Top OnePageCRM Features

What are the Best OnePageCRM Features?

Customer Management

Customer Profiling
Customer Personas
Customer Journey Mapping
Customer Lifecycle Management
Case Management
Pipeline Management
Deal Management
Account Management
Complaint/Feedback Management

Lead Management

Lead Generation
Lead Distribution
Lead Nurturing

Contact Management

Contact Database
Contact Groups
Contact Sharing
Contact Refresh
Secondary Contacts
Ideal Contact Methods
Contact Lifecycle Management

Supported Channels

Voice
Chat/IM
Email
Social Media
Website

Phone System Features

Outbound Calling

Call Management & Administration

Click-to-Call
Speed Dialing

Email Management

Email Composer
Email Forwarding
Email Routing
Email Previewing
Email Broadcasts
Shared Inbox
Group Email

User Calls-to-Action

Contact Forms
Sign-Up Forms

Accounting Features

Invoicing & Billing
Estimates & Quotations

Cash Flow Management

Revenue Management

Inventory Management

Product Catalog

Reporting & Analytics

Activity Logs
Relationship Mapping
Sales Analytics
Service Analytics
Call Log Reports
Forecasting
Revenue Reports
Link Tracking
Data Visualization
Progress Reports
Dashboard
CX Analytics
Email Reports
Estimates vs. Actuals
Lead and Opportunity Tracking
Daily Summary
Data Analytics
Conversion Analytics
Customer Satisfaction Rating (CSAT)
360° Customer View
Task Tracking

Customizable Items

Custom Fields
Custom Workflows
Custom Widgets
Custom Deals
Custom Reports
Custom Templates
Custom Forms

Collaboration Tools

Notes
Color-Based Labeling
Gamification

File Management

Document Merge
Files Repository
File Attachments

Drag-and-Drop Builders/Designers

Dashboard Builder
Form Builder

Appointments/Scheduling

Report Scheduling
Message Scheduling

Reminders/Alerts

Email Alerts
Task Notifications
Read Receipts

Workflow Automation

Low Code/No Code Business Process Automation
Task Automation
Sales Automation
Recurring Tasks

Systems/Administrative

Storage
Segmentation/Grouping
Bulk Actions

Sync/Refresh

Email Sync
Device Sync
Contact Sync
Calendar Sync

Project Management Features

Workflow Management
Team Management
Goal Management
Productivity Management

Data Management

Data Mapping
Data Parsing
Data Refresh
Data Deduplication
Data Merge

Data Migration

Data Import
Data Export

Identity and Access Management (IAM)

Role Based Access Control (RBAC)
Single Sign-On (SSO)
Multi-Factor Authentication (MFA)
Guest Access
Email Verification

Password Management

Password Strength Check

Cybersecurity Features

Data Security
Cloud Security
Email Security
Encryption

Integration Options

APIs
Webhooks
App Marketplace
Computer Telephony Integration (CTI)
Browser Extensions

Third-Party Integrations

Facebook
Twitter
LinkedIn
Xero

Microsoft 365

Microsoft Outlook

Google Workspace

Gmail

Supported Technologies

Artificial Intelligence (AI)
Machine Learning (ML)
Natural Language Processing (NLP)

After-Sales Service

Phone Support
Email Support
Chat Support
Chat Support
Developer Support
Help Center
Customer Onboarding

OnePageCRM Top Features Related Review

fleur martin

Reviewed on 2 October 2024

Easy to use crm

I'm not really tech savvy, so this is the best CRM I've found so far. I like that it has tasks. The system doesn't look overwhelming and I can quickly switch between different pages inside the app. Their support is amazing. They've always answered my questions and jumped on screenshares!

Pros