OnePageCRM Reviews & Product Details

OnePageCRM really does put everything I need at a glance on one page. I've trialled other CRM products but found them over-complicated and really alien to someone who's not familiar with sales jargon. OnePageCRM works for me so far.

Can't think of anything off hand! It's only been a few weeks.

Developing a structured approach to sales, and being able to keep track of calls and emails. Still early days, but feel much more on top of things!

I like the tag filtering option, with all the tags (and their frequency) listed in a column on the left side, and a working screen with the associated contacts on the right side. This allows me to peddle through each contact individually, without having to open any additional tabs.

Everytime I go into my pipeline, click on a deal and return back to it, I am redirected to the action stream page and not the pipeline one. I would also like to see an average deal value based on all the leads in the pipeline. Right now I can only see an average deal value/stage funnel. Granular indeed, but having a bird-eye view is imperative.

We needed a tool to keep track of our inbound leads, one that wouldn't add up extra work. That's why the idea of a checklist for task and account management appealead to us. So far the app has helped us to match prospects with future product releases that they've required, and keep them updated based on their release status.

It's simple to use. Not overkill like Salesforce. Most small businesses need more in the way of sales processes, and less in the way of sales software--and so the straightforward interface in OnePageCRM is exactly what the doctor ordered.

I'm really disappointed that the LinkedIn profile capture capability went away. I'm fully aware this is all LinkedIn's fault, and that there was nothing you could do. Still, you asked. :-)

We are still trying to figure out how to put an official sales process in place, without creating a lot of red tape. OnePageCRM is really good, but we still need to implement it further into our culture.

It is user friendly and easy to navigate

None so far because everything is organized

It creates a flow to follow up our leads and it creates an organized way to keep on track of our sales funnel

As a person who tends to use academic software I was happy to find OnePageCRM accessible and easy to use.

It requires me to use an incognito window when using the Chrome browser. Also I have found I am unable to cut and paste across emails - maybe I should talk to the help desk about this?

Tracking clinets & sales across staff. New staff can get up to speed on a client faster.

The ability to take notes and see the previous entries quickly at a glance.

Not too many integration options, since transitioning to Monday it's been nice to have a more visual board of my contacts/clients.

Keeping notes on meetings clients and being able to tag managers/other team members.

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

Searchability of database and contacts.

Nothing neccesarily unique about One Page CRM

Keeping all business contacts and leads organized in one system wide database.

Ease of use. This was a great entry level program for our team. The task focused section was great for an entry level SMB team

Reporting features lacked the need requirements. We needed much more detailed reports in order to grow and scale our business. Saleforce allows for better reporting but ultimately we'll need to go w a company like insight squared

Task managements and very basic pipeline reporting. Revenue rates and renewal tracking