OnePageCRM

OnePageCRM Overview

OnePageCRM is an action-focused CRM that assists small and medium-sized business sales teams in following up with leads by completing sales actions. The app is based on the Getting Things Done (GTD) productivity principle and features a one-of-a-kind Next Action sales method. It works like this: when you finish a sales action (say, sending an email or forwarding a quote), the system prompts you to start the next one.

This way, a contact remains in the sales cycle until it is completely closed, and nothing falls through the cracks. OnePageCRM keeps the product agile, effective, and efficient by performing a variety of functions ranging from contact management to sales reporting, ensuring that leads and prospects are constantly moved through the sales process for maximum efficiency.

Key Benefits of Using OnePageCRM

Next steps in sales focus

OnePageCRM is primarily concerned with sales activity. The system prompts users to create ‘Next Actions’ for each prospect or customer, determining the best next step to move them closer to a sale. The actions are then prioritized and organized into a color-coded Action Stream list, giving users a clear action plan for the day.

One-click lead capture 

With the OnePageCRM Lead Clipper, you can capture leads from any web page, social media channel, or even email in just one click. When leads are captured, they are automatically added to the CRM as contacts, with a Next Action for timely follow-up.

Sales email hub 

All sales communication is consolidated into a single email tab. Only sales emails are logged in OnePageCRM due to smart AI recognition, allowing you to stay laser-focused. Send personalized emails in bulk, use custom email templates, track email opens, import email history, and much more with the powerful full email sync and integration.

Save time on administration

Save time on administration by using pre-saved action sequences, creating workflows, sending personalized emails in bulk, populating contacts with social data with a single click, and much more! At OnePageCRM, we handle the tedious admin tasks and manual data entry so you can focus on closing!

Simple to-do list

OnePageCRM takes a simple to-do list approach to CRM, with the goal of creating a system that helps users sell more! Action Streams become a to-do list on a daily basis, with contacts arranged in order of priority. When a customer action is marked as complete, it moves down the stream, creating a dynamic cycle in which no customer falls through the cracks.

CRM systems are notoriously difficult to learn and adapt to. What we like about OnePageCRM is that you can get started in minutes.

Indeed, we ranked OnePage CRM as one of the best CRMs for Mac, particularly for beginners.

OnePage CRM is a simple yet powerful CRM that truly assists you in getting things done. If you’re looking for-

If you’re looking for something with a short learning curve at a low cost, OnePage CRM is a great option. Worth investigating further.

OnePageCRM transforms the simple concept of a to-do list into a simple application that facilitates the conversion of leads into customers.

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