OnePageCRM Reviews: 4.6/5 — Highly Rated

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 ability to just focus on the next things that needs to be done. I find myself going through my daily checklist, and advancing each item that is do that day. I really like the recent tracking widget addition to the program.

I wish I could use other teleconference tools than SKYPE to track my phone calls. I utilize google voice, and I hope that a plug into that program can be built into One Page

I have found that I stay focused on clearing the list of items to do, and to make the calls and conversations needed to advance the sales pipeline. I also like that it has a IOS app and I can track and manage my CRM via my IOS devices.

Excellent ease of use, very fluid and "sticky". This system keeps all the ducks in order and makes it hard to forget where you are with each stage of the process. Fantastic back up, customer service and technical too. These people react to all bespoke questions in full, with audio/visual help in most cases. They're also open to suggestions regarding functionality and system useability I highly recommend One Page CRM

Difficult to find much to be honest, though the "deal" display and the understanding of the graphics can be a tad confusing.

Continuation of sales leads, categorisation, follow up times, sharing information, flexibility...

OnePageCRM features an action-oriented uncluttered interface, and about a ten minute learning curve for non-techie users.

I'd like to be able to isolate contact views from agent to agent within one account. Everyone can see everyone else's contacts. We deal with sensitive Donor information (income, probable donation capability) so it would be nice to be able to create silos of information rather than a barn (so to speak). This may already be possible, not sure.

We have an entrenched highly customized backend database, but it is far from user friendly. Even in-house staff struggle at times to deal with all of the complexities. OnePageCRM gives us an action layer on top of our database that non-specialists can use. The crucial thing is that with OnePageCRM we now have a "Moves Management" system, where non-specialists such as our Trusees can document encounters with donors, and the next "move" with that potential donor can be schedualed and the appropriate party notified. And that data can be pulled back into our legacy database via the provided API info. Notes on the donor, phone calls, actions to be done, results, all that goes into institutional memory, rather than retiring or leaving with the Manager. Love it.

This is a great CRM for our small company. They have a great Chrome plugin that helps you add contacts while you're browsing online, its easy to assign different tasks and other workflow managements. I like the ability to email the account in OnePage also - it makes the complete communication with a customer a lot easier and helps us provide the best service to them as possible.

I wish that it would only send you one email when you get assigned tasks - sometimes I get more than one - and one at the beginning of every day is fine with me..is there a way to update this?

We manage out 1000+ clients year round with different, very important checkins. We know what to do, when and what has previously been communicated to them so we can pickup where we left off. It helps us come off much more personal that other CRMs provide.

Great customer service and the service is easy to start and to use. It has a very clean interface for both the desktop and mobile application. There are many video tutorials and a live webinar each week to get to know your way around. Many customization options to the customer profiles, company profiles, and deals. The support team makes an effort to engage not only with the existing tools but with the end users to make you know your questions, issues, and suggestions matter to them.

It is easy to use and navigate, but I would like a more robust mobile app. The application does not interact with incoming call, texts nor emails directly. It would also be nice to not have to refresh manually, and to have the option to run the app offline when you know you will be in an area with poor mobile reception.

OnePage CRM has helped organize our workflow and communication between team members immensely. Our biggest concern was trying to get everyone able to understand how and why to use it. We are less than two weeks in and the team is using it and liking the access to knowing progress on projects and sales without having to ask. The team at OnePage has been very helpful when needed.

OnePageCRM requires you to focus on the very next step, however small, because even the small steps are necessary. It's easy to use and simple yet powerful. All the features are designed on progressing through the sales funnel. The help videos are short so you can get your answer without waiting through stuff you either already know or don't care about. The chat help is always ready to assist if you are in a hurry.

It has an import for Microsoft Outlook but later additions need to be added to both. I found you can add it to OnePage and then one click to get a Vcard to seamlessly add it to Outlook.

Tracking the sales funnel. I use this as the center of all my sales activity. The reminders show on who to contact and why on a daily basis.

These guys are *awesome*. I began using ACT!® in 1988 and built a multi-million dollar company off of it. I have done Salesforce® installations as well as SF customizations. FOR THE PRICE, this is hands down the best CRM I have ever used. Tech support is responsive. They are continuously improving the product which is very impressive.

Can't think of a think. It's not Salesforce®, but it's not DESIGNED to be that type of tool.

