OnePageCRM Software


OnePageCRM is a cloud-based sales automation customer relationship management (CRM) solution that caters to small businesses.

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.

The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries. OnePageCRM keep informed sales team by sending notification emails to each member of a sales team whenever a new task is assigned.

OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices. OnePageCRM is priced based on the number of users accessing the system. Support is offered via phone and email.



37 Reviews of OnePageCRM

Overall rating

4.78 / 5 stars

Filters:

Showing 1 - 20 of 37 reviews

December 2018

Luke from Dority Roofing & Solar

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Next action - so important in CRM!

Great.

Pros

It has a clean design and it is well laid out, which I like. But what is really great and is lacking in so many CRM softwares is a next action feature. So, you make your phone call, type your notes and hit "save". If the phone rings or someone comes in you've lost your train of thought and that prospect is lost in the ether. With OnePage, it reminds you every time you complete something, "what's your next action?". It is so easy to add your next calendar date or phone call with that simple box. LOVE.

Cons

They are still working out the emailing mirror and you have to use a bcc to get all our correspondence in one place, but that's fine.

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

June 2018

Didn't care for it

Pros

The design of the program is pretty neat and the paid features are nice. Not for somebody who wants a free CRM.

Cons

I liked it and probably would have used it had I spend the money after the free trial. If you are willing to pay, then get it.

Response from OnePageCRM of OnePageCRM

Replied October 2018

Hello, Thanks for taking the time to review OnePageCRM. I'm sorry to hear you did not sign up for our CRM but maybe you will consider us in the future may you ever need another CRM. All the best, Evelyn

June 2018

Tammy from Joseph D. Carney & Associates

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

June 2018

Great CRM Software!

Pros

Great for client management including contact information, sales, projects, invoicing, and solutions.

Cons

This software is great! I can't say anything bad. I do wish that it integrated with more programs; for instance, it does not sync with my Microsoft Outlook which would be fantastic!

May 2018

Robert from UCLA Extension

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

My go to CRM - Focusing on what is the next task needed to move the relationship forward

Pros

I like the focus on the next action sales aspects, and the simple integration with Skype, Google Apps, and other simple integrations

Cons

I wish there were MORE integrations, and that I can more easily update my overdue tasks. I would also like to have mutiple deal flows, or be able to use the Kaban style layout to track existing deals.

Response from OnePageCRM of OnePageCRM

Replied October 2018

Hi Robert, Thanks for getting in touch and sorry about the delay in responding. Staying focused on your sales actions is what OnePageCRM is all about. I would be keen to hear what other integrations you would be referring too? Kind regards, Evelyn

April 2018

Nigel from Back of House Ltd

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Making CRM easy for small business

Pros

I really enjoy the the Action Stream view which helps focus on what needs to get done. Being a 1 man show I dont always need to complexitiy of multiple touch points for the various different stages of the customer cycle; I just need which customer needs what next and the value of each deal. The recent introduction of the email sync just toops off the functionaility nicley and keeps all the communication in one place.

Cons

A little on the pricey side compared to other products in the market but if you need a CRM thats easy to use, its great value.

Response from OnePageCRM of OnePageCRM

Replied October 2018

Hi Nigel. Apologies for the dealy. Thanks for taking the time to review OnePageCRM. It's great to hear the Action Stream is doing its job and keeping you focused on your daily tasks. Nice to hear email sync has got the thumbs up too! Stay in touch. Evelyn

March 2018

Chuck from Maxim

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

A super CRM that lets you jump right in and also customize

Get to work the way I want to. It fits me, not me it. And I know that any questions I have will be answered as if they're important and very quickly.

Pros

So many CRM's are very pricey, and often a bit involved to use. OnepageCRM productivity was immediate. I love that when you enter a contact or clear an activity, your next one is called for. It is so simple to use that you can do tweaks and customization easily. Customer service is not just fast--it is almost immediate! For one question I asked, within an hour or so they had made a VIDEO for me showing how I could do something. Incredible service.

Cons

Not much. It's been a joy and for the money, haven't heard of a CRM that touches it. It does everything I need and then some.

Response from OnePageCRM of OnePageCRM

Replied April 2018

Hello Chuck. Thank you very much for your kind review. It's great to hear OnePageCRM and the 'Next Action' feature is helping you and your business! I will be sure to share with the team and of course our customer support team! ^Evelyn

March 2018

Jamie from Gilbert and Roach

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

4 of 5

March 2018

Simple and effective

Pros

Easy to use, great for personal use. It more than does what I need it to. The revolving follow up feature is great for easily seeing my overdue and daily tasks at a glance

Cons

There is currently limited customisability, although this works for me as I prefer using something simple. I can though see how it might have limited effectiveness with a large business who needs to have multiple departments and features.

February 2018

Yan from Premium Consulting

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

I've used a free trial of this software and I really liked it!

Forces you to get things done!

Pros

It's different by design - it forces you too be make this next thing, to be in the flow, to work and to sale. It's a great motivator, while many other software suites are demotivators - they are too complicated and need an administrator to work properly.

