OneHash CRM

What is OneHash CRM?

OneHash CRM is a powerful cloud-based CRM solution that ensures you never miss a sales opportunity again. With its efficient features and customizable options, OneHash CRM helps businesses of all scales streamline their sales process and manage leads effectively. The user-friendly interface and comprehensive lead management tools make it easy for teams to stay organized and focused on driving revenue. Whether you're a small business or a large enterprise, OneHash CRM is the ideal choice for boosting your sales and growing your business.

OneHash CRM is not just a CRM tool but a complete business management system that offers all the features needed to run a successful business. From lead management to drip campaigns and automation, OneHash CRM has it all. The seamless integration with over 100 tools makes it a versatile solution for businesses looking to optimize their operations. The positive reviews from satisfied customers are a testament to the effectiveness of OneHash CRM in helping businesses increase their productivity and revenue.

Maximize your sales potential and grow your revenue with OneHash CRM. This agile, affordable, and scalable CRM solution is tailored for businesses of any size, offering comprehensive lead management, drip campaigns, and configurable automation. The intuitive dashboard and powerful integrations make it easy for businesses to streamline their sales process and drive growth. With a high rating of 4.4/5, OneHash CRM is a trusted solution for organizations looking to boost their sales performance and improve customer relationships.

How to Use OneHash CRM?

Step 1: Signup and Login to OneHash CRM

• Navigate to the OneHash CRM homepage by visiting the URL: https://onehashcrm.com.
• Click on the 'Signup' button located at the top right corner of the page.
• Fill out the registration form with your details including name, email, and password.
• Submit the form by clicking on the 'Create Account' button.
• Once registered, click on the 'Login' button on the homepage.
• Enter your registered email and password.
• Click on the 'Log In' button to access your OneHash CRM dashboard.

Step 2: Navigating the OneHash CRM Dashboard

• Upon successful login, you will be directed to the OneHash CRM dashboard.
• Familiarize yourself with the dashboard layout, which includes sections for Leads, Contacts, Opportunities, and Reports.
• Explore the menu on the left-hand side to access additional features and modules like Campaigns and Integrations.

Step 3: Adding New Leads in OneHash CRM

• Click on the 'Leads' section on the left-hand menu.
• Click on the 'Add New Lead' button located at the top right corner of the Leads page.
• Fill out the lead information form with details such as name, company, email, and phone number.
• Assign the lead to the appropriate sales representative if applicable.
• Click the 'Save' button to add the new lead to OneHash CRM.

Step 4: Managing Leads and Opportunities

• Navigate to the 'Leads' section to view all your leads.
• Click on a specific lead to view detailed information and interaction history.
• Update lead details or status as necessary by clicking the 'Edit' button.
• To convert a lead into an opportunity, click on the 'Convert to Opportunity' button.
• Fill out additional required fields for the opportunity such as stage, expected close date, and potential revenue.
• Click 'Save' to create the opportunity in OneHash CRM.

Step 5: Utilizing OneHash CRM's Calendar Sync (OneHash Cal)

• Click on 'OneHash Cal' from the menu to access the calendar sync feature.
• Click on the 'Sync Calendar' button to connect your Google Calendar or Outlook.
• Follow the prompts to authorize OneHash CRM to access your calendar.
• Once synced, schedule new events or view existing ones directly within OneHash CRM.
• Use the 'Schedule Meeting' button to set up meetings, which will automatically sync with your connected calendar.

Step 6: Utilizing Communication Tools with OneHash Chat

• Navigate to the 'OneHash Chat' section through the left-hand menu.
• Set up your 'Team Inbox' to manage customer interactions in one place.
• Add team members and assign roles and permissions for various chat functions.
• Integrate website widgets and SDKs to enable live chat on your website.
• Use the 'Helpdesk' feature to manage and resolve customer support tickets efficiently.

Step 7: Generating Reports and Analytics

• Go to the 'Reports' section in OneHash CRM via the left-hand menu.
• Select the type of report you need: Sales, Lead Conversion, Campaign Performance, etc.
• Customize the report by selecting relevant fields, date ranges, and filters.
• Click the 'Generate Report' button to view the data.
• Export the report in desired formats like CSV or PDF for further analysis or sharing.

Step 8: Integrating with Other Tools

• Click on the 'Integrations' option available in the menu.
• Browse through the 150+ tools that can be connected with OneHash CRM.
• Select an integration by clicking on it, e.g., Mailchimp, Slack, or QuickBooks.
• Follow the prompts to authorize and connect these tools with OneHash CRM.
• Customize and configure the integrations according to your business needs.

Step 9: Customer Support and Resources

• Access the 'Get Help' section from the main menu.
• Use the 'Chat Support' for instant assistance with any issues or queries.
• Send an email to the OneHash CRM support team by clicking 'Email Support'.
• Browse through the 'Help Docs' for detailed guides and troubleshooting tips.
• Participate in the OneHash CRM community forums for additional advice and support from other users.

OneHash CRM Features

Feature 1: Comprehensive Sales CRM & Lead Management

OneHash CRM is a powerful tool designed to streamline sales processes and lead management for businesses of any scale. With this feature, users can effectively track leads, manage customer interactions, and optimize their sales pipeline.

Function Detail

• OneHash CRM allows users to store and organize customer information in one centralized location.
• Users can easily track and manage leads from initial contact to conversion.
• The system provides tools for setting up drip campaigns and sending notifications to engage leads effectively.
• With over 100 integrations available, users can seamlessly connect OneHash CRM with other tools and platforms.
• The automation features make it easy to configure processes and streamline sales operations.

Feature 2: Efficient Cloud-based CRM Solution

OneHash CRM offers a cloud-based solution for businesses looking to enhance their customer relationship management processes. This feature enables users to access their CRM system from anywhere, at any time, with secure cloud storage.

Function Detail

• Users can access customer information, sales data, and lead details securely through the cloud platform.
• The system ensures data integrity and backup, allowing for seamless access to critical information.
• With real-time data syncing, users can collaborate with team members and access updated information instantly.
• The cloud-based solution offers scalability, allowing businesses to adapt and grow without worrying about infrastructure limitations.

Feature 3: Customizable Automation and Integration

OneHash CRM provides users with the ability to automate processes and integrate with other tools seamlessly. This feature empowers businesses to enhance their operational efficiency and streamline workflow automation.

Function Detail

• Users can set up customizable automation rules to trigger specific actions based on predefined criteria.
• The system offers over 100 integrations, allowing users to connect OneHash CRM with their preferred tools and platforms.
• Automation features include drip campaigns, notifications, and task assignments to streamline sales processes.
• Integration capabilities enable users to centralize data and streamline communication across different systems.
• The customization options make it easy to tailor the CRM system to meet specific business needs and requirements.

OneHash CRM Frequently Asked Questions