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Access Contact Details from Any Page with the Contact View Popup

At OnePageCRM, we believe that staying focused is key to sales success and develop features that help minimize distractions and let you focus on closing.

And with this update, we made it even easier for you to stay focused on your current task and have all the contact information you need right there in front of you. Introducing the Contact View Popup.

Now, you can view, update actions, add notes, calls, and deals without leaving the Pipeline, Email or Activity pages!

Product Updates

Relationships: Easily Define, Visualize, and View Connections Between Contacts

To efficiently close a deal, it’s essential for a sales rep to have the full information about the lead at their disposal.

But with the sales cycles getting longer with more decision makers involved in the process, it can be difficult to keep track of all the associated parties and their connection to each other. To make this process easier and more visual, we’ve introduced Relationships!

Now you can define, set, and display relationships between contacts (be it a spouse, a business partner, a co-signer, an influencer or anyone else connected to the sale) to always have the full picture right there in front of you.

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

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  • Focus on one sales action at a time
  • Build deals and send quotes in seconds
  • Send emails directly from the app
  • Receive and email custom reports
    ...and more!
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