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

Case StudiesProduct UpdatesSales Insights
Levente Fodor

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
Nadia Reckmann

Free Sales Route Planner: The best app for calculating optimal sales routes

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
Nadia Reckmann

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
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