| OnePageCRM: allows assigning follow-ups to teammates within the CRM | true | 75.0% |
| OnePageCRM's AI route planning app: maps out the most efficient route to visit contacts in person | true | 75.0% |
| OnePageCRM: has built-in workflow automations | true | 95.0% |
| OnePageCRM: its workflow automations are available on any plan | true | 90.0% |
| OnePageCRM: enables automation of email marketing | true | 80.0% |
| OnePageCRM: Autoflow triggers automated sales quotes for every new deal | true | 90.0% |
| OnePageCRM: lacks marketing automation tools | false | 90.0% |
| OnePageCRM Autoflow: enables configuring events to trigger when certain conditions are met | true | 80.0% |
| OnePageCRM: plans to release the automated email sequences feature in the near future | true; planned_release=near_future | 60.0% |
| OnePageCRM: consistently prompts users to take the next step with each opportunity | true | 60.0% |
| OnePageCRM: offers simple automated workflows | true | 95.0% |
| OnePageCRM Autoflow: pulls data from your Catalog | true | 60.0% |
| OnePageCRM: automatically prioritizes contacts in a color-coded Action Stream | true | 80.0% |
| OnePageCRM's Team Stream feature: enables PHA Media to cross-check for duplicate actions and follow-ups | true | 60.0% |
| OnePageCRM: offers a one-page workflow that keeps everyone productive | true | 60.0% |
| OnePageCRM: allows completing next actions | true | 60.0% |
| OnePageCRM's Next Action system: is essential for teams handling a high volume of small tasks, employer contacts, MDT updates, and rapid follow-ups | true | 80.0% |
| OnePageCRM: provides API support for custom workflows | true | 90.0% |
| OnePageCRM: automatically prioritizes contacts | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger Tag added | true | 90.0% |
| OnePageCRM: has an action-focused workflow | true | 90.0% |
| OnePageCRM: lacks some advanced automation features | true | 65.0% |
| OnePageCRM Autoflow: supports showing a pop-up notification | true | 90.0% |
| OnePageCRM: automatically emails custom reports to your team members on a regular schedule | true | 75.0% |
| OnePageCRM Autoflow: supports the trigger 'Contact status updated' | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger 'Deal created' | true | 90.0% |
| OnePageCRM Autoflow: offers a flexible set of customizable triggers | true | 80.0% |
| OnePageCRM Autoflow: prompts you to confirm the action whenever the trigger occurs | true | 80.0% |
| OnePageCRM Autoflow: supports the operation 'Close a sales cycle'. | true | 90.0% |
| OnePageCRM: offers follow-up reminders | true | 60.0% |
| OnePageCRM Autoflow: offers a flexible set of customizable actions | true | 90.0% |
| OnePageCRM: offers CRM workflows | true | 90.0% |
| OnePageCRM: focuses on action-based workflows | true | 90.0% |
| OnePageCRM: provides webhook support for custom workflows | true | 80.0% |
| OnePageCRM Autoflow: enables building workflows tailored to the exact sales process | true | 90.0% |
| OnePageCRM Autoflow: supports the operation Add contact note | true | 90.0% |
| OnePageCRM Autoflow: supports the operation 'Add a next action' | true | 85.0% |
| OnePageCRM: keeps follow-ups consistent | true | 60.0% |
| OnePageCRM Autoflow: allows choosing from templates | true | 90.0% |
| Breakcold: automates much of the busywork | true | 80.0% |
| OnePageCRM: will offer a sales email sequences feature soon | true (upcoming) | 65.0% |
| OnePageCRM: integrates with Mailchimp to trigger email automations | true | 80.0% |
| OnePageCRM Professional plan: includes up to 15 automations | true; includes up to 15 automations | 80.0% |
| OnePageCRM Autoflow: is an automation tool | true | 70.0% |
| OnePageCRM: provides structured next-step workflows | true | 80.0% |
| OnePageCRM Autoflow: supports the trigger Sales cycle closed | true | 80.0% |
| OnePageCRM: still requires manual work | false | 80.0% |
| OnePageCRM: includes automations that make daily tasks faster and more efficient | true | 90.0% |
