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Stay up to date with the latest sales insights, CRM tips, and OnePageCRM updates.

Autoflow: Automate Repetitive Sales Tasks in Three Steps

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.

Product Updates

Don’t Let a Single Lead Fall Through the Cracks with Scheduled Actions’ Auto-Promotion

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.

Product Updates

Automate your sales process with Saved Actions

What was Predefined Sales Actions is now…Saved Actions. All the great features of ‘Predefined’ – only now smarter, more accessible (from right inside the Contact view) and with the ability to insert multiple actions with one-click. Making it a cinch to create, edit and use Saved Actions.  The key elements of Saved Actions Easily… Read More

Product Updates

Integrate OnePageCRM with your favourite apps using Zapier

As more of our business activities move online, day-to-day operations have become spread across a number of different applications. Keeping your data up-to-date between all these apps is important, but it can also be time-consuming. So to further eliminate any extra admin-related tasks, we’ve updated our Zapier integration. Zapier is an online platform which acts… Read More

Product Updates
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