OnePageCRM - CRM & To-Do List 4+

Name: OnePageCRM - CRM & To-Do List
Rating: 3 (1 reviews)
Author: OnePageCRM

OnePageCRM

Zaprojektowano dla iPada

- 3,0 • 1 ocena

- Gratis

Opis

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.

12 cze 2024

Wersja 4.16.0

Choose a contact to call on desktop—and we'll send a pop-up notification to your phone.
Collaboration between desktop and mobile apps have never been smoother.
bug fixes and improvements

3,0 z 5

1 ocena

Great CRM. Ok app.

OnePageCRM is a brilliant CRM but this app is fairly basic. It's a good tool for individual salespeople for seeing their action stream and contacts.

Features that would be useful:
- the ability to see and edit other people's action streams and see activity
- the ability to scan business cards when importing contacts
- the ability to add addresses using GPS

Hi Kallitt, just checking out some previous review so said I'd reach back out to let you know that we've made lots of updates over the last few years to actions, call notes, notifications and filters to name a few, and we have some great additions coming like our "On the Road" Route Planner app so feel free to check us out again! Thanks, Carms :)

Deweloper (OnePageCRM) wskazał, że zasady ochrony prywatności w aplikacji mogą obejmować opisane poniżej metody przetwarzania danych. Aby dowiedzieć się więcej, zapoznaj się z zasadami ochrony prywatności dewelopera.