OnePageCRM Reviews: 4.6/5 — Highly Rated

it creates the right mind set prompting for the next action to do

nothing so far (using ONEPAGEsince 2012)

makes project management easy, sharing contacts and leads with the team is effortless

simplicity as well as the cost of the service

no predictive dialing option or power dialer

managing leads and pipeline services

This is the perfect software for people in sales, easily keep track of the whole process, managers can see whats happening at any point, admin can update contacts easily, everyone is on the same page and sales will follow

I havent found a downside, other than this is a SALES tool and doesn't pretend to be anything else.

I will have a remote staff doing cold calling, and they will add the 'warm' leads into the system for the sales staff to follow up on. The callers get a piece of the sales activity, and with OnePageCRM, they can track the progress of the sales cycle and be in the loop as their commissions are built into the system

We like its ease of use and how Onepage easily allows us to manage our sales opportunities and reach out to clients! I would a hundred percent recommend all businesses to use OnePage as their CRM system

Would be nice if there was some kind of function to use that you can create sales campaigns like mailchimp but apparently this is something that is being looked into

It helps us manage our opportunities and sales in an easy manageable way! It reminds us to follow up on opportunities too to make sure we are closing as much business as possible

Intuitive, easy to use, keeps you actively pursuing leads and customers, keeps a full record of deals, great support... I can't recommend this enough! As a self-employed salesman, having a funnel that is so simple, makes my day-to-day infinitely easier. With no exaggeration, I would say OnePage has increased my sales by 25%.

Nothing! As said above, this is the best CRM I've used and I have so far not found a flaw.

OnePage keeps me actively pursuing targets whilst simultaneously reminding me to keep on contact with current customers.

OnePageCRM is simply superb in making you focus on the next action needed to close a sale or manage a client. It works from the premise that if there is no action for the next contact, even if its 12 months down the road, the contact may as well not be in your list. The UI is also first class, presenting you with one-click access to the options you need next. 100%

I love it, period. I have read a couple of >5 reviews - the most cited drawback is that it is for a SME only. I don't see this as a drawback, as it unashamedly is focused on progressing sales, with focus on SME. Sales Force and Tiger etc are fine tools, but come with a lot of irrelevant clutter for micros and SMEs. This tool is excellent.

It gives me a 100% relevant to do list each day, which keeps me focused. I have had better contact with my clients and prospects and masks that I have a tendency to be scatty!

User interphase, simplicity of flow. You stay on track while on onepagecrm.

Perhaps the color scheme and white label options can be more robust.

It solves the dreaded sales follow-up.

One Page is simple and customizable. It nudges you to take action and prevents things falling through the cracks.

You cannot schedule annual recurring actions and it does not integrate with my (or any?) appointment booking software.

OnePage ensures I don't forget about the million tasks I juggle, and reminds me of the mission critical deal flows in a Kanban style table which I like.

Simple format Great API/Webhook Google phone apps working both for a salesstaff at the office and on the go. Design is OK We tried four different systemet before landing om OnePageCRM

Option to make both recurring and project tales in on qoute API options regardig qoutes More integrations with Outlook would be appriciated.

Sales overview

I love how I can see exactly which leads need follow up at any one time. The time line and organization of follow up calls/emails is really helpful.

The only downside is that it doesn't mesh with my existing customer / billing / support system, which is made specifically for the web hosting industry.

OnePageCRM helps me determine where to spend my time as to which leads are most likely to come through, and nobody falls through the cracks.

I have used many CRM systems and was recommended OnePageCRM by a trusted colleague. Following some investigation I was hooked and purchased OnePageCRM straight away. The action based process, along with the customisation and training and it is perfect for my services business. Value for money and for scaling it is the best! Also importantly, I use it on my phone and desktop, and it reliable.

The training sessions are in Dublin time. A little more communication on how to access and engage the training and system would be good

The management of thousands of contacts being leads, clients and referrer of business and effectively communicating with them as I action my marketing plan via OnePageCRM

I LOVE that it is simple! So many of the CRM's we considered were WAY to complicated and offered WAY to much. This is easy to use, which means it will get used. It adds to productivity, it doesn't slow you down with nonsense data entry.

I don't know that I have anything I that is really not worth disliking. If I had to pick one thing (and it is minor), if I attach an excel file that has macros, I can't preview in the CRM software, I have to download it. We ended up just changing the excel file format to not have macros, so now when we upload it as a note, it is visible in the CRM without having to download.

