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A real alternative to Salesforce.com OpenCRM offers the mid market a real alternative to Salesforce.com. Development as a service is something that we understand well, as that's what we have been doing since our inception. FREE user licenses, just pay for the services and development time that you specifically need.

OpenCRM Outlook Addon OpenCRM have released the first production version of their acclaimed Outlook addon series, for the OpenCRM solution. This allows synchronisation of Calendar items, Tasks and Contacts. Database connectivity means that the addon can be used with OpenCRM or other database CRM solutions. Contact us for more details.

CRM in the sun PCO selected OpenCRM as the backbone to their on-line buyer and seller web portal. Using a CMS web site designed by OpenCRM, PCO are able to offer a full on-line advertising and property sales opportunity for their agents and clients. Subscriptions are managed through the web portal as well as a full feature administration control panel.

Major UK implementation.... We are pleased to announce the use of OpenCRM services in a major contract to deliver CRM functionality to the training and education markets.

New Jobs IN - OpenCRM Kent based 'hot growth' company, NewJobsIn have selected OpenCRM as their Hosted CRM solution of choice.

Catching the Gravy Train London based specialist SEO and Pay Per Click marketing company have selected OpenCRM as their CRM solution. Gravy Train are a fast paced technology savvy company and OpenCRM are pleased to be on-board.

A real ACT! alternative OpenCRM has proved itself a worthy alternative to Sage ACT!, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Sage ACT! systems. OpenCRM offers a real advantage for On Demand hosted CRM. 

Recurring Sales Orders and Invoices OpenCRM can be used to track Sales Orders and Invoices that require re-invoiceing at regular intervals....

Packing in CRM in the Midlands Polypack - the specialist West Midlands packaging manufacturer, has commisioned OpenCRM for their business development and sales force automation requirements. The OpenCRM solution is integrated with Polypack Sage Line 50 accounts software, allowing users better visability of their clients account details and an anytime, anywhere solution.

North of the Border Success A big thank you to all of the new clients, North of the Border. Scotland has proved to be a real goldmine (excuse the pun!) for OpenCRM direct sales and the Scottish resellers.

Engineering success in West Yorkshire Harvard Engineering in Leeds have selected OpenCRM as the replacement for their Goldmine system. The short list included Microsoft CRM and Sage CRM, along with a revamp of the existing Goldmine installation.

Enterprise Level Hosting Dedicated Managed ServerApplication and Database serversLoad Balance softwareSecure data centreTier 1 internet access

Making a Visible difference Scottish based Audio Visual specialists D3 Audio and Visual, have adopted OpenCRM as their internal business management system. D3 are a specialist supplier, based in Perth, Scotland and operating throughout the UK. It combines two industries that have traditionally been segregated and therefore less effective.

ISECOM - Following the methodology ISECOM is an open, collaborative, security research community established in January 2001.  The ISECOM Board of Directors reflects 6 countries representing thousands of members and volunteers from around the world. OpenCRM adopts guidelines, documentation and methodologies published by ISECOM.

An alternative to Maximiser OpenCRM has proved itself a worthy alternative to Maximiser, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Maximiser systems. OpenCRM offers a real advantage with On Demand hosted CRM.

2007/2008 going up Financial figures are in for the latest financial year at Software Add-ons and the figures are up - over 25% growth year on year. Thank you to all of the clients that have contributed to this success and of course the boys and girls who have put up with the bad jokes and weak coffee!

Counting on OpenCRM Butler and Gee Accountants have selected OpenCRM for their practice management solution, for their two office practice in the North East. "Them using an anytime, anywhere access solution is exactly what we have been counting on... excuse the pun" said Graham Anderson, Managing Director.

Multi Currency NOW available OpenCRM can now support up to 5 currencies....

salesforce.com alternative OpenCRM has proved itself a worthy alternative to salesforce.com, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard salesforce.com systems. OpenCRM offers a real advantage for On Demand hosted CRM.

TeamLink to OpenCRM - EASY! TeamLink users are able to migrate their office systems from TeamLink Evolution V3.5 and above, to the latest release of the OpenCRM hosted solution. Actions, Documents, Contacts and their linked Companies, Projects and MORE!!

Travelling to OpenCRM Dalton Travel in Essex have adopted OpenCRM as their marketing solution for management of marketing activities and opportunity tracking. Dalton travel have two offices in the South of England and required a solution that could support their disparate workforce, including homeworkers.

