Pipeline features in OnePageCRM

Power up your sales with new Pipeline features

Initially, the Pipeline page was mostly used for forecasting, but now it’s become an interactive tool so you can work smarter from within this page. By smarter we mean the ability to create deals and associate with existing contacts, or even create new contacts and add Next Actions directly in the Pipeline view! In addition, you have the option to select a Kanban view (drag n’drop), allowing you to work with speed while having better […]
Sales Process OnePageCRM

How to track your sales process in OnePageCRM

Not sure of the steps involved in your sales process? Fear not, as this is a common obstacle in many SME’s. It’s critical to understand your customers journey and determine what key milestones are important. Go back to basics – pen and paper. Write down the key steps involved in converting your lead to a customer. We know not everyone falls into these exact steps, or moves along as quickly as they should, but in […]