Category: OnePageCRM 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!

Next Action Sales OnePageCRM Updates
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.

Company OnePageCRM Updates SMB / SME
Nadia Reckmann

Pin Files to Contact: Eliminate the Search Time by Keeping Priority Attachments at Your Fingertips

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!

OnePageCRM Updates Productivity
Sarah Shwaiki

OnePageCRM Masterclass | Unleash the full power of OnePageCRM!

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!

Customer Success Featured OnePageCRM Updates
Carmel

Introducing Focused User – now in Beta!

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

Featured OnePageCRM Updates
Nadia Reckmann

Split-Pane Action Stream View | A Powerful Update for Light-Touch Sales

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

Application Featured OnePageCRM Updates Productivity Prospecting
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