Our small business CRM is focused on sales activity. Using a dynamic list of "Next Actions" for every prospect or customer, you will in a natural way, move prospects and customers through the sales funnel towards a sale.
- "Next Action" system encourages upfront sales decisions
- Clear and simple sales targets and deal performance page
- Unique contact system for sales activity (No dead list of contacts)
Never drop the ball again with a prospect or customer.
FOCUS ON THAT ONE NEXT ACTION FOR EACH CONTACT Our app revolves around a dynamic list of Next Actions, forcing upfront decision making to move sales forward.
How does OnePageCRM for Small Business help to increase sales?
Customer relationship manager software performs a range of functions from contact management to sales reporting. CRMs help to manage an organisation’s activity with their customers by providing a single application to store customers’ information. The vast amount of detail stored in these CRMs allow sales teams and directors to analyze and respond to customer needs. However, some of these CRMs are bulky and require a lot of administration to get the full benefit. Small business owners are busy with a range of business roles that may include managing suppliers, legal, accounting and staff. Ultimately what a small business needs is to get cheques in the mail, cash in the tills and credit cards on the web.
That is why OnePageCRM was developed; it gives small business owners the tool needed to ensure they are on top of each sale by having a clear picture of their customers’ needs as well as having a place to store critical customer data. OnePageCRM is very low on administration as it is focused on making sales decisions rather than crunching excessive amounts of data. By storing and displaying only critical data and sales activity, small business owners can make forward moving sales decisions with clarity and ease. This means opportunities are never missed and customers are retained, leading to increased sales, lower costs, and less admin.
SAVE TIME AND MONEY
All the information you need to add and view is presented on one rich user experience screen. This allows small business owners to spend reduced time working on sales which cuts admin costs and frees up time for other business tasks.
- Clever design ensures less time on admin and more on sales
- Easily accessible contact details, notes and deals
- Retain more customers by staying on top of sales decisions
So spend your time delighting customers, not doing painstaking administration.
YOUR CUSTOMERS ARE EASY TO CONTACT Essential information ready to hand and all on one page.
STAY ON TOP OF YOUR PENDING DEALS Quickly add your prospect's deals and then focus on closing them out
GOOGLE APP USERS BONUS Quickly see all Recent email conversations with one-click!
How does OnePageCRM for Small Business help to save time and money?
OnePageCRM is designed to cater for all the CRM requirements of small businesses, effectively helping them to generate results while also saving time and money. We understand that small business owners are stretched for time and are usually solely responsible for sales, in addition to a number of other tasks. This apparent time constraint is why we have developed the OnePage home screen. It provides the user with all the critical information they require to execute their previously decided sales actions. The contacts and tasks are ordered by the date of the next action so daily, weekly, monthly and annual sales targets can be set, mapped and easily met.
The OnePageCRM system encourages users to make upfront decisions and set future sales actions for each contact. This ensures that leads and prospects are constantly being moved forward towards a sale. OnePageCRM’s next action process can also be used to help small businesses retain existing customers through scheduled regular communication.
OnePage lists your contacts according to their associated sales actions. This certifies actions are taken when required helping to ensure that your customers don’t fall between the cracks. A tradition A-Z index of your contacts is also available.
- Keep all your business contacts in one focused and secure place.
- Tag and filter contacts with multiple user generated tags
- Quickly see which contacts don’t have any associated action
Your business contacts are important. Keep them at hand.
HANDY TIP: CHECK CONTACTS THAT DON’T HAVE ACTIONS A contact without an action, is a lost contact, and maybe a lost opportunity?
What is so unique about OnePageCRM’s contact manager?
OnePageCRM manages contacts in a functional sales context. Contacts are filtered according to their status: Leads; Prospects; Customers; Inactive; General Contacts. Custom filters can also be applied and edited to manage and group contacts eg. Prospects with pending deals.
Tags can also be applied to organize contacts with similar attributes eg. VIP. Other customizable tags can also be added.
OnePageCRM stores all your contact details, notes and deals together on one user friendly screen, while also allowing you to perform bulk actions to a number of selected contacts. Bulk actions include: Delete; Change status to; Apply tag; Remove tag; Change action date to.
IMPROVE FOCUS ON WHAT'S IMPORTANT
OnePage’s unique design provides clear focus on two aspects in sales: 1. What set of contacts/deals should you be focusing on and 2. What’s the next action required to move these forward.
- Shortlist by contact status, custom filters or user tags e.g VIPs
- Timed and action-driven focus on what needs to be done
- Morning email with list of today’s sales actions
Uncluttered focus on what's important: Your customers and sales actions.
SALES NEED YOU TO CONSTANTLY INTERACT In business sales there's always a next action. Don't drop the ball with prospects.
How does OnePage CRM help a business owner focus?
Our application is inspired by both GTD and sales principles. GTD (Getting Things Done) is designed around minimising clutter so that a person has clarity in decision making. This has led to the development of the OnePage dynamic list on the dashboard which gives the essential information without excessive data or clutter; the next action system that drives sales through to completion; and a sales orientated contact manager that can display contacts in a variety of ways using filters and tags.
All of these features mean that a business owner can quickly identify key elements of their sales process without painstaking administration and data overload. Additionally, the use of our CRM means that small business owners are confident in their sales activity, leaving them with more freedom and clarity in their other roles.
DEAL PERFORMANCE, GOOGLE INTEGRATION, TAGS AND MORE...
It’s the small things that make OnePage what it is. As such our goal is to become a highly focused sales system for small business, with the best user-experience possible for a CRM. Our guarantee: features are added or changed carefully and only with the blessing of our users. We are a small business so we understand small businesses. Rest assured OnePage will never become the usual bloated business software with 1,001 functions!
Set and monitor sales targets by month or quarter. Compare revenue generated to sales targets in a user deals page.
Track deals through our intuitive pipeline to make sure you keep your business in business. Choose from a simple or full pipeline depending on your average sales cycle.
Morning Email with Sales Actions and Targets
Choose to have your sales activity forwarded to you each morning so you can quickly review your sales actions for the day. Essential reading with your Starbucks morning kick.
Google Apps Integration
Working already with the efficiency of Google Apps or Gmail? We've integrated Gmail's "Recent conversations" function and a direct import from Google Contacts. More integrations are planned, but we'd love to hear you'd like. Click here to let us know.