OnePageCRM Reviews & Product Details
OnePageCRM transforms the complexity of a CRM into a simple to-do list. With this tool, every contact is actionable so you can say goodbye to a dead database and embrace full productivity.
Our Next Action System encourages users to add one simple task that will help them move a sale forward for each contact. Type your action, set a date, and move on to the next. It's that simple. All your contacts are sorted by task priority in your Action Stream so you can go through them like a to-do list. This way, you can tune out the noise and nurture relationships, one action at a time.
Along with this unique feature, you can also avail of unlimited contacts, log calls and notes, send quotes in a few seconds, manage deals in a pipeline, send emails in bulk, and more!
Start a 21-day free trial today (no credit card required).
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| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare OnePageCRM with other popular tools in the same category.
Convenience, ease of use, support, and organization
What I would like is a way to create templated emails that are sent out in bulk in the future. Same reminder emails every month to my clients. That way I don't have to think about it and I know my clients would get all the updates they need and never forgotten because of human memory. That would be a great feature. If Onepage already has that feature it would be great is someone could show me how to use it
Organization. Having as many clients as I do - customer relationship/experience is what sets me apart from my competition. Having onepage as my form of organization I can continue to grow whilst keeping that same quality customer experience.
Most CRM's you kind of dread logging in. Not the case with OnePage. Its simplicity is a pleasure, and makes our outreach so effective and easy to manage. Good integrations with pretty much all the third party softwares we usse. Concise and clear instructions/videos on configuration, and the software is so intuitive that you'll rarely need support. And their support is stellar.
No real downsides - the only item on my wishlist that I would like is a Linkedin web-to-lead form, but as far as I know, Linkedin doesn't allow any any CRM to do this.
Sales pipeline management
It was great for our team at the time. Flexible on users. Easy to tag different sales funnels. Super easy to use - by far the easiest CRM I've ever used. I would definitely use this service again.
The big challenge was the price per user. We switched to a system that was free for the size of our team. It also had a lot of training modules that added value to a young sales and marketing team.
OnePage was our attempt to professionalize our sales and marketing team. Measuring sales and marketing outreach. Building sales funnels. Adding strategy and structure to our sales outreach and followup.
I love OnePage because I can create pre-presentation and post-presentation templates to quickly respond to prospects and modify the response as needed. I can also sent out bulk emails using the templates and still individually modify them.
I am not able to send out emails on a pre-set automated schedule. Emailing is manual
I've got a small business and I handle all the jobs. Sales and support. Keeping organized is a challenge. OnePage helps me manage my contacts and the thread of conversations. Being able to tag contacts and send emails in bulk and then change their status is very helpful.
It's super easy to toggle between desktop & mobile device use; I can look up client information while I'm out & about in real time.
Haven't used other CRMs extensively, so I don't have much to compare it to.
Keeping track of conversations we have with volunteers & donors, easy look-up of contact info for anyone in my organization.
OnePageCRM has a great visual pipeline that makes it easy to see where you stand with each deal.
I wish there was a "next action" feature within deals rather than just contacts. Sometimes I've had a deal with several contacts connected.
OnePageCRM keeps my contacts organized. I've never lost track of a communication with the two-way email function.
Its quite easy for sales business to track and monitor pipeline and customer. Its multi features like email and whatsapp is best..
Need to make a dashboard little creative abd user friendly
Its quite easy for sales business to track and monitor pipeline and customer. Its multi features like email and whatsapp is best..
Being able to quickly and easily track my daily activity and keep up with my prospect list.
Honestly, nothing. It's easy to learn and to use, zero complaints.
It's a simple way to set goals, track daily activity, and keep up with current prospects and clients.
Connects and syncs seamlessly with email. Focus on building connections is helped by AI that seeks the social profiles of my contacts.
Haven't found anything yet that I could dislike
Central resource for business contacts
Ease of use! Easy to add new leads and stay organized
Nothing, no complaints, and this text here is just to reach the character limit
Staying organized, keeping leads assigned to multiple reps