No Lead Left Behind with
OnePlan Connect

Increase your revenue and turn your leads into customers with OnePlan Connect CRM and email software

  • Grow your business with an easy‑to‑use CRM solution
  • Manage all your contacts in one place
  • Get your sales pipeline and funnel under control
  • Talk to your customers at just the right time
  • Automate your sales process and spend more time on what's important

Start Your Free 14-Day Trial Now

CRM and Email Automation That Works for You

Customer relationship management designed to suit your business. Pick the plan that’s right for you!

Customer management

  • Advanced filtering
  • Sales, tasks & opportunity dashboard
  • Smartforms web-2-lead capture
  • Mobile compatible
  • Sales activity & forecast reports
  • Google map integration
  • Pipeline management
  • Built-in Gmail two-way Sync
  • Social lead enrichment
  • Attach document to contacts
  • Document vault
  • Data Import tool
  • Reminders & alerts
  • Task management
  • Activity logs
  • Tasks and calendar integration

Advanced sales and marketing

  • Email template builder
  • Email campaign engine
  • 2-way email sync (soon)
  • Customizable fields
  • Google analytics integration
  • Role-Based Permissions

Marketing Automation

  • Advanced sales and marketing features
  • Marketing automation module
  • Microsoft Office 365 two-way email Sync
  • Workflow automation
  • Website & email events tracking
  • Rules based lead scoring
  • Lead Assignment rules

Turn Your Leads into Paying Customers, No MBA or IT Department Required!

Managing customer information, keeping on top of your sales pipeline, and figuring out email touchpoints can be a headache. With this all-in-one CRM solution, you can optimize the whole sales process – and automate it.

Capture All of Your Contacts

Forget spreadsheets and business cards. It’s time to stop losing leads from the web or referrals! Success starts with developing an accurate and up-to-date database of all your contacts. Centralize your leads and drive more sales by keeping track of the tasks you need to complete for each client. Never misplace a contact again!

Get Your Sales Activity In Line

Optimizing your sales pipeline and funnel is an art, requiring just the right touchpoints at just the right time. Our centralized dashboard gives you an overview of your opportunities, performance, and progression so you can see the play-by-play and call the shots.

Drive the Conversation

Scheduling and keeping on top of email campaigns shouldn’t be a hassle. Organize each conversation with small or large groups of contacts, optimizing promotions, notifications, product updates, and more. Be sure you’re sending the right message to the right contact.

Save Yourself Time

Your to-do-list is already full. With One-Plan connect, you can propel your business to the next level by automating the entire process. Schedule routine tasks, emails, and follow-ups so you can concentrate on the good stuff!

Grow Your Business with the Tools that Make Your Life Easier

How can one customer relationship management solution handle it all for you? OnePlan Connect is especially designed for businesses like yours. Not everyone can have a 25-person marketing and sales team – that’s why we’ve designed a simple, intuitive, and easy-to-use tool that works for you. You can rely on us!

  • Utilize the clean interface to see a birds-eye-view of your business
  • Build custom emails with a drag-and-drop editor
  • Integrate with QuickBooks or Sage
  • Check out your sales and performance reports in real time
  • Use the SmartForm builder to bring leads from your website straight to the CRM
  • Follow the funnel at every single touchpoint
  • Track email campaign results for each account
  • Upload your Microsoft Excel files with the click of a button
  • Access your account from anywhere – even your phone or tablet

Centralize Your Leads, Prospects, and Customers All In One Place!

Never worry about losing a contact again. Ensure you’ve got all your ducks in a row from the start by uploading or entering in your contacts.

Whether you’ve got a stack of customer business cards or a spreadsheet of web leads, you can manage them all in one place with OnePlan Connect. View all of your information at a glance and keep detailed track of your progress and results.

Get organized

Access all of your account information, files, and photos in one place – even add your customers’ social media profiles with one click. Define customer attributes and add custom profile fields.

Sync With Business Applications

Connect with your existing accounting software like QuickBooks, Sage or Acomba, or capture leads directly from your website CMS using the SmartForm builder.

Track Your Business Anywhere

Monitor leads and deals with ease by connecting with your phone, tablet, or computer. Your business goes on anywhere, anytime, and so do we.

The More You Know, The More You Grow!

Close more deals by having a full picture of your everyday activities so you can optimize sales processes and effectively execute your plans.

You'll be in a better position to follow up with leads when you have a complete understanding of your sales pipeline. With OnePlan Connect, your business is at your fingertips – literally.

Receive Info in Real Time

Find out what’s happening as it’s happening. Get real-time sales pipeline forecasting and track all of your activities, deals, and estimates for each account.

Boost Productivity

Track opportunities, follow up on alerts, and create tasks for you and your team members to close more sales faster. Schedule meetings and reminders to stay on top of it all.

Optimize Decision Making

Enhance your business with a clear view on performance anywhere, anytime. Gain the ability to call important shots on the go.

Start Your Free 14-Day Trial Now
Available in Team and Growth Plans

Develop Winning Email Campaigns Your Customers Want to Read

Deliver personalized emails to your database that are eye-catching and timed to perfection.

No marketing department required. With OnePlan Connect, you can create successful email campaigns with just a few clicks – and then monitor their performance and results in your dashboard.

Create Engaging Emails

Use our beautiful pre-built templates and intuitive drag-and-drop editor to produce email campaigns that make an impact on your customer.

Increase Your Conversion Rates

Use advanced filtering to develop tailored campaigns for your target audience. Nurture leads, close sales, and notify customers with emails they want to open.

Measure Your Success

Utilize the dashboard to keep track of your campaign effectiveness, open rate, and conversion metrics so you can make adjustments to move more customers down the pipeline.

Start Your Free 14-Day Trial Now
Available in Team and Growth Plans

Keep Your Business Moving with Intelligent Automation

Convert your prospects into customers by scheduling highly personalized campaigns and auto-responders.

We know you’ve got a lot on your plate. That’s why we help you cross items off your to-do list, not add more on. With smart automation software, you can keep moving your customers down the pipeline to grow your business.

Accomplish Your Goals

Don’t let the little tasks bog you down. Schedule them in with intelligent marketing automation software so you can concentrate on the core of your business.

Nurture Contacts Effectively

Build campaigns with a personal touch and schedule multiple contact points throughout the sales cycle to keep your business top of mind for customers.

Move Opportunities Through the Sales Funnel

Trigger important sales calls at the right time, improve lead tracking with auto responders, and segment and manage multiple lists at one time.

Start Your Free 14-Day Trial Now
Available in Growth Plan