feature updates

New updates and features roll out: Message from our product guy (and CEO)

Hello,

A quick heads-up on some great features and updates coming to OnePageCRM this week. Our beta testers find the latest updates really speed up adding/editing contacts and companies.

Thanks to your feedback we can constantly innovate, and we’re really excited about the future of our app.

Note: If you’re an account administrator or the CRM champion in your company, please take some time to communicate the updates in your team. We’re holding a specialist webinar to introduce these great new features. You can register here.

Find and merge duplicate contacts in bulk

After a long wait (some might say) this is one great addition. You can now find and merge duplicates in bulk which will to keep your database in ship shape. You’ll find this filter in our Advanced Search popup.

Deduplication screenshot

 

Easier Settings and customization page

Over time, our app has got more powerful and some settings and options were not as clear as they could be. In response we’ve simplified the entire settings area, keeping it visual and more intuitive for all users.
There’s also some new preferences, like automatically showing colleagues activity and custom fields expanded by default.

Settings page

 

Improved Contact/Company usability

This was a big one for me. In the past we had a lots of users asking for Company-wide custom fields and a separate description for the company, not just a contact.

We added this functionality during the summer, but it wasn’t our finest hour in execution. We temporarily lost our vision of keeping the usage of a CRM close to the usage of an email client, where there’s really only two main aspects aspects… a list and a view.

So we’ve fixed this by;

  • Removing the “contact/company switcher” button and replaced it with a much quicker company preview from within the contact. Keeping you in the principle of single context that “the one page” application was founded on.
  • Allowing you to see company-wide custom fields within the contact.

Company view popup

 

Faster creation and editing of Contacts and Companies

We’re actually a little embarrassed about this part too. While “the company info” was important to you, we made you jump through hoops to add it!

We had you going through the following process to setup a client account… Add contact, save and add a Next Action, then switch to Company view and edit the company details. Then back to the contact. Embarrassing :(
Now you can create the contact and the company at the same time, same screen, same save button.

So now the process is Add Contact and Company > Set Next Action > Pow!

Add company information

We’ve also made it super easy to handle companies with multiple contacts for when you want to split (remove) a contact from the company or rename the company. See below.
Splitting companies

 

Check our the latest updates video

 

What’s coming soon…

At this stage, I want to also give you a heads up on some other imminent releases.

  • Good news for legacy users of OnePageCRM who are still using our 2-column interface. All the latest updates to our app will be coming to the 2-column interface over the coming weeks.
  • Infinite scroll in your Action Stream option for all users.
  • Send emails and save templates from within OnePageCRM (Starting with Gmail users).

Thank you for your continued support and valued feedback, all this helps us build a stronger product.Michael FitzGerald CEO OnePageCRM

Kind regards,

Michael
 

 

 

 

 

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

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Michael FitzGerald
Michael FitzGerald
As CEO of OnePageCRM, Michael is passionate about Getting Things Done! A champion of startups, Michael's goal is to help SMEs be more efficient and effective in business. Get in touch by pinging him on Twitter or connecting on LinkedIn.

19 Comments

  1. That all looks great but my version doesn’t seem to reflect that? I’m still getting the same layout/view.

  2. PS. I did talk to someone at OnePage about this, but it would be BRILLIANT for us if the system integrated with Dymo printers – we print address labels for orders/letters etc etc all the time and now can’t do it. Thanks.

    • Brian McHale says:

      Hi Caroline,

      I can see that you suggested the Dymo printers integration last month – thanks again for that. If it’s something we follow up on at a later date, I’ve a note taken to reach out to you.

      We appreciate all your feedback, and if you need any more assistance, please let me know.

      All the best,
      Brian

  3. Monty says:

    When we create a custom field it does not alphabetize the list. This really, really needs to be updated. This is crazy.

    Monty

  4. Chris Hobson says:

    Thanks for this. Good to see the momentum. Have you address, as part of this, the tendency of your integration with Zapier to always create duplicates? I thought we had this fixed (Zapier integrates our OnePage account to BigCommerce for new accounts and new orders) but the duplicates keep on coming…

    • Brian McHale says:

      Hi Chris, thanks for your feedback.

      The Merge duplicates feedback will quickly identify and merge any duplicated contacts created using Zapier as well. But it will not prevent Zapier from creating them.

      When you’re creating a contact in OnePageCRM from BigCommerce, you can use the Find Contact option in Zapier: http://www.screencast.com/t/SvJoLfzpvF and use this to search OnePageCRM for an existing contact (you can then create as usual if they don’t exist in OnePageCRM by checking this box: http://www.screencast.com/t/qqz1NJ2wBy)

      Let me know if you’re having any issues with this brianm@onepagecrm.com.

      Thanks,
      Brian.

  5. Hi… what do you mean by ‘split contacts’? Thanks :)

    • Brian McHale says:

      Hi Charlie,

      When you select ‘Split contact’ it will separate the contact from the company they are a part of and move them as an individual (or join/create another company within your account). Hope this helps.

      Brian.

  6. Jasper Roode says:

    Can’t wait to send mails from my CRM, that is a feature I really like because it will save me time switching tabs.

    • Brian McHale says:

      Glad to hear it Jasper, keep an eye on our blog and we’ll be announcing this in the near future.

      All the best,
      Brian

  7. Dave Simpson says:

    When you say we can send emails from onepage – do you mean we will have an “inbox” set within the CRM? … fingers crossed!

    • Brian McHale says:

      Hi Dave, once this is released, you can connect your Gmail/Google Apps inbox (for starters) and send from there but all while working inside OnePageCRM. We will be announcing more once it’s tested and closer to release. Thanks, Brian.

  8. ron says:

    Heh Guys love Action Stream unfortunately I use Google Apps/Suite. Google Voice, email, contacts etc. I feel like I am maintaining two databases because photos and address do not sync over to Google Contacts. Also although click to skype is great, need click to hangouts as option as well. Finally a simple email merge program vs exporting etc… Many of us live in our email box. Will keep an eye on your future upgrades and perhaps than I can become a full paying member. Keep up the good work

    • Brian McHale says:

      Thanks for your feedback Ron. It’s a fair point and one we’re looking into at the moment re: address and photos. Hopefully we’ll get around to reviewing your other points as well in the near future. Thanks again, Brian.

  9. Now that our CRM is getting rather busy with a continually growing number of contacts it will be great to do a clean up of duplicates in bulk. Feeling very exited about the email direct from CRM. We are loving the app updates as well as we are on the road a lot.

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