OnePageCRM - CRM & To-Do List

OnePageCRM is a unique combination of a simple CRM app and a productivity tool with follow-up reminders next to every contact. 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 contact
— Create a reusable list of consecutive actions
— Dial contacts straight from within your CRM

Keep complete client information within CRM
— Previous email conversations
— Call and meeting notes (with file attachments)
— Upcoming interactions, sales deals, and more

Call clients in just one click
— Connect your CRM to WhatsApp, Skype, Viber, FaceTime, etc.
— Speed dial any contact from within your mobile CRM
— Add call results and notes with the voice-to-text feature

Send, receive, and store client emails
— Send emails without leaving OnePageCRM
— Automatically save and store client emails in your CRM
— Use free email templates with attachments

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 contacts to other team members
— @mention your teammates and notify them about changes
— Integrate with other business apps

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

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