Why businesses use OnePageCRM
for sales automation
Owner at Thrifty Sites
Probably the best CRM available for ease of use and, more importantly, ROI. The idea of being accountable for the next action with a prospect makes all the difference. All other systems I have tried depend on the operator. OnePageCRM makes you take the next step automatically, even if that next step is to close the process.
SVP at Perimeter Commercial Real Estate
It’s kept the deals in front of me and helped me with my sales process. I follow up when I’m supposed to and never drop the ball. This system is easy, it makes the process kind of fun, and it has great support! I recommend OnePageCRM to everyone.
Founder at LegiNation Inc
I honestly don’t know how we could survive without OnePageCRM. We also love the excellent customer service we receive anytime we need help, not to mention the informative webinars and blog posts. I really feel like they want us to succeed.
There are different types of CRM automation features.
— The most common one is data entry automation. The majority of CRM systems have it. By enabling a data entry automation, small businesses can avoid manual typing and copy-pasting of CRM data.
— Workflow automation helps CRM users automate some processes and trigger automatic events when something is changed in the CRM. For example, if a user adds a call note, an automatic follow-up email to the associated contact can be triggered.
How сan CRM help reduce admin and save time?
You can use different CRM automation features: pre-saved action sequences or custom Autoflows. Besides, CRM is also a central database for your business where all important client and lead-related information is stored.
Why use CRM if I have a standard or predictable sales process?
Then you can use our Saved Actions to streamline your sales teams workflow. Saved Actions can speed up your workflow. Easily create templates, group and insert them individually or in bulk in just one click. You can also simply start typing in the Next Action field—and your saved actions will appear.
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