It keeps my follow up and daily task super easy to manage. It is easy to use, and all in one spot on my PC or mobile device. It has definitely improved our productivity and bottom line!

I love how logical the workflow is. Everything is focused on answering the question, "what is next for this prospect or client?" And it's easy to do once you get going and learn a few things.

Would really like to see the ability to directly integrate with Ring Central, so that when I click on a phone number, it dials that number in Ring Central.

I always feared not being able to easily find the information & history for each of my prospects. OnePage CRM has provided the solution for that.

It's a straightforward tool designed to make record sales deals & prospects Gives an estimate of expected revenue with clear charts & deal expectancy Can store all of your contacts

Removing duplicates or joining them still makes duplicate files. If you add one or more email address or phone for a client, you need to manually ensure that you combine all of these in one record. Need to have more integrated partners for email service

Helps with organising & following up with deals. Specially you can start mass mails to all your prospects when you have product updates to announce. Save so much of time.

This CRM starts simple and lets you add complexity as needed. That is the opposite of most CRMs I have seen. The level of user-friendliness is hard to match. It is the cleanest but most functional CRM I have used.

Some of the integration setups with outside tools can be a little clunky, but it has improved over time.

Many CRMs are so filled with features that it is difficult to start as a user. I chose this CRM for some of my clients because it was the best way to get them into CRM use without being overwhelmed.

We have been using One Page for about 7 years now and it is very easy to use, integrates where we need it to and is robust enough without weighing us down with features. We don't use the sales funnel features but that isn't cumbersome or anything.

Honestly, they are ever evolving and if we have some feedback to make things easier and they are always really responsive and helpful. No complaints.

We were using an Excel spread sheet to keep our customer and contact records and now we have One Page (for 7 years). We now have over 20,000 contacts so we are able to easily categorize and sort all of these different kinds of prospects (many are just interested in general and follow along). I consider a good CRM system an absolutely vital component in a business of any size and One Page is a very good system.

Productivity is key for every business. One Page CRM helps me to stay productive and focused on the connections and clients I have. As a Productivity Coach I recommend One Page CRM to my client because it's easy to use. Where other CRM's have a huge learning curve, One Page CRM is simple to use yet robust to help me track sales. Based on the GTD (Getting Things Done) model having the next action with every person makes follow-up simple. They have excellent tech support to help when I've needed it. This saves me time as I don't have to fumble around trying to figure it out myself.

I've used One Page CRM for years. They are continually working to make the product better and I've seen improvements that help me track connections and sales.

In networking events and meetings, I meet so many people in a week. One Page CRM allows me to pull information from LinkedIn and skip manually entering in contact information. It helps me track all the information I need to make my connections meaningful.

One Page CRM uses the David Allen Getting things done (GTD) methodology to managing sales contacts. It lets you set the next action against all of your contacts. It splits contacts into a "stream" a list of contact, with the ability to see all of your stream on one side of the screen. The other side of your screen is a contact's details. Contacts are clearly labelled with their next action and due dates that change colour as they come and go. The design is clean, uncluttered and a joy to use. It is a simple CRM but has some good integrations. We use HubSpot as well for their Marketing Automation features (we are also HubSpot partners) but I can't stop using One Page! They have a good google mail integration and their support are very responsive.

It really is a sales CRM, marketing automation needs to be handled elsewhere. In our case in Hubspot. SIgnatures are hard to manage when sending emails, they can't use a standard HTML signature which is a huge negative. That's it, no other negatives.

The whole team keep on top of sales actions which can be hard work in a small company (8 staff / 6 contractors). We don't have dedicated sales resource so our 3 directors and marketing manager can easily track activity.

What I like most about One Page CRM is its integrations with other systems, as well as its clean, friendly and easy to use desire, and its action function that simplifies everything, it is an intelligent tool, it satisfies the needs of our clients, Your mobile application is very good and useful, excellent technical support.

Most of the CRM are complicated and have a high price, One Page CRM is honestly simple and friendly, you can make adjustments and customize it, I have no complaints about this software, it has been very helpful for my organization and I would continue to use it. sure that it is evolving and placing more functions that make it even more attractive and simple.

