Blog

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

Divide and Conquer (KPIs) with User Groups

The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.

To keep your reporting clean (and your sales managers sane), we brought in User Groups.

Now, you can divide your salespeople into groups and review their performance on a team basis!

Product 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
Or Call Sales (646) 762 1303