About OnePageCRM

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 pr...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

54 Reviews of OnePageCRM

Average User Ratings

Overall

4.78 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(44)

44

4 stars

(8)

8

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 54 results

October 2016

Ron

Verified Reviewer

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

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.

September 2020

Rebekah from Senior Life Insurance Company

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Going from a notepad to this has elevated my business past the stratosphere

So far, it simply can't be overstated how well this is working out. I feel on top of everything day-to-day and I am essentially starting my own business, with thousands of leads I need to sort through quickly. This system cuts out massive amounts of administrative time and work, and is well worth the money to outsource from my previous system of a messy legal pad. I've talked it up to others in my field already; they were hoping to upgrade to the vastly more expensive (presumably more powerful) VanillaSoft, but I'm not sure I'll make the switch even when I have the disposable income for it. That's because I am a huge fan of the Next Action system, much like I chose my previous job due to their use of the Agile/Scrum system. These innovations are often more meaningful even than a good organizational product on its own.

Pros

Fantastically efficient to use. Mass imports of contacts, bulk email reminders from templates, the Chrome extension allowing notifications for timed actions (meetings/calls, etc), the ability to use shorthand or saved lists when generating next actions, having a call history with notes; oh my god, it's all so fast and easy. I can fly through what used to be a day's work of organizing, and reach many more leads per day. The next action system is just my kind of on-the-spot organization, too.

Cons

The sales funnel/deals/etc aren't calibrated that well to my industry, as if you're going to make a sale you'll usually make it in one phone call. So that warps my view a little if I try to use it, but it's still nice to make a deal as "won" and have closed contacts organized that way. I do also feel like there could be slightly more integration for emails (to MailerLite, for example, so I don't have to import/update contacts twice) unless I haven't learned how to properly do so yet, as well as being able to make calls from the online system instead of using an app (connection to RingCentral or something similar, unless again I didn't figure that out yet). Finally, the page where you can download reports on your activity to show upline is a little cumbersome, considering how many actions I will take in one day per my industry type.

Reasons for Choosing OnePageCRM

Price initially, but as mentioned above I'm likely to stick with OnePageCRM even if VanillaSoft is more powerful because I love the Next Action system as much as I love Agile/Scrum methods.

October 2019

Richard from Building Materials

Company Size: 2-10 employees

Industry: Building Materials

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

October 2019

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.

October 2020

Marty from MVI Marketing LLC

Company Size: 2-10 employees

Industry: Luxury Goods & Jewelry

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

We Used Many CRM Platform Before Falling in Love w OnePage

Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

Pros

Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team.

Cons

Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements.

Reasons for Choosing OnePageCRM

Ease of use, cultural acceptance, simplicity, functionality, laser focus on the core objectives, outstanding customer service.

September 2019

stephen from GreenLine Conversations

Company Size: 2-10 employees

Industry: E-Learning

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2019

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.

Reasons for Choosing OnePageCRM

I loved the model where I could start simple and add functionality when and if i needed. plus it was great value.