OnePageCRM is designed specifically for consulting and professional services firms, providing a flexible tool that functions both as a personal customer relationship management system and a team collaboration platform. It helps users stay organized and efficient by enabling easy follow-up reminders and streamlined communication with clients. The application adapts to individual and team needs, ensuring that everyone can manage their contacts and tasks effectively within a single platform.
Within OnePageCRM, users can maintain comprehensive client details, including email exchanges, notes from calls and meetings, and relevant files. It allows for seamless management of upcoming interactions and sales opportunities. This centralized data repository helps professionals keep track of all client interactions and ensures nothing falls through the cracks, thereby improving client management and engagement.
Communication is simplified through quick call features that integrate with popular platforms like WhatsApp, Skype, Viber, and FaceTime. Users can initiate calls directly from their mobile CRM app, add notes or record call results using voice-to-text, and store these details within the system. Additionally, the application allows sending emails directly from the platform while automatically saving copies of correspondence to maintain a complete communication history.
On the sales front, OnePageCRM offers tools to proactively grow deals and manage sales pipelines remotely. Users can create, update, and track deals, attaching relevant notes and files as needed. It also facilitates team coordination by enabling contact assignments, @mentions for notifications, and integration with other business applications. To start using the platform on a mobile device, users need to create an account through the official website and can contact support for assistance if needed.