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OnePageCRM Description

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales.

Main features:

- Next Action Sales: Every lead generated is action

- Log calls, notes, and deals. All you need to close a deal is on one scrollable page

- Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab

- Manage deals with pipelines and send quotes in seconds

- Save time with smart sales automation features

- Use our Browser Extension and Web Forms to easily capture leads

- Custom reports and Live KPIs Dashboard

- Native iOS and Android mobile apps

- Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more!

- World-class support: email, phone & chat

Pricing

Pricing Starts At:
$9.95 per user/month
Pricing Information:
Professional Plan

$15 per user/month
or
$9.95 per user/month in the annual plan (4 MONTHS FREE)

Business Plan

$ 29 per user/month
or
$19.95 per user/month in the annual plan (4 MONTHS FREE)
Free Trial:
Yes

Integrations

API:
Yes, OnePageCRM has an API

Reviews - 26 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
OnePageCRM
Year Founded:
2010
Headquarters:
Ireland
Website:
www.onepagecrm.com
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Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

OnePageCRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Engagement Software

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Lead Capture Software

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Healthcare CRM Software

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

OnePageCRM Lists

  • Name: Samuel S.
    Job Title: VP
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very nice CRM

    Date: Jun 10 2021

    Summary: Amazing experience. It gives our sales objectives the tool to reach properly, in an organised way, the objective!

    Positive: Everything is super user friendly while being super useful. The pipeline gives an amazing boost to reach the objective of the month. The pipeline and the action stream are all you need!

    Negative: Nothing. I like all the aspects. I nothing to say.

    Read More...
    OnePageCRM Company Response
    Date: Jun 14 2021
    Thank you for your review, Samuel! GTD (Getting Things Done) and Next Action are at the core of OnePageCRM so we're very glad to hear the principles work great for you!
  • Name: Michael S.
    Job Title: Managing Director
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simple & Priced Right

    Date: Jun 09 2021

    Summary: Take the free trial and you will understand. Like I said I tried several and the last one was Osana...too complicated.

    Positive: It is seriously just a single page to see your entire day in a glance. Other programs (I have tried) seem to want to get too detailed and time-consuming. I have used this program at least 3 different times over the years in companies I have started or worked for. Learning it is easy.

    Negative: None for my usages. It fits my needs. Lots of training videos both live and stored.

    Read More...
    OnePageCRM Company Response
    Date: Jun 14 2021
    Thank you so much for your review, Michael! We're happy to hear our Action Stream works so well for you. And thanks for staying with us through your career!
  • Name: Dominic B.
    Job Title: Financial Advisor
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great CRM

    Date: Jun 04 2021

    Summary: I discovered it by accident whilst researching a new CRM for my firm. I cannot believe what a great find it was. They don't sit on their laurels, they are always striving to improve it even more.

    Positive: it is easy to use as well as having powerful functionality. What is great is that they actually listen to feedback and it is great to see your ideas sometimes becoming reality. The PC version is perfect and the mobile app has most of the same functionality. it is a fair bit cheaper than their competitors, I initially thought "well you get what you pay for" so it mustn't be very good. How wrong I was. It is much more simple to use than the other bigger brand names I tried out.

    Negative: Nothing really. One con, until recently, was that you couldn't easily link 2 clients. You could link them by organisation but because my clients are consumers not businesses, this was not ideal. So I had to make a makeshift solution to solve this. 2 weeks ago they rectified it. Hurray!

    Read More...
    OnePageCRM Company Response
    Date: Jun 14 2021
    Thank you so much for your great review and kind words, Dominic! We're glad to hear you're enjoying our Relationships feature as well. Here's to more exciting and effective things ahead!
  • Name: Anonymous (Verified)
    Job Title: Director
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best small business CRM.

    Date: May 21 2021

    Summary: If you are a start up or a small business owner/manager don’t look any further. There is no other CRM with the same level of functionality at this price point and their support is simply amazing.
    I highly recommend OnePage CRM.

    Positive: The functionality is awesome is simply awesome at this price point and they provide 5* support!
    You won’t have to deal with long response times, arrogant representatives or impersonal advise.
    They genuinely care about their customers.

    Negative: Cannot think of any. They are constantly developing and listening yo user feedback.
    Plus anytime I had some concerns their support have been outstanding.

    Read More...
    OnePageCRM Company Response
    Date: May 24 2021
    Thank you so much for this amazing review! We're always happy to help and are super excited to hear our CRM works so well for your business!
  • Name: Anonymous (Verified)
    Job Title: Director
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    One Page CRM

    Date: May 18 2021

    Summary: OnePageCRM is easy to use, upload and integrate. The focus on next steps & tasks is key. Great platform.

