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Boost your sales with Quick Quotes – Quote to Email in 27 seconds!

Why are sales quotes important? It’s an opportunity for you to not only show how much your product or service costs but also the type of business you are; reliable, trustworthy etc. A business who looks at a sales quote as an opportunity to stand out from the crowd and who treat it as a sales technique will reap the benefits! We want to help your business stand out from your competitors with the all […]
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 […]
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 […]
OneLAW and OnePageCRM

OneLaw increases productivity and gains momentum using OnePageCRM

The management team at OneLaw (a legal practice management software company) believed there was a better way of streamlining their daily operations and decided to do a complete company-wide systems overhaul. It was during this process that the opportunity arose to try other CRM’s and the team jumped at the chance to try OnePageCRM. As OnePageCRM came highly recommended by a friend they were confident it would be a good match for their sales process. […]