OnePageCRM Reviews & Product Details

The "next action" feature of this CRM is the most important. If you aren't prompted in your CRM to figure out what you are doing next, when and how, then things will drop through the cracks. The phone app mimics the desktop very well.

Not much I don't like here. I'm not sure what else I can say to get to the 40 character minimum. There, how's that?

Follow up is terrific. The phone app is seamless.

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