    Positive: Ease of use.
    Ease of integration.
    User friendly.
    Great support service.
    Meets my service requirements without upselling or demanding more.

    Negative: I don't have any cons to report with regard to the software.

    Read More...
    OnePageCRM Company Response
    Date: May 20 2021
    Thank you for your review! You're right, it's all about staying focused on the Next Action!
  • Name: Steven J.
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Highly recommend OnePageCRM

    Date: May 13 2021

    Summary: I am not the type of person to enjoy learning a new program, especially a CRM program, but the was so simple to set up and understand.

    Positive: I have used several CRM systems over the years, and OnePageCRM is easy to use and has many features that I really like.

    Negative: Honestly, I really can't think of anything to not like about OnePage.

    Read More...
    OnePageCRM Company Response
    Date: May 14 2021
    Thanks so much for your review, Steven! It's great to hear that you find our system so easy to use and helpful.
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very solid product

    Date: May 12 2021

    Summary: Very positive experience, as a small organisation and really needed an easy-to-use system, which we were also able to adapt to our needs.

    Positive: Straightforward, but also flexible and customisable across a wide range of areas. We have made great use of these features.

    Negative: Internal analytics are limited, but this is not our main concern.

    Read More...
    OnePageCRM Company Response
    Date: May 14 2021
    Thanks so much for your review! We're glad to hear you could customize our system to suit your needs and help your small business.
  • Name: Jennifer W.
    Job Title: Beauty Retail Pioneer
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OnePage CRM streamlines sales management from a single place

    Date: Apr 16 2021

    Summary: Our conclusion is that OnePage CRM is good for its good analytical capability to transform customer data when you need to manage charts for sales reports. These reports that OnePage CRM allows us to create are easy to customize based on things like other formats offered by external services.

    Positive: OnePage CRM automates each and every management dynamic involving any sales force operation very well, which is excellent for being able to achieve more extensive and better specified sales transactions. OnePage CRM also serves to focus on areas such as the quality of support that salespeople deliver to each customer.

    Negative: OnePage CRM does not include enough options for developing self-service based processes. Accessing the list of customer data found in any external software we own is difficult, because it relies heavily on integrating the OnePage CRM platform via an API, which is unstable.

    Read More...
    OnePageCRM Company Response
    Date: May 10 2021
    Thank you for your review, Jennifer! If you need a hand in setting up any particular processes, just give our Customer Success team (support@onepagecrm.com) a shout. We're always happy to help!
  • Name: Steven R.
    Job Title: Senior Remote Freelance Content Writer
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OnePage CRM can meet our needs well

    Date: Mar 25 2021

    Summary: We use OnePageCRM (referred to as "OP" internally) primarily as a lead tracking system to track leads in a timely manner. We integrate it with Klaviyo, which handles automated emails. The way we use various operating platforms, I'm sure we won't use all the features provided by OnePage. Basically, we use it as a calendar to search for leads.

    Positive: "Tag" is a very useful feature, it is complex enough to trigger automatic tracking in our Klaviyo mail service. You can perform a lot of operations, such as rescheduling a set of operations for another day. Use the split screen: half is your operation flow, the other half is for selected contacts. This is really useful. It's hard to use here; we use OnePage in a limited way to make sure that certain advanced features can really help other organizations, but our deal flow is not based on this. We use the help desk ("Freshdesk") for most customer communications; in fact, we don't communicate directly manually from OnePage.

    Negative: The checkbox system is strange: on the left side of the screen, it works like the "Select" button, but on the right side of the screen, it works like the "Complete task" option. I will propose two projects with different aspects. They will be updated periodically, almost every day. This should be updated and it seems too frequent. Several contacts should be combined automatically. Otherwise, potential customers may receive too many emails from us.

    Read More...
    OnePageCRM Company Response
    Date: May 10 2021
    Hi Steven, thank you for your review and feedback! We're glad our system helps you track those leads and, hopefully, you can benefit from the remaining features in the future.
  • Name: Geneva H.
    Job Title: Project Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OnePage CRM makes it easy for us to manage our sales from a single place

    Date: Mar 21 2021

    Summary: OnePage CRM serves to make communication with each customer highly specialized, and sales reports can append data from sales funnel platforms. Updating customer information is a quick process. We believe that OnePage CRM has a good level of analytics for managing data crosswalks when you need to work with charts of different kinds. Reports coming from OnePage CRM are easy to adapt to the working formats of other CRMs.

    Positive: With OnePage CRM, sales force management dynamics are highly automated, which leads to better and more professional transactions within the sales area. You can also focus on improving the quality of technical support.

    Negative: Does not have good tools for the development of self-service operations. Accessing customer information found in other software mostly oriented to marketing process automation is complicated because it depends on integrating OnePage CRM.

