“The Accidental Lean Start-Up” A slideshare by our CEO Michael FitzGerald

We recently presented at Online Marketing in Galway’s monthly meet-up in the Harbour Hotel, our CEO Michael Fitzgerald gave a talk on our accidental Lean Startup, due to the frustration of not getting “out the door” a previous accounting-related web-app. OMIG is a great MeetUp run by Maricka Burke Keogh in Galway City, it is a place to share best marketing practices, share knowledge and allow small businesses to make the most out of free online […]
communication

The 3 essential communication apps for small business

OnePageCRM integrates with a large number of communication applications from right within the app! Saving you time on data entry by automating workflow processes. 1. Skype Skype is a great tool for keeping in touch with colleagues and customers worldwide through internet calls. Using your computer, smartphone or a range of other devices, you can have video or voice calls with anyone worldwide, and use instant messaging for quick and easy collaboration. Skype users can […]

Heads up on new OnePage CRM features

Here’s the heads up on some stuff we were working on for the last few weeks and we’ll be adding next week! Activity Reporting Keep on track with the latest activity from the team, including specific views for deals, contact activity and users. Notifications Use the Notifications area to assign to or create new contacts from Bcc’ed emails. Receive alerts when contacts are assigned to you. Account/Company view This is a major one for those […]

New powerful custom filters

Custom filters are now more powerful. We’ve added custom fields and advanced options to help you filter for specific groups of contacts. In OnePageCRM you can filter by combination of multiple options: Contact’s status Tags Star Owner Lead source Next action text Next action date Deal’s status Deal’s expected close date Address (street, state, zip, country) Custom fields Custom filters can be saved and used multiple times if needed. Click here to see more details on […]