| OnePageCRM Autoflow: helps eliminate repetitive admin tasks that slow down your sales process | true | 80.0% |
| OnePageCRM Autoflow: supports adding or removing tags | true | 80.0% |
| OnePageCRM Autoflow: sends a welcome email automatically after a trigger | true | 90.0% |
| OnePageCRM: Professional & Legacy Plans allow up to 15 Autoflows. | true (Professional & Legacy Plans) | 70.0% |
| OnePageCRM Business Plan: offers unlimited Autoflows | true | 90.0% |
| OnePageCRM Autoflow: can assign a follow-up task after a trigger | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger Deal stage updated | true | 90.0% |
| OnePageCRM: offers next-action functionality | true | 80.0% |
| OnePageCRM Autoflow automation: depends on your plan | true (depends on your plan) | 90.0% |
| OnePageCRM: reminds Mermaid Vodka when to follow up | true | 80.0% |
| OnePageCRM: may not be a good fit for businesses that need heavy automation | false | 70.0% |
| OnePageCRM: provides reminders for follow up | true | 70.0% |
| OnePageCRM CRM Max: includes Advanced AI CRM Automation | true | 85.0% |
| OnePageCRM: automatically advances to the next step | true | 85.0% |
| OnePageCRM: automatically updates changes to maintain consistency | true | 80.0% |
| OnePageCRM CRM Pro: includes AI CRM automation | true | 80.0% |
| OnePageCRM: offers a Configurable Workflow feature | true | 80.0% |
| OnePageCRM: performs the next step automatically even when that next step would be to close the process | true | 80.0% |
| OnePageCRM Autoflow: supports the Change contact status operation | true | 90.0% |
| OnePageCRM: maps out good times to follow up with each client | true | 80.0% |
| OnePageCRM CRM Essentials: moves leads automatically | true | 80.0% |
| OnePageCRM's Next Action system: prevents items from getting lost, forgotten, or buried | true | 60.0% |
| OnePageCRM: provides a way to configure existing workflows to meet your organization's needs | true | 80.0% |
| OnePageCRM CRM Essentials: creates tasks automatically | true | 90.0% |
| OnePageCRM: provides task scheduling to track and manage tasks | true | 75.0% |
| OnePageCRM's Action Stream: is a task-driven workflow | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger 'Call added' | true | 95.0% |
| OnePageCRM: forces a next action | true | 75.0% |
| OnePageCRM Autoflow: supports the trigger Next action completed | true | 90.0% |
| OnePageCRM: provides Workflow Management to create workflows for repetitive tasks | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger 'Tag removed' | true | 90.0% |
| OnePageCRM: is built around staying organized through next-action workflows | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger 'Contact created' | true | 90.0% |
| OnePageCRM Autoflow: uses triggers, including the creation of a new contact | true | 90.0% |
| OnePageCRM's Action Stream: turns every contact into a clear next step | true | 60.0% |
| OnePageCRM: provides Workflow Management to design workflows for repetitive tasks | true | 90.0% |
| OnePageCRM: every contact becomes a to-do item with a clear next step | true | 80.0% |
| OnePageCRM: includes a Recurring Tasks feature to set the frequency of a task's occurrence | true | 70.0% |
| OnePageCRM: provides Workflow Management to manage workflows for repetitive tasks | true | 90.0% |
| OnePageCRM: offers follow-up notifications to ensure communication is never dropped | true | 70.0% |
| OnePageCRM: enables assigning specific time slots for tasks and resources | true | 60.0% |
| OnePageCRM: provides event-triggered actions that are automatically performed on specific events | true | 90.0% |
| OnePageCRM Autoflow: automates updating status labels | true | 80.0% |
| OnePageCRM: offers workflow automations | true | 90.0% |
| OnePageCRM platform: offers many smart tools and automations | true | 90.0% |
| OnePageCRM Autoflow: sends routine emails | true | 80.0% |
| OnePageCRM: offers assignment management to assign issues and tasks based on availability or required skills | true | 80.0% |
| OnePageCRM: offers Marketing Automation | true | 90.0% |
