OpenCRM
28 Case Studies
A OpenCRM Case Study
NIHR Clinical Research Network, part of the National Institute for Health Research, needed a system that combined CRM with a bespoke Project Management solution to support variable, NHS-based clinical research projects across Yorkshire and Humber. Standard tools lacked the flexibility and administrative customization they required, so the team sought a configurable platform that staff could adopt quickly — a challenge OpenCRM was engaged to solve.
OpenCRM implemented its Project Management module, mapping NIHR’s processes into custom fields, views and layouts, and provided Professional Services-led consultation and training to simplify the interface and speed adoption. As a result OpenCRM delivered streamlined reporting “to the click of a button,” faster day-to-day operations, and ongoing administrative control so NIHR can continue to tweak the system as needs evolve, producing a marked improvement in project management and reporting efficiency.
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