Success in business is all about building and maintaining strong relationships with your customers. One of the keys to a strong customer relationship is the little details, like knowing when someone has gone on holiday or changed job roles. You might even send out emails on their birthdays or on special business milestones. Looking after details like these is what makes your relationships stronger and managing this easily is what makes OpenCRM very powerful, giving you a real ally when managing these relationships.
Access it all
Being able to quickly pull up details about any of your Contact's related Companies, Activities, Opportunities, Projects, Financial Transactions, Customer Service Tickets and any other record on the system keeps you on track.
It allows you to respond in the most appropriate way with all the information you could need right at your fingertips.
You can also synchronise your OpenCRM Contacts with Outlook, allowing users to take advantage of contact data whilst on the go.
Customise and Automate
Include Contact data within the Emails and Documents you create in OpenCRM, making it easy for your users to send customised, personal communication.
Try using our Email and Document templates to ensure all your communication is on brand and on message.
The bigger picture
Seeing the complete picture means that everyone is on the same page. It reduces surprises and builds a professional image of a team who are in touch with their prospects and customers.
Allow Group members to share the same records and assign Team members to help manage the progress of a relationship.
Manage your lists
Import Contacts from a variety of different sources to help with the marketing process.
Just come back from an exhibition and have a stack of business cards? Or did you indulge and purchased the attendee list? Either way there are tools available to help you action your follow ups quickly and easily.
All in one place
Keep all of the Company information in one place making it easy to find what you need.
Keeping all of the communication with your Customer makes it easier for your team to manage their accounts, the better the knowledge, the better the chance you have of retaining the business you do with your customers and then growing these revenues.
Manage your relationships
Build hierarchical relationships between companies with the ability to hold Head Office information and related companies (Branch and Sister Companies), view these relationships within a tree view to graphically navigate the knowledge within your business.
Data is key
Track key Sales data, financial transactions, customer service incidents and more.
Customise the information you hold on each record, display only those pieces of information that are relevant to this company or the user who is viewing the record.
Set up permissions to restrict access to private records.