Outlook 2007 Contacts Sync Compatibility Testing has been completed for the NEW Outlook add-in, making the suite of add-ins for OpenCRM from Software Add-ons, Office 2007 compatible.

A Sincere Thank You OpenCRM would like to extend a sincere thank you to all of the clients & partners that have made 2006/7 a huge success.

Salesforce.com replacement If you are looking for a replacement to Salesforce.com,why not take a look at OpenCRM and see why a wide range of companies, small, mid market and large, have made the move to a real alternative.

Help! Desk The Helpdesk in OpenCRM is undergoing a major re write to expand the features available for support and customer service customers. If you would like to discuss how OpenCRM can help your desk, give one of the sales team a call on 08452 303083.

Training provider QGS have adopted OpenCRM as the core application to manage their Customer Relationship Management with the training provider side of their business - QGS Synergy. Already using best of breed applications within their recruitment unit led the management team to select OpenCRM as the best of breed choice for their sales and marketing development.

South Africa launch The final touchs are being put to the plans for a South African launch of OpenCRM. Building on the policy of 'in country' resourcing, OpenCRM will be hosted and supported locally. On a wider brief, versions of OpenCRM are expected to be released with modified 'system logic workflow' and relevant local languages.

Fresh approach to CRM Bio-Fresh, the Newcastle based company that provide the agri-food industry with residue-free novel storage technologies as effective and safe alternatives to conventional pesticides, have selected OpenCRM to deliver their CRM solution. Based around the UK and Europe, Bio-Fresh required a true anytime, anywhere, solution. OpenCRM have built into their website document storage and Partner Relationship Management modules.

OpenMFG and OpenCRM OpenCRM have forged a 2 year territory marketing and development agreement for the OpenMFG Manufacturing, ERP and MRP solutions for the mid market. For more information please contact us.

Price Book Update Price books can now easily be set up with variable discounts ...

Campaign Management Multi step campaign management is due to be released on 1st June 2007...

ACT! Data Import Over the last 12 months we have had a great deal of interest from Sage ACT! users in transferring to OpenCRM. We thought it might be useful to look at some of the questions that ACT! users have raised and the outcomes.... 

Capital idea Clareville capital the London hedge fund manager has selected OpenCRM as its product of choice to manage marketing and contact related activity.

Looking at replacing Goldmine? If you are looking to replace Goldmine, look at OpenCRM the real alternative for On Demand Hosted CRM that has FREE user licenses.

Real Insight into Core data Core Insight offer a breakthrough approach to successfully managing and, more importantly, using, your marketing data. understanding the Who, Why and what to do next is Core Insights specialism, utilising OpenCRM as their backoffice hosted CRM application is "just a good decision". data analytics is a complex market, using OpenCRM just isnt!

Business Level Hosting Business LevelNO Bandwidth chargesNightly BackupSecure data centre500MB MySQL Database

CRM as a service CRM as a service - one of the buzz phrases of today, CRM as a service, or Software as a service, what does it really mean - take a look at OpenCRM to see for yourself how this would work for you.

Technology companies select OpenCRM OpenCRM is drawing a great deal of attention from technology companies looking for a better, more cost effective way,to manage their sales, marketing, help desk relationship needs.Amongst the ranks of the many new OpenCRM clients are an increasing number of technology companies that have come on board.

Call : Smile : Sell and using OpenCRM Telemarketing and Outbound campaign management company Call : Smile : Sell have implemented OpenCRM as their call management solution. Each CSS client gets access to an OpenCRM hosted solution, so that they can track, in real time, the success of their campaign. Notifications for any HOT leads are triggered automatically within OpenCRM.

OWASP - Security OpenCRM have adopted The Open Web Application Security Project (OWASP) guidelines as part of our ongoing commitment to Open Project Collaboration and to providing a true alternative to Closed Source providers and their applications.

Replacing Salesforce.com If you are using Salesforce.com, the number one leader for On Demand Hosted CRM and are looking for a replacement, take a look at OpenCRM. Customers that have migrated to OpenCRM from Salesforce.com have found the features that they require at a price that is very attractive, leaving them with more of their budget to customise, train and support their systems.

V2 summer of value We have announced that OpenCRM the V2 release for Spring 2008 has completed the quality stage and is now released for general production. V2 of OpenCRM is huge step forward with lots of new features and additional functions.Web integration components have been added to the suite of available development tools, allowing more users to drive their on-line presence, with OpenCRM as the back end engine. Why not speak to one of the sales team to discuss how OpenCRM V2 can help your business, with bells on!!

