4.8
Overall rating
Reviews

4.8
Overall rating
Reviews

About OnePageCRM

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.
OnePageCRM Software - OnePageCRM’s Action Stream sorts your contacts by the urgency of their assigned task/reminder (we call them Next Actions) and arranges them into a color-coded list. So every day all you need to do is take it from the action on top.
OnePageCRM Software - Our unique Next Action method pushes you to decide on the next best step for each contact the moment you complete the previous one or add them to the system.   This way, you follow up with every generated lead and always know what needs to be done next.
OnePageCRM Software - We remove distractions and ensure that only relevant emails make the cut and get added to the dedicated Email tab. Send and reply to emails straight from the CRM, send personalized emails in bulk, use custom templates, track email opens, and more!
OnePageCRM Software - Build deals in a couple of clicks, advance them through the custom stages with drag-and-drop, and close more with minimum admin and maximum efficiency.
OnePageCRM Software - With the OnePageCRM Lead Clipper, you can instantly capture leads from any web page, social media channel or even email in just a few clicks. The leads will be automatically added to the CRM as contacts, ready to be actioned.
OnePageCRM Software - Keep selling on the go with our Android and iOS apps. Log calls, add contacts, update deals and more!
OnePageCRM video
OnePageCRM Software - OnePageCRM’s Action Stream sorts your contacts by the urgency of their assigned task/reminder (we call them Next Actions) and arranges them into a color-coded list. So every day all you need to do is take it from the action on top. - thumbnail
OnePageCRM Software - Our unique Next Action method pushes you to decide on the next best step for each contact the moment you complete the previous one or add them to the system.   This way, you follow up with every generated lead and always know what needs to be done next. - thumbnail
OnePageCRM Software - We remove distractions and ensure that only relevant emails make the cut and get added to the dedicated Email tab. Send and reply to emails straight from the CRM, send personalized emails in bulk, use custom templates, track email opens, and more! - thumbnail
OnePageCRM Software - Build deals in a couple of clicks, advance them through the custom stages with drag-and-drop, and close more with minimum admin and maximum efficiency. - thumbnail
OnePageCRM Software - With the OnePageCRM Lead Clipper, you can instantly capture leads from any web page, social media channel or even email in just a few clicks. The leads will be automatically added to the CRM as contacts, ready to be actioned. - thumbnail

OnePageCRM pricing

OnePageCRM does not have a free version but does offer a free trial. OnePageCRM paid version starts at US$9.95/month.

Starting Price:
US$9.95/month
Free Version:
No
Free trial:
Yes

Alternatives to OnePageCRM

OnePageCRM Reviews

Feature rating

Value for Money
4.7
Functionality
4.4
Ease of Use
4.8
Customer Support
4.8
5 reviews of 61 View all reviews
Ron
Ron
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 23/10/2016

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.

Verified Reviewer
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/06/2021

Easily to Use, Friendly UI, Vertical Management

So with $15/ monthly, it fit with self-user like me (

Pros

+ Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes.
+ Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes
+ CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness)
+ Vertical Management as "Status", as you "Category" to work not eye-looking to many column.
+ Commission rate, we are already to know how we gain after we help our customer solve their problem.

Cons

- Need more UX, friendly click as "Add a Contact/ Deal/ Company"
- Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company
- Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

Alternatives Considered

Agile CRM and Cogmento CRM

Reasons for Choosing OnePageCRM

Other CRM require x1.5 - x2 for 02 function "Pipeline" & "Forecast" and more money if you want to set "Goals" to track your sales. Lack of UI/ UX, some good at UI and bad of UX, good of UX then bad of UI, good both UX/ UI then bad at Report. Onepage CRM the best fit for my self and my CRM using purposes

Reasons for Switching to OnePageCRM

+ Pipeline & Goal: I could not find these function as the alternative CRM (mentioned above) , it required you x1.5 Price to have "both function", some of they are not friendly interface also and lack of report view + View is easy to see, your eyes not moving so much, focus to one and one only + Customer support to help you whenever you ask - they are friendly, just ask them kindly + Commission rate, I never use the commission sheet anymore

Response from OnePageCRM

Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM.

Noted about the UX ! ~Sarah

Replied 29/09/2021
Richard
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
3
Customer Support
3

3
Reviewed on 08/10/2019

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.

Rebekah
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 06/07/2021

Great for small business owners

This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

Pros

Besides the initial tour around the program, no training was necessary (although provided in free seminars). It's very intuitive to use, and while it's not a quite one-stop-shop like Hubspot, it's pretty darn close. The best part is the underlying philosophy, where once you act on a client you are encouraged to set the next step or goal for them to keep them moving down the sales pipeline. Nobody gets forgotten, no deadlines passed; it's great!

Cons

Importing mass contacts can be a little difficult, mainly due to the likely ubiquitous issue that import data doesn't often neatly match the software you're using (ex, First Name, Last Name vs Last Name, First Name).

Alternatives Considered

VanillaSoft

Reasons for Switching to OnePageCRM

Price was the initial factor, and then it proved it supplied every other need I had.

Response from OnePageCRM

Hi Rebekah, thank you so much for such a great and positive review. I love hearing how easy you've adapted to the system, and the fact that no deadline passes and nobody gets forgotten is proof that you're using OnePageCRM to its full potential.

Noted about the import! ~Sarah

Replied 29/09/2021
Marty
  • Industry: Luxury Goods & Jewelry
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 09/10/2020

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing OnePageCRM

Poor cultural acceptance, terrible customer service, too many components to distract from the key functions and needs of our business.

Switched From

SugarCRM

Reasons for Switching to OnePageCRM

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

Response from OnePageCRM

Hi Marty, wow what great feedback, thank you! I'm so happy to hear that OnePageCRM is helping you grow your business and that your team is equally as happy with the CRM.

We always say that you don't need an IT degree to use a CRM so ease of use is part of our ethos! ~Sarah

Replied 29/09/2021

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