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• Contact Management

  MAX

  Business

  Professional

  • Unlimited contacts
    
    
    
  • Import / export contacts
    
    
    
  • Restore deleted contacts

    

    Have full control over your customer database and restore deleted information if needed.
    60 Days
    30 Days
    1 Day
  • Unlimited tags and statuses

    

    Use your sales data more efficiently. Add custom tags and statuses to segment your database and quickly filter leads and customers.
    
    
    
  • Unlimited Custom fields

    

    Add custom fields to contacts, organizations, and deals to capture and store the unique information relevant to your business.
    
    
    
  • Mandatory Custom fields

    

    Make sure information is always recorded into your CRM account by enabling custom fields as Mandatory.
    
    
    
  • Section Dividers for Custom Fields

    

    Use Section Dividers to organize Custom fields into groups in your CRM. Available for Contact, Organization, and Deal Custom Fields.
    
    
    
  • Merge duplicate contacts

    

    Avoid duplicate entries and keep your sales data clean for better sales and contact management.
    
    
    
  • Unlimited filters

    

    Slice and dice your sales data to pull up the information you need.
    
    
    
  • Last activity filter

    

    Filter your contacts by last activity to easily search through your database.
    
    
    
  • Contact prioritization

    

    Star contacts that are of high priority to add them to the Start filter accessible by all CRM users.
    
    
    
  • Relationship management

    

    Define and visualize contact relationships (be it a co-signer, a business partner, a senior sales leader or anyone else).
    
    
    
  • Merge Import

    

    Every contact in your CRM has a unique contact ID. Update existing contacts with new details and easily modify your data structure.
    
    
    
  • Documents area

    

    Keep all important documents accessible straight from within your CRM.
    
    
    
  • File storage
    30GB/user
    20GB/user
    10GB/user
  • Print contact / download vCard

    

    Use electronic business cards to quickly download and share contact information.
    
    
    

• Action-Based Selling

  MAX

  Business

  Professional

  • Task management (Action Stream)

    

    Assign a Next Action to every contact and turn your database into a dynamic Action Stream with due dates.
    
    
    
  • Reminder notifications

    

    Add tasks and reminders next to every contact and make sure that you follow up with every lead.
    
    
    
  • Focus mode

    

    Remove distractions and focus only on the tasks at hand.
    
    
    
  • Split-pane view

    

    Quickly go through your leads, leave notes and set Next Actions without losing the full picture. Ideal for lightning-fast lead qualification.
    
    
    
  • Motivational target widget

    

    Display your conversions, calls, or revenue targets and track your progress in real time. Motivation at its finest!
    
    
    
  • Calendar view

    

    Visualize your workload over time and easily re-arrange your Next Actions when needed.
    
    
    

• Emails & Calls

  Business

  Professional

  • Full (two-way) email sync

    

    Connect your CRM to your email client provider and manage email communication straight from OnePageCRM.
    
    
    
  • IMAP/SMTP

    

    Connect your CRM to any email client provider (not only Gmail or Outlook).
    
    
    
  • Email sequences
    5
    
    
  • Number of connected email accounts

    

    Connect several email inboxes to your CRM.
    2
    1
    1
  • Send personalized emails in bulk
    1,000/day
    450/day
    250/day
  • Schedule emails
    
    
    
  • Track email opens

    

    See when your leads and prospects open your sales emails and how many times.
    
    
    
  • Open tracking notifications

    

    Receive notifications for when a prospect opens your email, leaves it unread for over 36 hours, opens it many times, or reopens it after a while.
    
    
    
  • Retrieve email history

    

    Retrieve the contact's email history from your email client in a click (available for up to 1,000 contacts per user per calendar month).
    up to 10 years
    up to 2 years
    
  • WhatsApp chat button

    

    Connect a floating WhatsApp button to your website for free.
    
    
    
  • Store emails by forwarding

    

    Not a fan of full email sync? Forward specific emails to a generated Email Capture Address and keep them stored in OnePageCRM. This can be enabled automatically.
    
    
    
  • Custom email templates
    
    
    
  • Email variables

    

    Personalize emails by inserting variables like First Name, Organization, and more.
    
    
    
  • Sales quote management

    

    Automatically generate a sales quote from the deal's details and insert it into an email in a click.
    
    
    
  • Log call results

    

    Safely store the outputs of all your conversations in your CRM.
    
    
    
  • Click-to-call integrations
    
    
    

• Sales Management

  MAX

  Business

  Professional

  • Sales pipeline (Kanban view)
    
    
    
  • Commissions & margins calculations

    

    Automatically calculate your deal commissions and margin.
    
