What is OnePageCRM famous for?

OnePageCRM is famous for its Next Action philosophy. It’s the only action-focused CRM in the world. Built on several productivity principles, OnePageCRM allows you to take full control of your client database and boost sales.

How to choose the best follow-up tool?

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. 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.

How do I follow up effectively?

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).

CRM with Follow-ups & Daily Email Reminders

Follow-ups & automatic reminders

Keep track of leads and customers with this simple and intuitive CRM. Dynamic follow-up reminders, a minimal setup, and zero bloat.

No more spreadsheets!

Why businesses use OnePageCRM for better follow-ups

Bruce Henry Managing Director at MOTM Events

OnePageCRM creates a sales process, and all we have to do for our success is to follow it. As soon as one action is complete, we set the next one, and it creates a seamless line of sales actions that ultimately leads to us getting paid.

Thomas Heavey Founder at Irish Vintage Scene Publishing

Since implementing OnePageCRM into my business I have seen a constant growth in advertising sales, simply because I follow up on my tasks daily. What a super simple system. I can’t recommend it highly enough.

Geoff Flynn Creative and Operations Director at Brand Blue

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 and provides a proven solution for us in building new business.

Ciara Crossan Founder & CEO at Wedding Dates

If my team hasn’t logged in a note or a call with a client, I consider it to not have happened. That is how intrinsic and important OnePageCRM is to our business.

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The centerpiece of your business

Besides dynamic follow-ups, this simple CRM has everything your business needs, so you don’t have to switch between different apps.

Contact Details

Keep information about clients, partners, and all other contacts in a central database.

Deals & Pipeline

Manage sales deals, build pipelines, and send quotes without leaving your CRM.

Email Inbox

Enable a two-way sync with your email client, track email opens, and create custom templates.

Products & Services

Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

Browse more CRM features for effective follow-ups

Use Calendar view

Visualize your workload, easily drag and drop tasks, and see what’s next on your agenda.

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Assign tasks in one click

It takes just one click to assign a Next Action to another user—and we’ll send them an automatic notification.

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Receive daily emails

Choose a time for daily emails—and we’ll send you all the upcoming tasks for today and a list of associated contacts.

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Personalize follow-ups

Next Actions are linked to contacts. No need to switch between apps, you’ll always have the full client profile in front of you.

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Reschedule with ease

Make quick edits to your follow-up due dates right from the Action Stream, with just a couple of clicks.

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Prioritize tasks

If you need to prioritize a task or an interaction with a client, just move a corresponding Next Action to the top of your Action Stream.

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The best CRM with follow-up reminders

OnePageCRM simplifies your follow-up process. It's an easy-to-use CRM with a dynamic contact list, minimal setup, and zero bloat.

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No credit card required • 21-free day trial • Quick and easy setup

CRM for Efficient Follow-Ups

How do I follow up effectively?

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).
How to choose the best follow-up tool?

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.
What is an action-focused CRM?

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.
What is an Action Stream?

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.
Why is an action-focused CRM the best follow-up tool?

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.

See OnePageCRM in action

Earn with OnePageCRM

Follow-ups & automatic reminders

Make the most of every follow-up

Add follow-up reminders to any contact

See upcoming tasks in a dynamic list

Automate your follow-up routine

See how it works

Create a simple workflow

Remove distractions in one click

Sync CRM tasks with your calendar

Connect OnePageCRM to your favorite apps

Why businesses use OnePageCRM for better follow-ups

The centerpiece of your business