Blog

Merge Import: An Easy Way to Update Your Contacts

There are multiple ways to display contact information.

In the beginning, a simple spreadsheet is enough. But as your business grows and your customer database becomes bigger, you need more functionality to provide your clients with top-level experience.

In other words, you need a CRM system.

But can you use a CRM system as seamlessly as a spreadsheet?

If it’s OnePageCRM, you can.

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!

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.

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!

Split-Pane Action Stream View | A Powerful Update for Light-Touch Sales

Back when we started OnePageCRM, our goal was to create a CRM system that was as easy-to-use as email. We came a long way since then. And while our features have become more advanced and diverse, we always held on to the core principle of ‘email simplicity’, built around contacts and follow-ups. Today, we are… Read More

Integrate OnePageCRM with Sage Accounting to quickly create invoices

It’s live! OnePageCRM’s latest integration with Sage Accounting will help keep your Sales and Accounting teams on the right track. Sage Accounting provides an easy-to-use online accounting and payroll software for start-ups and small businesses. Connecting OnePageCRM with Sage Accounting will give you the ability to create invoices from inside your sales CRM. Have a… Read More

OnePageCRM – GDPR updates!

Well done, you survived GDPRgeddon and so did we! After much anticipation, the GDPR (General Data Protection Regulation) is now part of our everyday operations and we wanted to share with you the recent updates here at OnePageCRM. GDPR should be baked into your organization, not just the icing on the cake. Easier said than… Read More

OnePageCRM – Getting ready for GDPR

Check out the latest updates on GDPR here The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018. As OnePageCRM is headquartered in Ireland, we understand the implications that Regulation has for businesses and our users. Privacy and Security have been at the top of our lists and as such, we have… Read More