Packaging success Kris Flexipacks have packaged their success around the world. using OpenCRM , Kris Flexipacks , an international packaging company, with offices across the globe, are using OpenCRM to manage their client contact and CRM requirements. A forward thinking company that uses OpenCRM to drive itself for further growth.

Data connector goes live The ViewPoint data connector is now available!Make your web site work for you, rather than the other way round. With the ViewPoint data connector from OpenCRM, you can link your web site and CRM solutions directly. Capture and distribute sales enquiry's without any human intervention.

CRM - what does this mean to us? and more importantly YOU! - we have a wide range of clients, that class themselves as ambitious, up and coming companies, who need a great software solution, available anytime, anywhere, but more important, they need a partner to work with, that wants to work with them.

Salesforce alternative for partners As a salesforce consulting or referral partner, you may be looking for an alternative solution, to cater for the mid market clients that you approach. Perhaps you are a referrer and constantly struggle to get the direct support that you need?

An alternative Goldmine OpenCRM has proved itself a worthy alternative to Goldmine, with cost advantages for businesses of all sizes. With a broad range of modules available in OpenCRM that are not available within the standard Goldmine systems. OpenCRM offers a real advantage with On Demand hosted CRM.

Developer Wanted! If you have considered a change of pace and want to work with a progressive (that sounds like a flowery way of saying MAD!) software company, we can offer you eye strain, branded Cola, Pizza and a good place to work. Why not drop us a line with your CV.

Import me - why not? OpenCRM V2 has the capability to import data from market leader salesforce.com, this includes Companies, Contacts, Activities, Opportunities, Leads, Emails and Documents. As a by product of this data import, we can now offer importation of data from most CRM solutions. Why not give us a call to discuss how you can join the growing number of OpenCRM users.

Job Market - OpenCRM for recruiters More recruiters are using OpenCRM. With a real anytime, anywhere access solution, home workers and smaller consultancy's are making the most of technology to compete.

Multi Currency Price Books Price books that can manage multi currency entries...

NEW Outlook add-in released RC1 The NEW Outlook add-in for OpenCRM has been released as RC1 this week.Using a deeper level of integration, OpenCRM records can be extracted, updated and created. Business users who have previously required specific functionality from their Outlook integration, can now have it.

Recent Clients include New clients have been added to the growing number of UK organisations, these clients have been attracted from Recruitment Companies, Office Supplies, IT related sales, Telemarketing, Overseas Property Sales, Training Providers and Legal Firms.

Theres no place like Home Hunts Luxury International Property Consultants Home Hunts have adopted OpenCRM as their business management and CRM solution. With offices across Europe an anytime, anywhere solution was essential. Home Hunt consultants specialise in luxury property on the French Riviera, having personal relationships with all the top class agencies.

Twinfield online accounting and OpenCRM OpenCRM are currently developing links with the Twinfield on-line accounting application. Twinfield, who are Europe's largest on-line accounting solution, compliment the philosophy and logic of an OpenCRM hosted CRM solution. Anytime anywhere access for ALL of your business information.

Professional Level Hosting Professional LevelPremium rate backup includedNO Bandwidth chargesSecure data centre1GB MySQL Database

AutoMail - script library The AutoMail script library and repository is now available for all accredited developers.

Just like buses Just like buses... we have taken on three NEW clients who are all associated with the Recruitment business. The OpenCRM recruitment module is scheduled for next year, so thats a real Recruitment alternative for FREE!

AutoMail RC1.1 OpenCRM have released AutoMail RC1.1 for general testing. Able to deliver automated event driven or field evaluated data based emails. Compatible with most SQL database systems.

Sell for us ? OpenCRM are looking for an account manager, business development manager, sales engineer OR just 'singing sales GURU' who can help us hit the high notes on our sales team. If you are interested why not give us a quick call and send us your CV.

OpenCRM Inspiring People Inspiring People are set to be inspired by OpenCRM. The North East consultancy that has been growing over the last few months, has opted for OpenCRM as their business management tool. Apart from the standard CRM functionality, IP has commissioned new features to manage Time and Expense billing, from a web portal, for all of the consultants around the UK.

OpenCRM UK Launch With the successfully UK launch of OpenCRM well underway, we are now looking forward to our plans for 2007.We are in discussion with two European partners including a major Belgian organisation, watch this space for further announcements.Thank you to the many new clients that now use OpenCRM to service their CRM needs.