Your website and your application are integrated very easily and this makes everything flow, has been beneficial to simplify tasks, some functions such as creating a daily call list to contact my potential customers, and gives me a menu with the options, effectively everything easier.

Easy to use, you see actions done by other people in the network

Might be too simple, not as advanced as Salesforce for example

Adding business partners and potential stakeholders to the database, tracking engagement

Simplicity! Onepage is simple and so easy to use. And it does a great job of helping you track your pipeline.

Nothing! Onepage is such a great tool. It is so user friendly and so much more affordable than the “big guys”!

Tracking current clients, prospects, and deals! It’s a simple CRM that does what you need it to do!

OnePageCRM can be used to boost your number of clients through social networks. It is a good tool to get new contacts and also to know much more your range of proucts and your company is in the spotlight. Recordings of notes or calls and the possibility of sending them to other members of your company is an aspect that does not have many other tools and that should be valued. It is very comfortable to record or write something and then send it to another partner to listen when he can. If you are doing several tasks at the same time, notifications are sent about each of them so you can see the progress in each one and so that you are informed of any notification.

They could add the possibility that the application worked offline, since sometimes there is no internet and you want to make some changes and an offline version in an application is always positive.

You can better control the sales projects you are doing by analyzing the tasks and reviewing the objectives to see if they have been completed. Increase the visibility of your product is also something remarkable that you can get with OnePageCRM, since it helps to make your product more known in social networks and other systems, which also helps you to know more about what your company does, profitability can improve in the future.

This software is very user friendly. They provide clear and concise training articles for every aspect of the software, but you almost don't need it because its laid out in such an easy to use format. It also keeps you on track for all of your sales calls/tasks by allowing you to set yourself up for your follow up tasks. It keeps you organized and up to date on your tasks.

There is nothing, so far, that I dislike about this software.

We are using this to track sales calls. Its helping to keep us in line with follow up calls

It behaves like a giant Time Wheel where I feel safe I am not forgetting people

UX a little clunky - can get overwhelming fast

Keeping up with many contacts

I love that my team can look at all of the people who are applying to work with us across all areas, set tasks for each other, make and share notes about different applicants, and record what interactions we have had. We also use it to easily update our mailing list (both virtual and physical).

Really I have yet to find anything that I dislike about this software. It meets all our needs and they frequently update it with improvements that I never thought to ask for but love!

It streamlines our recruiting and volunteer management. It also helps us keep track of who is talking with whom about what, which is really easy to lose track of as we often shift recruits between departments. It helps our staff stay on task not matter where they are.

OnePageCRM is easy to use to do business effectively, having reminders and being able to get the possible clients on different sites such as Gmail or twitter, this is a breakthrough and it is easy to get new customers.

Absolutely nothing, it is quite easy to use and contains the tools I was looking for, and if I have a question I can call on your customer service team.

It's amazing how I can keep in touch with future clients, make calls and send emails, this is very innovative and I've noticed big differences since I started using it.

Easy way to manage contacts and customers - able to input lots of information and get reminders

It would be nice if it integrated with our main system - but not a deal breaker

Keeping contacts organized, helps with sales reminders and coordination. Keeps sales team on track

1. It prompts me for my next action 2. When I record a note or call, I can email my team members 3. It sends me a reminder every day of my to-do items

I've been using it for less than 6 months. Not sure yet.

In our business, the sale is not considered closed when the salesperson hands over the customer to customer success. Instead, the sale is considered closed when the customer is on-boarded by the customer success team and the customer is launched! Engagement with the customer is key. We are increasing collaboration and communication between sales and customer success to ensure engagement with the customer.

I can easily transfer contacts and deals with sales. Also, I have the ability to control my projects and invoicing. So now I can be in contact with a lot of solutions. Which is good for my work.

I can't say about cons. As for me, everything works nice. Till now I don't have an issue on which I would like to discuss. And if something is coming I always can take a help from support service.

We can be more open in our performance for our customer. Can save our users time on reporting. We also were working on our task for every day. Now we can have it more clear.

I love everything about this software. It tracks my contacts, proposals, contracts, reminds me to check in with customers and leads with daily emails, etc. It's super ease to use (unlike SF, in my opinion).

If it combined proposal making software, I would have everything I need in one place, but that might be asking too much.

Tracking communication with clients Reminders to follow up with leads, prospects, current and past clients Tracking proposal money attached to potential sales/business Database for all client contacts