OnePageCRM vs Simple CRM for Contractors

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.

Manage leads, customers, jobs, quotes, invoices, payments and follow-ups from one simple CRM. Simple CRM is built for sales professionals, tradies, contractors and small businesses that want to stay organised without complicated software. Track opportunities from the first lead to a paying customer, manage jobs from quote to completion, and keep your important business records available even when you're offline. SALES CRM & PIPELINE • Capture and manage leads • Track opportunities through your sales pipeline • Convert leads into customers • Stay on top of follow-ups • View customer activity in one timeline • Track marketing campaign attribution CUSTOMERS & CLIENTS • Keep customer and client details organised • Add tags and attachments • View customer and job history • Detect duplicate records • Archive and restore information when required JOBS & RECURRING WORK • Create and manage jobs • Set up recurring jobs for repeat customers • Create work orders • Prepare service reports • Keep jobs connected to the right customer • Track work from enquiry to completion QUOTES, INVOICES & PAYMENTS • Create professional estimates and quotes • Generate invoices • Record customer payments • Create receipts • Generate customer statements • Add your business profile and logo • Create professional PDF documents • Preview, share and print PDFs WORK OFFLINE • Access and manage your business records offline • Create local backups • Restore your data when required • Import and export data using CSV • Keep your important information available on your device HOW IT WORKS 1. Add a lead, client or customer. 2. Track the opportunity, follow-up or job. 3. Create quotes, work documents, invoices and receipts as the work progresses. Simple CRM brings customer management, sales tracking and tradie job paperwork together in one practical workspace. Whether you're following up sales leads, managing customer jobs or preparing invoices after a day's work, Simple CRM helps keep everything organised without switching between multiple tools. Manage your business from lead to payment with Simple CRM. * Privacy Policy: https://appsycle.blogspot.com/p/privacy-policy-and-terms-condition.html * Terms of Use: https://appsycle.blogspot.com/p/privacy-policy-and-terms-condition.html#terms * Terms of Use(EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/