CRM Demo | OnePage CRM Tutorial for Beginners 2024 | Introduction to CRM

In this free CRM demo, you'll get an introduction to OnePageCRM and how it helps small businesses grow sales and nurture client relationships in the past-paced 2024.

Learn more about this unique CRM and its powerful combination of a simple contact database and productivity tool.

🟣 Full OnePage CRM Tutorial & Training: https://www.onepagecrm.com/learn/

🟣 Chapters
00:00 Introduction
01:23 OnePageCRM & Action Stream
02:21 Focus Mode
03:11 Contact Pages & Next Actions
03:41 Logging Calls & Notes
05:21 Saved Actions
06:34 Changing the view
07:00 Adding new contacts
08:29 Enhance a contact's details
09:20 Lead Clipper
10:20 Segmenting your contacts
12:15 Custom fields
14:11 Applying custom filters
15:38 Creating deals
17:20 Pipeline
20:01 Automating repetitive tasks
21:38 Full Email sync with Gmail & Outlook
23:28 Send emails in bulk & using templates
24:54 Tracking KPIs and sales targets
26:10 Activity timeline
26:46 Custom reporting
28:07 Integrations
29:14 Users, plans & billing

🟣 Have a question, need help or just want to say "hi", email us at [email protected]

🟣 21-day free trial available, find out more: https://www.onepagecrm.com/register

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