Customize the main menu

Not every feature in your CRM is relevant to your work. Some tabs sit in the menu untouched, adding clutter to your screen.

In OnePageCRM, you can now choose which features appear in your main menu and hide the rest.

When to use Main Menu Configuration

In the CRM Settings, you can now decide on Features Visibility. Just toggle features on or off and drag them between the main menu and the More section.

A CRM should help you do your work, not create more of it. Every extra tab or button you don’t use is a small distraction.

Over the course of a busy day, those distractions add up.

If your team uses OnePageCRM primarily for contact management and doesn’t track deals, you can hide the pipeline. It will disappear from the menu together with the Add Deal button.

The same goes for features like Dashboard, Activity, Custom Reports, Catalog, Documents, and even Autoflow.

If you don’t use them, hide them in a click.

This update is a vital part of our promise of a zero-clutter interface to all OnePageCRM users. With your constant feedback, we are building a simple CRM that lets you focus on selling, not navigating menus.