OnePageCRM - CRM & To-Do List Software
Company Name: OnePageCRM
About: Web-based Sales App for Small Business
Headquarters: Galway, Galway, Ireland.
OnePageCRM Overview
What is OnePageCRM?
The OnePageCRM mobile app for iOS allows users to access their CRM on-the-go. With this app, users can log calls and notes, send emails, set Next Actions, speed dial top contacts, navigate to meetings, and collaborate with their team, all from their phone.
Features
- Action Sales: Complete and set Next Actions to follow up with every lead, log calls and notes, and use Saved Actions to save time.
- Contact Management: Import contacts from your device, add, edit, delete, and filter contacts, and save OnePageCRM contacts to Google contacts.
- Call Management: Speed dial top leads, select and use preferred communication apps, log call results, add notes, and attach relevant files.
- Deal and Pipeline Management: Add deals, advance them through custom deal stages, edit deal items, add tags and notes, and access attached files.
- Email Communication: Send emails by tapping on the contact's email address, pre-fill "To" and "bcc" fields, select and use preferred email app, and view all email correspondence with a contact without leaving the app.
- Navigation: View or navigate to customer's address with Google Maps by tapping the contact's or organization's address.
- Team Collaboration: Assign contacts to other team members, @mention teammates to bring their attention to a particular update, and customize notifications.
- Helpful Hacks: Automatically copy phone numbers, email addresses, or organization's descriptions to clipboard by long pressing them. Note: A OnePageCRM account is required to use the OnePageCRM iOS app.
Official Screenshots
Product Details and Description of
With this app mobile app for iOS you can harness the benefits of your CRM wherever you go. Log calls and notes, send emails, set Next Actions, speed dial your top contacts, navigate to your next meeting, and collaborate with your team, all from your phone! ACTION SALES - Complete and set Next Actions to always follow up with every lead. - Log calls and notes to easily pick up where you left off. - Use Saved Actions to save time by inserting your most frequently used sales actions. CONTACT MANAGEMENT - Import contacts from your device, individually or in bulk. - Add new, edit, delete, and easily filter contacts. - Save your this app contacts to Google contacts. CALL MANAGEMENT - Speed dial your top leads in a click. - Select and use your favourite communication app like WhatsApp, Skype, and others. - Log your call results, add notes, and attach any relevant files. DEAL AND PIPELINE MANAGEMENT - Add deals in a click and advance them through the custom deal stages. - Edit Deal Items. - Add tags and notes. - Access attached files. EMAIL COMMUNICATION - Send emails by simply tapping on the contact’s email address. - “To:” and “bcc:” fields are automatically pre-filled so all your emails are safely stored in your account. - Select and use your preferred email app. - Easily view all your email correspondence with a contact without leaving the app. NAVIGATION - View or navigate to your customer’s address with Google Maps by simply tapping the contact’s or organization’s address. TEAM COLLABORATION - Assign contacts to other members of your team. - @mention your teammates to bring their attention to a particular update, and they’ll be instantly notified. - Customize which notifications you want to receive or turn them off completely. HELPFUL HACKS - Automatically copy a phone number, email address or organization’s description to your clipboard by simply long pressing it. Note: A this app account is required to use this app iOS app.
Top Reviews
By the_themene
Simple in the right areas.
Most CRMs take the approach of collecting as much information as possible and that becomes the primary focus and become a cloudy mess of data. However, we in sales know that it’s what we do next with the client that dictates whether not we get the sale. One page hits that tone perfectly. I have all the information on the contacts that I need, the communication trail is there, but front and center is what I have to do today and what I didn’t get done yesterday. Thanks guys.
By JS 8
Super helpful!
I love OnePage! Have been using it for at least two years, and it is fantastic for helping me keep organized. As a small business owner, I don’t have an entire staff of people to do my sales and keep up with possible leads and potential customers. OnePage is easy to use and to modify for my business and how I think and like to work. Thanks, OnePage!
By Kdogsander
The perfect crm
I’ve tried about 12 different crm applications and finally found this app. It’s simple but has every function you could want for a stage 1 or 2 crm app. I highly recommend this application.
