These days, no one uses just one piece of software, everyone has systems that they like using. We have put together a variety of integration options for some of the most popular business tools.
If you have a piece of software, however, that you don’t see on this page, please drop us a line. We will work with you to integrate your favourite bit of software with your OpenCRM system.
Trust in the Pop
Pop2OpenCRM supports standard POP accounts & Secure Pop access for an added layer of security.
The beauty of Pop2OpenCRM is that whenever an email is sent or received from your email address, it is automatically imported to your OpenCRM and linked to the appropriate record. This ensures that you have full communication history at all times.
Pop2OpenCRM faithfully recreates the email in OpenCRM with any privacy flag options that have been set on the original email. Set rules to decide how you should manage privacy for a specific email address or domain!
Automation is key
Pop2OpenCRM allows you to set up dedicated email addresses on Projects and have all emails that are sent to this email address, collected and stored against this project. Great for survey work, feedback or project collaboration.
You can also automate your support desk with Pop2OpenCRM – have tickets created automatically when sent to a dedicated address. Any replies can trigger workflow rules within OpenCRM including notifications of records needing action. All the communications will be linked to the ticket, so you again have a full history!
Sync OpenCRM with Outlook
Emails that you send or receive in Outlook can easily be copied into OpenCRM linking them to the correct Contact as well as many other OpenCRM entities.
With just one click you can Synchronise your Outlook or Exchange Contacts and Calendar with OpenCRM, giving your users access to the address book details that are important to them and keeping appointments and tasks in sync.
Select the Calendar or Contacts folder that you wish to synchronise enabling you to keep Outlook personal contacts separate from the OpenCRM system.
Where there is duplication, you decide how to manage it either through the various options in OpenCRM and Outlook or on a case-by-case basis. See a list of records that will be changed before you commit to accept updates.
Under your control
Select single or multiple emails to be archived to OpenCRM. Choose to Quick Associate (links directly to the Contact(s) in OpenCRM) or be more selective and manually link emails to different Contacts and their associated records, including Opportunities or Sales Orders.
Open emails in OpenCRM once they have been archived using the add-in, and carry on working on the record. Use the Activity features in OpenCRM and monitor approved follow up procedures.
* Supports Outlook 2003 onwards
By making your OpenCRM Contacts and Calendar available to your GMail and Google Calendar, you are able to synchronise this information to numerous third party applications, including Outlook, iPhone, Android, Blackberry, and many other providers.
OpenCRM's Google2OpenCRM also caters for Bi-Directional synchronisation, giving you the ability to keep up to date with appointments and contacts created on the road. When these are added to your mobile device, they are seemlessly created for you in OpenCRM.
Robust server side synchronisation technology gives you real time data coordination.
Different levels of control
Administrative control allows you to to activate this feature on a user-by-user basis. User based access gives you control over the type of records you synchronise and who has access to this feature. Remote wipe to remove items previously synchronised - either Contacts, Calendar items, OR both.
Specify what you sync
Specify which fields you want and don't want to update as part of the synchronisation process. Assign Comprehensive Conflict Resolution rules independently for Contacts and Calendar to decide which update wins out of the most recent, the one made from OpenCRM, or from Google.
Use the Independent Conflict Delete rule to decide what action to take when a record has been deleted in OpenCRM or Google.
Sales Orders or Invoices raised in OpenCRM are automatically pushed into Sage Accounts 50 ready for your financial controller to approve the figures before being posted to their ledgers.
Create new customers and product lines as part of this process. Existing customers have their balances amended when new Invoices are created in Sage.
Follow your Sage credit control processes by limiting Sales Order creation in OpenCRM when customers are over their credit limit. Set warnings for users when the outstanding balance includes items that are overdue and outside of your trading terms. Set credit limits and have these reflected in the procedures that sales teams follow in OpenCRM.
SageLink for OpenCRM is an addin software solution and is available for OpenCRM subscribers at an additional cost. For pricing information, just get in touch.
Do you use Sage Accounts 50 for your financial management reporting? Add payments to Sage and have these reflect the true status on the corresponding Invoice in OpenCRM, by including status changes (Paid, Part Paid, etc...) and outstanding balances.
Use the Products database within OpenCRM to manage your product information or, if you need to use Sage's own, OpenCRM can update your system from within Sage. A particularly useful feature if you are using Sage Accounts 50 Manufacturing.
Manage your Stock levels as part of the product sync and update. See the detailed information that is held in Sage on a Company record in OpenCRM, including the account overview information, customer default settings, credit control information, credit review details, sales and purchase detail and transaction activity information, by simply selecting the Sage tab.
Work outside the system
If you use Microsoft Word or Excel, but still want to keep all of your company files safely within OpenCRM’s Document module, you could always install our Microsoft Office Add-in.
The Add-in is free and we’ll help you to get in installed and configured.
Once it’s ready for use, just work normally within Word or Excel. When you’re finished, click to Save to OpenCRM and the file will be uploaded to the system. If you need to work on it again, the file will be overwritten unless you say otherwise.
If you build it...
Do you get a lot of traffic to your website, but don’t actually see many enquiries? One reason for that might be that you don’t have an easy way for people to actually enquire.
Instead of relying exclusively on email enquiries, you could always include a webform that allows people to put in some basic information as part of their request for more information. If you use JotForm to create this webform, you can now integrate the incoming information directly into your OpenCRM system.
The set up is easy and completely free. JotForm itself even has a free account option, so you could get the whole lot for free!
Set up quick smart
Setting up your JotForm integration is easy, all you need is to copy the API key off your newly created JotForm form and put it into OpenCRM.
Now just set how your form fields match up to your OpenCRM fields, you can even use your custom fields, and away you go.
When you set up your JotForm integration, you can also easily configure de-duplication rules to ensure that you don’t end up with a mass of duplicated data.
Your Central Hub
OpenCRM’s Dropbox integration makes it even easier for your company to collaborate.
Your team can continue to save their files and work-in-progress documents in your company Dropbox account, but now can also link each one of those files to OpenCRM.
Once linked to your Documents module, you can easily associate these files to the Contacts, Companies, Projects, and other records they pertain to, giving you both flexibility and reliability.