The Ultimate CRM Masterclass | Full Walkthrough of OnePageCRM

Master your CRM workflow in just 40 minutes!
In this full and comprehensive walkthrough of OnePageCRM, you’ll learn the basics of the Next Action selling method currently being used by compamnies in over 80 countries.

Whether you’re new to OnePageCRM or want to improve your sales process, this 40-minute masterclass will show you exactly how to use an action-focused CRM.
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🔗 First, you'll need to sign up to OnePageCRM. We offer a free 21-day trial, no credit card details required. Sign up, follow along with this video and decide if it's a right fit for you. https://www.onepagecrm.com/?cid=youtube

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📘 In this masterclass, we'll cover everything from:
◦ Set up and organize your CRM using the Next Action sales method
◦ Manage and segment contacts effectively
◦ Log notes, calls, and meetings
◦ Populate your CRM with custom fields
◦ Send and track emails using the shared inbox
◦ Build & manage your deals and sales pipeline
◦ Build and automate sales reports
◦ Capture leads from anywhere on the web & follow up
◦ Generate sales quotes in seconds
◦ Integrate OnePageCRM with your favorite tools
◦ Track team progress in real time

📘 About OnePageCRM:
OnePageCRM is the action-focused sales CRM built for small teams. It helps you stay organized, follow up with every lead, and close more deals — all from one page.

⏱️ Timestamps:
00:00 Intro
00:22 Task management
02:56 The Action Stream
04:53 Contact management
08:04 B2B sales & organizations
10:38 Segmentation & shortlisting
13:36 Log calls,notes & meetings
15:23 Lead capturing tools
17:31 Sales pipeline management
20:09 Create & manage deals
22:23 Sync email with CRM
26:36 Track team activity
27:44 Bulk updating contacts
29:52 Apps & integrations
31:25 Task templates & automation
33:08 Adding custom fields
35:09 Sales reports & KPIs
36:16 Build & send sales quotes
37:34 Team collaboration features

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