OnePageCRM Reviews & Product Details

One Page CRM uses the David Allen Getting things done (GTD) methodology to managing sales contacts. It lets you set the next action against all of your contacts. It splits contacts into a "stream" a list of contact, with the ability to see all of your stream on one side of the screen. The other side of your screen is a contact's details. Contacts are clearly labelled with their next action and due dates that change colour as they come and go. The design is clean, uncluttered and a joy to use. It is a simple CRM but has some good integrations. We use HubSpot as well for their Marketing Automation features (we are also HubSpot partners) but I can't stop using One Page! They have a good google mail integration and their support are very responsive.

It really is a sales CRM, marketing automation needs to be handled elsewhere. In our case in Hubspot. SIgnatures are hard to manage when sending emails, they can't use a standard HTML signature which is a huge negative. That's it, no other negatives.

The whole team keep on top of sales actions which can be hard work in a small company (8 staff / 6 contractors). We don't have dedicated sales resource so our 3 directors and marketing manager can easily track activity.

What I like most about One Page CRM is its integrations with other systems, as well as its clean, friendly and easy to use desire, and its action function that simplifies everything, it is an intelligent tool, it satisfies the needs of our clients, Your mobile application is very good and useful, excellent technical support.

Most of the CRM are complicated and have a high price, One Page CRM is honestly simple and friendly, you can make adjustments and customize it, I have no complaints about this software, it has been very helpful for my organization and I would continue to use it. sure that it is evolving and placing more functions that make it even more attractive and simple.

Your website and your application are integrated very easily and this makes everything flow, has been beneficial to simplify tasks, some functions such as creating a daily call list to contact my potential customers, and gives me a menu with the options, effectively everything easier.

Easy to use, you see actions done by other people in the network

Might be too simple, not as advanced as Salesforce for example

Adding business partners and potential stakeholders to the database, tracking engagement

Simplicity! Onepage is simple and so easy to use. And it does a great job of helping you track your pipeline.

Nothing! Onepage is such a great tool. It is so user friendly and so much more affordable than the “big guys”!

Tracking current clients, prospects, and deals! It’s a simple CRM that does what you need it to do!

OnePageCRM can be used to boost your number of clients through social networks. It is a good tool to get new contacts and also to know much more your range of proucts and your company is in the spotlight. Recordings of notes or calls and the possibility of sending them to other members of your company is an aspect that does not have many other tools and that should be valued. It is very comfortable to record or write something and then send it to another partner to listen when he can. If you are doing several tasks at the same time, notifications are sent about each of them so you can see the progress in each one and so that you are informed of any notification.

They could add the possibility that the application worked offline, since sometimes there is no internet and you want to make some changes and an offline version in an application is always positive.

You can better control the sales projects you are doing by analyzing the tasks and reviewing the objectives to see if they have been completed. Increase the visibility of your product is also something remarkable that you can get with OnePageCRM, since it helps to make your product more known in social networks and other systems, which also helps you to know more about what your company does, profitability can improve in the future.

OnePageCRM is easy to use to do business effectively, having reminders and being able to get the possible clients on different sites such as Gmail or twitter, this is a breakthrough and it is easy to get new customers.

Absolutely nothing, it is quite easy to use and contains the tools I was looking for, and if I have a question I can call on your customer service team.

It's amazing how I can keep in touch with future clients, make calls and send emails, this is very innovative and I've noticed big differences since I started using it.

1. It prompts me for my next action 2. When I record a note or call, I can email my team members 3. It sends me a reminder every day of my to-do items

I've been using it for less than 6 months. Not sure yet.

In our business, the sale is not considered closed when the salesperson hands over the customer to customer success. Instead, the sale is considered closed when the customer is on-boarded by the customer success team and the customer is launched! Engagement with the customer is key. We are increasing collaboration and communication between sales and customer success to ensure engagement with the customer.

I can easily transfer contacts and deals with sales. Also, I have the ability to control my projects and invoicing. So now I can be in contact with a lot of solutions. Which is good for my work.

I can't say about cons. As for me, everything works nice. Till now I don't have an issue on which I would like to discuss. And if something is coming I always can take a help from support service.

We can be more open in our performance for our customer. Can save our users time on reporting. We also were working on our task for every day. Now we can have it more clear.

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.

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.