OnePageCRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OnePageCRM

4.8

(82)

Pricing

Starting at $9.95 per month

About OnePageCRM

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality.

You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due.

Unique CRM features:

— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.

— Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database.

— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully...

OnePageCRM Screenshots

OnePageCRM Pricing and Plans

Starting price: $9.95 per month

Free Trial

Free Version

Professional

$9.95

per user, per month

Plan includes:

Al-Powered Route Planner
Bulk Email Send
Custom Activity Reports
Deals
Full Email Sync
Kanban Deal Management
Native Ios and Android Mobile Apps
Notes
Powerful Integrations
Unlimited Contacts

Business

$19.95

per user, per month

Plan includes:

30-Day Contact and Deal Restore
Al-Powered Route Planner
Bulk Email Send
Business Card Scanner
Custom Activity Reports
Deals
Deal Velocity
Email Tracking
Fetch Historical Emails
Full Email Sync

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OnePageCRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of OnePageCRM
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity/News Feed
Activity Tracking
AI/Machine Learning
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Assignment Management
Automated Quoting
Batch Processing
Business Card/Badge Scanning
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Management
Catalog Management
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
CRM
CRM Integration
Customer Database
Customer History
Customer Management
Customer Segmentation
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Database Creation
Data Enrichment
Data Import/Export
Data Synchronization
Data Visualization
Deal Management
Demographic/Firmographic Data
Document Management
Document Storage
Donation Tracking
Donor Management
Drag & Drop
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
File Management
File Sharing
Forecasting
For Nonprofits
For Real Estate
For Sales Teams/Organizations
For Small Businesses
Fundraising Management
Goal Management
Goal Setting/Tracking
Grant Management
Interaction Tracking
Kanban Board
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Membership Management
Mobile Access
Mobile App
Monitoring
Onboarding
Online Forms
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Predictive Analytics
Pricing and Cost Calculations
Prioritization
Process/Workflow Automation
Product Catalog
Productivity Tools
Projections
Proposal Generation
Prospecting Tools
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Route Optimization
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Scheduling
Search/Filter
Secure Data Storage
Shared Contacts
Social Media Integration
Source Tracking
Status Tracking
Summary Reports
Tagging
Task Board View
Task Editing
Task Scheduling
Team Collaboration
Template Management
Third-Party Integrations
To-Do List
Volunteer Management
Web-based Deployment
Web Forms
Widgets

OnePageCRM Integrations

Stripe

Wufoo

ActiveCampaign

Microsoft Outlook

Xero

Google Drive

See all 17 integrations

OnePageCRM User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

15%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.8

Functionality

4.5

Joe R.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2025

Simple tool with superior partnership benefits!

I think the customer service is what really blows me away. They feel like an IT department for my small team, and just seek to make the experience smooth every day.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The simplicity of the tool makes work significantly easier. I don't want to think about how to use a tool; I need a tool that does what it needs to and helps me move things forward. OnePageCRM is that tool. It's just... automatic for me.

Cons:

Not much really. I think it'd be nice to have more snippet functionality in the emails, keyboard shortcuts for templates, etc... but those things are just in the "nice to have" bucket for me.

Reasons for switching to OnePageCRM

My previous tools were complicated and did not easily produce reports. It was also much more expensive.

Bob S.

Verified reviewer

Internet

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2025

Long time CRM User converted to OnePageCRM over 9 years ago

I've been using OnePageCRM for my contact management system in our company for over 9 years. They are updating and improving the system consistently throughout that time. Support has been exceptional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and flexible settings configuration. Unlike most products managing contact records, OnePageCRM provides many tools to update and maintain company/organization information for all contacts in a company, sync tags and status changes, and tie multiple contacts to multiple deals. You also have the ability to customize fields add categorize contact records. The Mobile Application provides just the right contact information on a small device and allows me to update records across the organization.

Cons:

I am only waiting for one key feature, the ability to have a contact associated with multiple Companies/organizations. I have been able to work around this issue but that feature would make it easier.

Reasons for choosing OnePageCRM

As application developers we could have built and maintained our own. However at a total subscription cost of about $265/year over 9 years, it did not make sense.

Reasons for switching to OnePageCRM

I've used many including ACT, Outlook, Goldmine, and built my own in the past. None gave me the same capabilities

Ashley H.

Verified reviewer

Construction

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2019

Easy to Use

Previously 4

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It is easy for us to track our customers and push them to the stages they need to be at throughout the whole roofing process.

Cons:

The search feature is not the greatest.

Reasons for switching to OnePageCRM

We were looking for a software that could do more and keep things more organized.

Richard A.

Verified reviewer

Building Materials

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2019

Easy to use and cost effective

Easy to use and cost effective. Great support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and cost effective. Great support

Cons:

Email Templates are very difficult to use and needs big upgrade. Should include recent history list so you dont have to search again.

