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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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Software Add-ons Ltd
1 Battalion Court
Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)1748 348003
Reg #:
England & Wales 05387424

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It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...