Sage Accounting and OnePageCRM

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 provide 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 OnePageCRM – giving you a full view of your invoicing activities whilst also allowing you to keep track of your latest customer interactions and sales […]
Updates to Contact View Header Image

Updates to Contact view to save time and increase efficiency

We’ve added some great updates to the contact view in OnePageCRM to help you become more efficient in how you work. It’s now easier to notify another team member on a note or a call note, quickly add attachments with our new drag ‘n drop feature and move deals faster from stage to stage.   Easily mention your team members in a Note or a Call Note Shared knowledge is important when working on a […]

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 […]