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Seamless team collaboration

OnePageCRM makes it easy for your team to collaborate, delegate and share tasks, and notify each other about important changes.

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team collaboration

Align your team for better collaboration

team delegation

Assign contacts and deals

If you think that another member of your team will do better with a particular contact, you can assign this contact to them.

You can also assign deals to different people to even out the workload between your team.
task delegation

Bring your data together with our mobile CRM app. This way, you can run your business even when you are not in the office and log all important details on time.

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team activity
team’s activity feed

Monitor team activities

Check the Activity feed to know what your team is up to. Filter the feed by specific team members or update types to get a clear picture of the team’s progress.

If needed, you can also see the Team Stream with all due Next Actions assigned to different team members, not only to you.
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live notifications

Leave notes and mentions

Post-its get lost, phone messages get accidentally deleted. Keep all your comments and notes inside OnePageCRM, neatly allocated to a relevant contact.

All you need to do is @mention a team member you want to be updated, and they will be instantly notified.
all client info on one page
crm collaboration video
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See how it works

Have a look at how OnePageCRM helps teams collaborate more efficiently.
user permissions
crm privacy

Adjust user permissions

If you work with freelancers and outside contractors, you can give them access to your CRM with Focused User permission settings.

Focused Users see only their contacts, deals, and CRM activity. They won’t have access to company-wide data and can stay laser-focused on their individual targets.
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team performance

Divide KPIs between teams

If you have several teams—say Marketing and Sales—using your CRM, you might need to divide them into different User Groups.

This will help you track their activities on a team-level and get granular reporting into their performance.
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user groups
document management

Keep team-wide access to documents

If you have documents that many team members need on a regular basis, you can keep them directly in your CRM.

In OnePageCRM, there’s a dedicated area for important documents. You can store and organize the files you need and make sure everyone has access to the latest version of the pitch presentation.
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Connect OnePageCRM to your favorite apps

crm integrations
    crm integrations
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Why businesses use OnePageCRM for team collaboration

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The centerpiece of your business

Besides its follow-up functionality, this simple CRM has everything your business needs, so you don’t have to switch between different apps.
contact profile
Contact Details
Keep information about clients, partners, and all other contacts in a central database.
kanban sales pipeline
Deals & Pipeline
Manage sales deals, build pipelines, and send quotes without leaving your CRM.
email inbox
Email Inbox
Enable a two-way sync with your email client, track email opens, and create custom templates.
product catalog
Products & Services
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.
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The best CRM
for team collaboration

OnePageCRM is an easy-to-use CRM system for teams who need to act fast, value collaboration, and want to stay aligned.
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No credit card required • 21-free day trial
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CRM for team collaboration

  • Why do small businesses choose OnePageCRM?

    OnePageCRM is a collaborative CRM built with small businesses in mind. Whether you have a small consultancy or a business in the professional services industry, OnePageCRM can help you improve team communication.

    This CRM is simple and clutter-free and has powerful task management functionality that will help everyone on the team to be on the same page and stay productive.

  • What are the benefits of a collaborative CRM?

    — Keep the team aligned.
    — Improve company-wide communication.
    — Ensure that everyone has the latest information about clients and leads.
    — Connect with team members in real-time.
    — Pull all client-related emails and notes into one place.
    — Get a complete profile on every client and lead.

  • How does OnePageCRM help team collaboration?

    — Use the Activity tab and the CRM dashboard to see if your team is on track.
    — Assign tasks, deals, contacts to team members.
    — Create User Groups to divide KPIs between different teams (say, marketing and sales).
    — Add Focused Users with limited permission (for example, if you have external contractors helping you for a few months).
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