| OnePageCRM: includes AI/Machine Learning to continuously adjust its behavior based on observed data | true | 60.0% |
| OnePageCRM Autoflow: logs follow-up actions | true | 80.0% |
| OnePageCRM: automates workflows | true | 90.0% |
| OnePageCRM Autoflow: supports the trigger 'Custom field updated' | true | 90.0% |
| OnePageCRM: allows assigning next actions to a contact or organization | true | 60.0% |
| OnePageCRM: triggers campaigns based on customer actions | true | 85.0% |
| OnePageCRM: offers batch processing to perform similar actions on multiple similar files simultaneously | true | 80.0% |
| OnePageCRM: offers next-action functionality | true | 80.0% |
| OnePageCRM Autoflow: supports sending emails using templates | true | 70.0% |
| OnePageCRM: includes Automated Quoting to generate rule-based quotes for clients automatically | true | 90.0% |
| OnePageCRM: offers workflow automations | true | 90.0% |
| OnePageCRM: helps eliminate repetitive tasks | true | 70.0% |
| OnePageCRM: provides process/workflow automation to streamline repetitive tasks and activities through automated and predefined workflows | true | 92.0% |
| OnePageCRM: includes automated workflows | true | 90.0% |
| OnePageCRM: provides Sales Activity Management to automate sales activities | true | 80.0% |
| OnePageCRM Business: includes unlimited automations | true | 90.0% |
| OnePageCRM: provides Sales Activity Management to automate sales processes | true | 80.0% |
| OnePageCRM Business: includes task management | true | 80.0% |
| OnePageCRM: has next action functions | true | 70.0% |
| OnePageCRM Autoflow: supports changing the contact owner | true | 90.0% |
| OnePageCRM Professional plan: includes workflow automations | true | 100.0% |
| OnePageCRM Professional: includes AI Route Planner | true | 65.0% |
| OnePageCRM: offers prioritization to arrange tasks by priority or urgency | true | 60.0% |
| OnePageCRM CRM Pro: includes AI Custom CRM Agents | true | 80.0% |
| OnePageCRM: enables automatic action setup when a new deal is created | true | 90.0% |
| OnePageCRM: offers a variety of workflow automation tools to automate the sales process | true | 90.0% |
| OnePageCRM: offers follow-up notifications | true | 60.0% |
| OnePageCRM CRM Essentials: offers auto-pipeline creation | true | 85.0% |
| OnePageCRM: provides automatic email follow-up | true | 80.0% |
| OnePageCRM Business: includes workflow automations | true | 90.0% |
| OnePageCRM's Business plan: offers workflow automations | true | 90.0% |
| OnePageCRM: offers a drag-and-drop interface to assemble processes by dragging over and arranging pre-built components | true | 80.0% |
| OnePageCRM: allows creating a workflow to send a follow-up email automatically | true | 90.0% |
| OnePageCRM: offers structured task-based selling | true | 60.0% |
| OnePageCRM: sends a follow-up email automatically when a deal moves from one stage to the next in the pipeline | true | 90.0% |
| OnePageCRM: offers workflow creation as a feature | true | 90.0% |
| OnePageCRM: enables editing of workflows | true | 90.0% |
| OnePageCRM: provides workflow automation capabilities | true | 95.0% |
| OnePageCRM: includes workflow automations that save time for users | true | 90.0% |
| OnePageCRM's Professional plan: provides complete access to workflow automations | true | 90.0% |
| OnePageCRM: offers significant assistance in avoiding tedious and time-consuming tasks | true | 80.0% |
| OnePageCRM: offers workflow automation options that may not be as robust as those of some CRMs | true | 90.0% |
| OnePageCRM's Action Stream: sorts tasks dynamically based on deadlines and urgency | true | 90.0% |
| OnePageCRM: enables keeping track of leads and contacts with automations | true | 90.0% |
| OnePageCRM: provides automations | true | 90.0% |
| OnePageCRM: offers action-based features such as Action Stream | true | 60.0% |
| OnePageCRM: has a simple workflow structure | true | 90.0% |
| OnePageCRM Professional: includes workflow automations | true | 90.0% |
| OnePageCRM: offers workflow automations | true | 90.0% |