Average Ratings 26 Ratings
Average Ratings 0 Ratings
Description
OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales.
Main features:
- Next Action Sales: Every lead generated is action
- Log calls, notes, and deals. All you need to close a deal is on one scrollable page
- Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab
- Manage deals with pipelines and send quotes in seconds
- Save time with smart sales automation features
- Use our Browser Extension and Web Forms to easily capture leads
- Custom reports and Live KPIs Dashboard
- Native iOS and Android mobile apps
- Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more!
- World-class support: email, phone & chat
Description
Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.
API Access
Has API
API Access
Has API
Integrations
Desktop.com
Facebook
GA Connector
Google Calendar
Hipsocial
Integrately
JustCall
Kixie PowerCall & SMS
Kynection KIM
Microsoft Outlook
Integrations
Desktop.com
Facebook
GA Connector
Google Calendar
Hipsocial
Integrately
JustCall
Kixie PowerCall & SMS
Kynection KIM
Microsoft Outlook
Pricing Details
$9.95 per user/month
Free Trial
Free Version
Pricing Details
$12.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OnePageCRM
Founded
2010
Country
Ireland
Website
www.onepagecrm.com
Vendor Details
Company Name
Upvise
Founded
2008
Country
Singapore
Website
www.upvise.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking