OnePageCRM vs Retail

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.

Retail Agent is the mobile companion for retail teams. Manage inventory, purchase orders, stocktakes, and sales reporting from your phone — without leaving the shop floor. Everything stays in sync with your till system, so stock levels, product details, and transactions are always accurate across your business. INVENTORY AT YOUR FINGERTIPS • Scan barcodes to look up products instantly • View stock levels with clear in-stock, low-stock, and out-of-stock indicators • Update stock on the shelf with Quick Stock — add or set quantities in seconds • Edit product details including name, price, description, and stock level • Create new products directly from the app • Search and tag products by description or category STOCKTAKE MADE SIMPLE • Run stocktakes with barcode scanning • Resume in-progress audits at any time • Review variance reports and compare against expected levels • Organise products with category tags for faster counting PURCHASE ORDERS & DELIVERIES • Create and manage purchase orders from suppliers • Receive deliveries with barcode scanning • Record damaged items and price discrepancies • Capture delivery signatures and documentation • Track incoming orders from order to receipt SUPPLIER MANAGEMENT • View and manage supplier information • Browse supplier product catalogues • Link products to suppliers for easier ordering SALES & REPORTING • View transaction history and individual sale details • Revenue breakdowns, top sellers, and average transaction spend • VAT breakdown by item, discount analysis, and tender type reports • Stock reporting and category inventory insights • Item-level transaction history DUTY DEFERRED TRACKING • Track duty-deferred wine and spirits through their full lifecycle • Scan items in and out with barcode verification • Complete deliveries with signature capture • Manager controls for secure monitoring BUILT FOR MULTI-SITE RETAIL • Switch between business areas (e.g. Farm Shop, Duchess Collection) • Role-based access for staff and managers • Secure login with business and area selection DESIGNED FOR THE SHOP FLOOR Retail Agent is built for speed. Scan a barcode, adjust stock, check a report — all in a modern, intuitive interface designed for busy retail environments.