Follow-ups and automatic reminders
OnePageCRM remembers what happened and reminds you what's next.
The follow-up system for getting things done
Visualize your day
The most urgent tasks float to the top, so you always know what to focus on first.
Automation
Trigger follow-up emails from call notes, and more.
Focus Mode
See what you need to tackle first. No more distractions.
Workflows
Create re-usable task sequences and add them in a click.
Calendar sync
Push follow-ups to Google or Outlook, or use Calendar view.
Daily emails
Get a morning email with a summary of your day ahead.
Notifications
Enable desktop and mobile notifications to finish tasks on time.
What others say
“Since implementing OnePageCRM into my business I have seen a constant growth in advertising sales, simply because I follow up on my tasks daily…”
Thomas Heavey · Founder at Irish Vintage Scene Publishing
“…nothing can come close to its compact and client-centric way of data presentation!”
Magiting MagatGoogle review“…the focus on Next Action is exactly what our small business needs.”
HowardGoogle review“This without doubt the easiest, most intuitive CRM I’ve ever used.”
Mike ShivleyGoogle review“The ability to complete, track, schedule and make sense of calls, emails and interactions makes thinking about selling more productive and profitable…”
John KlymshynGoogle review“I find OnePageCRM to be far more user-friendly and with a much easier learning curve.”
Kelly MainForbes Advisor“…for its dedicated purpose, it’s perfect without a lot of bloat.”
Melody JacksonGoogle review“OnePageCRM is just so trim and usable - it’s a breath of fresh air, without the feature bloat that plagues most programs.”
Paul Johan StokstadGoogle review“It is clean, and easy to use. It seamlessly syncs across my laptop, tablet, and phone.”
Justin FuglioGoogle review“OnePageCRM is like having an assistant I don’t have that gets our sales on a priority list, reminds me of what I need to do daily…”
Geoff FlynnCreative and Operations Director at Brand Blue“With OnePageCRM, I know what I need to do next with my leads or existing customers.”
Petter Frøshaug VasholmenGoogle review“…everyone on our team can pick up where any of us left a conversation because of the ability to keep detailed notes in OnePageCRM.”
Bret BicoyGoogle review“This CRM is super intuitive and exceptionally easy to use.”
Joe LyonsGoogle review“The program keeps me on track with my sales leads and communicating with my clients.”
Roger PinedaGoogle review“OnePageCRM stands above many others due to ease of use, value, short learning curve…”
Bill GluthGoogle review“I particularly like the full Outlook email integration, especially the open tracking feature.”
Phil KGoogle reviewFrequent questions
There are a few steps you need to take:
- Choose a good follow-up tool (for example, an action-focused CRM, like OnePageCRM).
- Make sure that you have complete client profiles (keep all client-related information in one place).
- Personalize your outreach (leverage the client information you have in your communication).
- Automate repetitive tasks (see what automation features your chosen follow-up tool has).
- Create a workflow (for example, in OnePageCRM, you can create a sequence of tasks or follow-up actions and add them to new contacts).
- Spread out your follow-ups (most businesses follow up at least 3-5 times).
The best follow-up tool is not just a to-do list. Follow-ups are part of a communication process that's why you also need a robust CRM functionality.
Ideally, you want every follow-up reminder to be connected with a specific client profile.
This way, you'll be able to personalize your message and keep all client-related information in one place without constantly switching from your CRM to a to-do list and vice versa.
An action-focused CRM is a CRM that has a unique Action Stream feature.
The Action Stream transforms a static database into a dynamic to-do list with reminders and tasks next to every contact in the database. This way, businesses can sort contacts not only by their names but also by the task’s due date.
Action-focused CRMs help small businesses build long-lasting relationships with clients, partners, suppliers, and other stakeholders by making sure that there's a follow-up reminder or a task set next to every contact in the database.
These tasks are called Next Actions. Next Actions are the next best step you need to take with a contact: be it a follow-up email, a second call, or a pitch presentation. You determine what next step you need to do, add it to a contact, and an action-focused CRM will remind you about it when the time comes.
It is one of the unique features of an action-focused CRM.
The Action Stream sorts your contacts by the urgency of their assigned Next Action and arranges them into a color-coded list. So every day all you need to do is take it from the action on top.
Each day when you log into OnePageCRM, you see your Action Stream: all contacts that need your attention. This way, you don't need to plan anything: your agenda for today is right in front of you.
With an action-focused CRM, you decide on your Next Action, the next best step you need to take to move each contact forward.
This way, you follow up with every contact and lead and nothing slips through the cracks.
Register for the 21-day free trial with OnePageCRM and see for yourself how it works.