OnePageCRM is all about building relationships, and the way you build them is by talking to people. Those conversations often happen over email and in messages.
The problem is, emails and messages aren’t kept in the same place, so staying on top of them means checking each in turn.
But not anymore.
With the Recent tab, you’ll see your latest emails and messages in one place.
Everything that needs a reply. On one list.
The Recent tab lists your latest emails and messages, as well as who sent them.
Anyone who hasn’t heard back from you yet is at the top, so you know who to reply to first. And if there’s anything you haven’t read yet, it’s marked with a red line.
You also don’t have to keep coming back to the tab to look for new emails or messages. When something new comes in, OnePageCRM will let you know in the menu on the left.
Works for you and your team
The Recent tab only lists emails and messages from the apps you’ve connected. If you’ve only connected email, you’ll only see emails. Once you add WhatsApp, your WhatsApp messages will be there too.
OnePageCRM also keeps track of what each person on your team has read. So even if you share one email account or WhatsApp number, a teammate opening an email or message won’t mark it as read for you. You’ll still see who’s waiting to hear back from you.
And if you miss the old Recent tab, it’s still there. It’s just called Viewed Contacts now.
It's still your Action Stream
The Recent tab is part of your Action Stream, which means each person in it is a full contact. So you can reply to them, add a Next Action, update their deal, and more. And once you’re done, you can move on to the next person, all from the same page.
If you mostly talk to customers on WhatsApp, you can also:
- add leads straight from WhatsApp with Lead Clipper,
- save your go-to messages as templates,
- add a free WhatsApp Chat Widget to your website.