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OnePageCRM converts the complexity of CRM into a simple to-do list. A sales-focused application for SMBs, it uses the “Getting Things Done” [GTD] ... Learn More
Unlimited Contacts, Notes, Deals and 1Gb file storage
Integrations with Email, MailChimp, LinkedIn and more
Reporting on Sales Pipeline, Activity and Marketing
Customize Contacts and Sales Process to fit business
Mobile and tablet apps for iOS and Android
World class training and support
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
Based on my experience using it over the last few months I can conclude that it is easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there. Love it and I recommend it.
Pros : Simple to use, great features, relevant CRM software
Cons : None, it does the job perfectly for me.
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
Friday 31 October 2014
If you're tired of complicated CRMs, and just want a better way to keep track of your contacts and easily know where you left off your conversations, OnePageCRM is a great app to try. It's an ingenious mix of GTD and CRM, one that should keep your communications more productive.More about OnePageCRM
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