Reasons for switching to OnePageCRM

Cost and easy layout

Josh P.

Verified reviewer

Hospital & Health Care

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2025

The CRM you didn't know you needed!

Intuitive UI, phenomenal customer service, perfect blend of customer management and actionable insights.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The action stream is incredible. It forces me to interact and act on my CRM content. It's no longer just a place to house information, but to move opportunities forward. It's the CRM I've been looking for. They've thought through the flow of day-to-day customer interaction - action is needed. I can make calls while driving and I'm immediately prompted to make a note about the call (logging the time in that leads activity). When I complete an action I'm immediately prompted to set the next action (before I forget!) Everything is connected, but I don't have to fill out every field to move forward with my day. I can edit and add as I go - the ultimate flexibility while retaining the critical info I need to close deals.

Cons:

The thing I like least is it took me too long to find it and the rest of my team isn't on it yet! For me it has checked every box I was looking for in a CRM, and many I didn't even know I needed, at a price point that is extremely affordable!

Reasons for choosing OnePageCRM

action stream is a game changer. forcing me to move leads forward toward closing.

Reasons for switching to OnePageCRM

Needed something more task driven to push me for day to day actionable lead management on the go.

Anita M.

Verified reviewer

International Trade and Development

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed October 2025

Recommending One Page CRM

I can get up the curve on existing relationships really quickly as everything is helpfully held centrally, in one place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OnePage CRM allows me to track all of our existing relationships in one platform. It is a central repository for contacts, task management, and pipeline.

Cons:

I would have to think about that -that's a tricky one as generally, we only have a positive experience using it.

Reasons for choosing OnePageCRM

We were made aware of the Power of Action Programme and decided that as a charity, this made the most sense, as we are looking to reduce overheads and deploy funds to maximum effect and where they can be most impactful.

Barry M.

Verified reviewer

Medical Devices

Self-Employed

Used daily for more than 2 years

Review source

Reviewed November 2025

Big thumbs up

No CRM beats OnePage. I've tried them all. It takes time to learn how to use it, but the webinars, staff, and videos help.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

All members of the staff are great . . . customer service, training, and management, including the president [sensitive content hidden] . I recommend OnePage to all of my startup company clients

Cons:

Takes time to learn all the features. I've been using OnePage for several years, and I still learn new capabilities

Reasons for choosing OnePageCRM

Best value in price, features, and support

Reasons for switching to OnePageCRM

I needed more features. The upgrade is more that OnePage subscription, and not worth it in comparison

Michael G.

Verified reviewer

Non-Profit Organization Management

Self-Employed

Used daily for less than 2 years

Review source

Reviewed October 2025

A simple-to-use CRM with all the most important features

We have been using OnePageCRM for over a year and it has been stable, efficient and effective in helping us keep our contact list organized and synced with Gmail and other apps. With Zapier integration you can completely avoid double-entry across your various platforms.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OnePageCRM is just that... a simple, effective CRM that allows you to see your business on one page, and to focus only on your next task. The Lead Clipper is a gamechanger and saves hours of time every month adding contact info to our database.

Cons:

I wish I could search the notes field, which hopefully will soon be available. This is truly the only feature lacking.

Reasons for choosing OnePageCRM

Its simpler straightforward functionality

Reasons for switching to OnePageCRM

Needed a CRM built to be a dedicated CRM

Mendel G.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2025

One of a kind. Got it right.

I haven't found anything like this, where it forces a next action and is about getting you to do as opposed to just storing info.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It forces clarity and action. Instead of bloated dashboards or endless pipelines, you get a clean, single-page layout that keeps your team focused on the next step for every contact. Perfect for keeping follow-ups moving and preventing leads from falling through the cracks. Integrations with email and mobile app are simple and reliable no over-engineering, just works.

Cons:

It's focused more on larger deal pipelines and not as well rounded for many contacts. We use it for donor follow up, so it's not always about closing deals.

James R.

Verified reviewer

Human Resources

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2025

onepagecrm

It fits perfectly with how Supported Employment and IPS work: fast, relationship-based, action-driven, and dependent on consistent follow-up. OnePageCRM helps staff stay organised, move cases forward, and maintain momentum, all without adding more admin. Because it’s easy to use, our team actually enjoys it — and when staff like a system, they use it properly, which directly improves outcomes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The “Next Action” system ensures nothing gets lost, forgotten, or buried — which is essential when our team handles a high volume of small tasks, employer contacts, MDT updates, and rapid follow-ups. It gives structure without over-complicating anything, which suits my preference for straightforward, efficient tools.

Cons:

The main drawback for is that OnePageCRM is difficult to customise to the specific operational requirements of our service. While it is excellent for task management and follow-up, it does not easily adapt to the specialist data fields, referral processes, or reporting needs specific to us.

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