OnePageCRM: Mobile Sales CRM OnePageCRM: Mobile Sales CRM Free Get
OnePageCRM: Mobile Sales CRM

OnePageCRM: Mobile Sales CRM

Sales pipeline and CRM app

3.18.12 for iPhone, iPad

111 Ratings

Update Date



48.0 MB

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OnePageCRM: Mobile Sales CRM Description
With OnePageCRM mobile app for iOS you can harness the benefits of your CRM wherever you go. Log calls and notes, send emails, set Next Actions, speed dial your top contacts, navigate to your next meeting, and collaborate with your team, all from your phone!

- Complete and set Next Actions to always follow up with every lead.
- Log calls and notes to easily pick up where you left off.
- Use Saved Actions to save time by inserting your most frequently used sales actions.

- Import contacts from your device, individually or in bulk.
- Add new, edit, delete, and easily filter contacts.
- Save your OnePageCRM contacts to Google contacts.

- Speed dial your top leads in a click.
- Select and use your favourite communication app like WhatsApp, Skype, and others.
- Log your call results, add notes, and attach any relevant files.

- Add deals in a click and advance them through the custom deal stages.
- Edit Deal Items.
- Add tags and notes.
- Access attached files.

- Send emails by simply tapping on the contact’s email address.
- “To:” and “bcc:” fields are automatically pre-filled so all your emails are safely stored in your account.
- Select and use your preferred email app.
- Easily view all your email correspondence with a contact without leaving the app.

- View or navigate to your customer’s address with Google Maps by simply tapping the contact’s or organization’s address.

- Assign contacts to other members of your team.
- @mention your teammates to bring their attention to a particular update, and they’ll be instantly notified.
- Customize which notifications you want to receive or turn them off completely.

- Automatically copy a phone number, email address or organization’s description to your clipboard by simply long pressing it.

Note: A OnePageCRM account is required to use OnePageCRM iOS app.
OnePageCRM: Mobile Sales CRM 3.18.12 Update
2020-08-10 Version History
What's new [3.18.12]:
- Bug fixes and performance improvements.

Recent updates:
- Save your eyes with our new dark mode!
- Check all your notifications in the new tab
- Add Deal Items to your deals
- Complete actions by swiping left
- Add/remove attachments while creating/editing deals, notes and calls
- View email correspondence with your contacts
- "Hide contacts without actions" option in settings
- Easily access contact details for deals in pipeline
- Copy contact/org. details with a quick press and hold
- Push notifications for call updates

A big update for the mobile app.
Our goal is to allow you to do everything from your phone so you’ll never need to go into the office. So purely to avoid office small talk we have redeployed all our engineering resources and award winning design from around the globe allow you to do as much of the sales process from your mobile device as possible.

This includes:
- Add a next action and deadline to a contact to ensure you always follow up.
- Set up a queue of follow up actions once complete.
- Assign these actions to another team member.
- You can now view your pipeline in the app.
- Quickly add and edit a deal and related notes.
- Fast / improved user interface. It’s not quite ‘Minority Report’ level yet but we dream of the day.
- Search / add / delete / edit / update / ask on a date / any contacts. (We recommend a lovely candle lit dinner).
- See if you are going to hit target by filtering deals and expected close dates. (To pay for said date).
- Record notes on the go, for contacts and deals. (Please don’t note and drive).
- See a contact's address on maps.
- Now you can see a photo of your contact on your mobile.
- Edit and update your deals when you make that sale! Woot, drinks on you!
- Add contacts from your own phone to OnePageCRM. Maybe exclude your Mum… unless she has budget this quarter...
More Information
48.0 MB
Update Date:
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