Swap contact management
for contact actioning

OnePageCRM is not yet another “dead” database. It’s a system for salespeople who believe that sales are done by taking action.
Stop simply updating your contact management system and start actioning every lead.

Action every generated lead

Action Stream OnePageCRM

Never forget to follow up

Decide on your Next Action, the next best step you need to take to move the sale forward, for each contact. This way, you follow up with every lead and nothing slips through the cracks.

Turn a database into an Action Stream

OnePageCRM 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.

Consolidate contact data

All contact information on one page

Everything you need to know to bring the lead closer to sale—from their contact information to associated deals, logged calls, emails and latest Activity—is on one scrollable page.

Log calls and notes

Save call results, leave notes, and @ mention your team members for a quick FYI or a timely prompt for a follow-up. All without leaving your contact management system!

Next Action OnePageCRM

Pull up the data you need
when you need it

Search you contact management system

Use custom tags and statuses

Use customizable statuses (like lead, prospect or customer) to reflect your sales cycle and tag your contacts for quick grouping and easy sorting.

Search the Data You Need

Use advanced search to quickly cross-reference and pull up the data you need from your contact management system. Save the most common searches as filters to access the needed contacts in just a click.

Reduce Admin and
Save Time

Use pre-saved action sequences

Everything you need to know to bring the lead closer to sale—from their contact information to associated deals, logged calls, emails and latest Activity—is on one scrollable page.

Enhance contacts with social data

Simply click on the Enhance button, and we’ll automatically find and populate the contact with all the available social media information. No admin, no wasted time!

Enhance contact for contact management

Contact Management
Success Stories

Sutherland Black using OnePageCRM for contact management

Sutherland Black: Bringing Order to Financial Sales with OnePageCRM

John McLaughlin was looking for an easy-to-use contact management system that would help his accounting firm focus on building client relationships rather than admin.

Here’s how OnePageCRM has enabled Sutherland Black to create an organized, simple, and bespoke sales process tailored to financial services!

Read more

Success Local marketing agency OnePageCRM case study

Growing a Successful Digital Marketing Agency with OnePageCRM

Paul Trilk from Success Local was looking for a CRM that would help his marketing agency grow and not overcomplicate things.

Here’s how OnePageCRM helped them double their productivity, anchor the business, and take it to the next level!

Read more

Shoot You using contact management system

Shoot You Video Productions increases sales by 30% and are 2X times more organized using OnePageCRM

Since starting using OnePageCRM, Shoot You Video Productions have doubled the number of their follow-ups and check-ins. As a direct result, they have seen a 30% increase in sales through a mix of repeat customers and closing new deals!

OnePageCRM mobile CRM played a big part in their success. Here’s how they did it.

Read more

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