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

45 Reviews of OnePageCRM

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(37)

37

4 stars

(7)

7

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 45 results

October 2016

Ron

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 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.

November 2017

Ray from Downtown Billings Alliance

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

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

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

October 2019

Ashley from Roofsimple, Inc.

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

October 2019

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.

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.