The ideal combination of our dynamic email templates and in-app bulk send, helps deliver fully authentic emails like no other application. OnePageCRM’s bulk email send is the sweet spot between the time-consuming writing of individual emails and standard bulk-emailing applications. Using this new feature, your emails can be created at lightning speed, feel 100%… Read More
Sales reps across multiple industries have one thing in common – creating similar deals but for different customers. Correct me if I’m wrong but I’m pretty sure many deals are repetitive? I knew it! For all you sales reps out there, you’re going to love this new feature we’ve added to OnePageCRM. Let me introduce… Read More
Initially, the Pipeline page was mostly used for forecasting, but now it’s become an interactive tool so you can work smarter from within this page. By smarter we mean the ability to create deals and associate with existing contacts, or even create new contacts and add Next Actions directly in the Pipeline view! In addition,… Read More
What was Predefined Sales Actions is now…Saved Actions. All the great features of ‘Predefined’ – only now smarter, more accessible (from right inside the Contact view) and with the ability to insert multiple actions with one-click. Making it a cinch to create, edit and use Saved Actions. The key elements of Saved Actions Easily… Read More
Well done, you survived GDPRgeddon and so did we! After much anticipation, the GDPR (General Data Protection Regulation) is now part of our everyday operations and we wanted to share with you the recent updates here at OnePageCRM. GDPR should be baked into your organization, not just the icing on the cake. Easier said than… Read More
We’ve added some great updates to the contact view in OnePageCRM to help you become more efficient in how you work. It’s now easier to notify another team member on a note or a call note, quickly add attachments with our new drag ‘n drop feature and move deals faster from stage to stage. … Read More
There is a now an additional option to export your data in your preferred file format from OnePageCRM. Along with the ability to download to a CSV file, users can now export all contacts and deals to an excel file. Benefits of exporting from OnePageCRM: To backup or share: You can export all… Read More
You can now reorder your custom field checkbox and dropdown labels in OnePageCRM. Simply click on the label you wish to move, it’s that easy! Custom fields allow you to log additional information associated with your contacts in dedicated fields in OnePageCRM. There are three types of custom fields: Contact custom fields, organization custom fields… Read More
We’ve now updated the pipeline page to ensure a more streamlined approach to how we display your deals list going forward. This update features a fresh layout so you can clearly see the important deal information at a glance, the option to sort based on ascending / descending order, and the ability to export to… Read More
It’s now easier to view and manage unread notifications and unassigned emails in OnePageCRM. When you have a new notification, the red badge appears showing the number of unread notifications in your account. What causes notifications to appear here: Next Actions: When a Next Action has been assigned to you by another team member for one or… Read More
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