Hosted CRM - It really works Hosted on demand CRM really does work - With the speed of technology moving so fast it is sometimes difficult for the mid-market to justify the capital expense that is required to successfully run your Business Management systems.

OpenCRM - Simply! Simply Cruising, the specialist cruise company use OpenCRM as a complete end to end resource for managing their on-line business. The simply-cruising.co.uk web site is powered by OpenCRM.

Board of Jobs - NO! OpenCRM have seen an unprecedented growth with global Job Boards. OpenCRM solutions now support hundreds of users, around the world, providing key client management functions and sales management tools for some of the most prestigious Job Boards.  Clients located as far afield as Dubai, Caribbean, Europe and Richmond (sorry Richmond, only kidding), use OpenCRM to manage their daily workload.

What Business Link say about CRM Customer Relationship Management - Benefits of CRM What is Business Links view of CRM? Why not take a minute to see what the benefits can be when using a CRM solution. 

Salesforce too much? Is salesforce.com, the number one On Demand solution, costing just too much for your business? If it is give us a call and see what OpenCRM and the team can do for you.

CRM Popping up around the world Pop Up Banners, who design and market the innovative Pop Up Banner, have selected crm software supplier OpenCRM as the backbone to their business management operation. With offices in the UK and USA and representation around the world, Pop Up Banners are a true global supplier.

Technical forum a great sucess On March 3rd 2006 OpenCRM held their first technical forum with UK partners, to discuss the development road map for the coming months.News of the NEW Outlook add-in and development of a NEW Word add-in, was enthusiastically received.A demonstration of the next release of AutoMail was given by Technical Director Phil Marsay, along with a welcome address by Managing Director, Graham Anderson.New partners were introduced to existing partners during an informal session, after the forum closed.

Russian up the Baltics Negotiations have been taking place over the last few weeks in respect of the launch of OpenCRM in the Baltic regions. Locally hosted servers and a support centre will make the OpenCRM offering a real alternative for local users.

Hard choice NOT! Rockford Stone and Slate have chosen OpenCRM as their contact management and customer relationship management application. Hard? well the products definitely are, we tried to move some of their slate and paving  pallets ! however, was the choice to move to OpenCRM...we don't think so.

Common sense from Component Sense Scottish based, international Components broker Component Sense, use OpenCRM to manage their global business. Leads, Prospecting, Contact management, Sales Orders, Invoices and Quotes are all managed from within a single system.

Creating Clicks! South East premier Web Design and Marketing company, Creative Clicks, has selected OpenCRM as the On Demand Hosted CRM of choice.

CTI Integration CTI integration will be released within the month... "integration with CTI TAPI will be available within the month" said Graham Anderson - OpenCRM Managing Director.

Zodiac roll out 90 user OpenCRM Solution Zodiac have completed phase one of the OpenCRM implementation. Users from Customer Service, Corporate Sales, Training Advisors, Technical and Administration are using OpenCRM to manage their Prospect, Learner and Client interactions.  Document Management, Opportunity Management, Lead Management and Contact Management are all included in this successful stage.  OpenCRM is integrated with the back office application and billing platform, with data synchronisation using the ViewPoint Data Sync Tool.

Download NFSP!

OpenCRM Data Sync Tool OpenCRM have launched the OpenCRM Data Sync Tool. This application synchronises data from external databases with OpenCRM.Almost any data tables can be replicated and kept up to date with OpenCRM. Uses include -External Product Database'sAccounts and financial informationExternal Sales Order ProcessingWeb Site Contact Registration Database3rd Party Marketing Database

Internet Telephony (VoIP) Services

This user guide is for anyone wanting to set up a virtual PBX using the services of OpenCRM. We cover the basics in enough detail to get you started, but there is plenty of help if you get stuck. Remeber you can sign up for a FREE VoIP trial at any time.

 

Firstly, the VoIP control panel on the web site has been carefully designed to lead you through the various processes without mishap, and secondly, you can always get online help by emailing us at This email address is being protected from spam bots, you need Javascript enabled to view it

VoIP: the basics

VoIP (Voice over Internet Protocol) is a way to make phone calls using the internet as the transmission method, rather than a landline. With OpenCRM solutions, you can make and receive calls from other VoIP users, mobile users, and people with ordinary landlines. The integration between PSTN (normal phonelines) and VoIP is complete, and undetectable to callers.

