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Last updated at November 10th, 2020Unique CRM software that helps small business focus on and increase sales. Based on GTD & Sales principles, our sales tool includes contact & funnel management.
Status : OnlineSend emails directly from OnePageCRM. No more hopping between your email client and your CRM! Email directly from the contact page and automatically log it. Use custom templates. Need to send similar emails at every sales stage? Don’t reinvent your sales wheel and simply use a template.
Status : OnlineAbout Us OnePageCRM is the world’s first action-based CRM.. We built it to free salespeople from bloated software, help them focus on sales actions and change the very way they work.
Status : OnlineLearn what sets OnePageCRM apart from other CRM tools and get familiar with its user interface and features. Related: Action Stream and Next Actions. 02 . Action Stream and Next Actions. Learn why Action Stream is the beating heart of our sales CRM and discover the power of the Next Action sales method. Related:
Status : OnlineA OnePageCRM account is required to use OnePageCRM for iOS. OnePageCRM converts the complexity of sales into a simple to-do list. This simple customer relationship management (CRM) uses Getting Things Done [GTD] principles to help you convert leads to customers, reach sales targets and grow your business fast.
Status : OnlineYou can also access all of your receipts from your OnePageCRM account. We accept Mastercard, Visa and American Express credit and debit cards. Is my data safe? Yes. We take your privacy, security and back up very seriously. Your data is stored on a banking-level secure server with daily backup and 256-bit encrypted connection.
Status : OnlineAt OnePageCRM, we believe in white-glove customer support. We don’t believe in bots or one-size-fits-all answers. We call where others would email. We show where others would send a link to ‘Help’. We don’t do marketing, we do word-of-mouth! So our happy clients are, in fact, our best sales assets.
Status : OnlineFrequently asked questions and support documentation for OnePageCRM
Status : OnlineManaging User Permissions. There are three types of users in OnePageCRM: Account owner; Administrator; User; The Account owner role is automatically assigned to the person who creates the account in OnePageCRM and does not have any limitations on permissions.The Account owner cannot be deleted, so it’s important to ensure that the main decision maker in the company is the Account owner from ...
Status : OnlineTroubleshoot
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