OnePageCRM
What is OnePageCRM?
OnePageCRM is a cloud-based sales customer relationship management (CRM) solution that allows small and medium businesses to automate admin, schedule follow-ups with leads, and create a dashboard with sales actions for the day. OnePageCRM is a sales tool that uses the Getting Things Done (GTD) concept and a patented Next Action sales strategy to help a salesperson focus on the work at hand.
OnePageCRM is accessible through any online browser as well as native iOS and Android apps. On a single scrollable screen, the system provides extensive contact management tools, including the ability to log calls and notes, add deals, schedule activities, and track contact activity. Users may send personalized emails in bulk, build custom email templates, track email openings, send automatically created email quotations, access email history, and more with the app's native email integration and full email sync.
The Lead Clipper feature of OnePageCRM allows for automated one-click lead acquisition from any web page or social media outlet. Custom sales reporting capabilities are also available in the app to track individual and team goals and deliver actionable insights. OnePageCRM integrates with top lead generation, communication, and financial apps, as well as offers an API. Support is available via phone, email, and live chat.
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Who is it for?
OnePageCRM was created with salespeople in mind. It's perfect for both business owners/sales managers and salespeople. Small and medium-sized businesses are the primary target market. Marketing Agencies, Web / IT-based Companies, Consultants, Lawyers, Real Estate, and any other B2B are typical options.
What is OnePageCRM used for?
OnePageCRM is CRM Software. OnePageCRM offers the following functionalities:
- Contact Management
- Call Logging
- Lead Scoring
- Project Management
- Referral Tracking
- Marketing Automation
- Customer Support
- List Management
- Quotes (Proposals)