CRM & Analytics

• All about Analytics

  With One Good Card analytics, you can gain valuable insights into how people interact with your digital business card. These metrics help you understand...

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.

Invoices

Learn how to create and send invoices, quotations, and delivery orders directly from your One Good Card dashboard.

• Automate Email Reminders

  If a document is out for signature and no response has come in, scheduled reminders handle the follow-up for you. Instead of chasing clients...

• Create an Invoice

  Learn how to create and send invoices, quotations, and delivery orders directly from your One Good Card dashboard. Step-by-step guide for all users.