ONEPAGECRM

Never Drop the Ball in Sales
OnePage is simple CRM software that produces amazing results. Aimed at typical professional service companies, it's the only sales app of it's kind to combine a proven sales methodology and the elements of CRM to greatly increase sales.

For years the typical CRM for small business has been just a database. A glorified contact management system. That’s a broken concept. A database of your customers is as dead as a telephone directory if it doesn’t have an integrated sales methodology.

OnePage has built-in a really simple work-flow to ensure you get prospects over the line. Ask the sales training experts from around the world and they'll tell you, you need a focused methodology to sell more and sell faster!

Based on the power and focus of GTD, OnePageCRM guides users to make upfront decisions on the "one next action" that matters for each prospect.  
OnePage is based on a smart sales methodology -"Continuous focus on sales actions" and it means you’ll never drop the ball with a prospect again!
The typical small business has 2-20 staff with usually one or two of these being responsible for sales.

Time and resources can be scarce in any small business, resulting in the owner-manager being solely responsible for a number of business roles. Often, a juggling act ensues with the most important tasks being overlooked: developing sales, and managing customers. This is where OnePageCRM comes in. Quick and easy to use, OnePage encourages forward moving sales actions.

Actions deliver results. OnePageCRM is founded on the principles of productivity and sales. OnePage ensures business owners take action towards growing sales efficiently, while staying on top of their business.
OnePage is being used all over the globe. All small businesses, wherever they are, face the same issues of juggling, managing, motivating... and selling.

OnePageCRM is based on the premise that the big CRM Vendors provide too much functionality and were not good enough at simple tasks and contact management.

For example, when cold calling using most larger CRM systems you'd have to drill down, find the right account, gather data, make the call, make updates, go back to list, repeat and rinse.

The alternative is to use a list in Excel, but this may be hard to navigate and does not provide the context about the lead that a CRM system can. Plus, when calls are postponed because the contact is not available, it is not easy to flag them for a later call.
OnePageCRM was designed as a sales process support tool based on the GTD (Getting Things Done) methodology, not a technology solution. By analysing what sales people need to do, OnePageCRM built a sales-focused CRM system aimed at helping a sales manager be more effective. OnePageCRM is a task manager that prioritises the actions of the salesperson, making the ones that are more important or urgent bubble up to the top of the list. 
OnePageCRM is designed around three key concepts:
  1. Focus on that One Next Action - Inspired by GTD, OnePageCRM encourages upfront decision making on every contact. Focusing on that one next action ensures that leads and prospects are constantly being moved through your sales process to success.
  2. A Dynamic List of Contacts - OnePageCRM sorts your contacts according to their next action and creates a dynamic list which prioritizes your time. One look at your main screen and you know what actions you need to take now, today and tomorrow. That’s uncluttered focus on what’s important.
  3. Keep CRM Essentials on One Page - Keeping the CRM fast and simple to use was not a design decision to be different, but imperative to ensuring continued everyday usage. Sales actions are not long administrative chores, but a multitude of nudges required to get a prospect over the line.
The interface combines contact management with task management. Urgent action items bubble up and are flagged with a colour scheme.

Interactions can be scheduled, reclassified, postponed, plus when a contact is selected, all available data as well as previous interactions are pulled up in a 'Snapshot' to help the sales person better understand the context so as the conversation go 'smoother'.

The sales person can also click through to publicly available information about the contact such as LinkedIn profile, Twitter stream and Facebook info.

Once a callback is entered, be it in the next 10 minutes or six months down the road, the task will bubble up to the top of the list when the time is right.

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