OnePageCRM - CRM & To-Do List 4.16.0

OnePageCRM is a unique combination of a CRM app and a productivity tool that provides follow-up reminders for each contact. This platform aids in maintaining communication with clients, prospects, and partners while nurturing business relationships.

Catering to consulting and professional service firms, OnePageCRM is versatile, functioning as both a personal CRM and a team collaboration tool.

• Set reminders to follow up and stay in touch
• • Add follow-up reminders to any contact
  • Create reusable lists of consecutive actions
  • Dial contacts directly from your CRM

• Keep complete client information within your CRM
• • Access previous email conversations
  • Store call and meeting notes (including file attachments)
  • Track upcoming interactions and sales deals

• Call clients in just one click
• • Connect your CRM with messaging apps like WhatsApp, Skype, Viber, and FaceTime
  • Utilize the speed dial feature from your mobile CRM
  • Add call results and notes using the voice-to-text feature

• Send, receive, and store client emails
• • Compose and send emails without leaving OnePageCRM
  • Automatically save and store all client emails within your CRM
  • Utilize free email templates with attachments

• Grow sales proactively
• • Manage your sales pipeline on the go
  • Create and update deals easily
  • Add notes and attachments to any deal

• Keep the whole team aligned
• • Assign contacts to other team members
  • @mention teammates and notify them about changes
  • Integrate with other business apps

If you wish to use OnePageCRM on your mobile device, you will need to create a OnePageCRM account. For more information, please visit www.onepagecrm.com.

If you have any questions or comments, please contact our support team at support@onepagecrm.com. We are always delighted to assist you.