    Read More...
  • Name: Luis Jose D.
    Job Title: Media Buyer
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    High quality customer management with OnePageCRM

    Date: Mar 20 2021

    Summary: With OnePageCRM we have turned all the complexity of working with crm tools into small lists of tasks to complete. We have achieved a simpler sales approach, with which we have been able to convert our leads into recurring customers, and we have quickly reached our work goals. The platform is very intuitive and helps to organize sales through a convenient task system. It is highly recommended for the management of standardized sales processes, and for the creation of action templates, which we can group and insert in our work blocks in a very simple way.

    Positive: This platform is specifically focused on the contacts that our company can get, because it adopts a direct focus on task lists, in order to manage customers and follow up on who proceed to process more purchases to the business entity, more than anything else to determine their identification as a powerful individual.

    Negative: OnePage CRM being a software that executes several monitoring to choose a prevalent and truthful information, for certain areas of high importance, we can emphasize that sometimes it can be difficult, to visualize all these points, as an overview, which could generate a slowdown in the work fields.

    Read More...
    OnePageCRM Company Response
    Date: May 10 2021
    Thank you so much for this great review, Luis Jose! We're really glad to hear our app makes your sales process simpler and more efficient!
  • Name: Anonymous (Verified)
    Job Title: Lead Operations
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Best lead management and offer pitching tool

    Date: Nov 08 2020

    Summary: OnePageCRM offers the best lead management UI. It's a boon for managers and make it very clear tracking progress of each and every lead and the required next action. it offers a great integration with the email client making it very easy to import the contact details and reply from the CRM itself the quotes and proposals. It is customisable tool and can be easily customised based on the requirements.

    Positive: OnePageCRM offers one of the best solution to lead management and conversion platform. The user interface is very simple and clutter free, making the goal/target always visible. I am in love with the simple UI which make it very easy to track the progress and understand the complete progress over they lead within seconds.

    Negative: What's the great platform for lead conversion and management. No issues.

    Read More...
    OnePageCRM Company Response
    Date: Nov 12 2020
    Thank you so much for your review and kind words! We're really glad to hear our app helps you manage your leads so efficiently. We have an exciting email integration update coming soon, so stay tuned!
  • Name: Anonymous (Verified)
    Job Title: Operations Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OnePageCRM, best CRM platform

    Date: Aug 25 2020

    Summary: Customer Relationship Management is very important to grow and make new customers. For this, I use OnePageCRM with my email campaign to never lose any leads. It's very simple and powerful for my small business.

    Positive: CRM tool with contact and lead management.
    OnePage CRM makes automated and easily manageable sales and relationships.
    It works great with email marketing campaigns to manage leads effectively.

    Negative: I never encountered any problems with this platform.

    Read More...
    OnePageCRM Company Response
    Date: Aug 26 2020
    Thank you for your review! We're glad to hear our app helps you stay on top of your leads and grow your business!
  • Name: Lee G.
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Many cuts above the others.

    Date: Jul 23 2020

    Summary: OnePageCRM is so much simpler to get started than others, yet has the important bells and whistles to add in when you need them. The help desk is quick to respond and helpful in ways that others are not. The interface isn't cluttered, as others are, with things that are of little interest.

    Positive: Right from the start, the OnePageCRM interface is usable by the newby and experienced CRM user too. We share inquiries and related tasks across a small group, and everyone knows the status of every lead with the click of a few keys.

    Negative: Our only complaint is that we didn't start with OnePage sooner!

    Read More...
    OnePageCRM Company Response
    Date: Aug 04 2020
    Thank you for this great review and kind words, Lee! We're glad our app helps keep your team on the same page. We wish we could have you as a customer sooner too!
  • Name: Jennifer L.
    Job Title: Marketing Director
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OnePage has changed our business, for the better.

    Date: Jul 22 2020

    Summary: We tried another well known CRM previously but it was difficult to implement and not at all user-friendly so we abandoned it in frustration. OnePage has made a massive difference to the organisation of our business. It's everything an SME needs in terms of a CRM and a sales management tool. The support I get from the OnePage is truly excellent - it's instant, it's personal and they take on board customer feedback so that they can keep developing their product as business needs evolve.

    Positive: OnePage is very user friendly and easy to navigate. It has all the functions I need in a CRM & more.

    Negative: I use the system for bulk emails to customers but the limit is 200 per day, it would be great if that could be doubled or increased to 500.

    Read More...
    OnePageCRM Company Response
    Date: Aug 04 2020
    Thank you for your review, Jennifer! We're glad to hear you find our app easy to use. We'll be bringing even more email functionality soon, so stay tuned!
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