Contact management

Apps for both Android and Apple. We use these a lot as we are mobile workers. We can update notes from meetings on the go, add actions for ourselves and colleagues so we remember to do all our tasks. Copying detail from text messages and outlook mails is so quick and efficient. No typing we just talk to our phones which is the best part! We work collaboratively as a team to place people in employment so we use the deals pipeline to post potential jobs so all staff can see the role, upload a CV for their candidate and then the employer contact who posted the deal can meet the potential employer with the CV's. We can do all of this without meeting one another so our turnaround and response time now is really fast We don't need to rely on team meetings anymore to know what is going on OnePageCRM keeps everyone up to date on what is happening and needs doing while on the go OnePageCRM is really easy to use and you don't need to be a super computer user or anything close to get the best use from it

I am struggling to find something here sorry!

We have noted the following increase in jobs for our clients since we started using OnePageCRM as follows 2013 - 40 We started using OnepageCRM in mid 2014 2014 - 54 2015 - 73 2016 - well above the 73 for 2015 (we can't disclose this exact figure until end of January 2017 its for public release at the end of the month)

Pipeline, simplicity..easy to use..just great

Double entrys are difficult to remove..miss linkedin app

Sell professional services

I love that fact that it is easy to use and helps organize keep information and activities that help me run my business more efficiently - I worry less about things getting overlooked. It's so easy to set and keep track of progress towards sales targets.

Nothing really - it does the key functions that I need a really powerful CRM to do.

OnepageCRM helps solve the following problems: -Record and categorize all contact information -Set and keep track of actions and follow ups connected to my calendar -Easily set sales targets and monitor progress towards them -Connect to other useful tools that make my business more efficient e.g. lead capture / invoicing

I love the simplicity and ease of using OnePageCRM. There is almost no admin time. There aren't a million unnecessary functions complicating the software. It has everything you need to take individual and team sales to the next level.

There isn't much to dislike about this product.

As a small team, we all wear many different hats. We needed to find a CRM system to make our sales process as efficient and streamlined as possible so we can focus on everything else. OnePageCRM solves this for us.

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!

Nice clean user interface. Information is upfront and center and displayed in a way that makes sense and simple to follow. The Action Stream is the main focus and offers a refreshing way to display simple "to dos" with minimal clutter. Useful selections are available on the left to further refine the stream. It also plays well with others. I use OnePageCRM along with Zapier and Active Campaign (and Gmail). It took a bit of figuring out but once it's set up, it's great. I use ActiveCampaign to capture data (via forms) on my websites. I have several automation processes set-up inside ActiveCampaign so they run automatically once a lead is captured (auto responder, etc.).. Zapier then creates a contact in OnePageCRM as well as an action. As soon as the lead is qualified and is getting warmer, I use OnePageCRM to drive the sales process from start to finish using their pipeline and predefined action steps. OnePageCRM is my primary window that is open the entire day.

It's pretty hard to get used to only being allowed ONE action step at a time for a contact. You can set-up queued items but they aren't activated until the primary action is completed. Further, you can't actually "complete" a queued task; there is no check box for any other associated task that is not the main action task. I just don't understand this. This is my biggest frustration as often times there may be more than one task that needs to be completed within a sales process for a customer. Most (all?) other CRM's allow multiple tasks (there may be a check list with multiple to do's or tasks; after a task is completed it's checked and it's added to the activity stream). With OnePageCRM, you can only set-up a single "Next Action" (e.g. Send Proposal). You can then add additional tasks (click the + button) and these are "queued" underneath. They do not, however, show up on your action stream and you can't check a box to complete a queued task? You must complete the primary task and then manually add a queued task to the Next Action. I find myself completing a queued task before the main task which leads to some head scratching on how to record it. It's not a deal breaker, it's just different to what I have used in the past and differs to most other CRM apps.

OnePageCRM is really very good (despite my personal frustration with only being allowed one primary task). It's super clean, looks impressive and is very user friendly. As mentioned above, OnePageCRM plays well with others; it's an important cog in my sales/marketing system. I use it to store communications, activities and notes. The Gmail icon on the activity feed is great (one click and a new Gmail window appears with all email correspondence for that customer). OnePageCRM is NOT trying to be all things to all people - and that works very well for me. It's a very solid, yet brilliantly basic and robust CRM.

This software is intuitive, easy to use, and effective. My office has many people who are not very tech-savvy, but they were all able to pick up on how to use the program with very little training. The "to-do list" format simplifies the CRM process into discrete tasks that make it easy to keep up with multiple leads. I spent a lot of time researching CRM systems and they were all more expensive and harder to use. Our team quickly adapted to the software and the price is so reasonable. We saw ROI almost immediately. The live chat support is very helpful and responds quickly. Their road map also shows they're always creating new helpful features.

