Communication with your customers is at the heart of your business. Whether you rely on email, phone calls, text messages, or good old fashioned letters, OpenCRM is the system for you. We have a wide array of tools and features that will help you keep track of any and all communication with your customers.
Know your history
See the complete picture with effective email archiving and store all of your emails in one central location. This helps satisfy regulatory requirements when you need an off site, fully backed up copy of all of your email correspondence.
Get an accurate history of all the communication with each individual Contact, Lead, or Company with just one click. Read through past emails to ensure you never repeat yourself or walk into a difficult situation with no warning.
Write up as many email templates as you need, no limitations here.
Have an office artist? Let them go to town with our full HTML editor to make sure your office communications are always on brand and show up exactly as designed.
Set up some defaults to be sure that every time you send out a Quote, Sales Order, or Invoice, the correct template is used.
Planning means perfection
Do you need to email your Leads or Contacts at specific intervals? Why not create an Email Plan to take care of it for you?
Just set the interval or define at which stage in your customer journey you want the emails sent at, pick the appropriate email template, and relax. Your emails will now be sent off at exactly the right time to the people who need to see them most.
Attachments and more
Automatically copy attachments and keep these attachments within the Document Management module within OpenCRM as well as maintaining the links to the original emails. Contacts are linked with a faithful reproduction of their relationship to the original email (To:, CC:, or BCC:).
In addition to OpenCRM’s internal email management, we also integrate with a variety of other email providers. Ensure that the emails sent from your Outlook, Gmail, or other provider are brought into OpenCRM and linked with the appropriate record.
Have a look at our Integration Options page to learn more.
No confusion, just talking
Integrate OpenCRM with your VOIP phones and streamline your office.
The Click-to-Dial feature means that there's never any worry about dialing a wrong number. Click straight from OpenCRM into a phone call. All your team has to do is take some notes.
Forget scrambling for a pen or asking people to spell their name, when a new call comes in, have your VOIP phone search the system and bring up the correct record. No frantic searching or confusion of pronunciation, just two people talking to each other.
Style and substance
Customise and personalise your SMS texts using our HTML editor. Merge however many and whichever fields from your records to ensure each text relates to the person receiving it.
Create and store SMS templates in OpenCRM, setting up your default templates as well as a template for every sales stage, occasion, or announcement. There’s no limit to how many templates you can have.
Automate your sales process by creating auto SMS rules in OpenCRM so your customers receive a text at just the right moment.
Target your messages
Automatically SMS all the Contacts linked to a Project by simply pressing the SMS button, typing the message, and hitting send.
Do the same for your HelpDesk tickets, Events, or Compaigns. You can even track the progress and ROI of your SMS messaging using our Campaigns module.
Managing the resource
Configure OpenCRM to automatically alert you when your SMS credits are running low. This can be set to alert you at regular intervals so you never find yourself without any credits. You can also directly top-up your balance within OpenCRM, so you can manage everything in the same place.
Co-ordinate your efforts
Do you already have a library of documents you send to your customers?
Instead of having to re-create this whole library, you can merge directly into them from OpenCRM using the mail merge feature.
You can merge any field from the system to the document itself to ensure that your communications are always personalised and relevant to your customers.
Control and automate
Automatically save email attachments within the document module, categorise the documents making it easier to locate them in the future, filter the attachments to be included/ excluded to find what you are looking for easier.
Control the values available for searching for documents, filter on folder, document types, created or modified date and keywords/descriptions as well as any custom information that you have added and is important to your business.
Internalise your communication
If you’d rather keep your communication documents within the system, why don’t you use one of our document templates?
Write up a letter, sales document, event certification, or any other document you might need using the full HTML editor in our Document templates. Merge the fields from a Contact or Company record and export or email the Document as a PDF without ever leaving OpenCRM.