Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Sales Management

Being able to pour prospective customers into the mix is the mainstay of any sales team. Using the Leads module in OpenCRM, you can manage this process effectively, squeezing as much juice out of each enquiry as possible. Once you’ve moved past the enquiry stage, give your sales team the tools they need to target the low hanging fruit with the Opportunity module. They and you can track the progress of each and every deal.

Easily create a Quote direct from an Opportunity, with no tedious re-typing. Output your quote to a PDF or simply email the PDF direct from OpenCRM with just a few clicks. Without leaving the Quote module, easily track the values of Quotes delivered, see which Quotes are outstanding, and have OpenCRM remind you when a Quote is due to expire.


Manage your customer journey

We all know that Leads are the start of the customer journey, how we manage that journey, especially the first few conversations, determines how effective we are and how professional we appear.

OpenCRM gives you the ability to track Leads from their initial creation right the way through to a prospective opportunity, easily and productively.

The goal of OpenCRM is to make life easier and to offer sales people the tools to track and follow up their enquiries effectively.

Target your leads

Sales people love to pick the low hanging fruit, so give them a way to grade the fruit before picking.

Rate your Leads using whichever labels you chose and view them based on these weighted values. Once the Lead hits a trigger point, defined by you, you can move them quickly and easily through the next stage in your sales process.

All of the information that you collected during the Lead stage is transfered automatically, including all of the communication, ensuring you don't miss a beat.

Communicate with your leads

Build campaign lists using custom views & searches, and then action these lists by sending emails, creating activities for telemarketing, or producing merged mailable documents. Reuse these lists and add them to a Campaign as part of a structured, targeted, marketing process.

Bring 'em in

Leads can be created through affiliate websites, your own contact us/enquiry web forms, or via inbound emails, whatever you need.

Once created you can assign Leads to relevant members of the sales team, with auto notifications to your colleagues to let them know they have a new enquiry.

Import Leads from external sources, including CSV files.

So the next time you attend an exhibition or purchase a mailing list for a specific campaign, simply import the list into OpenCRM and be sure that all of the information you need is stored in one, convenient location.


Visualise your sales

Tracking the deals that matter most & picking this low hanging fruit is what drives sales teams and your businesses bottom line.

Using OpenCRM Opportunity Management gives you a great place to track prospective sales, graded by Stage, Value, Probability, and Expected Close Date, as well as many different custom parameters that you decide.

See at a glance which opportunities are nearing their closing date, which have taken longer than usual, and which opportunities have changed their value.

In one click, get a graphical view of your sales pipeline for the month or year and easily scroll through the individual pipelines of your entire sales team. Sales team members get to see their own pipeline graph of forecasted business, with an easy method to filter Opportunities at a specific stage to help them close more deals.

Information at your fingertips

Track the expected revenue generation as part of your pipeline management, simply record expected revenue and the dates that this revenue is due. You can also produce revenue reports to reflect the true cash expectations of your sales deals, not just the win values.

Track last Actions, Emails, Calls, Tasks, Documents and easily see the History of an Opportunity, including all of the communication relating to an Opportunity. See what is still outstanding and needs your attention.

And so much more

Need to get a list of all the Opportunities that are due to close this month, or Big Deals that are in the pipeline? Easy, just use the custom view feature or create custom links to display Competitors, Partners or third parties that may be involved with an Opportunity.

Specify products that are of interest to satisfy an enquiry.

Notify colleagues of an Opportunity so that you can get their support and know-how.

Easily create Quotes, Sales Orders and Projects direct from the Opportunity, helping you to see the big picture.


Automate your sales process

Once a Quote has been generated, you can set OpenCRM to automatically update the Opportunity value and sales stage to ensure the information you're seeing is accurate, no matter where you are in the system.

You can also create and schedule Activities for a Quote as part of your larger Quotation management and approval process.

Once you've moved the sale through to the next stage, easily create the Sales Order direct from the Quote, ensuring all associated documentation is transferred.

Track sales commission at Quote level and automatically transfer it to the Sales Order.

Customise your quotes

Manage currency conversion centrally within your OpenCRM system, either automatically based on up-to-date exchange rates or manually. Quote your customers in their local currency every time or on a Quote-by-Quote basis.

Assign Pricebooks to specific customers and have these automatically applied to a Quote, ensuring that your customer is always quoted on pre-agreed pricing. You can even change these Pricebooks on the fly to offer preferential rates for large orders or to manage special offers.

Full integration

Your Quote module is fully integrated with your Product Database, allowing you to add product line times, as well as track buy prices, sales prices, and margins.

You can adjust line item figures within the Quote itself to reflect contract pricing without changing your Product Database. Group line items together and list subtotals for various groupings and display these subtotals on the PDF, making your pricing strategy clear.

Now your sales people can easily mark prices up or down based on values, percentages, as well as offering discounts as required.

You can even link your Quotes to your Campaigns, tracking the prospective deal values resulting from that Campaign.



Got a question? Get the answer. Call, email, or LiveChat with one of our sales team to find out how OpenCRM can help you.



Check out how OpenCRM can be easily tailored to fit the needs of your business by experiencing all seven of our demo personas.



Purchasing a CRM is all about finding the right system to fit your budget. See for yourself how competitive our prices are.



Ready to put OpenCRM to work for your business? With just a few clicks, you’ll be able to get started on your new system today!