Cons

I really liked it but it seems that it doesn't suit into our workflow, where people are overmotivated. We also missed some features, like Web forms captures and email tracking that can be found in other solutions.

Response from OnePageCRM of OnePageCRM

Replied April 2018

Hello Yan. Thanks for your kind words. As users of OnePageCRM ourselves we agree when you say it's a great motivator! Happy selling ^Evelyn

December 2017

Sam from Futurety

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2017

Simpler, but still fully-featured alternative to Salesforce

Great tool for sales forecasting and business planning overall

Pros

Interface is great, and it's really easy to add new projects and timelines for team collaboration. Way easier to navigate than Salesforce's complicated interface

Cons

No major cons. We've really enjoyed the functionality. Perhaps better exportable reporting into PDFs or something similar, or more dynamic email reminders

December 2017

Osama from Diffia AS

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2017

Excellent for first time CRM users

Keep up the great work.

Pros

This tool is really simple and it’s perfect for small teams who don’t need the complexity of a big CRM tool. We needed a tool to manage our contacts and reminders to follow up. This tool allows for just that and gets out of the way

Cons

It’s not possible to sync your gmail contacts automatically. You have to purchase a separate plugin. This is such a basic functionality that I expect for a CRM to have natively

November 2017

Ray from Downtown Billings Alliance

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

After testing a number of CRM's, we finally settled on OnePage and haven't looked back!

Streamlined our communications and membership records.

Pros

I love the flexibility, speed, and ease of use. It just makes sense and is super simple (you put in what you do, and the first thing you see when you log in is the obvious reminder to do it. One of the coolest things is when you use OnePage on your phone, it will track the call automatically, so that's really cool.

Cons

If anything, maybe that it doesn't do any auto invoicing or anything like that. It's a solid CRM, so I can't expect it to do everything, right?

Response from OnePageCRM of OnePageCRM

Replied November 2017

Hi Ray, Great to hear you're enjoying using OnePageCRM and that the mobile app is coming in useful. RE: the invoicing, we're integrated with Xero, but would love to hear your feedback on an auto invoicing feature. I'll drop you an email. All the best! Carmel

September 2017

Debbie from Queen Anne Chamber of Commerce

Company Size: 1 employee

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Amazingly easy-to-use CRM

I am so glad that I discovered OnePageCRM. Our nonprofit has virtually no budget so it was nice to find one that was priced fairly. We could never afford the high-end CRM's. But this one, is a near-perfect fit. Great design, remarkable attention to details/features, and superb customer support. Bar none.

Pros

Elegant user interface, simple, clean, uncluttered (okay that last part was redundant). Super responsive customer support which is one of the main reasons I highly recommend this software.

Cons

Because OnePageCRM is primarily focused on sales, using it for our nonprofit means some workarounds. It's more like we don't use some of the features as sales tools.

August 2017

Aaron from Icon Distributing

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

August 2017

OnepageCRM: The Name Says It All

Pros

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.

Cons

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.

August 2017

Louise from The Dream Job Coach ®

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Fantastic functionality and easy to use. As a solopreneur this has transformed my sales admin!

Pros

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.

Cons

There's nothing I don't like. I'd like to see an integration between this and other apps such as acuity scheduling.

Response from OnePageCRM of OnePageCRM

Replied November 2017

Hi Louise, Many thanks for your kind words! Great to hear OnePageCRM is helping you stay on top of your pipeline! I'll be sure to make a note of your feedback re: acuity scheduling. In the meantime, perhaps Zapier would be a good option to connect the two. Keep in touch! ^Carmel

June 2017

John from Best Version Media

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

I love this product. It's easy to create and execute a daily call list from my prospect database.

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.

Pros

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.

Cons

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.

Response from OnePageCRM of OnePageCRM

Replied November 2017

Hi John, Many thank for your kind words. Great to hear you're enjoying using OnePageCRM. With regards the search, using the Advanced search you can run filters on multiple criteria: http://help.onepagecrm.com/article/34-how-to-use-advanced-search. This may come in useful. All the best! Carmel

June 2017

Ella from BECOMING Entertainment

Company Size: 1 employee


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

June 2017

Just what I needed

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.

Pros

Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.

Cons

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.

January 2017

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

Simple, streamlined, effective follow up assistance

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.

Pros

Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.

Cons

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.

December 2016

David from Woodbelly Pizza

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Be Realistic, sell things

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.

Pros

Great Customer Support
Integrates with Wufoo forms and Zapier

Cons

Getting overloaded with sales actions (but that's kinda my fault)

Response from OnePageCRM of OnePageCRM

Replied December 2016

Hi David, Thanks for a great review! Great to hear the simplicity of the Action Stream has helped improve your focus! Laura

October 2016

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2016

A SalesPerson Crm

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.

Pros

Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Simple Interface
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
Tagging
They are in Ireland ( kinda cool)

Cons

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.

June 2016

Fábio from Movile

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

June 2016

Simple and affordable CRM

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.

Pros

- 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)

Cons

- 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)