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Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.

Autoflow: Automate Repetitive Sales Tasks in Three Steps

Sales automation provides many benefits to small and medium-sized businesses. You can eliminate repetitive admin work, focus on building relationships and keep your team workflow consistent.

Sometimes automation might come across as expensive or too technical. But with the right CRM system, it shouldn’t be complicated.

That’s why we’re excited to introduce Autoflow, a new automation tool in OnePageCRM. It’s simple to use, can free up your time, and boost productivity.

Product Updates

Merge Import: An Easy Way to Update Your Contacts

There are multiple ways to display contact information.

In the beginning, a simple spreadsheet is enough. But as your business grows and your customer database becomes bigger, you need more functionality to provide your clients with top-level experience.

In other words, you need a CRM system.

But can you use a CRM system as seamlessly as a spreadsheet?

If it’s OnePageCRM, you can.

Product Updates

Introducing Two-Factor Authentication

Sales professionals deal with sensitive data every day. And data security has been of great importance to OnePageCRM from the very beginning. So we’ve been keeping up with the latest trends, including two-factor authentication (2FA).

You can now enable 2FA in OnePageCRM.

But before you do this, let’s quickly review what 2FA is and how it complements our existing security settings.

Product Updates

Attach Files to Email Templates: Effortless Email Communication

At OnePageCRM, we do everything to increase your efficiency and save you as much time as possible. We ensure that whatever stage you are at in your sales process, we provide maximum productivity This way you can dedicate all your time on the Next Actions, rather than on extra admin work.

We know you have dozens of emails to send every day. So instead of typing out the same email every single time, simply create Email Templates, and use the variables to automate the manual process of personalizing your emails.

But that’s not all! You can now attach files to your email templates from your local device, Google Drive, Dropbox, or the OnePageCRM Documents page.

Product Updates

OnePageCRM Goes On the Road! Introducing an AI-Powered Route Planning Sales App

Empowering salespeople has always been at the heart of everything we do at OnePageCRM. All our features help you stay focused on closing rather than admin and ensure that you have everything you need to make that sale right there in front of you.

But we wanted to help you become even more efficient when you hit the road and close deals the old fashioned way—by meeting your leads face to face.

Introducing the brand new AI-powered route planning app: On the Road! With it, you can quickly select the contacts you want to visit and we’ll calculate the optimal route, using the most up-to-date traffic data, give you the time estimate for your journey, and get you there in the most efficient way possible.

Check out the video inside to see the app in action!

Featured Product Updates

Enhanced Lead Clipper: Build Your Lead’s Profile with Maximum Efficiency and Minimum Effort

At OnePageCRM, we value your time and aim to reduce admin as much as possible. That is why, our Lead Clipper helps you capture leads from any web page in just a click. Now, you can do even more with it!

With its enhanced functionality, you can build your lead’s profile by clipping data from multiple pages! The captured information will remain in the Clipper’s form, even when you close the original page. This way, you can keep adding additional details from other pages with a simple text select until you have built the full picture.

Product Updates

Access Contact Details from Any Page with the Contact View Popup

At OnePageCRM, we believe that staying focused is key to sales success and develop features that help minimize distractions and let you focus on closing.

And with this update, we made it even easier for you to stay focused on your current task and have all the contact information you need right there in front of you. Introducing the Contact View Popup.

Now, you can view, update actions, add notes, calls, and deals without leaving the Pipeline, Email or Activity pages!

Product Updates

Relationships: Easily Define, Visualize, and View Connections Between Contacts

To efficiently close a deal, it’s essential for a sales rep to have the full information about the lead at their disposal.

But with the sales cycles getting longer with more decision makers involved in the process, it can be difficult to keep track of all the associated parties and their connection to each other. To make this process easier and more visual, we’ve introduced Relationships!

Now you can define, set, and display relationships between contacts (be it a spouse, a business partner, a co-signer, an influencer or anyone else connected to the sale) to always have the full picture right there in front of you.

Product Updates

Don’t Let a Single Lead Fall Through the Cracks with Scheduled Actions’ Auto-Promotion

At OnePageCRM, we believe that every lead must be followed up with. After all, that is what our unique Next Action methodology is all about!

Now, we take yet another task off your mental to-do list. If you forgot to set a Next Action for a contact after you completed the previous one and this contact has another action scheduled, we’ll automatically promote it. This way, it will take the rightful place on your Action Stream as the Next Action and you will tackle it when the time comes.

Product Updates
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