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 We’re always up to something here at OpenCRM - from adding exciting new features, to welcoming new team members and customers.

There’s never a dull moment!


News Articles

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Productivity and Data Consolidation: They go hand in hand


If you want to improve your productivity (and who doesn’t these days?), making one change to the way your business stores and accesses data can make all the difference in the world. That’s according to our MD, who writes “When you boil it down, we all forget to do things from time to time, but now we are forcing ourselves to have...

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Version 3.9.6 Released


Our newest version of OpenCRM will be released today, with our customers being upgraded to it starting later this week. Although this is a minor release, there are some exciting new features and enhancements that will make OpenCRM that much more valuable to its users. You can read about all of the features and enhancements available in Version 3.9.6 in our full...

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Feeling lost with Data Protection Reform? Don’t worry, it’s not just you.


The big news item this year (and for the next several years to come) in the world of data security is the new EU General Data Protection Regulation. These new regulations are attempting to address the effects the changing world of technology is having on the security of all of our data, but there is a lot of uncertainty around how...

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Fusing Together Customer Service and Technology


Here at OpenCRM, we've always believed that providing great customer service is just as important as providing a great system for our customers to use and tailor to their business needs. This isn't always the case in our industry. In the words of our MD, "too often customer service is relegated to second place behind technical knowhow..." Read more about where we think...

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Are You Ready for a CRM System?


Our latest article poses a question that is not exactly what you might expect a CRM provider to be asking. There are some providers out there that will push you to buy a CRM solution for your business, regardless of whether you’re ready for one or even if what they’re selling suits your business. That’s just not us. We know that a...

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Alternative Providers: The Right Solution for Your Business?


When you're looking for a new product, whether its for your business or your home, chances are you will be looking at the big, brand names first. And there's nothing wrong with that, there are times when those are the right choice--they are the industry leaders for a reason afterall. But there are other times when these big names just aren't...

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OpenCRM Version 3.9.5 Released


As of today, our customers will start to have their systems upgraded to the latest version of OpenCRM. There are many exciting features that are available in this newest iteration of OpenCRM, one of which we discussed last week in a blog post and a few others that we’d like to tell you about below. You can read about all of the...

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Why "My Way or the Highway" Works


As the boss, you've undoubtedly know exactly how you want your team to carry out certain tasks. But it's not really politic to always take the "My Way or the Highway" approach. According to Graham, however, it's still the best way to run a business. "[It] is often seen as an overly aggressive or even negative management technique. But it works...

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Cracking the Consistency Code


Succeeding in business takes time, effort, and luck. Although the other two can’t really be helped, there are things you can do to make sure all the effort you and your team put in is all focused in the right direction. A big part of this is making sure that all this hard work follows the right path you’ve planned out...

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New Starters

  • Sam Swift We’ve bagged another one! That’s right, we’ve got a new developer joining the team, a local lad with a name…
  • Danny Plumb Joining us from the exciting world of radio, the newest member of our sales team is sure to be bringing…
  • Robin Larmour You’ll be hearing a new voice from now on when you get in touch with our Support team! Rob joins…
Meet the Team...

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OpenCRM Want to know more about the team here at OpenCRM? There's all kinds of great info on our blog.…


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It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...