Choosing CRM for Software Companies

Any coder knows, a good code is a clean code. The same rule applies to CRM software for IT companies. You don’t need an overly complicated, bulky system to slow you down and add to your list of tasks. The best CRM is fast, agile, and simple. Don’t get us wrong — you do want it to pack a punch. Just with the features that actually help you sell. 

Why OnePageCRM?

OnePageCRM is a sales CRM, focused on taking sales actions and building strong client relationships through consistent follow-ups. The moment you complete an action (make a call, schedule a demo, follow up on a trial, etc.), we push you to set the next one. This unique Next Action system is what helps your company always stay on track.

So, how can OnePageCRM make your software company more focused, productive and help you grow your business?  

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Always know what needs to be done next

Get focused with the Action Stream

Do you follow up on that large trial account? Or do you first arrange that private demo you promised? And what about renewing that maintenance contract? Having too many priorities at the same time means nothing gets done. OnePageCRM builds a priority list for you every day, so all you need to do is look at your Action Stream and start working from the top. 

Use pre-built actions

You can set tasks for each contact—we call them Next Actions. But if you’ve already found a perfect sequence of tasks, you don’t need to manually input them every time.

You can save the task sequence in your OnePageCRM account and easily use it when needed.

actionable contact management

Onboard and customize easily

Dive right in

When implementing a new CRM, the last thing your software company needs is to waste time (and resources) on lengthy onboarding. With OnePageCRM, it can be done in exactly 3 steps.

1. Import your contacts with a click,

2. Set Next Actions with due dates,

3. Start from the contact on top of your Action Stream and get closing!

Connect your database on your terms

We’ve built our CRM with software companies in mind. Because, well, we’re a tech company ourselves. We speak your language and know your needs because they are our needs as well. So we’re not going to go into any further explanation here. Two words: OnePageCRM API. Link, update, sync. You know your tech. We simply give you a solution for having things done your way. 

CRM Support for every step of the way

Our customer success team always goes the extra thousand miles when it comes to supporting our customers. We call where others would email. We jump on a screenshare where others would send a link to ‘Help’.

In other words, whatever issue your software company faces, our CRM support team is there to help. 

Automate and reduce manual data entry

Pull up the CRM data you need when you need it

There’s no point in keeping all that contact data if you can’t get to it with a prospect waiting on the other end of the line. 

In OnePageCRM, a quick search will pull up a contact or organization you need, handy filters can help you get more complex data in a couple of clicks, and with custom reports, the insights you need get regularly delivered straight to your inbox! 

You hate admin. We do too

Your time is precious. Wouldn’t you rather spend it on developing a new feature for your software or giving a demo rather than on mind-numbing manual data entering? We thought so. 

Our CRM allows your software company to build deals and send sales quotes in seconds, automate your sales process with Autoflow and automatically add social data to your contacts! What’s more, with OnePageCRM Chrome Extension, you can generate leads from anywhere on the web with a click.

Integrate seamlessly

Empowering your best sales tool: Email

Most of the software company’s communication and work goes through email. Be it scheduling a demo, following up after a trial or getting user feedback. We don’t want to replace email — we want to enhance it!

In OnePageCRM, you can send emails straight from the app, create and use custom templates and send emails in bulk. No more hopping between the tabs or trying to pick up the thread of conversation on a project — it’s all logged in!

Top apps to manage your software company…in one place

What tools do you really need in a CRM for your software company’s success? Something to help generate leads, something to keep them all organized, something to build and nurture your client relationships and something to get those hard-earned contracts and get paid.

OnePageCRM brings them all together. We integrate with Email, Google Contacts, Wufoo, MailChimp, Help Scout, Xero, Zapier and many more

Here’s what our clients from software companies have to say

(it’s always better to see it, right?)

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Check out our insider CRM tips tailor-made for Software Companies

(just like yours!)

Want to see for yourself? Give OnePageCRM a go! 

Or Call Sales (646) 762 1303