Category: OnePageCRM Updates

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

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

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

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