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.

 

OnePageCRM - Lead capture
 
  • OnePageCRM - Lead capture
    Lead capture
  • OnePageCRM - Adding deals
    Adding deals
  • OnePageCRM - Gmail lead clipper
    Gmail lead clipper
  • OnePageCRM - Mobile apps
    Mobile apps
  • OnePageCRM - Sales funnel
    Sales funnel
  • OnePageCRM - Action stream
    Action stream
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

36 Reviews of OnePageCRM

 

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Software Advice Reviews (7)
More Reviews (29)

Showing 1-7 of 7

Tammy from Joseph D. Carney & Associates
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Great CRM Software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

Review Source
 
 

Jamie from Gilbert and Roach
Specialty: Transportation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Simple and effective

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

Review Source
 
 

Osama from Diffia AS
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Excellent for first time CRM users

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Debbie from Queen Anne Chamber of Commerce
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Amazingly easy-to-use CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Aaron from Icon Distributing
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

August 2017

OnepageCRM: The Name Says It All

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Ella from BECOMING Entertainment
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Just what I needed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Declan from ONG Automation
Specialty: Software / IT

April 2015

April 2015

Using OnePageCRM for SME to organise Customer information.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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

Recommendations

Look at the other products out there and you will see it ticks many boxes.

 
 
 
Showing 1-20 of 29


June 2018

June 2018

Didn't care for it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: October 2018

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

 

Robert from UCLA Extension
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: October 2018

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

 

Nigel from Back of House Ltd

April 2018

April 2018

Making CRM easy for small business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: October 2018

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

 

Chuck from Maxim

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: April 2018

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

 

Yan from Premium Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: April 2018

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

 

Sam from Futurety

December 2017

December 2017

Simpler, but still fully-featured alternative to Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Ray from Downtown Billings Alliance

November 2017

November 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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?

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: November 2017

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

 

Louise from The Dream Job Coach ®
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: November 2017

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

 

John from Best Version Media
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: November 2017

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

 

Rhonda

January 2017

January 2017

Simple, streamlined, effective follow up assistance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

If you are a Realtor, it is worth a month or two of trial and the investment won't break you. You may fall in love with it like I did, and even if you try others, I guarantee you will decide not to cancel this one until you are fully convinced there is something better out there for you.

Review Source: GetApp
 

David from Woodbelly Pizza
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Be Realistic, sell things

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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)

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: December 2016

December 2016

 

Hi David,

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

Laura

 

Ron

October 2016

October 2016

A SalesPerson Crm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

This Crm stands out vs all others in What really counts in Sales making that Key Call or email/text at the right time. Really in my business nothing else more important and OnePageCrm is brilliantly executed to do this in a new and better way than other Crms. GTD is how they will explain it.

Review Source: GetApp
 

Fábio from Movile
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2016

June 2016

Simple and affordable CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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)

Review Source: GetApp
 

David

June 2016

June 2016

Task Focused CRM, great tagging features

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I tried a couple, and this one fit our budget ($12/user/month) and kept us focused on new leads. We need to respond quickly to inquiries to make sure we are well positioned to land the deal

Pros

Customer Support is great!
Turned us onto Piesync

Cons

nothing that i can think of.

Review Source: GetApp
 

Phil from Interbill Corp.

September 2015

September 2015

OnePageCRM is an excellent fit for our uses

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: December 2016

December 2016

 

Hi Phil,

Thanks for your generous review of OnePageCRM! Great to hear you were able to customize the CRM to suit your business needs using our Tags and Custom Fields features!

Laura

 

Steven from Natural Green Energy

September 2015

September 2015

A CRM the way it should be!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: December 2016

December 2016

 

Hi Steven,

Thanks for reviewing OnePageCRM. Great to hear our simple, Next Action approach to sales is helping you Get Things Done!

Laura

 

Margo from Wave Productivity

August 2015

August 2015

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Patrick from Daintel

August 2015

August 2015

Impressive!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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

I strongly recommend it.

Review Source: Capterra
 

Noel from Creva International

August 2015

August 2015

Super Software for Sales and growing your business.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Ray from Downtown Billings Alliance

August 2015

August 2015

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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!

Review Source: Capterra

  Response: OnePageCRM, OnePageCRM

Date: August 2015

August 2015

 

Hi Ray,

Thanks for recommending us! Appreciate your feedback. :)

Did you know that OnePageCRM is integrated with MailChimp for mass email marketing. You could perhaps set up a next action "send email" and mark complete in bulk once you send the campaign: http://help.onepagecrm.com/article/208-how-assign-actions-to-multiple-contacts

Would this help you guys out?

Keep in touch!
Carmel

 
 
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