Twitter Feed


Software Add-ons Ltd
1 Battalion Court
Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)870 125 5962
Reg #:
England & Wales 05387424

marker Find on Google Maps


OpenCRM Campaigns vs …

A little while ago now, we had a customer with a very specific reason for wanting to use MailChimp instead of relying solely the bulk emailing and Campaigns module in OpenCRM. This was all down to the way they managed some, but not all of the elements of their marketing strategy. Long story short, we developed a MailChimp integration as part of this implementation. As it was an integration we could see being useful to other customers, we decided to release it...

Let Your Employees Ru…

Each different industry and the players within that field face their own challenges when it comes to the successful running of their business, but the basic goals will generally be along similar lines - business expansion, growing profits, customer retention and keeping employees happy. A key part of that staff satisfaction is empowerment. Brands all over are doing their best to empower their customers by inviting them to complete customer surveys and take part in competitions. By inviting them to...

The Cloud is Just Bet…

I’m always amazed when I speak to people who would rather keep their data in a onsite server in their office rather than the Cloud. I spoke to someone just this past weekend who was convinced that it was safer because they could see and touch that server in the back room of the office. They knew where it was and what it was doing…or at least knew that it wasn’t physically going anywhere. And I can understand the peace of mind...

Productivity is Drive…

Productivity has always been one of those things that I feel strongly about when it comes to running a business. Now you talk about giving people the right tools and finding the right job role for them all day long, but the one thing that never fails to increase a team’s productivity in my experience comes down to processes. Let me give you an example. Several years ago we had a little problem here at OpenCRM. Our sales team and our projects team...

Protect Yourself agai…

As currencies fluctuate, make sure the Value of your Quotes and Sales Orders don’t. I was listening to a conversation on BBC Breakfast the other morning when something caught my ear: No one is quite sure what the impact of Brexit will be on the strength of the pound. This can create some uncertainty when generating Quotes if you operate using a number of different currencies. Lots of systems, including OpenCRM, have the ability to integrate with an Online Currency Exchange, giving...

Find the Right Approa…

It’s not terribly surprising that a recent study presented to the British Psychological Society by John Hackston found that some people found receiving, replying, and managing their email inbox more stressful than others. The author suggested that different personality types will need to structure the way they approach their emails and to-do lists in different ways. It all makes perfect sense to me (and I’m assuming most of you). I think about the way our “always on” MD likes to work...

Making Your Data Safe…

We are so used to storing data in the cloud, it is simply how things work these days. Large swathes of your personal life are already cloud-based – all your email addresses, social media profiles, photos etc. are likely to be stored digitally. In your home you may also have connected appliances – also known as the internet of things – such as heating that is controlled via an account synced to an app on your mobile phone. But apart...

Happy Burns' Night

Everyone remembers to wish people a Happy New Year or Merry Christmas when the season approaches, but what about the other, more regional or country specific holidays? Let's say, for example, that I would like to wish a Very Happy Burns Night to all of my Scottish clients….how can I do this in the most efficient way? In the words of Mel Gibson in Braveheart..’ FILTERING !!’ The ability to filter the information or data that you have stored within OpenCRM makes...

From Website Visitor …

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it. Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself. Asking people for their contact details via a web form is pretty ubiquitous these days...

Making The Best Use O…

The end of the year tends to be something of an expensive exercise. At home you’ve spent money on food, drinks and presents. At work you have had Christmas parties and a period of closure – all in all it’s not the cheapest time of year. So if now is a time when you are looking to spend a little less, it is the perfect occasion to dig into the existing resources you have to try and make the most out...

Post-Holiday Struggle…

The first week back from the Christmas holidays is almost over and there’s a curious mixture of sadness and gladness at being back at work. There is the tiredness we all feel, the result of a slightly altered sleeping schedule and a week of indulgences and lazy days. Plus you’ve got the slight malaise from bad weather and no bank holidays until April. Finally, there’s the enjoyment that comes from accomplishing something during the day and feeling productive. Some will even look...

Forecasting for 2017

As we approach the end of 2016, it is time to start looking forward to 2017. It’s become a bit of a tradition for me to write a post with a bit of a forecast on what I think the big topics in CRM will be for the New Year. So below are the issues that I think will be the three “big ticket” items in 2017, along with some questions you might want to consider asking your CRM and SaaS...

The Office Christmas …

Last week saw the the usual out of office OpenCRM Christmas Party. Last year we got all dressed to the nines and went Private Dining at Rockliffe Hall so this year we thought how on earth are we going to top that….. PAINTBALL AND PUB!!! We headed off to No Limits Paintball for an afternoon of snipering and target practice for some and lots of ooo’s and ahh’s from others, I was the latter! We had a blast (Pardon the pun)...

Interviewing for a CR…

Whenever I’ve been to an interview, my two favourite questions to ask are: “What is a normal day for someone in this role?” and “What will be your expectations of me after the first three months?” The first question is usually answered with a quick outline of basic jobs and then quickly descends into some of the more quirky, unusual, or random tasks that sometimes crop up. Every time I’ve asked this question, I have walked away with a far better...

Is It Safe To Head Ou…

There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website and companion app that lets you know in real-time along which routes their trucks have been gritting the roads. The idea behind the live monitoring is to help give motorists confidence...