OnePageCRM Reviews & Product Details

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.

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

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

The "next action" feature of this CRM is the most important. If you aren't prompted in your CRM to figure out what you are doing next, when and how, then things will drop through the cracks. The phone app mimics the desktop very well.

Not much I don't like here. I'm not sure what else I can say to get to the 40 character minimum. There, how's that?

Follow up is terrific. The phone app is seamless.

I love the daily ticklers, as well as all of the space for notes, and specific details.

I haven't experienced anything unsavory...

Keeping my most important tasks in front of me - no one is falling through the cracks!

OnePageCRM's focus on "the next action" is huge for me. Additionally, when you complete an action it immediately prompts you to enter the next action for that contact. Sales people are notoriously bad at follow up with certain clients, and this can really help minimize clients falling through the cracks.

There could be slightly better messaging/note features, but I can't really complain.

We are solving a lack of transparency into our outbound sales team's work. This gives me an Activity Stream view for the team so I can see if they're making calls, how clients are responding, and the overall time-to-deal for any given client.

I've been using OnePageCRM for 10 years. It's designed to be simple to use and maintain, and most importantly keep your attention where it's supposed to be to maintain an efficient sales process. Despite the core function of the CRM being simple, it has a lot of functionality and integrations to make it very powerful as the sales processes grow.

The development team are often adding new features, or improving existing features, so sometimes I need to get used to something new.

Maintaining, monitoring and reporting on a large sales base with a large number of contacts.

We've found OnePageCRM intuitive and straighforward. It was easy to create contacts etc. We have found support very good when needed, and the product has continually added features and evolved in our 8/9 years of usage!

Only that you need to be sure you have a good roadmap before you start. Be sure you plan what you want first to get the best of out of it.

Centralised CRM and sales pipeline!

They are super quick to respond when you have a question! Being able to organize client information and keep on track with next actions.

I would like to be able to edit tags more easily. If you could open a page that listed all of the tags, rather than only having access to them from the side of the page. Also, if you could open imports/exports days later.

Keeping track of next actions and assigning them.

Super simple interface, that makes it easy to learn. We've integrated with Zapier to capture web visitor information and form fills, and it works well. Does nearly everything the bigger named brands do, affordably.

The only downside is that there aren't a ton of integrations, so we have to use Zapier. Not a big deal - we're still able to do everything we need to do.

Keeping our team on the same page (or should I say OnePage) when it comes to new business inquiries from prospects or additional estimate from existing clients.

Its not complicated yet covers all the essentials of a CRM product.

I dont have complaints. Its done well for us.

It helps keeps all our business contacts in one location, helps the team coordinate and keeps track of communications

The pipeline feature has been a game-changer for my team. Getting each sales rep to include a deal to the lead has given them and the business a clearer vision of what deals will likely come in and which ones need nurturing more.

As much as I like the pipeline feature, I would like to have the option of more extended labels for each stage of the pipeline. Extended labels are handy for new starters adjusting and learning all about the different stages.

It's helping my team stay on top of leads and not let them slip through. Before, we had many issues with reps not knowing how many clients they pitched; out of those pitched, which ones were more bought in and which ones needed more nurturing? Now they and I have a clear idea of who we've pitched, where they are in the buyer's journey, how much time we need to dedicate to each lead and when to close them down.

Flow at the homepage, it is very useful to the small company.

It has no sales order and currency management, we looking forward to check new feature.

How to handle tasks, i think it is very useful to every small company.

Sales cycle stages, logging of calls, action stream for helpful reminders

Repeated logging of tasks, but does prove to be very useful

Helping to track and manage potential sales, helping to track dollar amounts and sales volumes, reminders for things that come up in a hectic day

The price point is incredible for the services included. The product if straight forward and makes the basics of CRM easy. There is a nice assortment of advanced features for the sales process that can help you with "closing" the sale.

Lead clipper is chrome only and in practice is not great. They are great at constantly improving features and I'm sure it will get better over time.

Getting all our leads into one place without having to pay huge monthly fees common in "larger" solutions.

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