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OnePageCRM Logo
OnePageCRM
#1 Action-Focused CRM for Small Business
4.6
(125)
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OnePageCRM Reviews & Product Details

OnePageCRM Overview
What is OnePageCRM?

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).

Company OnePageCRM
Year founded 2010
Company size 11-50 employees
Headquarters New York, NY
Social Media
OnePageCRM Categories on Findstack
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What OnePageCRM is best for?
How does OnePageCRM compare to Act!?
What are the pros and cons of OnePageCRM?
OnePageCRM Product Details
Capabilities
API
Segment
Small Business
Mid Market
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
OnePageCRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
OnePageCRM Media
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OnePageCRM Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: February 09, 2025
OnePageCRM Logo
125 OnePageCRM Reviews
4.6 out of 5
Mid Market (51-1000 emp.)
Jul 19, 2017
 Source
Overall Rating:
4.5
CK
Craig K.
Sales & Marketing Manager
Share
"Great CRM for hotels"
What do you like best about OnePageCRM?

New enhanced contact feature is very good

What do you dislike about OnePageCRM?

Currently there is nothing I don't like .

What problems is OnePageCRM solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Oct 14, 2016
 Source
Overall Rating:
4.5
RM
Ron M.
Senior Associate
Share
"Finally found my style of Crm"
What do you like best about OnePageCRM?

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

What do you dislike about OnePageCRM?

No Direct Sync with Google Contacts they use PieSync currently

What problems is OnePageCRM solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Nov 14, 2023
 Source
Overall Rating:
4.0
CK
Cgtwo K.
Founder
Share
"Great program for smaller org's"
What do you like best about OnePageCRM?

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

What do you dislike about OnePageCRM?

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.

What problems is OnePageCRM solving and how is that benefiting you?

Getting info on when emails are opened.

Small Business (50 or fewer emp.)
Jan 09, 2023
 Source
Overall Rating:
4.0
Calvin V C. avatar
Calvin V C.
President & Head Coach
Share
"Easy to use, ACTIONABLE"
What do you like best about OnePageCRM?

Not provided

What do you dislike about OnePageCRM?

Not provided

What problems is OnePageCRM solving and how is that benefiting you?

Not provided

Small Business (50 or fewer emp.)
Dec 20, 2022
 Source
Overall Rating:
4.0
Nick H. avatar
Nick H.
Technical Sales Manager
Share
"Fast, effective, cloud based CRM,working across the team, devices and customers"
What do you like best about OnePageCRM?

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

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Dec 13, 2022
 Source
Overall Rating:
4.0
David  H. avatar
David H.
Ceo & Joint Shareholder Smart Bank Solutions P/L
Share
"OnePageCRM Review!"
What do you like best about OnePageCRM?

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

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

Mainly a databased and communications tool

Small Business (50 or fewer emp.)
Feb 06, 2017
 Source
Overall Rating:
4.0
OL
Osbert L.
Principal
Share
"Looking good"
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

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!

Mid Market (51-1000 emp.)
Jun 30, 2022
 Source
Overall Rating:
3.5
HM
Hayden M.
Senior Account Manager
Share
"Good for note consolidation"
What do you like best about OnePageCRM?

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

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jul 31, 2023
 Source
Overall Rating:
3.0
Don M. avatar
Don M.
Chief Content Officer
Share
"Nice try, but still missing important stuff for a simple CRM app"
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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.

What problems is OnePageCRM solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Dec 20, 2022
 Source
Overall Rating:
3.0
Adrian B. avatar
Adrian B.
Bay Area Middle Market Affinity Group Leader
Share
"good, but not as intuitive as others"
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

having a way to track contacts and leads

Mid Market (51-1000 emp.)
Dec 31, 2012
 Source
Overall Rating:
3.0
Peter B. avatar
Peter B.
Director, Enterprise Solution Architect
Share
"Different and Interesting"
What do you like best about OnePageCRM?

Everything is tied to your Contact or Lead .. similar to keeping notes in Outlook, but then it just morphs into an rather interesting concept of setting up sales streams for each individual. For a small business that does not have a ton of time managing a full CRM, this might be the tool.

What do you dislike about OnePageCRM?

It is rather tough to get used to the literally one-page view concept. Still too new to tell, but not seeing much on the integration side of things yet either.

What problems is OnePageCRM solving and how is that benefiting you?

Not provided

Small Business (50 or fewer emp.)
Dec 20, 2022
 Source
Overall Rating:
2.5
Andy T. avatar
Andy T.
Real Estate Sales Agent
Share
"Simplified, but still too much for my needs."
What do you like best about OnePageCRM?

