Copyright © 2016 OnePageCRM. All rights reserved.
Generate new leads using our Chrome Lead Clipper!
Clip leads from Gmail, Outlook.com, Twitter, Facebook & XING in just-one-click
Use Pipeline and Activity Reports to get the bigger picture!
See the past and future of your organization
Keep emails with your contacts in OnePageCRM
Have all the sent messages within a click
Assign Tasks to your Team Members!
Collaborate with the whole team in real time!
Working away from the office? Whether you use iOS or Android devices - phones or tablets, OnePageCRM is perfect for use on the go:
Managing your contacts across the sales pipeline is important to make sure they convert to paying customers. OnePageCRM has built a sales ecosystem connecting us with some of the best cloud-based apps covering lead generation, lead nurturing, accounting and invoicing, Learn More...
Next Action workflow
Based on a simple dashboard, prospects float to the top when action is required.
How it's sorted
Contacts are sorted by priority and date.
ASAP & Overdue actions are displayed on the top of your Action Stream highlighted in red, followed by Today's in orange and then Upcoming actions in grey. Learn More...
Sync to calendar
Connect your Action Stream to your preferred calendar to view your daily tasks. Learn More...
Time in Next Action
Set a specific time for a Next Action and get a notification at that time. Learn More...
The Anatomy of your Action Stream
OnePageCRM allows you to easily import your contacts using a .CSV file or directly from your Google Contacts:
Learn more about importing your data: Importing Data
Importing your contacts
Can I export data any time I want?
Yes! OnePageCRM lets you easily export your data so you can have additional back up or create advanced excel reports within minutes:
Learn more about exporting data: Exporting Data
If you ever need help...
We are dedicated to making sure that you experience the best in customer service. Everybody has different experiences using a CRM system, so if you need us we are here:
Where do you store my data, is it safe?
Yes! Your data is very secure with OnePageCRM!
A dynamic list of contacts with their next action, sorted by date
So you'll never drop the ball on a prospect again
This is the default for a Next Action. 90% of Sales Actions are "day based", for example "Email Jane a proposal with costings".
NOTE: As you type a Next Action natural language is supported , so if you say "Call Jane next Fri" we automatically set the date for next Friday! See all our natural language commands.
Date & time
Use "Date & time" only for meetings or specific time actions, for example, if Jane asked you to call her at exactly 12:00.
Natural language commands are also supported, so if you type in "Call Jane next Fri at 12" we'll configure just that.
Use when you want to pin a very important Next Action to the top.
This is an option for when you're "waiting for a contact to get back to you". Use sparingly, as it's sometimes better to set a Date to contact them if they have not replied!
The same as 'Date', but giving you a quick way to select popular interaction and timing.
Kick start your day with a summary of your sales actions sent to you via email every morning.
Understanding Next Actions