OnePageCRM Reviews & Product Details

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