Updated notifications drop down

Updated notifications menu for managing your account

It’s now easier to view and manage unread notifications and unassigned emails in OnePageCRM. When you have a new notification, the red badge appears showing the number of unread notifications in your account. What causes notifications to appear here: Next Actions: When a Next Action has been assigned to you by another team member for one or more contacts. Contacts: When contacts have been assigned to you by a team member, bulk update, import or lead generating form […]

Prospecting Email Templates Builder

One of our most popular blog posts over the last 12 months described how to build an outbound sales email campaign. Can you guess the biggest request from readers like you? Everyone wanted a copy of the emails used in the five step sequence. We went one step further. We’ve built a mini app (codenamed Howya) to create your emails so you can download the full sequence, ready to use. Check it out now. It’s […]

Improved layout for adding and editing contacts

We’ve updated the layout of the Add/Edit contact screen in OnePageCRM. The update splits the form into separate tabs of “Contact info” and “Organization info”, making it simpler to add or edit contacts. It allows you to create an organization initially, even when you don’t have any of the contact’s personal details. This happens in many cases as you set out to sell to a particular organization without knowing who to make a connection with. […]
sales CRM

Shoot You Video Productions increases sales by 30% and are 2 X times more organized using OnePageCRM

Shoot You Video Productions wanted to implement a more robust sales framework to ensure frequent follow ups were actioned for new business and for re-target existing customers. “The initial thoughts of implementing a sales CRM were quite daunting” says Founder / Sales and Marketing Director, Quint Boa. They were afraid of the crossover period and of clients falling through the cracks – never to be heard of again. To their surprise, the opposite was true. Quint decided […]