Blog

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

Discover OnePageCRM with Video Tooltips

In the fast-paced business environment, an early start can be a competitive advantage. And with easy-to-use tools, you don’t need detailed instructions, one-hour webinars, or five-page documents to get started.

Sometimes a 30-second video is enough.

And that’s why we’ve been looking forwad to introducing Video Tooltips to OnePageCRM users!

Product 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!

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
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