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
Enhance your conversion rates by linking landing pages, hosting webinars, and managing events while engaging with leads through chat or email! Streamline and automate your scheduling for appointments, events, webinars, classes, and virtual meetings effortlessly! You have the capability to oversee service fees, memberships, various programs, packages, and virtual clients with ease! Generate or automate invoices, process payments, and establish recurring billing for your programs and services. Communicate with your leads and clients via chat, text, email, or video at any time using either automated or tailored options. Compile reports and widgets for financials, inventory, statistics, birthdays, and taxes to monitor the health of your practice. Empower clients to access an array of resources such as videos, recipes, articles, documents, treatment plans, wellness initiatives, appointment scheduling, supplement purchases, payment processing, form completion, and so much more, all conveniently available at their fingertips! This comprehensive approach not only improves client experience but also fosters stronger relationships.
API Access
Has API
API Access
Has API
Integrations
Constant Contact Lead Gen & CRM
Desktop.com
Facebook
Formstack
Funnelforms
Hipsocial
Kixie PowerCall & SMS
Microsoft Outlook
NUACOM
Nekton.ai
Integrations
Constant Contact Lead Gen & CRM
Desktop.com
Facebook
Formstack
Funnelforms
Hipsocial
Kixie PowerCall & SMS
Microsoft Outlook
NUACOM
Nekton.ai
Pricing Details
$9.95 per user/month
Free Trial
Free Version
Pricing Details
$249.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OnePageCRM
Founded
2010
Country
Ireland
Website
www.onepagecrm.com
Vendor Details
Company Name
Simplified Practice
Founded
2021
Country
United States
Website
simplifiedpractice.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Electronic Medical Records (EMR)
Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Medical Practice Management
Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling