Overview
Most CRMs are built to store customer data. OnePageCRM is built to help you act on it. Every contact has one thing attached to them: a clear Next Action, with a date. That single idea — always know who to talk to next - has the biggest effect on the business.
Never lose track of a follow-up Rather than scanning a list of contacts trying to remember who needs attention, you open OnePageCRM and see exactly who to contact today, and what for.
Keep the full picture on every contact Every contact record holds a full history of calls, emails, notes, and deals. Anyone on the team can open a contact and immediately see what's been said, promised and where things stand.
Save time on daily tasks With email integration, conversations are logged against the right contact automatically. Send and track emails directly from within OnePageCRM, so contact history stays current without extra effort.
See your pipeline clearly Know what to focus on at a glance, with a simple, visual pipeline showing deal stage, value, and expected close date.
OnePageCRM + Xero
OnePageCRM creates estimates or invoices in Xero as well as syncs invoice data from Xero, so sales and accounting information stay aligned across both systems.
Create invoices and estimates from the CRM Save time by drafting an invoice straight from within OnePageCRM. Client details and deal information carry over automatically, so nothing needs to be re-entered in Xero.
View invoice history in your CRM Invoices created in Xero appear in the corresponding contact's profile in OnePageCRM. With this visibility no apps switching or separate Xero access required.
Add contacts to Xero New contacts created in OnePageCRM can be added to Xero, keeping client records consistent between the two systems.
Connecting OnePageCRM and Xero also brings the following benefits: Keep date accurate Products and services from OnePageCRM's catalog are used for data consistency and reducing manual entry.
Follow-up on outstanding invoices Stay on top of your schedule and set a Next Action reminder to follow up on unpaid invoices where needed.
Pipeline and revenue reporting Know where every deal stands: won and invoiced or still open from a single pipeline view and where you need to focus on.
Pricing plans
This app includes a free 21 day trial
Professional
- Claude & ChatGPT Integrations
- Unlimited Lead Enrichment & Capture
- Unlimited Email Templates
- Full Email Sync with Bulk Send
- Pipeline with Forecast View
- Mobile App with AI Card Scanner
Business
- All Professional plan features
- Email Scheduling & Open Tracking
- Email History Fetching
- Light Project Management
- Required Custom Fields & User Groups
Max
- All Professional & Business plans features
- Automated Email Sequences
- 1,000/Email/Day (100% Deliverability)
- Lead Capture from outreach platforms
- Multiple Email Accounts Sync
Getting started
- Register for a 21-day free trial
- Connect your Xero account in Apps and Integrations
- Our support team is available to help with onboarding
