Updates to Contact View Header Image

Updates to Contact view to save time and increase efficiency

We’ve added some great updates to the contact view in OnePageCRM to help you become more efficient in how you work. It’s now easier to notify another team member on a note or a call note, quickly add attachments with our new drag ‘n drop feature and move deals faster from stage to stage.   Easily mention your team members in a Note or a Call Note Shared knowledge is important when working on a […]
Save to Google Contacts Blog

Work smarter by saving your contacts to Google Contacts in just-one-click

Our new save to Google Contacts integration allows you to quickly and easily add your contacts from OnePageCRM to Google Contacts in one-click. We use apps and systems to help us work better, to become more organized and ultimately sell more! However, not having all the relevant information about your prospects in the one place, can cause frustration. Our new integration with Google Contacts will reduce this frustration and increase your businesses productivity.   How […]
Export contacts and deals to an Excel from OnePageCRM

Export your contacts and deals to an Excel file

There is a now an additional option to export your data in your preferred file format from OnePageCRM. Along with the ability to download to a CSV file, users can now export all contacts and deals to an excel file.     Benefits of exporting from OnePageCRM: To backup or share: You can export all your data from OnePageCRM, if you would like to have a backup or maybe you need to share with other […]
OneLAW and OnePageCRM

OneLaw increases productivity and gains momentum using OnePageCRM

The management team at OneLaw (a legal practice management software company) believed there was a better way of streamlining their daily operations and decided to do a complete company-wide systems overhaul. It was during this process that the opportunity arose to try other CRM’s and the team jumped at the chance to try OnePageCRM. As OnePageCRM came highly recommended by a friend they were confident it would be a good match for their sales process. […]