OnePageCRM Reviews: 4.6/5 — Highly Rated

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 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

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.

New enhanced contact feature is very good

Currently there is nothing I don't like .

Quicker lead generation and qualifying of leads. Easy database and ezine mgmt.

Action Stream, Skype integration, Evernote, Custom Fields, Simple, Tracking, Colors.

No Direct Sync with Google Contacts they use PieSync currently

Staying in contact with Customers for my real estate business, making it funner