I like the design and interface and the breadth of functionality. However, it's still "too much" for me. I found OPCRM under the keywords "easiest CRM for small business."

What do you dislike about OnePageCRM?

When I entertain purchasing a software, I have to be able to grasp the workflow within a few short minutes, otherwise, my ADD just bails on it. While I understood the workflow, it was still just not completely intuitive. I have found my solution and I so sincerely appreciate the opportunity to kick the tires on OPCRM. As well, I thank you for allowing me to give you some honest feedback.

What problems is OnePageCRM solving and how is that benefiting you?

N/A

Small Business (50 or fewer emp.)
Dec 30, 2012
 Source
Overall Rating:
1.0
ER
Erich R.
Co Founder & Cso
Share
"Interesting Concept"
What do you like best about OnePageCRM?

This is a pretty interesting concept, however, I'm not sure how useful it is outside of the small business setting. It's nice for small teams, and I do love the minimalist two-tab layout when you first get into the app. The "Action Stream" and "Contacts" make focusing on your deals almost like a task list.

What do you dislike about OnePageCRM?

Lacks the robust functionality of major CRMs such as SFDC or Dynamics, and definitely cannot scale beyond a very small organization. OnePage also lacks the ecosystems that have been built around SFDC or Dynamics

What problems is OnePageCRM solving and how is that benefiting you?

Not provided

Small Business (50 or fewer emp.)
Jan 15, 2024
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent CRM at an excellent price"
What do you like best about OnePageCRM?

Email integration is flawless. I have used the most popular CRMs on the market, and NONE of them integrate with your email and make it as easy for you to integrate emails with your database, and for you to see within your email program which emails are logged inside your database.

What do you dislike about OnePageCRM?

I honestly do not have a feature or system within OnePageCRM that I dislike.

What problems is OnePageCRM solving and how is that benefiting you?

For me, it is an all-purpose CRM for a small business, so I mostly keep a log of customer and prospect interactions within it and hold relevant documents inside of it.

Small Business (50 or fewer emp.)
Jan 04, 2024
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"CRM can't get easier than this."
What do you like best about OnePageCRM?

Ease of use. Excelletnt interface. Adding contacts & importing from Outlook makes it one of the easiest to use even if you are moving from an existing solution Reporting and Analytics are so easy.

What do you dislike about OnePageCRM?

If you have a large sales team, it starts to get expensive.

What problems is OnePageCRM solving and how is that benefiting you?

Tracking deals and making it easy to follow up.

Mid Market (51-1000 emp.)
Nov 14, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"One Page CRM is a great product"
What do you like best about OnePageCRM?

Easy to use, very flexible, and supports my business

What do you dislike about OnePageCRM?

No Downside for me. I've been using One Page for many years

What problems is OnePageCRM solving and how is that benefiting you?

One Page lets me manage my contacts efficiently and market to them effectively. It also syncs with Mail Chimp, which i use as my marketing tech

Mid Market (51-1000 emp.)
Nov 10, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Positive and efficient platform"
What do you like best about OnePageCRM?

I like the link between the company email account and the CRM platform. The quality of the onboarding was excellent, with simple tutorial videos. I am not an expert in CRMs but the simplicity of the platform is appealing for the basic sales actions like follow ups. I will explore the deeper functionalities at a later stage.

What do you dislike about OnePageCRM?

I disliked the fact that the calendar function isn't interactive and that you have to go back to the Action Stream. I couldn't filter contacts and bulk emails by company.

What problems is OnePageCRM solving and how is that benefiting you?

Management of actionable items in relation to new and existing customers/stakeholders

Small Business (50 or fewer emp.)
Sep 22, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great and straight to the point software!"
What do you like best about OnePageCRM?

It's really simple to use and gets the job done in terms of following up with leads. The customer support is also so far really great! Overall, nice, neat and simple app! Great job.

What do you dislike about OnePageCRM?

Nothing at the moment, I just got the app, for now, it's really nice and simple

What problems is OnePageCRM solving and how is that benefiting you?

Having reminders of actions towards leads

Small Business (50 or fewer emp.)
Dec 13, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Simple to use!"
What do you like best about 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.

What do you dislike about OnePageCRM?

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.

What problems is OnePageCRM solving and how is that benefiting you?

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!

Small Business (50 or fewer emp.)
Oct 25, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"One of the most user-friendly CRMs available"
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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

What problems is OnePageCRM solving and how is that benefiting you?

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.

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