There’s no doubt that email is good for your business (and we’re ready to back this fact up with the most recent stats). In this post, we share how you can harness its full power and further enhance it with the possibilities opened by the right CRM.
If you have a list of standard services or products that you regularly use in invoices or sales quotes, make sure to check out this recent update: Your CRM now has a Catalog page.
Let’s have a quick look at what the Catalog is and how you can use it in your business.
Besides its existing integrations with Xero and Sage, OnePageCRM now integrates with QuickBooks, one of the leading accounting apps on the market.
In this post, we’ll dive deeper into how this CRM integration can help you improve your invoicing and billing processes and how you can use it in the most efficient way.
OnePageCRM has recently released an interactive Dashboard. You can now easily visualize your sales progress, track KPIs, and monitor team performance.
For those of you who are not familiar with CRM Dashboards, here’s a short introduction to what this tool can do, how it can help your business grow, and what you can use it for.
We’ve made lead generation with web forms even easier.
Now you can create smart Web Forms straight from within OnePageCRM.
These web forms don’t simply collect and store information: they make every submission actionable.
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!
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.
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.
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.
Managing a workload can be tricky.
That’s why we’re excited to introduce Calendar view for your Next Actions.
The Calendar allows you to visualize your workload over time, see what’s next on your agenda and re-arrange your Next Actions if needed.