    
    
  • Customizable deal stages & pipelines

    

    Define your deal stages and customize your sales process.
    
    
    
  • Delivery pipeline

    

    Delivery Pipelines are a light project management tool for won sales deals. Easily track clients through the post-sales cycle in a simple and interactive Kanban view.
    
    
    
  • Multiple pipelines

    

    Create multiple pipelines to accommodate several sales processes or products with different sales cycles.
    Unlimited
    10
    1
  • Deal velocity

    

    Easily identify and address bottlenecks in your sales process by seeing the time spent on each deal stage.
    
    
    
  • Restore deleted deals
    60 Days
    30 Days
    1 Day
  • Free Web Forms
    Unlimited
    20
    5
  • Sales Forecast View

    

    Predict your sales revenues and review your team's performance against set targets.
    
    
    
  • Weighted & unweighted pipeline

    

    Filter, sort and display deals in your sales pipeline the way it suits you.
    
    
    
  • Deal loss reasons

    

    Record reasons for lost sales deals.
    
    
    
  • Import / export deals
    
    
    

• Reporting & Collaboration

  MAX

  Business

  Professional

  • User groups

    

    Divide your salespeople into groups and review their performance on a team basis. Especially useful if you have several sales teams, locations, or branches.
    
    
    
  • User permissions

    

    Have a full control over your team's access. For example, create Focused Users. They don't have access to the Team stream and can see only their contacts, deals, and activity. Ideal for working with external collaborators.
    
    
    
  • Custom reports

    

    Generate custom reports in a few clicks and get them automatically emailed to you on a regular basis.
    
    
    
  • Team activity logs
    
    
    
  • Mentions and comments
    
    
    
  • Assign contacts, tasks and deals

    

    Easily assign contacts, deals, accounts and tasks to your team members.
    
    
    
  • Account Switcher

    

    Do you have several OnePageCRM accounts? Effortlessly switch between them in just a click.
    
    
    
  • Sales KPIs dashboard
    
    
    

• Sales Automation

  MAX

  Business

  Professional

  • Workflow automation

    

    Automate repetitive tasks within your sales process by setting triggers and operations.
    Unlimited
    30
    15
  • AI Assistant (TL;DR)

    

    Use AI to summarize contact pages in your CRM.
    
    
    
  • Lead Clipper

    

    Automatically capture leads from any web page and add them to OnePageCRM as contacts in just a click.
    
    
    
  • Lead Clipper for outreach plaforms

    

    Use Lead Clipper to capture leads from Apollo or Lusha to your CRM.
    
    
    
  • Scheduled Email Templates

    

    Create scheduled email templates.
    
    
    
  • Action Templates

    

    Save your most frequent sales actions and start adding them with a click.
    
    
    
  • Products & Services Catalog

    

    Identify your most frequently used products and services and save them in your CRM.
    
    
    
  • Contact Enhance

    

    Automatically populate a contact with all publicly available social media data.
    
    
    
  • Calendar Feed integration

    

    Automatically add Next Actions to your calendar to have an overview of your schedule.
    
    
    

• Mobile CRM

  MAX

  Business

  Professional

  • Native Android & iOS apps
    
    
    
  • Import phone contacts
    
    
    
  • Speed Dialer

    

    Keep your top contacts at your fingertips. Star them and start dialing.
    
    
    
  • Mobile notifications
    
    
    
  • Business Card Scanner

    

    Take a photo of a lead's business card and automatically add them as a OnePageCRM contact.
    1,000 cards/month
    500 cards/month
    100 cards/month
  • Al-Powered Route Planner

    

    Select contacts you want to visit, and we’ll calculate the most optimized route for you.
    20 stops
    15 stops
    10 stops
  • Sync across all devices
    
    
    

• Support & Security

  MAX

  Business

  Professional

  • API access / Webhooks support

    

    Develop custom integrations for free and make the most of your CRM by customizing it further.
    
    
    
  • Sales Academy free courses

    

    Expand your knowledge, level up your sales skills and get certified in sales CRM.
    
    
    
  • Online knowledge base (Help Site)
    
    
    
  • Bi-weekly live demos
    
    
    
  • Online chat support
    
    
    
  • Phone support
    
    
    
  • Video tooltips

    

    Enable in-app video tooltips to get a better idea of how OnePageCRM works.
    
    
    
  • Screenshare support
    
    
    
  • Two-factor authentication
    
    
    
  • AES-256 encryption

    

    Data security and privacy are the top priorities in OnePageCRM and are ingrained in every aspect of our business.