Blog

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

Manage Your Team’s Access Like a Pro with Focused User

Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.

That is where Focused User comes into play!

Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.

Product Updates

Level Up Your Sales with OnePageCRM: New Experience Sneak Peek

For the last 18 months, we’ve been working on a set of features that will offer our users a brand new selling experience. From integrated sales email hub to multiple pipelines, and from efficient mobile lead capture to enhanced team management features. And now, they are almost here.

Check out a video sneak peek inside and mark December 10th in your calendars!

Product Updates

Never Drop the Ball by Displaying All Priority Actions in Your Action Stream

It would have been oh so simple if each contact only had one thing that you needed to do to bring it closer to sale. Alas, often that’s not the case. Somewhere half way through the deal, a prospect can call in requesting a brochure…again. Or, perhaps, it happens to be your client’s birthday. And while arranging that scheduled demo for them is certainly a priority, sending them a quick card or mentioning it on the call might be a thoughtful touch that goes a long way.

Well, good news. Now, you can choose to display ALL the priority tasks you have for the day in your Action Stream! With ASAP, Today, and Overdue actions right there in front of you, you can be sure that nothing slips through the cracks!

Product Updates

Pin Files to Contact: Eliminate the Search Time by Keeping Priority Attachments at Your Fingertips

Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.

The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!

Product Updates

Dial Less and Close More with OnePageCRM Click-to-Call

Calling is an integral part of your sales process. We know that. That’s why, we made sure that making sales calls from our CRM is as easy and as admin-free as possible. With our updated Click-to-call functionality, you can now select the calling method that suits your sales process best and call straight from the app!

Product Updates

Instant Edits for Action Stream & Next Action

You know better than anyone that your day-to-day sales process needs to be flexible and how important it is for you to be able to adjust on the spot.

That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.

Product Updates

Introducing Focused User – now in Beta!

You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More

Product Updates
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