OnePageCRM

Simple sales CRM with to-do list functionality designed for small businesses

OnePageCRM is a unique combination of a simple CRM app and a productivity tool with follow-up reminders next to every . It helps you keep in touch with clients, prospects, and partners, and nurture business relationships.

Built for consulting and professional services businesses, OnePageCRM adjusts to your needs and works as both—a personal CRM and a team collaboration tool.

⚫ Set reminders to follow up and stay in touch

— Add follow-up reminders next to any

— Create a reusable list of consecutive actions

— Dial s straight from within your CRM

⚫ Keep complete client information within CRM

— Previous email conversations

— Call and meeting notes (with file attachments)

— interactions, sales deals, and more

⚫ Call clients in just one click

— Connect your CRM to WhatsApp, Skype, Viber, FaceTime, etc.

— Speed dial any from within your mobile CRM

— Add call results and notes with the voice-to-text feature

⚫ Send and store client emails

— Send emails without leaving OnePageCRM

— Automatically save a copy of these emails in your CRM

— See all previous email communication

⚫ Grow sales in a proactive way

— Manage your sales pipeline on the go

— Create and update deals in a few clicks

— Add notes and attachments to any deal

⚫ Keep the whole team aligned

— Assign s to other team

— @mention your teammates and notify them about changes

— Integrate with other business apps

US

To use OnePageCRM on your mobile device, you need to create a OnePageCRM first. Please go to www.onepagecrm.com for more information.

If you have any questions or comments, please us at @onepagecrm.com. We’re always happy to help.