Overview
Onesheet CRM is intending to be the top contender amongst CRM providers around the globe. There are not many service providers that can provide great business management services through excel sheets. The self-explanatory part about how Onesheet CRM functions are that they provide all their data through spreadsheets. Onesheet CRM is one of the few spreadsheet-based CRM providers which means that they add, manage and transfer data only through spreadsheets. Their algorithm is created in such a way that the clients get filtered and sorted out data as an output through this CRM. They are working on adding multiple other features apart from lead management, contact management, and tasks assigned. They can make sure that the clients can improve their conversion rate using the tools. This is why Onesheet CRM is gaining popularity globally.
About Onesheet CRM
Onesheet CRM happens to have become the first spreadsheet-based CRM provider that has gained such a large user base. They are providing services to hundreds of companies present which is a big thing even for highly optimized software providers. This company had started with one aim in mind, to make optimized use of spreadsheets in managing business data. This is why they are providing features like other CRMs but in a much more optimized and managed manner. This makes the assignment of tasks, addition of leads, and managing existing customers easier for the clients. Several clients have given great reviews to Onesheet CRM just because of their unique approach. The best thing about Onesheet CRM is that they are completely online and free. The services provided to the clients can be checked and managed through the official website and software. The tools are based on Excel sheets or Google sheets. Choosing either of them depends on the clients and the tools help them build a proper data set containing all the business information. The way that Onesheet CRM helps the clients is by getting a sorted and managed form of data to them for easier annotation. This makes it easier for the clients to be able to contact the leads and take follow-ups. According to one stat, the reason behind less conversion rate is losing the leads along with not taking follow-ups. This is something that Onesheet CRM can help clients tackle through highly organized data. CRM services provided by Onesheet CRM provide leads management and task management. These features make sure that the business is pitched to multiple people along with constant follow-ups. Onesheet CRM, therefore, works efficiently to get the conversion rate to a higher level. Thus, it is the reason that the software is gaining such popularity.
What are the services provided by Onesheet CRM?
Onesheet CRM has kept its services quite simple and works upon providing them to small and medium-sized businesses. These services are easy to use and do not require a dedicated team either. The features that Onesheet CRM provides to its users are:
Since the main focus of a business is to expand and not get saturated in terms of sales, the dashboard turns out to be a place to plan. The dashboard provides data about overall sales, the pitches made to the leads, the conversion rate, and different aspects. The data for all these points are taken from the spreadsheet input which is maintained by the clients. The dashboard contains information about all the business proposals, customer relations, and sometimes even the stock summary of the business. It has the complete data for all pipeline processes and is therefore an easy way to understand different opportunities for different stages.
Being a spreadsheet-based CRM provider, Onesheet CRM tends to be an excellent contact management system for clients. The clients just have to attach information sources to the software and it directly takes input for making a google sheet or excel sheet from the data. All the customer information, their business size, the amount of business they provide, and all such things are stored in this system. The sales team does not have to put effort into finding leads either. The contact management system keeps the leads and existing customers separate. This way, the sales team can contact the leads without any sort of difficulty. The software even gives notifications about taking follow-ups and sending business proposals to the leads.
It is the most important feature provided by Onesheet CRM to clients. This feature helps in getting a complete understanding of all the ongoing processes in a company. The pipeline management system keeps data on all the ongoing sales and services processes. The input is given by the clients and the data is updated according to whatever status those processes are at. This helps in keeping the whole organization in the loop with whatever problems are being faced. Also, multiple filters can be applied to the pipeline for the clients to easily sort out the required data.
Pricing
Onesheet CRM has become one of the best CRM for the market because it is providing great services for free. The software costs nothing to the users and can be downloaded easily from their website. The users just have to sign up and start using.
Pros and Cons
- It is completely free software that can be used without the requirement of rapid working software. The tools are optimized to be functioning with low specs devices which are generally used by small businesses.
- The software tools given by Onesheet CRM are user-friendly and any person can make use of the tools with just five minutes of the tutorial. It all just depends on how much the user has information about company dynamics.
- This software is used with the help of Google sheets or Excel sheets. This two software are used by nearly everyone globally, which makes Onesheet CRM the best choice for every kind of user.
- Multiple features provided in this software are necessary for the sales improvement of the users.
- This tool is great for all sorts of small and mid-sized businesses.
- Not a lot of services are provided by Onesheet CRM, which is being worked upon by them.
- For enterprises and big businesses, this tool is not useful.
Conclusion
The world is growing at a very rapid rate, this has given rise to multiple kinds of opportunities. Every business thus wants to take a grasp of the opportunities and grow. E-commerce and online businesses have become the latest trend for business management globally. This means that the users can find everything from their needs to just luxuries on the internet. This is great for the consumers but problematic for the businesses. As everything is available on the internet, there is a strong rivalry and competition. This gives rise to the need for a sales technique with the businesses. Usually, small businesses have to do their marketing themselves, which is why their growth is slow. Onesheet CRM thus takes responsibility into its hands and tends to help small-sized businesses. It works as a great tool for enhancing sales for small-sized businesses. The tools are easy to use and understand, for all small and mid-sized businesses. Rest everything can be understood about this tool from their website.