OnePageCRM
Contacts, deals and follow-ups
Agents summarise your Action Stream, add contacts, log call notes, reschedule overdue tasks and update deals in OnePageCRM.
- What should I follow up on today?
- Add Maria Lopez from Northwind as a contact and book a call Friday
- Move my overdue tasks to next week and log a note on the Acme deal
How it works
Click Connect and log in on OnePageCRM’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- OnePageCRM
- Category
- Sales & marketing
- How it connects
- Log in with OnePageCRM
- Agents can
- Read, and change what an admin allows
- Website
- onepagecrm.com