It seems like it's designed more for B2B sales rather than B2C, and assumes that each user will be independently working on leads. I was able to adapt the program to our needs as a B2C company that uses a collaborative sales process, but it took some adjusting. The pipeline feature is not really relevant to us in its current format and can't really be adjusted.

Consistently follow up with customers and moving from a paper system to an online system. We are contacting customers more often and getting more sales.

OnePage CRM provides great features & quick reliable customer service.

There is nothing we dislike. A few more features for appointment or enrollment based business would be useful in the long term.

We track, monitor, and contact our leads, and clients, in our enrollment based educational business seamlessly!

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 like how easy it is too add customers into OnePage. It allows you to add lots of great information and details. All employees can be updated on all that happens with each interaction, allowing us to be knowledgeable about current deals and not making us sound to repetitive.

I feel like there are far too many "blackout dates". Dates that the software is down for maintenance etc. Sometimes they hold webinars, and it can be a bit much when we keep getting the same emails about them. Our company is not big enough to find much interest in these webinars.

We use OnePage for keeping customer contacts updated and it allows us to set appointment reminders as well as allows others on our team to stay up to date on what each employee already discusses with certain clients.

I am able to manage my sales forecast, and able to schedule properly. We are able to take bids on jobs with corporations and able to easily communicate.

Very confusing to get used to using - not as use friendly as others are

We are able to have all interfaces we use in one program.

What I like best is how simply and effectively it helps you think through what you need to do next with each contact. The workflow appears to be based on the Getting Things Done principles of David Allen, which recommend that you think things through ahead of time and break down your next actions on a project into its simplest elements.

Can be slow to load. Its API is not very well written. We have had to troubleshoot too many times why our system was not communicating with OnePage CRM.

Provide a simple and effective customer management platform to our therapy coaches

I love the simple overview and ease of use - its the first CRM/pipeline i’ve been using "correct" and kept up-to-date. The daily emails with "focus"-areas is also great.

Still only a few integrations with other apps - id love to be able to have an integration to e.g. quoteroller and our accounting software e-conomic.

Not provided

We have been clients of Onepage for many years, so we have observed many UI and UX changes during that time. I love the focused user view and ability to move easily and quickly between next actions. What sets Onepage apart though is the responsiveness of their customer success team. They go above and beyond to ensure any issues are resolved as soon as possible. The best I've come across.

We would love to get a heads up email alert on UI changes ahead of time as we have 10 users accessing and it often causes confusion for a time.

Onepage simplifies the B2B CRM and lead engagement process better than any other CRM that I have used.

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.

I like having the action stream when I login, and seeing the pipeline view.

Can't get the lead clipper to work with Gmail; it does not detect the contact info. The integration with Gmail at first worked great; saved us from having to add notes manually, but it stopped working for us and we had to get it back going. My partner is having trouble so she does not use that. However, I have found support helpful. Also when we add an action, "call" is the default but often it is a zoom meeting or email so it is a little outdated.

Keeping organized with all of the sales-related calls. Keeping our eye on big picture (pipeline).

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!

I have used a LOT of CRMs and the thing I like best about OnePageCRM is the simplicity. It is specifically designed to keep you focus on the ONE next thing you need to do with each contact, even prompting you to enter the next task as soon as you complete one. I also really love the Chrome extension clipper that adds or appends contacts in real-time. The integration with gmail and Evernote is also very helpful.

I would certainly like to see some sort of broadcast email functionality built-in, including support for newsletters. That would put the platform over the top.

It's truly my one-stop contact management tool, allowing me to utilize a single CRM for multiple business lines.

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.

Notes and next Actions to keep as it keeps all the team up to date with the status for each client

It would be helpful to have the option to attach different team members to different tags

Being able to have all sales data in one place is a huge benefit. Before OnePage CRM we used Excel which was not useful for updating information and Onepage has competley solved that issue

Very simple to use, easy to navigate interface.

Need to give it plenty info to get the best out of it, but this is the same for any CRM system

Helping keep track of engagements with leads and customers. Able to go back and see the history of contact with a customer very quickly and easily which makes follow-up very simple. Saves lots of time instead of flicking through notebooks and word documents.

Simplified single-pipeline approach and a high number of contacts that we can manage in case of high volume/low $ value customers.

Address mapping - we would like to support automatic location search based on enabling geo-mapping. This is done manually today.

Helping us manage and track leads that we are planning to monetize in the future. Also, it's simple and lets the team use if effectively.