OnePageCRM Reviews & Product Details
OnePageCRM transforms the complexity of a CRM into a simple to-do list. With this tool, every contact is actionable so you can say goodbye to a dead database and embrace full productivity.
Our Next Action System encourages users to add one simple task that will help them move a sale forward for each contact. Type your action, set a date, and move on to the next. It's that simple. All your contacts are sorted by task priority in your Action Stream so you can go through them like a to-do list. This way, you can tune out the noise and nurture relationships, one action at a time.
Along with this unique feature, you can also avail of unlimited contacts, log calls and notes, send quotes in a few seconds, manage deals in a pipeline, send emails in bulk, and more!
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| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
It's simple and relatively easy to use. Online instructs are adequate to get information imported from other systems and loaded into Contacts and Organizations.
There are crazy preconditions present in the quote templates, and it's almost impossible to use when your clients/prospects are service delivery orgs where each contact oversees multiple services.
It helps a little with automating initial outreach to a list of organizations we are looking to target on behalf of a client of ours.
I've used both large and small CRM systems. I found OnePageCrm a little less intuitive for me. Perhaps this is different if you are a first-time CRM user. Easy to get going.
It is a little more expensive than some of its peers at the time of writing.
having a way to track contacts and leads
Everything is tied to your Contact or Lead .. similar to keeping notes in Outlook, but then it just morphs into an rather interesting concept of setting up sales streams for each individual. For a small business that does not have a ton of time managing a full CRM, this might be the tool.
It is rather tough to get used to the literally one-page view concept. Still too new to tell, but not seeing much on the integration side of things yet either.
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I like the design and interface and the breadth of functionality. However, it's still "too much" for me. I found OPCRM under the keywords "easiest CRM for small business."
When I entertain purchasing a software, I have to be able to grasp the workflow within a few short minutes, otherwise, my ADD just bails on it. While I understood the workflow, it was still just not completely intuitive. I have found my solution and I so sincerely appreciate the opportunity to kick the tires on OPCRM. As well, I thank you for allowing me to give you some honest feedback.
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This is a pretty interesting concept, however, I'm not sure how useful it is outside of the small business setting. It's nice for small teams, and I do love the minimalist two-tab layout when you first get into the app. The "Action Stream" and "Contacts" make focusing on your deals almost like a task list.
Lacks the robust functionality of major CRMs such as SFDC or Dynamics, and definitely cannot scale beyond a very small organization. OnePage also lacks the ecosystems that have been built around SFDC or Dynamics
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