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People and Technology

We have learnt that implementing a successful CRM project is as much about people management as it is technology management. A CRM system has to fit both the people and the business, the people within the business need to feel confident using the system. And so, in order to help our customers "hit the ground running," we offer a whole suite of Professional Services which are detailed below:


Consultancy Onsite & Web

We know that every business is different and, therefore, every CRM system needs to be different too. Our dedicated team of consultants will work with you to scope out your project, exploring your processes and advising you on how OpenCRM can meet your needs. Using proven methods, we can help you implement your requirements and manage the expectations of your users successfully.


Configuration Online & Web

In addition to helping you understand your options with OpenCRM, our dedicated team will work with you (and our own development team if needed) to ensure that your OpenCRM system is configured exactly to your needs. Their CRM knowledge and experience is at your disposal, making sure that the solution we provide has all of the configured options that your business requires. Although easy to manage yourself, we can help ensure your system has everything you need.


Training Online & Web

Learning a new bit of software can be daunting to even the most experienced techies. That’s why we offer a range of training options, so whether you want on-site classroom training days, one-to-one sessions in your office, or one of our fast track, virtual sessions, we will work with you to ensure that you and your users have the training you need to feel confident with your new OpenCRM system.


Project Management Onsite & offsite

The OpenCRM Project Team are here to make sure that you get the best from your OpenCRM. If you’ve chosen to have any additional development or configuration carried out on your system, we will ensure that this is delivered to you in a timely and professional manner. We provide professional help to steer the project towards clear blue skies and happy users, keeping all of the project members on-board.


Bespoke Development

Sometimes you need more than what comes out of the box. That’s not a problem for us, we have a highly experienced and passionate development team at our disposal. We can harness this enthusiasm, using the fully featured application that is OpenCRM as the cornerstone of a tailor-made application, to ensure that your CRM solution evolves right alongside your business. We’ll work with you to develop features that will smoothly integrate with your business.


Support HelpCRM

HelpCRM is our 'Real World Support' option for OpenCRM clients. It offers you the peace of mind that we all need and more. You can email, call, or LiveChat with one of our friendly and knowledgeable technical support should you ever need a hand. We work closely with our team of developers to ensure that any and all issues are resolved quickly and with minimal impact to your business.


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OpenCRM We're always on the look out for the right person to join our team. #Career #Job #NorthYorkshire #Yorkshire
OpenCRM The reason OpenCRM is special comes down to the range and depth of our feature library.


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

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Credit Funding in Ope…

Earlier this week, we completed a minor release that will be bringing some exciting new features and enhancements to our customers’ systems over the coming weeks. You can find a little introduction to the two big ticket items over in our version release news story and further details will be available to all our customers in the release notes, published on our own customer portal. But I want to talk about one of the “minor” features that will be included in...

Business Efficiency –…

One of the main purposes of using a CRM is to promote your business efficiency – let you concentrate on running your business whilst the CRM takes care of processes and data management. Because of this, we are mindful that shortcuts and ease of use are keys to a successful CRM implementation and as a result we are always developing enhancements here and there to make the user experience that much slicker. As we prepare to launch the latest updates to...

Avoiding Holiday Chao…

Year end is here, hooray, you made it! But along with all the reporting and financial fun (not) that you have to tackle at this time of the year, there’s one more job that needs to be managed: the holiday rush. No, that the Christmas holiday rush, but the one where everyone suddenly remembers that they have a few days of holiday to use up and are desperate to organise “just a few days off.” In the last month of the financial year…and...

Being Part of the Com…

This can be a very difficult balance, do you do this just to gain some recognition or is a genuine effort to add something to your community or the place where you work? My son came to me recently as a coach of an under 8’s football team and asked if we would like to sponsor the kids with a new strip. After a short conversation, we decided that we would be delighted to and it would be a great thing...

Cloud Perspectives – …

Cloud storage is a big step towards streamlining your business. It allows you to store your client details and other information in a manner that is accessible from anywhere, at any time. You can build up a great web of data by interlinking Companies and Contacts with all manner of actions, sales details and support requests, helping you build a complete customer profile. Just like those clients, your own business is not a static entity - you are constantly evolving. Staff...

Having the Right Pers…

It is a common pitfall, especially in the tech industry, to assume that known tasks are therefore easy tasks. That just because you know how to do something (and that everyone in your office knows how to do the same thing), it is actually common knowledge. What do I mean by this? Let me give you an example: I was recently having a conversation with one of our developers about a new piece of software I wanted to introduce and had been...