Sales Reports Your Way | Build Custom Reports Like a Sales Ninja

When you order a coffee, you know just the way you want it. When you’re looking for a handyman, you know just the job you need done. And when it comes to getting the updates on your team’s sales activity, you are the best person to decide what metrics matter most to you and need to be included in the report.    With Custom Reports, you can generate, save and email the summary of your […]
Perimeter_Real_Estate_case study

Perimeter Real Estate Scales Up by 50% Using OnePageCRM!

Since 1982, Richard has built an outstanding career in the Real Estate industry. He joined Perimeter Commercial Real Estate (PCRE) in 2018. For him, the Real Estate business is all about taking advantage of each opportunity; this is the main reason why finding a system to help him stay organized and on top of each follow up was crucial. Prior to using OnePageCRM, Richard used stacks of business cards and spreadsheets to collect the information from his leads. […]
Sage Accounting and OnePageCRM

Integrate OnePageCRM with Sage Accounting to quickly create invoices

It’s live! OnePageCRM’s latest integration with Sage Accounting will help keep your Sales and Accounting teams on the right track. Sage Accounting provide an easy-to-use online accounting and payroll software for start-ups and small businesses. Connecting OnePageCRM with Sage Accounting will give you the ability to create invoices from inside OnePageCRM – giving you a full view of your invoicing activities whilst also allowing you to keep track of your latest customer interactions and sales […]
Outlook / Office 365 integration OnePageCRM

Keep your sales process moving with Outlook / Office 365

Horray! OnePageCRM’s powerful bulk email send and templates is now available for Outlook / Office 365 Mail users. You can now reach more prospects in less time while still keeping that authentic feel! Unlike Marketing emails, emails are sent from your own email client making sure they get to your inbox faster than your competitors. We’ve also included a super feature – the option to personalize bulk emails with a phrase whilst yet working from […]