OnePageCRM Reviews & Product Details

I have used many CRM systems and was recommended OnePageCRM by a trusted colleague. Following some investigation I was hooked and purchased OnePageCRM straight away. The action based process, along with the customisation and training and it is perfect for my services business. Value for money and for scaling it is the best! Also importantly, I use it on my phone and desktop, and it reliable.

The training sessions are in Dublin time. A little more communication on how to access and engage the training and system would be good

The management of thousands of contacts being leads, clients and referrer of business and effectively communicating with them as I action my marketing plan via OnePageCRM

I LOVE that it is simple! So many of the CRM's we considered were WAY to complicated and offered WAY to much. This is easy to use, which means it will get used. It adds to productivity, it doesn't slow you down with nonsense data entry.

I don't know that I have anything I that is really not worth disliking. If I had to pick one thing (and it is minor), if I attach an excel file that has macros, I can't preview in the CRM software, I have to download it. We ended up just changing the excel file format to not have macros, so now when we upload it as a note, it is visible in the CRM without having to download.

It keeps my follow up and daily task super easy to manage. It is easy to use, and all in one spot on my PC or mobile device. It has definitely improved our productivity and bottom line!

I love how logical the workflow is. Everything is focused on answering the question, "what is next for this prospect or client?" And it's easy to do once you get going and learn a few things.

Would really like to see the ability to directly integrate with Ring Central, so that when I click on a phone number, it dials that number in Ring Central.

I always feared not being able to easily find the information & history for each of my prospects. OnePage CRM has provided the solution for that.

It's a straightforward tool designed to make record sales deals & prospects Gives an estimate of expected revenue with clear charts & deal expectancy Can store all of your contacts

Removing duplicates or joining them still makes duplicate files. If you add one or more email address or phone for a client, you need to manually ensure that you combine all of these in one record. Need to have more integrated partners for email service

Helps with organising & following up with deals. Specially you can start mass mails to all your prospects when you have product updates to announce. Save so much of time.

This CRM starts simple and lets you add complexity as needed. That is the opposite of most CRMs I have seen. The level of user-friendliness is hard to match. It is the cleanest but most functional CRM I have used.

Some of the integration setups with outside tools can be a little clunky, but it has improved over time.

Many CRMs are so filled with features that it is difficult to start as a user. I chose this CRM for some of my clients because it was the best way to get them into CRM use without being overwhelmed.

We have been using One Page for about 7 years now and it is very easy to use, integrates where we need it to and is robust enough without weighing us down with features. We don't use the sales funnel features but that isn't cumbersome or anything.

Honestly, they are ever evolving and if we have some feedback to make things easier and they are always really responsive and helpful. No complaints.

We were using an Excel spread sheet to keep our customer and contact records and now we have One Page (for 7 years). We now have over 20,000 contacts so we are able to easily categorize and sort all of these different kinds of prospects (many are just interested in general and follow along). I consider a good CRM system an absolutely vital component in a business of any size and One Page is a very good system.

Productivity is key for every business. One Page CRM helps me to stay productive and focused on the connections and clients I have. As a Productivity Coach I recommend One Page CRM to my client because it's easy to use. Where other CRM's have a huge learning curve, One Page CRM is simple to use yet robust to help me track sales. Based on the GTD (Getting Things Done) model having the next action with every person makes follow-up simple. They have excellent tech support to help when I've needed it. This saves me time as I don't have to fumble around trying to figure it out myself.

I've used One Page CRM for years. They are continually working to make the product better and I've seen improvements that help me track connections and sales.

In networking events and meetings, I meet so many people in a week. One Page CRM allows me to pull information from LinkedIn and skip manually entering in contact information. It helps me track all the information I need to make my connections meaningful.

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