OnePageCRM Reviews & Product Details

This software is intuitive, easy to use, and effective. My office has many people who are not very tech-savvy, but they were all able to pick up on how to use the program with very little training. The "to-do list" format simplifies the CRM process into discrete tasks that make it easy to keep up with multiple leads. I spent a lot of time researching CRM systems and they were all more expensive and harder to use. Our team quickly adapted to the software and the price is so reasonable. We saw ROI almost immediately. The live chat support is very helpful and responds quickly. Their road map also shows they're always creating new helpful features.

It seems like it's designed more for B2B sales rather than B2C, and assumes that each user will be independently working on leads. I was able to adapt the program to our needs as a B2C company that uses a collaborative sales process, but it took some adjusting. The pipeline feature is not really relevant to us in its current format and can't really be adjusted.

Consistently follow up with customers and moving from a paper system to an online system. We are contacting customers more often and getting more sales.

OnePage CRM provides great features & quick reliable customer service.

There is nothing we dislike. A few more features for appointment or enrollment based business would be useful in the long term.

We track, monitor, and contact our leads, and clients, in our enrollment based educational business seamlessly!

I like how easy it is too add customers into OnePage. It allows you to add lots of great information and details. All employees can be updated on all that happens with each interaction, allowing us to be knowledgeable about current deals and not making us sound to repetitive.

I feel like there are far too many "blackout dates". Dates that the software is down for maintenance etc. Sometimes they hold webinars, and it can be a bit much when we keep getting the same emails about them. Our company is not big enough to find much interest in these webinars.

We use OnePage for keeping customer contacts updated and it allows us to set appointment reminders as well as allows others on our team to stay up to date on what each employee already discusses with certain clients.

I am able to manage my sales forecast, and able to schedule properly. We are able to take bids on jobs with corporations and able to easily communicate.

Very confusing to get used to using - not as use friendly as others are

We are able to have all interfaces we use in one program.

What I like best is how simply and effectively it helps you think through what you need to do next with each contact. The workflow appears to be based on the Getting Things Done principles of David Allen, which recommend that you think things through ahead of time and break down your next actions on a project into its simplest elements.

Can be slow to load. Its API is not very well written. We have had to troubleshoot too many times why our system was not communicating with OnePage CRM.

Provide a simple and effective customer management platform to our therapy coaches

I love the simple overview and ease of use - its the first CRM/pipeline i’ve been using "correct" and kept up-to-date. The daily emails with "focus"-areas is also great.

Still only a few integrations with other apps - id love to be able to have an integration to e.g. quoteroller and our accounting software e-conomic.

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We have been clients of Onepage for many years, so we have observed many UI and UX changes during that time. I love the focused user view and ability to move easily and quickly between next actions. What sets Onepage apart though is the responsiveness of their customer success team. They go above and beyond to ensure any issues are resolved as soon as possible. The best I've come across.

We would love to get a heads up email alert on UI changes ahead of time as we have 10 users accessing and it often causes confusion for a time.

Onepage simplifies the B2B CRM and lead engagement process better than any other CRM that I have used.

I like having the action stream when I login, and seeing the pipeline view.

Can't get the lead clipper to work with Gmail; it does not detect the contact info. The integration with Gmail at first worked great; saved us from having to add notes manually, but it stopped working for us and we had to get it back going. My partner is having trouble so she does not use that. However, I have found support helpful. Also when we add an action, "call" is the default but often it is a zoom meeting or email so it is a little outdated.

Keeping organized with all of the sales-related calls. Keeping our eye on big picture (pipeline).

I have used a LOT of CRMs and the thing I like best about OnePageCRM is the simplicity. It is specifically designed to keep you focus on the ONE next thing you need to do with each contact, even prompting you to enter the next task as soon as you complete one. I also really love the Chrome extension clipper that adds or appends contacts in real-time. The integration with gmail and Evernote is also very helpful.

I would certainly like to see some sort of broadcast email functionality built-in, including support for newsletters. That would put the platform over the top.

It's truly my one-stop contact management tool, allowing me to utilize a single CRM for multiple business lines.

Notes and next Actions to keep as it keeps all the team up to date with the status for each client

It would be helpful to have the option to attach different team members to different tags

Being able to have all sales data in one place is a huge benefit. Before OnePage CRM we used Excel which was not useful for updating information and Onepage has competley solved that issue

Very simple to use, easy to navigate interface.

