OnePageCRM is a Web-based sales automation customer relationship management (CRM) solution that caters to small businesses. It enables the streamlining and automation of sales process.
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications to ensure 100 percent sales automation.
The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries. An interactive sales pipeline ensures minimal data entry when adding new deals while providing a distinctive view of the sales funnel.
OnePageCRM enhances sales collaboration by sending notification emails to each member of a sales team whenever a new task is assigned.
Aaron from Icon Distributing
Employees number: 201-500 employees
What I really like about OnepageCRM is the ease of use. That may be an over-simplification, but it's very intuitive. The workflow is straightforward, guiding even the newest user in a logical workflow to make sure all the critical information is recorded. You're also not bogged down in the non-essentials. If you don't need to use it, you're not forced to click through it. It's a very click-efficient app.
Honestly, nothing really stands out. I could complain that I don't like the color scheme for some of the dashboards, but that would just be petty of me.
Ella from BECOMING Entertainment
Employees number: 1 employee
For the price, Onepage CRM was the perferct solution for my business at the time I found it. It has saved me money and time so I don't have to enter a new client's info twice.
Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.
I really wish I could sort entries by first name. You can only sort by last name. There is no quickbooks integration. I wish I could integrate it with SendPulse (my email client). Mailchimp is the only email client option.
Declan from ONG Automation
Specialty: Software / IT
I like the out of the box up and running experience you get. The video tutorials showed us how to import customers and get the most out of the CRM. The pricing is good and meets the budget for SME companies.
A little to light on the reporting which requires exporting into excel to preform any detailed analysis.
Look at the other products out there and you will see it ticks many boxes.
Louise from The Dream Job Coach ®
Employees number: 1 employee
I love the one next step sales philosophy that the software is built around and the action stream which keeps me on top of my pipeline.
There's nothing I don't like. I'd like to see an integration between this and other apps such as acuity scheduling.
John from Best Version Media
Employees number: 1 employee
It was by far the most user friendly CR software I have come across. I like the way it allows me to create an easy to do list each day as well as an easily executable call list. I also really appreciate the integration of the website and the app. I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.
The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.
I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two.
I also wish the pricing was different to allow for a second user without doubling your cost.
I am a Real Estate Broker and tried this CRM application for a month. My agents also tried it, but this is set up for single users more than team use. I was trying to solve the issue of tracking my leads and being able to forward the leads to my agents, but at that time, I could have used a little training on tags and how to properly use them. After trying a more robust system, I came to realize that OnePageCRM has so much merit if you just use it as a smart, simple tool to keep your customer's needs right in front of your face. I love it and the customer service reps are awesome! The billing, if you use a credit card, might get an international upcharge if you are in the US, but it's not much more than a buck a month. Changes are slated for 2017 to allow for a group/team format, but I just love it for what it is - far superior to my desk full of sticky notes. It has a mobile application so you always have it with you when you are on the road - IN ONE PAGE - which keeps it very simple to use while on the move.
Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.
Not a perfect pick if you intend to have a robust CRM, but perfect if you want something simple to dump all your notes into and keep abreast of your customer base/prospect base.
If you are a Realtor, it is worth a month or two of trial and the investment won't break you. You may fall in love with it like I did, and even if you try others, I guarantee you will decide not to cancel this one until you are fully convinced there is something better out there for you.
David from Woodbelly Pizza
Employees number: 11-50 employees
This has forced us to really be more realistic about how much we can bite off every day and helps with prioritization. Tags are great for doing in depth client research later.
Great Customer Support
Integrates with Wufoo forms and Zapier
Getting overloaded with sales actions (but that's kinda my fault)
I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.
Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
They are in Ireland ( kinda cool)
Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this.
Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time
Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways.
If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.
This Crm stands out vs all others in What really counts in Sales making that Key Call or email/text at the right time. Really in my business nothing else more important and OnePageCrm is brilliantly executed to do this in a new and better way than other Crms. GTD is how they will explain it.
Fábio from Movile
Employees number: 1,001-5,000 employees
I have used OnePage for the last 6 months, and it has turned into an invaluable tool in my Saas toolkit.
Its web platform, integrations with Mailchimp, chrome plugin to import FB or Linkedin Contacts, Next Action approach and easy sync with Google Contacts (via PieSync or Zapier) allow me to save tons of time in my day to day sales and mkt activities.
- Chrome Plugin to import Linkedin and Facebook profiles
- simple and efficient task management with Next Action a la GTD
- APIs and integration with 3rd party services (PieSync, MailChimp, Google Contacts)
- inexistence of a 2-way SaaS sync tool with Google Contacts
- does not integrate with Gmail to import emails sent to Contacts: I have to remember (or automate on my end) BCCing onepagecrm on each and every sent email
- does not allow me to start an email campaign directly from a subset of Contacts (with particular tags, for instance)
I tried a couple, and this one fit our budget ($12/user/month) and kept us focused on new leads. We need to respond quickly to inquiries to make sure we are well positioned to land the deal
Customer Support is great!
Turned us onto Piesync
nothing that i can think of.
Phil from Interbill Corp.
We were using Salesforce. It seemed complicated for our use. We sell one time and if the prospect becomes a customer that is it, at least that is how we imagined it would be - we have expanded our use considerably now that we have discovered the power of OnePageCRM'S multi-layered filtering system.
We probably would not have discovered all the ways we could use the filtering system without OnePageCRM's excellent customer service staff. We are in the process of putting all pre-existing customers on OnePageCRM. We will be able to track them much better.
