping hand on their CRM journey, including unlimited access to our library of Knowledgebase articles.
New to OpenCRM?
We’ve got a playlist of videos to help get you up to speed.
Remote Assistance
Click here when requesting a screen share.
Customer portal
Support tickets, sales, orders, invoices and so much more.
Service status
View the current status of the whole Open CRM infrastructure.
Create Ticket
Our support team are standing by to answer your questions.
Tips and Tricks Time
Why not catch up on the latest in our TuesdayTip series?
Getting started
- Do you have a user manual?
- How do I use OpenCRM as part of my sales process?
- How do I import data into OpenCRM?
- Using OpenCRM to manage your GDPR compliance
User Management
- Someone is locked out of their account, what do I do?
- How do I add new users?
- How do I manage my user permissions and security?
- Do you have Multi-Factor (2 Factor) Authentication?
Using your CRM System
- How do I use OpenCRM for Activity and Task Management?
- How do a create a Lead in OpenCRM?
- What is the best method of searching OpenCRM?
- How do I create lists and filters of my data?
- How do I report on the data in OpenCRM?
System Customisation
- What options are available for syncing Emails, Contacts, and Calendars syncing?
- How do I customise the tabs along the top?
- How do I create custom fields?
- How do I move fields around or turn them off?
- Can I set up my own email templates?
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