If you have a list of standard services or products that you regularly use in invoices or sales quotes, make sure to check out this recent update: Your CRM now has a Catalog page.
Let’s have a quick look at what the Catalog is and how you can use it in your business.
Sales automation provides many benefits to small and medium-sized businesses. You can eliminate repetitive admin work, focus on building relationships and keep your team workflow consistent.
Sometimes automation might come across as expensive or too technical. But with the right CRM system, it shouldn’t be complicated.
That’s why we’re excited to introduce Autoflow, a new automation tool in OnePageCRM. It’s simple to use, can free up your time, and boost productivity.
At OnePageCRM, we believe that every lead must be followed up with. After all, that is what our unique Next Action methodology is all about!
Now, we take yet another task off your mental to-do list. If you forgot to set a Next Action for a contact after you completed the previous one and this contact has another action scheduled, we’ll automatically promote it. This way, it will take the rightful place on your Action Stream as the Next Action and you will tackle it when the time comes.
At OnePageCRM, we believe in flexibility and giving you the power to adjust the system the way that works best for you. Your Deals are no exception. Our latest update allows you to fully customize your Deal List. With a few clicks, you can add columns that matter to you and remove those that don’t.… Read More
Your time is precious. Why should you waste it on gathering deal info you already have just to send a sales quote? With our Quick Quotes, you don’t have to. When you want to send a quote to a prospect, simply click “Email quote”, and we will automatically generate it from your deal’s details, along… Read More
Sales reps across multiple industries have one thing in common – creating similar deals but for different customers.
With Deal Items, you can power up your deals by creating a reusable list of your products or services, along with a description and price and we’ll do the totals. It’s that easy.
With Saved Actions, you can speed up repetitive processes at your company and keep them streamlined.
Instead of always thinking about your next best step with a client, you can outline your process one time and then easily add the pre-defined task sequence when needed. This will free your mental space for other work rather than being constantly distracted by planning your daily tasks.
Our new save to Google Contacts integration allows you to quickly and easily add your contacts from OnePageCRM to Google Contacts in one-click. We use apps and systems to help us work better, to become more organized and ultimately sell more! However, not having all the relevant information about your prospects in the one place,… Read More
Our new Enhance icon lets you quickly search for any information, urls and social profiles for your contacts in just-one-click. All you need is their valid email address and we’ll do the rest. How the enhance feature works? Using a valid email address, we’ll automatically search any information associated with that contact including; social media,… Read More
When working in sales, admin and data entry can take up a lot of your time. Since this time is better spent selling, you need to automate these tasks and streamline your business. Zapier is a platform which allows you to move contacts between different online applications. With a directory of 700+ apps, you can be sure… Read More
