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
Sales tips, insights & trends - 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.
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
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
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!
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.
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.
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?
Using Status Labels in OnePageCRM helps you to reflect your sales funnel and is an integral part of encouraging the entire organisation, from managers to sales staff/ call centre personnel, to implement various strategies to improve their workflow / sales pipeline both individually and as a team.
It was a great year for OnePageCRM – we introduced many requested updates, increased CRM’s functionality and grew as a company. Take a look at this snapshot to see all the things we worked on – maybe you missed some of our updates!
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