Customizable Deal List | View Sales Deals The Way That Suits You

At OnePageCRM, we believe in flexibility and giving you the power to adjust the system the way that works best for you. Your Deals are no exception. Our latest update allows you to fully customize your Deal List. With a few clicks, you can add columns that matter to you and remove those that don’t. We leave it in your hands, because when it comes to your sales process, you really know best.  Deal […]

Boost your Sales with Quick Quotes – Build and send quotes in seconds!

Your time is precious. Why should you waste it on gathering deal info you already have just to send a sales quote? With our Quick Quotes, you don’t have to. When you want to send a quote to a prospect, simply click “Email quote”, and we will automatically generate it from your deal’s details, along with a pre-set email! So all you have to do is review it and hit ‘Send’. 27 seconds. That’s how […]
Sales Process OnePageCRM

How to track your sales process in OnePageCRM

Not sure of the steps involved in your sales process? Fear not, as this is a common obstacle in many SME’s. It’s critical to understand your customers journey and determine what key milestones are important. Go back to basics – pen and paper. Write down the key steps involved in converting your lead to a customer. We know not everyone falls into these exact steps, or moves along as quickly as they should, but in […]
Bulk Updating Custom Fields

Update custom fields in bulk

Updating custom fields in bulk is easy with OnePageCRM. Quickly select the relevant contacts and decide whether to apply a contact-level or company-wide custom field. Bulk updating custom fields is ideal for tidying up data in your account. It also makes moving and segmenting your contact’s information much easier. A great use case is if you want to move from a tag to a more permanent custom field for something important like industry type. Benefits […]