Getting started with OnePageCRM

Importing your contacts

Based on a simple dashboard OnePageCRM allows you to easily import contacts using a .CSV file or directly from Google Contacts:

• CSV File: Save your data as a .CSV file and upload in one click.
• Google Contacts: Pull contacts directly from your Google Account​.
• Custom Fields: Data like Birthday, Gender, Tax Number, etc requires a Custom Field.

Learn more about importing your data: Importing Data.

Can I export data any time I want?

Yes! OnePageCRM lets you easily export your data so you can have additional back up or create advanced excel reports within minutes:

• Exporting Data: All contacts, deals, actions and/or a selection of your data within OnePageCRM can be exported with ease.
• File Types: Quickly export into a .CSV file type to open with a range of desktop and cloud applications.

Learn more about exporting data: Exporting Data.

Where do you store my data, is it safe?

Yes! Your data is very secure with OnePageCRM!

• Location: Stored in Amazon’s East Coast Data Centre protected by physical barriers and 24/7 guard to prevent unauthorized access.
• Encryption: Comodo issued security (SSL) which is encrypted to a level similar to internet banking.
• Back Up: Incremental backup’s of your data scheduled nightly and full backup’s run weekly, 99.9% up time.

Generate new leads using our Chrome Extension
Clip leads from Twitter, Facebook, Gmail, Inbox by Gmail, Outlook.com (including Outlook 365 and Hotmail) and Xing in just -one-click. 
Learn more.

Use your Pipeline and Activity Reports to get a bigger picture
Your pipeline is ideal for forecasting and looking forward, whilst your Activity Reports allow you to see a history of what’s already taken place.

Automate your sales process with Saved Actions
Easily create and group sales actions for you and your team. 
Learn more.

Store emails with your contacts 
Keep email conversations under your contacts activity timeline. 
Learn more.

Automatically Enhance your Contacts Profile

Integrations and sales ecosystem

Managing your contacts across the sales pipeline is important to make sure they convert to paying customers. OnePageCRM has built a sales ecosystem connecting us with some of the best cloud-based apps covering lead generation, lead nurturing, accounting and invoicing, Learn More…

OnePageCRM on mobile devices

Working away from the office? Whether you use iOS or Android devices – phones or tablets, OnePageCRM is perfect for use on the go:

• iOS: If you have an iPad or an iPhone you can download our iOS app from the App Store.
• Android: Also, if you are using an Android device whether mobile phone or tablet we have an Android App available for download from Google Play.

“Hands-down one of the most intuitive and ‘keeping it simple’ CRM systems there is, whilst having so many features.”

Patrick Synge
Head of Sales at Degustabox

“From someone who’s worked on every platform from ACT to SalesForce, I can say with confidence that this system works the best!”

Debbie Templeton
Director of Sales – Insider Digital Media

“OnePageCRM has been a game changer for our sales team. It has completely simplified the sales and lead generation process for us.”

Harrison Kelly
Director of Sales – InnoSoft Canada Inc