OnePageCRM
OnePageCRM
0 reviews
WH Score
7.9

Top OnePageCRM Features

What are the Best OnePageCRM Features?


Customer Management

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

Lead Management

  • Lead Generation
  • Lead Distribution

Contact Management

  • Contact Database
  • Contact Groups
  • Contact Sharing
  • Contact Refresh
  • Ideal Contact Methods
  • Contact Lifecycle Management

Supported Channels

  • Email
  • Social Media
  • Website

Call Management & Administration

  • Click-to-Call
  • Speed Dialing

Email Management

  • Email Forwarding

Accounting Features

  • Invoicing & Billing

Reporting & Analytics

  • Service Analytics
  • Call Log Reports
  • Forecasting
  • Data Visualization
  • Dashboard
  • CX Analytics
  • Activity Log
  • Email Reports
  • Lead and Opportunity Tracking
  • Data Analytics
  • Customer Satisfaction Rating (CSAT)
  • 360° Customer View

Customizable Items

  • Custom Fields
  • Custom Reports

File Management

  • Document Merge

Drag-and-Drop Builders/Designers

  • Dashboard Builder

Workflow Automation

  • Sales Automation

Systems/Administrative

  • Storage
  • Segmentation/Grouping

Sync/Refresh

  • Email Sync

Data Migration

  • Data Import

Identity and Access Management (IAM)

  • Role Based Access Control (RBAC)
  • Multi-Factor Authentication (MFA)

Cybersecurity Features

  • Encryption

Integration Options

  • APIs
  • Webhooks

Third-Party Integrations

  • Facebook
  • Twitter
  • LinkedIn
  • Xero

Microsoft 365

  • Microsoft Outlook

Google Workspace

  • Gmail

Supported Technologies

  • Artificial Intelligence (AI)
  • Machine Learning (ML)

After-Sales Service

  • Phone Support
  • Chat Support
  • Customer Onboarding

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