Category: OnePageCRM Updates

Live Webinar: Discover the Power Behind the Latest Next Gen Updates

On January 27th, join Carmel Granahan, our Head of Customer Success, and Michael FitzGerald, CEO and founder of OnePageCRM, for a LIVE webinar to learn more about our latest Next Gen updates and the why’s behind them.

You’ll discover how to make the most of our powerful full email sync, a dedicated sales communication hub, instant mobile lead capture, multiple Pipelines, enhanced team management features, and so much more. See a preview inside!

Next Action Sales OnePageCRM Updates

OnePageCRM Next Gen Sales Experience is Here!

OnePageCRM was built with a simple purpose in mind: to help SMBs all over the world stay focused and take control of their sales. We know the pains and troubles of small businesses and have been developing our app to ease them. We want to empower them to drive more sales, without the distractions of admin or the need to maintain a “dead database” of a CRM.

For the last 18 months, we’ve been working on a set of powerful new features to bring you a next-level sales experience. And now, we’re proud and excited to present… OnePageCRM Next Gen!

Next Action Sales OnePageCRM Updates

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.

Next Action Sales OnePageCRM Updates

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.

Mobile OnePageCRM Updates

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!

OnePageCRM Updates Team management

Identify and Unblock Bottlenecks in Your Sales Process with Deal Velocity

Bottlenecks in your sales process happen. What’s important is to promptly identify and address them, before they become a real issue. To make this process easier, we’ve introduced Deal Velocity and Inactive Days.

Now, you can instantly spot the bogged down deals, see the stage in your sales process that is holding them back, and find the best resolution!

OnePageCRM Updates

Level Up Your Sales with OnePageCRM: New Experience Sneak Peek

For the last 18 months, we’ve been working on a set of features that will offer our users a brand new selling experience. From integrated sales email hub to multiple pipelines, and from efficient mobile lead capture to enhanced team management features. And now, they are almost here.

Check out a video sneak peek inside and mark December 10th in your calendars!

Featured OnePageCRM Updates

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!

Next Action Sales OnePageCRM Updates
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