Sales on the go just got better

It’s no secret that mobile aids business growth, research by Nucleus Research found that sales reps saw their productivity increase by 14.6% when adding mobile access to CRM applications. With a mobile CRM you can easily access your most important leads and customers while you’re on the move. After all, it’s your sales contacts at your fingertips, what’s not to like! Our dedicated iOS and Android developers have been working hard on updates to the […]
Pipeline features in OnePageCRM

Power up your sales with new Pipeline features

Initially, the Pipeline page was mostly used for forecasting, but now it’s become an interactive tool so you can work smarter from within this page. By smarter we mean the ability to create deals and associate with existing contacts, or even create new contacts and add Next Actions directly in the Pipeline view! In addition, you have the option to select a Kanban view (drag n’drop), allowing you to work with speed while having better […]
Saves Action templates OnePageCRM

Automate your sales process with Saved Actions

What was Predefined Sales Actions is now…Saved Actions. All the great features of ‘Predefined’ – only now smarter, more accessible (from right inside the Contact view) and with the ability to insert multiple actions with one-click. Making it a cinch to create, edit and use Saved Actions.   The key elements of Saved Actions Easily create sales actions from right inside Contact view Insert actions from a list (select) or by just typing Insert multiple […]