Exporting data from Salesforce and importing it to OnePageCRM was easy. Before or after we created all our special fields unique to our business and we filter on some of those. The fact that you can save an name filters is great.
We are also putting all our customer service staff as users on OnePageCRM. The pricing makes that very affordabe.
Steven from Natural Green Energy
We love using One Page CRM because it is clean and simple. Easy to use and highly efficient. We love the next action feature. Makes things so much easier to manage.
Margo from Wave Productivity
With CRMs I've tried them all, some had too much or too little of what I needed, sometimes the learning curve on those CRMs was ridiculous. OnePageCRM was so easy to use and get started. I love that I can quickly add a contact from LinkedIn to OnePageCRM.
In the first two months of using it I found an increase in sales and bookings. Having been a GTD fan for a long time, OnePage fits the way I work.
There are some features I would like OnePage to have but they are all minor. OnePage gets the job done.
Patrick from Daintel
OnePageCRM is a very impressive tool with a perfect overview and constant reminders for the next actions to be taken!
I strongly recommend it.
Noel from Creva International
OnePage is an essential piece of software for our business. We have thousands of international contacts and OnePage facilitates us to organise them effortlessly. We have a very busy workload and OnePage ensures that nothing slips between the cracks. It allows us to measure our activities for our clients, saving us valuable time with reporting. It clearly sets out our employees' tasks for the day, improving our time management. We would highly recommend OnePage for any business.
Ray from Downtown Billings Alliance
I don't like the bigger, more clunky CRM options out there, so was thrilled to find OnePage CRM. It's super customizable so we can use it for our membership organization to track everything from membership to events and sponsors. The "Next Action" feature is the best in the industry, and downloading to spreadsheets happens in seconds, so we can do everything we need to do.
I gave 4 stars because I'd really like to see a bulk-communications feature, where I could communicate with 75 advertisers at the same time, etc (instead of one at a time). I know the theory is to promote real communication with people, but in practice it really slows down some of the tasks we need to complete, like quick updates to projects to a group of people.
That being said, there's no perfect system, but OnePage gets closer than other solutions we've tried. Way to go!
Camille from MIA365 | CHS365
We've utilized and set up numerous CRM's for clients and have remained faithful to OnePageCRM since we discovered them in 2014. Their customer service can't be beat and the ease of integration of other applications makes our job that much easier. Training sessions are vital in our daily routines, which is something OnePage provides, so that we have more time to work on other tasks while our clients get hands-on guidance, directly from the source. It's been a treat getting to know the team at OnePage and I'm happy to give them a great recommendation!
Bob from YB12 Coach
After using Salesforce.com for many many years, and then trying out several different CRMs, I found OnePageCRM. What an eye-opening, refreshing experience. Actions clearly mapped out. Easy tagging of tasks and contacts. Adding Deals - no problem. And just the right amount of reporting and tracking. Seriously - this got me out of the "business" of feeding my CRM to the business of selling my services and servicing my customers. The support has been second to none also. ALWAYS a quick reply with helpful meaningful information. If you need fast, light, effective, and effective, OnePageCRM is the way to go.
Matthew from Creva International
OnePage is an affordable, straightforward and sleek product which has completely changed the way I do business forever. The thing that really separates OnePage from all the other CRM products I've used is its clear, simple and concise layout. Gone are all the cluttered tabs and annoying, messy interfaces, replaced with an easy to use and ergonomic platform. It also features a wide array of optional integrations with a variety of financial, communication and lead generation services which really help my workflow to run smoothly. The customer support team is friendly and helpful, they provide free webinars, videos and were always open to any feedback or suggestions I had. I honestly can't recommend this product enough, for ¿11 a month, you really can't get any better.
Dermot from Ex Ordo
Employees number: 2-10 employees
We've used OnePageCRM for over 3 years to help manage our sales process and we love it. We started out with 1 user (me!) and now have 5 people using the tool for everyday sales and customer contacts.
It's a perfect system for us. It's simple to set up and easy to use - it takes about about an hour to get a new user fully up to speed. Every day, I can see in 1 screen the very next action I need to take on my contacts that day. When I complete the action, I make and note set a next action and move on. I use the Getting Things Done methodology and Onepage mirrors that really well.
The system is designed very well - you get a simple, clean user interface but can drill down to get lots of functionality underneath.
Now that our team is growing, I can quickly view our activity and pipeline on an individual and team basis - again in single screen.
The support team is excellent and they continue to roll out features and integrations on a regular basis, including some requests that we have asked for over the years.
Easy to use, very focused tool for sales.
The ability to see immediately the next action is genius! It keeps you really focused.
It's very cost effective - especially compared to some of the larger CRM systems out there.
OnePageCRM doesn't have all the bells and whistles of a system like salesforce (but for a company like ours, it is perfect.)
The greatest thing about OnePage is that I open it and I get to work. I used to force myself into a weekly discipline of reviewing an excel spreadsheet and outlook contact base. OnePage CRM has changed my attitude and approach. It's easy to access, engaging and it drives your interest in selling and business development.
The interface is intuitive and simple, all the while OnePage offers powerful features. The dashboard gives you a list of tasks (they call them sales actions), prioritized by time. It makes me actually focus on what's the most important - my sales activity. There is a contact list, list of tasks, contact's profile with all the history. You can add notes, deals, tags, filter your contacts and tasks, track deals through pipeline, add users... That's an amazing functionality I think for the price they require.
Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money
They just added the multiuser function, so you can set a user as administrator and invite other members. But basically every user has the same permissions.
Jane from runagood.com
Employees number: 2-10 employees