- 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.