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Sales tips, insights & trends - OnePageCRM

Integrate OnePageCRM with Xero for accounting

Introducing the long awaited integration with Xero – an amazing accounting software for small businesses. You can use Xero to manage invoicing, reconciliation, accounts payable and bookkeeping. Once you connect our two apps you will be able to create a draft of an invoice right from within OnePageCRM! It’s a huge time saver as all the… Read More

Integrations

Build your sales ecosystem with OnePageCRM

We’re delighted to bring you 10 awesome new integrations with outstanding apps like Xero, Twitter, Evernote and Unbounce to name a few. Every single week starting now you will get a new tool integrated with OnePageCRM – all of this to help you to move your business to the Cloud, for ultra efficiency, automation and cost savings.

Integrations

Integrate OnePageCRM with Mailchimp for email marketing

Introducing the latest update to our Mailchimp integration – an app that has been with us almost from the beginning. With this latest update you can automatically push your OnePageCRM contacts to one coherent list in Mailchimp. To help you segment them further, you can push not only basic data like First Name or Last… Read More

Integrations

Integration with Help Scout

Every business needs to support its customers. Answering support emails, logging notes and creating help articles for customers is probably a part of your company’s everyday effort to deliver great products and services. So why not do it in style? Introducing our latest integration with Help Scout – an awesome help desk application. What is… Read More

Integrations

OnePageCRM expands and moves to a bigger, bolder new office!

I’m delighted to report that OnePageCRM is becoming more and more popular – just last year our customer base grew by almost 300%! And we’re are not slowing down.

To take care of all our customers, our team is getting bigger too –  ‘outgrowing’ our Irish office.That’s why, just last week we moved into our awesome new office. Bigger of course, but in true OnePageCRM-style, it’s not your standard office!

Company

Integrate ActiveCampaign and OnePageCRM

If you’re a current user of OnePageCRM, you’re likely to know about all the features that allows you to segment your leads and customers. Namely you can use Tags, Lead Source and Status Label’s to organize your contacts and then based on a selected filter evaluate the value of each segment. Well guess what, now, you can use all this data to not only segment your data but also to nurture your leads or target groups of users with tailored email campaigns. How are we going to achieve this you may ask? All of this is possible thanks to our newest integration partner ActiveCampaign. 

 

Integrations

Beta: Integrate your email client with OnePageCRM

When you’re trying to sell your products or services each additional piece of information with the prospect can help you to build a perfect strategy and ask the right question at the relevant stage of the sales funnel. Since emails are the most common way of reaching out to customers I’m sure you want to see the whole email correspondence with a contact (from any one in your team) within OnePageCRM. Now you can.

OnePageCRM Updates

Custom Fields or Tags to best segment your data?

As part of OnePageCRM’s Learning Centre, we’ve been giving Advanced Webinar’s on various Topics over the last few months (click here to check the list of available webinars). One of our most popular turnouts has always been on the topic of “Segmentation and Reporting” in OnePageCRM and it is because of the most frequently asked question at this webinar which spurred me to write this Blog Post. So I guess you’re wondering, what the question is…..well here you go; Why should I use Custom Field’s over Tags or vice versa?

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