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.

Hidden Gem

Excellent, from the product/user experience through to their sales and support.

Pros

Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool. They have nailed the features that you actually need and avoided adding a vast array of options that only confuse and often sit dormant as they are 'nice to have' but not really needed. When you do need a specific function, they have add-on features available.

Cons

May appear too basic for some users but i think you need to make sure you are selecting features that are really needed and beneficial.

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?

Easy to Use

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.

Easy to use and cost effective

Easy to use and cost effective. Great support

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.

Solid shout for a startup

OnePageCRM is easy-to-use and very user friendly. It plays really nice with Gmail for managing contacts.

Pros

OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.

Cons

I do not have any issues with this software. They provide an excellent user experience and customer support.

Great for small business!

Pros

Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling. But we need to, right? The OnePage system helps us stay on top of leads and proposals with a few simple clicks. We've tried other CRM's, but this one made it super easy. Not letting a great lead slip away because you get busy is the strength of this system: it requires you to set up the next step before closing out the window. Customer support is a 5-star.

Cons

The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end!

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.

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.

Uncluttered, Simple but Sophisticated CRM

Customer service is absolutely fantastic. Very prompt, courteous and helpful.

Pros

It doesn't have over the top bells and whistles. Some CRM's assume have way too many options and it requires way too much time to learn how to use them.

Cons

I don't have any dislikes about OnePageCRM. It's a great service as is.

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.

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.

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.

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.

OnePageCRM is perfect for small companies who need to focus on sales

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.

Pros

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.

Cons

OnePageCRM doesn't have all the bells and whistles of a system like salesforce (but for a company like ours, it is perfect.)

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)

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.

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)

Cool approach to CRM, and great support to go with it.

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!

OnePage drives my interest in selling

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.

Pros

Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money

Cons

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.

OnePageCRM is an excellent fit for our uses

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.

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.

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.

Easy to Use

We've been using it for about a month now and so far it's going great. Everyone is easily getting the hang of it.

Pros

This software is easy to use. It allows you to track deals and contacts - while also being able to add your own custom fields to be filled in. We also use Zapier to automatically add contacts into OnePageCRM.

Cons

There are some fields that aren't available with Zapier to automatically be entered into contact and deal fields so we have to manually enter them. We hope they are working on a fix for that so that things can be more automatized.

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.

Excellent for first time CRM users

Keep up the great work.

Pros

This tool is really simple and its perfect for small teams who dont 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

Its 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

Import Options

We haven't been using it for long, but so far it's been working well. However, it's like any change - you have to get accustomed to it.

Pros

We created zaps in zapier to automatically add contacts from several different triggers. The customers are created and then we just have to assign them to the correct owners. Creating deals is very easy as well.

Cons

There is no option to import deals (only contacts). I had to manually enter over 500 of them.

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.

Amazing product

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.

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

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!

Different and better in so many ways

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.

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.

OnePageCRM is our favorite CRM Software to use hands down!

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!

OnePageCRM has been easy to use and effective in capturing the information I need to make a sale.

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.

Super Software for Sales and growing your business.

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.

A CRM the way it should be!

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.

Great organizational tool for prospecting!

OnePageCRM has helped me to keep up with my business prospects and follow up with my current customers. I've found it to be wonderful software!

Pros

I loved how I could keep up with my customer prospecting and organization with this software! The reminders I could set helped me keep up with tasks to follow up with prospects!

Cons

While this software is very helpful, I also found that I could do the same organizing in a Google sheet. This does have the reminders and many other helpful features though.

Using OnePageCRM for SME to organise Customer information.

Pros

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.

Cons

A little to light on the reporting which requires exporting into excel to preform any detailed analysis.

Impressive!

OnePageCRM is a very impressive tool with a perfect overview and constant reminders for the next actions to be taken! I strongly recommend it.

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.