Need to give it plenty info to get the best out of it, but this is the same for any CRM system

Helping keep track of engagements with leads and customers. Able to go back and see the history of contact with a customer very quickly and easily which makes follow-up very simple. Saves lots of time instead of flicking through notebooks and word documents.

Simplified single-pipeline approach and a high number of contacts that we can manage in case of high volume/low $ value customers.

Address mapping - we would like to support automatic location search based on enabling geo-mapping. This is done manually today.

Helping us manage and track leads that we are planning to monetize in the future. Also, it's simple and lets the team use if effectively.

The ease at which you can email a large number of customers. Instead of wasting time typing out 100 email addresses, you can do it in 2 clicks. It is also great for showing the whole team who has talked to who.

There is not much to dislike. It would be easier if you could delete old prospects that are no longer in use.

Communication throughout the whole business. The whole team can see what is being worked on. It makes it easy for them to see and add value to each project.

having the app, being able to state next action, synching with email

I would like a page that just showed todays activities

Keeping track of how I need to contact

Designed the way I would have built it. Feature-rich, easy to use, adaptable, and easy to maintain and manage customer relationship data.

I typically don't use the next steps feature as it gets out of control and in the way of other priorities. While it may work well for someone assigned to individual account management responsibilities, it would be more difficult to use for someone managing the actions of a large sales team.

Consolidating customer relationship information. Some integration at this point.

The prompts to schedule your next task. How you can select contacts to auto dial. How you can easily transfer your contacts and contact updates from your phone.

I have not explored all of the features yet, do I am not sure. I would like to see the business address for the contact on the same page as the contact. Also not having to enter the addresses twice.

Keeping my contacts current. Linkimg my emails in OnePage to my Gmail is helpful for a quick reference. Reminds me of what I need to do next for each client. When I use this system the way it is designed my business performance improves.

I liked how quickly I could set up and start using OnePage. There was surprisingly little application learning required to get up to speed on how this specific CRM works.

I wish there were more field customization to adjust the look and feel of the application, similar to Salesforce. I also believe there should be more emphasis on the organization (rather than just the contacts). I'm a big fan of a hierarchy view showing the top-tier organization ontop with the corresponding contacts below. Also, the pipeline view (below the pipeline dashboard) is your best report (I believe it's also exportable?). There should be a link to this view under your Report Menu.

Allows me to research and prospect new sales effectively leads loaded via spreadsheet into Onepage. It also allows me to stay on top of multiple ongoing opportunities as they progress through the sales cycle.

Easy and simple to use - highly recommended for SMEs

The graphical interface could be better but that's also what's genius about it

Automation of email / newsletter contacts synchronization

OnePageCRM's features work well for managing product sales and for customer satisfaction. Feature of Email marketing I like most because it keeps me connected with customers and I can contact them any time by email. It let me boost product productivity and I can accelerate our workflow with it. Another best thing I found id that it is very simple to use I can set up this tool for work by a few clicks and they offer us great customer service for solving technical issues.

OnePageCRM is a good application for customer relation management but it also has some limitations one of them is its integration with other applications is quite complex for me and especially with social media applications. While sending emails from mobile devices its performance goes very buggy it is good for small businesses but it needs more updates for serving large industries.

OnePageCRM is the best CRM for managing sales and it automate our marketing campaigns easily. It let me find customers for selling them our products and manage relation with them which is very necessary for further business. I can easily track my sales and order process with it and achieve our target with ease. It keeps us connected with our customer and let me customized products features and prices as their requirements. I can store all the details of clients and product's order in one place and manage leads easily.

With OnePageCRM you get better sales force automation, and you can manage commissions, databases of potential customers, online marketing campaigns, and even calls, since it has communication system by channels. We loved your live chat tool because it greatly facilitates the passage of information between one member of the team to another.

The platform is very limited when working with real estate clients, so it is not recommended for such work. An example of this is that it does not have a property alert system, nor does it follow interactions and recommendations for real estate. In terms of online customer management, the platform does not perform detailed analyzes of the service delivered to them, nor does it allow categorization.

With OnePageCRM we have converted all the complexity that comes with working with crm tools in 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 reached our work objectives quickly. It also greatly improved the way we manage our sales funnels, and our interactions with customers.