About: With OnePageCRM 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.
Table of Contents:
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.
- 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.
- OnePageCRM focuses on what needs to be done next with the client, making it easy to prioritize tasks and stay organized.
- The app is simple and easy to use, with every function needed for a stage 1 or 2 CRM.
- The task management system is effective, with missed tasks turning red until completed and prompting the user for the next step.
- Logging notes, calls, and emails is easy, and additional client information is readily available.
- The app design is efficient and effective, with a mobile app that is a good implementation of the web app.
- OnePageCRM cuts out clutter and needless features, focusing on building relationships that lead to closed sales.
- The app is accessible and provides a helpful reminder for busy weeks.
By the_themene
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
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 knt2018
I love the way the platform is organized. I started the free trial yesterday and took quite some time manually adding contacts from a plethora of different sources. Now when I go to view OnePageCRM , none of the contacts I’ve added show up on OnePageCRM , but instead only the demo contacts show up. When I log back in to web platform (not mobile app), all my contacts are there. We chose this app because it has a mobile app, but if data doesn’t sync between web (logging in from computer) and app, then this platform is rubbish. Please fix syncing issues and we’ll be happy. :)
By Kdogsander
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.
By yomitandah
I use it everyday. Very useful, glad I can use Apple or Google Maps.
By nl he z
Like the system so far but Payment processing system is not US based and always leading to fraud warnings when we try to pay for online service.
By DennisPie
I've been in sales for several years and have tried a couple different CRM programs. This one is wonderful! It's so simple to use and has greatly increased my effectiveness. No more items "falling through the cracks". Set up the action item and the program will not let you forget. I've had many compliments from customers who appreciate that I stay on top of things and every deal has been smooth and efficient. I honestly don't know how I ever worked without it, and I can't wait to see how much my sales will improve!
By Webnbox
Great app! I’d give them a 5 star review if they added email tracking.
By painRequirednickname
Good chronological organization of all contact info. Solicits decision on next step the key to success
By Nu2sails
Awkward, hard to organize. Pipedrive created by salespeople. Logical, easy to use. OnePage is easy to lose important stuff.
By OliviaGDesign
I've used countless numbers of CRMs but after about a month I always switch to something new because they are too bulky with their process and you spend more time inputting what you need to do than actually working.
With this app it puts what is most important in your face - your tasks. If I miss a date for an action it turns red and stays there until I've completed the action then it asks you what's next so it causes you to create your next step or close out the client for the time being.
If you need additional information about your client it's there and logging notes calls and emails is very easy.
2 small changes I would suggest is that you allow the user to log task and notes under the company and not just the person in the company and also expand the accounting services you can sync with.
Other than that great job!
By CaliforniaNice
I haven't used OnePageCRM for a long time, so I can't say whether it's buggy or not, but I really like the this app web app, and the mobile app seems to be a perfectly fine mobile implementation of OnePageCRM . Clearly the aim of OnePageCRM is simplicity, to make regular usage of OnePageCRM easy and efficient, and this app is the only CRM app I found that truly meets the claim of being simple. Kudos to the developers for understanding this need and for pulling it off with a good app design.
By Affiliate dude
I have been using CRM's since the first version of ACT. I can truly say that OnePage is the easiest, most effective tool to move business forward. It cuts out all the clutter, needless features and concentrates one one thing. Helping build relationships that lead to closed sales. Try the free trial, you too will love this awesome application.
By David K. Price
I like simplicity. Simply put, One Page will turn your "to do's" into "done's."
By Kurt4i
1) comparison - there are pros and cons for each, but for this app, the real test was, does OnePageCRM drive things forward? Answer for OPCRM was resounding yes, with the focus on the 'next action'.
2) importing - OPCRM gives me a template to adhere to. CapsuleCRM was an easy export, and I'm in the middle of the file modification. Looking pretty smooth.
By IrishFX
Love using my OnePage CRM! Easy accessible and always the shoulder tap I need on a busy week!
By Bob44224
It gets the job done but that is about it. Web app is great and is a very unique an effective approach to crm. Too bad the iOS apps are lagging behind.
By mattsmith0622
I use OnePage daily. Great app, great CRM. My only issue is there's no Apple Watch app. That would make it a five star app.
By jbrrnz
Great and prompt service...this app is the best among many.
By Zac Bushnell
Won't let me create a password to sign in. Says invalid password but I don't have an account yet.
Yes. OnePageCRM - CRM & To-Do List is very safe to use. This is based on our NLP (Natural language processing) analysis of over 164 User Reviews sourced from the Appstore and the appstore cumulative rating of 4.7/5 . Justuseapp Safety Score for OnePageCRM Is 71.6/100.
Yes. OnePageCRM - CRM & To-Do List is a totally legit app. This conclusion was arrived at by running over 164 OnePageCRM - CRM & To-Do List User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for OnePageCRM Is 85.7/100..
OnePageCRM - CRM & To-Do List works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.
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