Average Ratings 26 Ratings

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Description

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Description

The Property Marvel Report On Title (PM-ROT) allows your company to swiftly and accurately generate various conveyancing reports. Crafting these reports is an essential yet labor-intensive and challenging component of the conveyancing process. PM-ROT introduces a more efficient methodology for tackling this task, ultimately saving your firm both time and financial resources while enhancing the quality, uniformity, and regulatory adherence of your reports. Begin by selecting the type of report you need, then navigate through our intuitive questionnaire that adapts based on your selections. This questionnaire guarantees that the report's format is appropriate and encompasses all necessary components for the specific situation. The interface features a dual display; as you respond to inquiries on the left, the report continuously compiles on the right. Additionally, you can incorporate precedents from our vast library into the report, and you have the option to develop your own precedents to complement the existing ones. This innovative system streamlines the report creation process, allowing you to focus on other vital aspects of your practice.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall Yes 
Dropbox Yes 
Evernote Yes 
Funnelforms Yes 
Hipsocial Yes 
Integrately Yes 
Microsoft Outlook Yes 
PBXDom Yes 
Peaka Yes 
Quickwork Yes 
Rambox Yes 
Sage Payroll Yes 
Shift Yes 
Skype Yes 
Stackreaction Yes 
StarfishETL Yes 
String Yes 
Teamstack Yes 
Wufoo Yes 
X (Twitter) Yes 

Integrations

Aircall No 
Dropbox No 
Evernote No 
Funnelforms No 
Hipsocial No 
Integrately No 
Microsoft Outlook No 
PBXDom No 
Peaka No 
Quickwork No 
Rambox No 
Sage Payroll No 
Shift No 
Skype No 
Stackreaction No 
StarfishETL No 
String No 
Teamstack No 
Wufoo No 
X (Twitter) No 

Pricing Details

$9.95 per user/month
Professional Plan

$15 per user/month
or
$9.95 per user/month in the annual plan (4 MONTHS FREE)

Business Plan

$ 29 per user/month
or
$19.95 per user/month in the annual plan (4 MONTHS FREE)
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

OnePageCRM

Founded

2010

Country

Ireland

Website

www.onepagecrm.com

Vendor Details

Company Name

Property Marvel

Country

United Kingdom

Website

rot.legalcm.co.uk

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation No 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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