With OnePageCRM, it's easy to keep clients at the heart of your consulting business. Nurture client relationships, follow up on time, expand network, and build a profitable business.
Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.
Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.
Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.
“OnePageCRM is our planning mechanism. We had used Trello before. And then I went like: you know what, OnePageCRM is just as functional, plus I get to stay in contact with my clients and assign information to a specific customer.”
The consulting CRM you’ve been looking for