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
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.… Read More
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… Read More
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… Read More
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… Read More
Hello, A quick heads-up on some great features and updates coming to OnePageCRM this week. Our beta testers find the latest updates really speed up adding/editing contacts and companies. Thanks to your feedback we can constantly innovate, and we’re really excited about the future of our app. Note: If you’re an account administrator or the… Read More
A new multi flags will now display if multiple team members have an action(s) with a contact under the “All” filter on Team Stream. We will also display the Next Action text of the most recent action due so that all team members can see at a glance what’s important – simple. In addition, if… Read More
Keeping your contacts in sync between OnePageCRM and Google Contacts is simple thanks to our new integration with PieSync. Using this integration, your contacts will always be the exact same in both systems, so if you add or update a contact in one, it will automatically change in the other. Why set up a sync? Reduces ‘data errors’ and… Read More
Anybody in sales will tell you about the importance of creating a good first impression. It’s vital in developing customer relationships and converting leads to sales. One important tool in creating a positive first impression, whether you are meeting a client in person or calling them by phone, is using their first name and very… Read More
Now you can update the Status or Tags of one contact in a given company and have the Status and Tags of all other contacts in the same company updated automatically! Status Sync In 98% of cases, you will have only one deal with a company at a given time, regardless of whether you have one or ten… Read More
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