You know better than anyone that your day-to-day sales process needs to be flexible and how important it is for you to be able to adjust on the spot.
That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.
What if we told you that you could get a fully customized sales report waiting in your inbox every Monday morning, without the need to even log in to your CRM? Or that a single button could help you qualify leads in a matter of minutes? This December 5th, we’re hosting a one-off OnePageCRM Masterclass that will help you make the most of our latest features, have an exclusive peek at the ones down the line, and get answers to the questions you were too shy (or busy) to ask!
What are the top tips we can give to the agency owners and salespeople? Instead of coming up with a smart copy, we went directly to the source and asked our clients coming from marketing, creative, web and other agencies. From conducting a client audit to dealing with a long sales cycle, check out these experience-proven tips!
Optimized contact forms, referral system, ‘extra’ lead statuses, changing the mindset… This article offers 11 practical, crash-tested tips that will help you make the most of your agency CRM system and, of course, close more deals.
It’s late. You’re on your way home. You choose to take this out-of-the-way, dimly lit alley. Usually, you’d be more cautious and take the bigger roads, but, again, it’s late and you just want to get home. You hear a noise. You feel your hair standing on end and forget to breathe. Ah, it’s just… Read More
You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More
On a mission to provide high-quality results at Sport Scope, Dixie Siegler, the Sales Manager with over 10 years of experience, found that implementing a sales-focused CRM was a game-changer for their business. From a sales perspective, she was aware of the importance of using an effective follow-up system in order to build up trust… Read More
I’m not sure whether to say our brand influenced our unique User Experience, or the other way around. What I do know is that they are like twins. When we started this business, this app, we put one solid stake in the ground – our “product mission” – to be as easy to use as… Read More
Back when we started OnePageCRM, our goal was to create a CRM system that was as easy-to-use as email. We came a long way since then. And while our features have become more advanced and diverse, we always held on to the core principle of ‘email simplicity’, built around contacts and follow-ups. Today, we are… Read More
The Activity page is the beating heart of your sales process. Every single update, every Call, every Deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy.… Read More