Author: Nadia Reckmann

Nadia Reckmann

Close More with Email at the Heart of Your Sales

A powerful email integration is at the very heart of our Next Gen release.

We don’t want to replace the email client you’re so used to. Instead, we want to enhance it by bringing together a number of business-focused features that your email client simply doesn’t have.

From sales-focused email flow to bulk email send, and from tracking opens to retrieving email history, we make sure that your email communication is fast, efficient, and, most importantly, leads to more sales.

Product updates
Nadia Reckmann

Capture Leads on the Go with OnePageCRM Business Card Scanner

In the OnePageCRM Next Gen sales release, we want to enhance your mobile experience with super efficient and fast lead capture. Introducing the OnePageCRM Business Card Scanner!

Now, all you need to do to add a lead to your CRM is take a snapshot of their business card. We will automatically recognize their information and add them as a new OnePageCRM contact, ready to be actioned.

Product updates
Nadia Reckmann

Divide and Conquer (KPIs) with User Groups

The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.

To keep your reporting clean (and your sales managers sane), we brought in User Groups.

Now, you can divide your salespeople into groups and review their performance on a team basis!

Product updates
Nadia Reckmann

Manage Your Team’s Access Like a Pro with Focused User

Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.

That is where Focused User comes into play!

Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.

Product updates
Nadia Reckmann

Never Drop the Ball by Displaying All Priority Actions in Your Action Stream

It would have been oh so simple if each contact only had one thing that you needed to do to bring it closer to sale. Alas, often that’s not the case. Somewhere half way through the deal, a prospect can call in requesting a brochure…again. Or, perhaps, it happens to be your client’s birthday. And while arranging that scheduled demo for them is certainly a priority, sending them a quick card or mentioning it on the call might be a thoughtful touch that goes a long way.

Well, good news. Now, you can choose to display ALL the priority tasks you have for the day in your Action Stream! With ASAP, Today, and Overdue actions right there in front of you, you can be sure that nothing slips through the cracks!

Product updates
Nadia Reckmann

9 Simple Truths Essential to Closing a Real Estate Sale

Real Estate is a market that keeps growing. And the number of real estate agents keeps growing with it, now exceeding two million in the U.S. With competition that fierce, it’s important to find the edge that sets you apart from all the other agents.

We’ve asked nine sales pros to share their one simple truth for succeeding in the world of real estate sales. And here’s what they said.

Sales Insights
Nadia Reckmann

OnePageCRM Joins Samsung AppStack, a Cloud App Marketplace Designed to Help Businesses Modernize and Thrive in Today’s Economy

We’re excited to announce that OnePageCRM has been chosen by Samsung’s newly launched cloud software marketplace AppStack to be part of its collection of highly rated apps for SMBs.

One of only 14 apps selected so far, we’re proud to be able to bring our solution to this platform and help more SMBs get focused and take control of their sales.

Product updates
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Try the first action-based CRM!

  • Follow-up on every lead
  • Focus on one sales action at a time
  • Build deals and send quotes in seconds
  • Send emails directly from the app
  • Receive and email custom reports
    ...and more!
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