OnePageCRM vs Mobile CRM Companion

OnePageCRM is a unique combination of a simple CRM app and a productivity tool with follow-up reminders next to every contact. It helps you keep in touch with clients, prospects, and partners, and nurture business relationships. Built for consulting and professional services businesses, OnePageCRM adjusts to your needs and works as both—a personal CRM and a team collaboration tool. Set reminders to follow up and stay in touch — Add follow-up reminders next to any contact — Create a reusable list of consecutive actions — Dial contacts straight from within your CRM Keep complete client information within CRM — Previous email conversations — Call and meeting notes (with file attachments) — Upcoming interactions, sales deals, and more Call clients in just one click — Connect your CRM to WhatsApp, Skype, Viber, FaceTime, etc. — Speed dial any contact from within your mobile CRM — Add call results and notes with the voice-to-text feature Send, receive, and store client emails — Send emails without leaving OnePageCRM — Automatically save and store client emails in your CRM — Use free email templates with attachments Grow sales in a proactive way — Manage your sales pipeline on the go — Create and update deals in a few clicks — Add notes and attachments to any deal Keep the whole team aligned — Assign contacts to other team members — @mention your teammates and notify them about changes — Integrate with other business apps CONTACT US To use OnePageCRM on your mobile device, you need to create a OnePageCRM account first. Please go to www.onepagecrm.com for more information. If you have any questions or comments, please contact us at support@onepagecrm.com. We’re always happy to help.

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app included in your Act! subscription at no extra charge. This version of Act! Companion is new and completely redesigned for Act! CRM. Feature highlights: Contact & company details Enjoy everywhere access to Act! contact and company details from the app. Need to add a prospect or update a customer's phone number? It's easy to create, update, and delete contacts and companies on-the-fly. Powerful search capabilities and filters help you find what you need in an instant. Interactive maps Know more about where you're going and what's around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area. Calendar, activities, & history Stay on top of your day with an organized view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive. Sales pipeline management Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app. Actionable dashboards Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, win/loss analysis, and so much more.