Increase your revenue and turn your leads into customers with OnePlan Connect CRM and email software
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!
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.
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.
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!
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.
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.
Connect with your existing accounting software like QuickBooks, Sage or Acomba, or capture leads directly from your website CMS using the SmartForm builder.
Monitor leads and deals with ease by connecting with your phone, tablet, or computer. Your business goes on anywhere, anytime, and so do we.
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.
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.
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.
Enhance your business with a clear view on performance anywhere, anytime. Gain the ability to call important shots on the go.
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Available in Team and Growth Plans
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.
Use our beautiful pre-built templates and intuitive drag-and-drop editor to produce email campaigns that make an impact on your customer.
Use advanced filtering to develop tailored campaigns for your target audience. Nurture leads, close sales, and notify customers with emails they want to open.
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.
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Available in Team and Growth Plans
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.
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.
Build campaigns with a personal touch and schedule multiple contact points throughout the sales cycle to keep your business top of mind for customers.
Trigger important sales calls at the right time, improve lead tracking with auto responders, and segment and manage multiple lists at one time.
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Available in Growth Plan (coming soon)
