CRM

Capture contacts from every tap, organise them into deals, and follow up via WhatsApp or email directly from your pipeline.

• Customise Deal Pipelines

  Learn how to build and customise different pipelines in One Good Card. Define your own stages, create multiple pipelines, and optimise your workflow for...

• Update Deal Stage

  Learn how to update deal stages in One Good Card CRM using Kanban or List view. Keep your sales pipeline organised, track progress, and...

• Customise Deal Properties

  Deal properties are the fields you fill in when creating or editing a deal, like deal value, expected close date, notes, etc. You can...

• Create a Deal

  Learn what a Deal is in One Good Card, how to create and manage deals in your CRM, update stages, add notes, and track...

• Grouping Contacts

  Learn how to create custom groups in One Good Card to organise your contacts by event, industry, or category. Add colour tags, assign contacts,...

• Add Companies

  With the Company Book in One Good Card, you can group your contacts by the organisations they belong to, making it easier to view...

• Add Contacts

  Keep your networking organised with One Good Card’s Contact Book. Add new contacts in multiple ways and remove old ones when needed.