Blog

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

Review Your Next Actions in Calendar View

Managing a workload can be tricky.

That’s why we’re excited to introduce Calendar view for your Next Actions.

The Calendar allows you to visualize your workload over time, see what’s next on your agenda and re-arrange your Next Actions if needed.

Product Updates

Divide and Conquer (KPIs) with User Groups

The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.

To keep your reporting clean (and your sales managers sane), we brought in User Groups.

Now, you can divide your salespeople into groups and review their performance on a team basis!

Product Updates

Never Drop the Ball by Displaying All Priority Actions in Your Action Stream

It would have been oh so simple if each contact only had one thing that you needed to do to bring it closer to sale. Alas, often that’s not the case. Somewhere half way through the deal, a prospect can call in requesting a brochure…again. Or, perhaps, it happens to be your client’s birthday. And while arranging that scheduled demo for them is certainly a priority, sending them a quick card or mentioning it on the call might be a thoughtful touch that goes a long way.

Well, good news. Now, you can choose to display ALL the priority tasks you have for the day in your Action Stream! With ASAP, Today, and Overdue actions right there in front of you, you can be sure that nothing slips through the cracks!

Product Updates

Instant Edits for Action Stream & Next Action

You know better than anyone that your day-to-day sales process needs to be flexible and how important it is for you to be able to adjust on the spot.

That’s why our latest update makes editing the Next Action, the core of OnePageCRM, quicker and easier than ever before.

Product Updates

Introducing Focused User – now in Beta!

You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More

Product Updates
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