OnePageCRM Reviews: 4.6/5 — Highly Rated

Designed the way I would have built it. Feature-rich, easy to use, adaptable, and easy to maintain and manage customer relationship data.

I typically don't use the next steps feature as it gets out of control and in the way of other priorities. While it may work well for someone assigned to individual account management responsibilities, it would be more difficult to use for someone managing the actions of a large sales team.

Consolidating customer relationship information. Some integration at this point.

The ease at which you can email a large number of customers. Instead of wasting time typing out 100 email addresses, you can do it in 2 clicks. It is also great for showing the whole team who has talked to who.

There is not much to dislike. It would be easier if you could delete old prospects that are no longer in use.

Communication throughout the whole business. The whole team can see what is being worked on. It makes it easy for them to see and add value to each project.

having the app, being able to state next action, synching with email

I would like a page that just showed todays activities

Keeping track of how I need to contact

The prompts to schedule your next task. How you can select contacts to auto dial. How you can easily transfer your contacts and contact updates from your phone.

I have not explored all of the features yet, do I am not sure. I would like to see the business address for the contact on the same page as the contact. Also not having to enter the addresses twice.

Keeping my contacts current. Linkimg my emails in OnePage to my Gmail is helpful for a quick reference. Reminds me of what I need to do next for each client. When I use this system the way it is designed my business performance improves.

I liked how quickly I could set up and start using OnePage. There was surprisingly little application learning required to get up to speed on how this specific CRM works.

I wish there were more field customization to adjust the look and feel of the application, similar to Salesforce. I also believe there should be more emphasis on the organization (rather than just the contacts). I'm a big fan of a hierarchy view showing the top-tier organization ontop with the corresponding contacts below. Also, the pipeline view (below the pipeline dashboard) is your best report (I believe it's also exportable?). There should be a link to this view under your Report Menu.

Allows me to research and prospect new sales effectively leads loaded via spreadsheet into Onepage. It also allows me to stay on top of multiple ongoing opportunities as they progress through the sales cycle.

Easy and simple to use - highly recommended for SMEs

The graphical interface could be better but that's also what's genius about it

Automation of email / newsletter contacts synchronization

OnePageCRM's features work well for managing product sales and for customer satisfaction. Feature of Email marketing I like most because it keeps me connected with customers and I can contact them any time by email. It let me boost product productivity and I can accelerate our workflow with it. Another best thing I found id that it is very simple to use I can set up this tool for work by a few clicks and they offer us great customer service for solving technical issues.

OnePageCRM is a good application for customer relation management but it also has some limitations one of them is its integration with other applications is quite complex for me and especially with social media applications. While sending emails from mobile devices its performance goes very buggy it is good for small businesses but it needs more updates for serving large industries.

OnePageCRM is the best CRM for managing sales and it automate our marketing campaigns easily. It let me find customers for selling them our products and manage relation with them which is very necessary for further business. I can easily track my sales and order process with it and achieve our target with ease. It keeps us connected with our customer and let me customized products features and prices as their requirements. I can store all the details of clients and product's order in one place and manage leads easily.

With OnePageCRM you get better sales force automation, and you can manage commissions, databases of potential customers, online marketing campaigns, and even calls, since it has communication system by channels. We loved your live chat tool because it greatly facilitates the passage of information between one member of the team to another.

The platform is very limited when working with real estate clients, so it is not recommended for such work. An example of this is that it does not have a property alert system, nor does it follow interactions and recommendations for real estate. In terms of online customer management, the platform does not perform detailed analyzes of the service delivered to them, nor does it allow categorization.

With OnePageCRM we have converted all the complexity that comes with working with crm tools in small lists of tasks to complete. We have achieved a simpler sales approach, with which we have been able to convert our leads into recurring customers, and we have reached our work objectives quickly. It also greatly improved the way we manage our sales funnels, and our interactions with customers.

New enhanced contact feature is very good

Currently there is nothing I don't like .

Quicker lead generation and qualifying of leads. Easy database and ezine mgmt.

Action Stream, Skype integration, Evernote, Custom Fields, Simple, Tracking, Colors.

No Direct Sync with Google Contacts they use PieSync currently

Staying in contact with Customers for my real estate business, making it funner

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.

Simple to use and the email tracking feature that they have added is GREAT!

I don't like the way they orginize the Contact/Orginization. But that is based on my needing to see whats going on with multiple contacts on the same page as I'm talking to someone & know whats going on with every other contact at a glance.

Getting info on when emails are opened.

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

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The super fast to view and time/date ordered sales actions with users notes for each action.

It would be handy if the organisation logo appeared by default for all contacts in that organisation.

All customer comms visible across the team means far less time searching and checking. Easy to create a task and assign it to a colleague. Easy to share contact notes with colleagues.

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.

I love the database and be able to mass email selected clients in my database

There are a few features that I have requested that are still outstanding. We can chat about this & feel free to call me.

Mainly a databased and communications tool

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

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.

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.

OnePageCRM really does put everything I need at a glance on one page. I've trialled other CRM products but found them over-complicated and really alien to someone who's not familiar with sales jargon. OnePageCRM works for me so far.

Can't think of anything off hand! It's only been a few weeks.

Developing a structured approach to sales, and being able to keep track of calls and emails. Still early days, but feel much more on top of things!

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

As a person who tends to use academic software I was happy to find OnePageCRM accessible and easy to use.

It requires me to use an incognito window when using the Chrome browser. Also I have found I am unable to cut and paste across emails - maybe I should talk to the help desk about this?

Tracking clinets & sales across staff. New staff can get up to speed on a client faster.

The ability to take notes and see the previous entries quickly at a glance.

Not too many integration options, since transitioning to Monday it's been nice to have a more visual board of my contacts/clients.

Keeping notes on meetings clients and being able to tag managers/other team members.

It's simple and relatively easy to use. Online instructs are adequate to get information imported from other systems and loaded into Contacts and Organizations.

There are crazy preconditions present in the quote templates, and it's almost impossible to use when your clients/prospects are service delivery orgs where each contact oversees multiple services.

It helps a little with automating initial outreach to a list of organizations we are looking to target on behalf of a client of ours.

I've used both large and small CRM systems. I found OnePageCrm a little less intuitive for me. Perhaps this is different if you are a first-time CRM user. Easy to get going.

It is a little more expensive than some of its peers at the time of writing.

having a way to track contacts and leads

Searchability of database and contacts.

Nothing neccesarily unique about One Page CRM

Keeping all business contacts and leads organized in one system wide database.

Ease of use. This was a great entry level program for our team. The task focused section was great for an entry level SMB team

Reporting features lacked the need requirements. We needed much more detailed reports in order to grow and scale our business. Saleforce allows for better reporting but ultimately we'll need to go w a company like insight squared

Task managements and very basic pipeline reporting. Revenue rates and renewal tracking