Summary of Your Sales
Pipeline at a glance
Your dashboard is your home screen. It provides a
summary of your sales pipeline. Get important
insights such as the value of your opportunities in
different stages.
DASHBOARD
CONTACT MANAGEMENT
CUSTOM PIPELINE
Quick Access to Your
Customer Information
Onesheet CRM helps you input and keep your
customer information more efficiently with smart
options including a customizable dropdown menu.
Filter Your Pipeline With
Multiple Options
Filter and quickly narrow down your list of customers
by pipeline stage, status, loss reason, and source.