The Beginner's Guide to OnePageCRM

Built for small businesses, OnePageCRM is fast to set up and easy to use. Moreover, our experienced support team is here to help you make the most out of this CRM, whether you use it for sales or building relationships with your customers, leads, or other business connections.

If you're ready to start setting up your OnePageCRM account but want some guidance on how to get started, follow the steps below:

• Attend our 30-minute Getting Started webinar. To register, click here. 
• Customize the status labels and deal stages in OnePageCRM to fit your sales process.
• Set up lead sources (for example, website inquiry, phone call, newspaper ad, Facebook, etc.).
• Create any custom fields that are not default fields in OnePageCRM.
• Import or manually add your CRM contacts.