Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.
The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!
As Seth Godin put it, “Everything is going to be the way it is going to be,” but we can choose what to do about it. In this post, we wanted to share how we’re working through this situation as a company and as individuals, and give you some inside tips on how you can nurture opportunities for change during these challenging times.
Calling is an integral part of your sales process. We know that. That’s why, we made sure that making sales calls from our CRM is as easy and as admin-free as possible. With our updated Click-to-call functionality, you can now select the calling method that suits your sales process best and call straight from the app!
You know better than anyone that your day-to-day sales process needs to be flexible and how important it is for you to be able to adjust on the spot.
That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.
What if we told you that you could get a fully customized sales report waiting in your inbox every Monday morning, without the need to even log in to your CRM? Or that a single button could help you qualify leads in a matter of minutes? This December 5th, we’re hosting a one-off OnePageCRM Masterclass that will help you make the most of our latest features, have an exclusive peek at the ones down the line, and get answers to the questions you were too shy (or busy) to ask!
You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More
I’m not sure whether to say our brand influenced our unique User Experience, or the other way around. What I do know is that they are like twins. When we started this business, this app, we put one solid stake in the ground – our “product mission” – to be as easy to use as… Read More
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
The Activity page is the beating heart of your sales process. Every single update, every Call, every Deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy.… Read More
According to CSO Insights, 68% of marketers are still struggling with lead generation. We decided to fix that. With our newly upgraded Chrome Extension you can generate leads from any website in seconds. All it takes is a click or a simple text select. Select, Clip, Action When you’re on a lead hunt, the… Read More