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

HIRING: Head of Digital Marketing Operations

Up for a fight? Ready to take on the 800-pound gorillas in our marketplace?

When we founded this company, I distinctly remember a Venture Capitalist saying to me “that’s brave.” She was referring to us taking on a marketplace that has multiple 800-pound gorillas in the room! Well, it looks like being brave brings out your best work and motivates you to be a better version of yourself.

We’ve built a powerful CRM product that our users love. Yes, it is a very busy marketplace, but a huge marketplace, and with that comes a huge opportunity.

You now have the opportunity to lead the fight against the big guys as Head of Digital Marketing Operations. Help us grow OnePageCRM and stand out in the crowd!

Product updates

OnePageCRM and WhatsApp: Call and Message Your Leads in a Click

When was the last time you went through the day without checking or using your messaging app? It has become such an integral part of our personal and business lives that we might feel lost without it.

At OnePageCRM, we make it easy for you to connect with your prospects, be it via email or using your preferred calling method.

And now, you can message or call your leads and clients using our new WhatsApp integration as well!

Product updates

Fuel Your Pipeline and Get Closing by Importing Deals

At OnePageCRM, we always want to ensure your time is spent efficiently, and a part of it is helping you get started with our app in a matter of minutes! As you know, you can quickly and easily import your contacts from a .CSV file to facilitate a smooth transition from your previous CRM or spreadsheets. But what if you are used to working with deals and want to transfer them to your new sales CRM as well?

Now, you can quickly and easily import deals from a .CSV file straight into your OnePageCRM account!

Product updates

Documents: Accelerate Sales by Keeping Essential Company Files on One Page

How much of your sales reps’ time is wasted on looking for the most recent version of a company brochure, latest sales deck or updated pricing?

To increase productivity, align sales processes, and ensure your sales team operates in the most efficient way possible we created the Documents page!

Now, your whole team can instantly access the most important, recent, and frequently used company files from one page, in just a click.

Product updates

Reason Lost: Record Why You Lost a Sale to Know How You’ll Win the Next One

Knowing why you’ve lost a deal is often more important than knowing why you’ve won one, as it gives you the opportunity to learn and create a better strategy for your sales success.

Introducing the Reason Lost, a new KPI for your deals! Now, every time you mark the deal as Lost, you can select the reason for it. And then, just as easily, include the breakdown of all the reasons for your team’s lost deals in your custom report. This way, you can easily identify the most common factors standing in the way of your sales success and adjust your strategy accordingly!

Product updates

OnePageCRM Next Gen Sales Experience is Here!

OnePageCRM was built with a simple purpose in mind: to help SMBs all over the world stay focused and take control of their sales. We know the pains and troubles of small businesses and have been developing our app to ease them. We want to empower them to drive more sales, without the distractions of admin or the need to maintain a “dead database” of a CRM.

For the last 18 months, we’ve been working on a set of powerful new features to bring you a next-level sales experience. And now, we’re proud and excited to present… OnePageCRM Next Gen!

Product updates

Close More with Email at the Heart of Your Sales

A powerful email integration is at the very heart of our Next Gen release.

We don’t want to replace the email client you’re so used to. Instead, we want to enhance it by bringing together a number of business-focused features that your email client simply doesn’t have.

From sales-focused email flow to bulk email send, and from tracking opens to retrieving email history, we make sure that your email communication is fast, efficient, and, most importantly, leads to more sales.

Product updates

Capture Leads on the Go with OnePageCRM Business Card Scanner

In the OnePageCRM Next Gen sales release, we want to enhance your mobile experience with super efficient and fast lead capture. Introducing the OnePageCRM Business Card Scanner!

Now, all you need to do to add a lead to your CRM is take a snapshot of their business card. We will automatically recognize their information and add them as a new OnePageCRM contact, ready to be actioned.

Product updates
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