 

Just like a modem converts digital signals from the PC into analogue (voice) traffic for transmission over a phone line, a VoIP-enabled phone or VoIP adaptor converts your voice into digital packets (using the SIP protocol) for transmission over the internet. If you make a call to another VoIP phone, the opposite process occurs at the other end, and your voice emerges intact from the ether. If you make a call to a mobile or landline, OpenCRM gateway decodes the call and sends it on as an ordinary voice call to the PSTN.

 

diagram showing routing options for VoIP calls

 

The diagram shows in simple form how calls are routed. User A dials the number for user B. The VoIP adaptor logs onto the OpenCRM routing server, which looks up the destination and sets up the call. Thereafter, the voice traffic passes directly over the internet between A and B.

 

When A calls C, who has a conventional landline or mobile, the VoIP adaptor logs on as before. The routing server looks up the destination and finds it is a PSTN number. The call is routed via the Software Add-ons PSTN gateway into the PSTN network as a normal call. Thereafter, traffic passes directly via the gateway.

Why use it?

The most immediate reason is to cut your business telephony costs. All calls you make to other VoIP phones are free, and calls to other lines are competitively priced.

 

The second reason is to get a fully-featured PBX system for your business for a very modest rental cost. With every VoIP number, you get ten extensions on your virtual PBX, with all the facilities you would expect: voice menu, extensions for specific people, hunt groups, call forwarding, etc. All this is simply set up from an online control panel, which also gives you access to detailed call statistics and billing information.

 

The third advantage is that you can configure your system to give whatever impression you want to customers. For example, if you have associates or employees in other areas of the UK or even abroad, you can give them all extensions on the same number, or their own numbers with the same area code as your head office. No-one need know whether you have city centre offices or a virtual office!

 

Small to medium-sized businesses with several employees, and especially those with distributed offices and teleworkers, are likely to get the maximum benefit from our system, which has been carefully designed to provide all the features that you will need in a professional package.

 

diagram showing principal elements of a virtual PBX system

 

You can assign one or more external numbers that people can dial; these can be mapped to a voice menu so they can chose an internal extension, or directly to an internal extension, hunt group, or diversion to another number. Calls that go unanswered can either be forwarded to another number, or a voicemail can be recorded.

What you need

There are three main elements to the service:

 

  1. A VoIP-enabled telephone . This can be an all-in-one handset, or a normal handset plugged into an adaptor, or a softphone: a program that uses a microphone and headphones on your computer to emulate a real handset.

    Our preferred solution is the Sipura SPA 2000 adaptor, which allows you to connect one or two handsets, and has the advantage that you can connect other analogue devices like fax machines. It also has a number of useful inbuilt functions, including call waiting, caller ID, and call back if busy, or the Sipura 841 SIP Phone.

  2. An internet connection. A leased line or ADSL/cable broadband is ideal; dial-up (ISDN or ordinary telephone line) or a satellite internet connection will likely cause a reduction in sound quality. A standard 256Kb ADSL connection can accommodate 2-3 simultaneous calls; if you expect to need more frequently, you may wish to upgrade to a higher-bandwidth package.
  3. An account with a VoIP service provider : OpenCRM in this case. This gives you a VoIP external number: which is what other people dial to call you.

What it costs

We run a three month free trial for some services, but in general there is a £5.00 charge for setting up geographic (01, 02). With each number, you get one line, and ten internal extensions. The cost for each Centrex line depends on the functions required.

 

The Virtual Centrex service (which gives you the facility to make VoIP calls on your number and provides your virtual PBX) is included in the cost of theCentrex line rental.

 

Calls that you make are charged as follows:

 

  • VoIP to VoIP calls are always free.
  • VoIP to PSTN calls other than 0800 numbers are charged per minute, according to the tariff sheet ' VoIP Call Charges' - for example, 1.25p/minute for calls to geographic numbers in the UK, and 12p/minute to mobiles. Please see the web site for full terms and conditions.
  • Calls that you forward or divert are charged according to where the redirect goes.
  •  

    Unless you opt for a softphone, you will also need to buy a VoIP-enabled handset, or a VoIP adaptor. You also need a reasonably high-speed internet connection, for which the normal charges apply.

     

    Note : The prices quoted here do not include VAT and may change from time to time. Please request a product quote or price list for current pricing.


    Want to BUY SIP Hardware for your new telephone system? Contact us


    If you need to configure the XLite softphone from Xten please select this link.

 
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