OnePageCRM Reviews & Product Details

We use OnePageCRM as our bible in the company for all prospect and customer interactions. We love the email sync feature and the simplicity of the user interface. We love how accessible the team are if we have any questions.

We don't experience any downsides regularly.

One central place for all prospect and customer interactions, email and notes on calls/meetings gives visibility across our team.

Easy to use, very flexible, and supports my business

No Downside for me. I've been using One Page for many years

One Page lets me manage my contacts efficiently and market to them effectively. It also syncs with Mail Chimp, which i use as my marketing tech

I like the link between the company email account and the CRM platform. The quality of the onboarding was excellent, with simple tutorial videos. I am not an expert in CRMs but the simplicity of the platform is appealing for the basic sales actions like follow ups. I will explore the deeper functionalities at a later stage.

I disliked the fact that the calendar function isn't interactive and that you have to go back to the Action Stream. I couldn't filter contacts and bulk emails by company.

Management of actionable items in relation to new and existing customers/stakeholders

I enjoy using the pipeline feature. I'm always up to date on what deals need to be worked on. I like that I can tag customers/leads/propects, and send bulk emails to each segment.

My needs are simple. I need a pipeline, a place to store contacts and a way to email them. So, I haven't tested all the features, and couldn't say that there's a downside at this time.

The action stream helps me keep my promises to my clients. I like the next action feature which sets me up for the next task I have to do to move the sale forward.

It's really simple to use and gets the job done in terms of following up with leads. The customer support is also so far really great! Overall, nice, neat and simple app! Great job.

Nothing at the moment, I just got the app, for now, it's really nice and simple

Having reminders of actions towards leads

Getting customer data into is super easy and flexible. Most of the times I realize after the fact that the person I am emailing is a potential customer, partner etc. By using the email sync plus the browser extension I can easily get their info into OnePageCRM. Once a person's info has been added the next action way of working is super powerful. It makes sure nothing falls through the cracks with regards to customer relationships.

The way we move from lead to customer to adding deal information is a bit confusing. While there is a way to add metadata about our customers, the overall tagging UI/UX is clunky and seems like an afterthought. To be fair, that is not something I use a lot in the product.

We are an early stage product led SaaS. Keeping in touch with stakeholders like investors, angels, partners, leads and customers can be cumbersome. Usually at an early stage most people may choose to neglect this. But by using OnePageCRM for managing relationships our stakeholders remember us and this is critical for any early stage company.

The beauty of OnePageCRM is in its simplicity. It may not be robust enough for large organizations, but for small ones, it is ideal. Think of OnePageCRM as a self-ordering rolodex. Set a next action and due date for each contact. When completing the action, OnePageCRM immediately asks you for your next action and due date. This puts the contact back to their appropriate place in line. Along with email integration, it's very easy to keep all of your notes for each client in one place, and painless to maintain work relationships.

There are some minor UI improvements possible. Great news is that the team is very responsive and regularly updating the platform. They even give users access to their team's Trello board so you can see their upcoming changes. Many of us are looking forward to keyboard shortcuts!

Helping me proactively follow up with clients and partners

Everything is so accessible & user friendly, very useful if you are regularly inducting new people as we do, both for training & selling training

Very few if any as far as I am concerned. It is so right for us

Our team is so much more productive & nothing gets missed as everything, i.e. the history of the contact, is there in front of you when you open a contact

I've tried all of the CRMs out there. OnePage is the easiest to use with a great array of features and the ability to interface with other applications.

Email is confusing to set up integrate with Outlook

Keeping all contact and customer information organized

It helps to organise the deal sizes, profits, margins, cost to estimate the true value of business in piepeline

The notificaiton system can be improved, sometimes the amount of emails you get from the system is overwhelming.

OnePageCRM helps to not only provide a follow-up on your business pipeline, but also helps to estimate the value the business will bring. It made estimating margins and profit of future business deals easy.