OnePageCRM - CRM & To-Do List
About OnePageCRM - CRM & To-Do List
Built for consulting and professional services businesses, OnePageCRM adjusts to your needs and works as both—a personal CRM and a team collaboration tool.
⚫ Set reminders to follow up and stay in touch
— Add follow-up reminders next to any contact
— Create a reusable list of consecutive actions
— Dial contacts straight from within your CRM
⚫ Keep complete client information within CRM
— Previous email conversations
— Call and meeting notes (with file attachments)
— Upcoming interactions, sales deals, and more
⚫ Call clients in just one click
— Connect your CRM to WhatsApp, Skype, Viber, FaceTime, etc.
— Speed dial any contact from within your mobile CRM
— Add call results and notes with the voice-to-text feature
⚫ Send and store client emails
— Send emails without leaving OnePageCRM
— Automatically save a copy of these emails in your CRM
— See all previous email communication
⚫ Grow sales in a proactive way
— Manage your sales pipeline on the go
— Create and update deals in a few clicks
— Add notes and attachments to any deal
⚫ Keep the whole team aligned
— Assign contacts to other team members
— @mention your teammates and notify them about changes
— Integrate with other business apps
CONTACT US
To use OnePageCRM on your mobile device, you need to create a OnePageCRM account first. Please go to www.onepagecrm.com for more information.
If you have any questions or comments, please contact us at support@onepagecrm.com. We’re always happy to help.
Recent Updates - Version 3.24.4
- We implemented some improvements to pave the way for new upcoming features.
We fixed a few bugs.
Keep up the great work and grow your sales one action at a time!