Category: OnePageCRM Updates

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

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

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

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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