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OnePageCRM Review

OnePageCRM
Our score: 8.9 User satisfaction: N/A

What is OnePageCRM?

OnePageCRM is a web-based relationship management application targeted at small businesses. As the name suggests, the platform gives you one dashboard to run all your CRM functions with efficiency and simplicity. Built around the GTD (Getting Things Done by David Allen) productivity principles, the software streamlines workflows to help you organize sales processes, convert prospect to customers, achieve sales targets, and grow your business.

The solution transforms your CRM into a simple to-do list enabling your sales team to sort their contacts, and take sales action decisions on each contact. A quick glance at the dashboard and you’ll know the actions you need to take to convert prospects into sales. OnePage helps to simplify CRM activities so that businesses can easily reach out to their partners, follow up prospects, and engage customers.

OnePageCRM helps sales professionals to focus on the next sales action required to move prospects and leads through the sales funnel and close deals. You can sort contacts and create a dynamic list to concentrate on, helping prioritize time and effort while boosting productivity. By using a simple single dashboard user interface, the CRM solution ensures that important information and next step actions are not buried in layers of complicated menus and screen pages.

Overview of OnePageCRM Benefits

Action-oriented workflow

The Action Stream is what you’ll see in your dashboard which organizes your contacts and prospects according to their status in the sales process. You’ll get to view who needs to be followed through, to be called upon, to be engaged with, and those near to being a closed deal. In other words, you’ll know every step of the way the next actions to be undertaken by your sales staff. With a 100% focus on sales actions, OnePageCRM’s Action Stream ensures you will never drop the ball on your leads again.

Capture leads from across the Web

Approach zero admin approach streamlines the importing and capturing of leads from across the Web using popular web forms and lead clippers so you can spend more time selling, and less on doing administrative tasks.

Manage contacts easily

You can keep business contacts all related information together in one secure and trusted system where your sales team can access them at any time or place. The solution can merge duplicates to keep your list clean, allowing you to focus on sales actions and avoid clutter.

Integrate with leading business apps

OnePage CRM quickly integrates with some of the best online business apps for lead generation, nurturing, email marketing and accounting to give you more control over your sales pipeline. No more changing of systems and platforms to access different third party applications; you can use all of them right from within your dashboard.

Dedicated customer support

A dedicated customer support team is always on hand to respond quickly to any queries. You can use email, phone or an in-app chat to relay issues and problems and have them resolved immediately.

Extensive learning resources

Aside from free weekly webinars designed to introduce and orient you about using OnePageCRM, you also get access to a comprehensive knowledge base of videos, tutorials, how-to guides, and other resources to help you learn, build, and improve your sales.

Overview of OnePageCRM Features

  • Action Stream
  • Sales Management
  • Sales Collaboration
  • Sales Forecasting
  • Segmentation
  • Contact Management
  • Lead Capture
  • Activity Reporting
  • Mobile Apps
  • Integrations
  • Getting Things Done (GTD)-based Design

OnePageCRM Position In Our Categories

Bearing in mind businesses have particular business-related wants, it is only logical that they abstain from adopting an all-encompassing, ”best” business program. Be that as it may, it would be difficult to stumble on such an app even among sought-after software systems.
The sensible step to do should be to tabulate the different major functions which call for a inspection including major features, price plans, skill capability of the users, business size, etc. Thereafter, you should follow through the product research through and through. Have a look at these OnePageCRM evaluations and explore the other software systems in your shortlist in detail. Such detailed product investigation makes sure you drop unsuitable applications and buy the one that has all the aspects you require company requires for optimal results.

Position of OnePageCRM in our main categories:

TOP 50

OnePageCRM is one of the top 50 CRM Software products

If you are considering OnePageCRM it could also be a good idea to check out other subcategories of CRM Software listed in our database of SaaS software reviews.

There are trendy and widely used applications in each software group. But are they essentially the best fit for your company’s specific wants? A market-leading software application may have thousands of subscribers, but does it provide what you require? For this reason, do not blindly spend on popular systems. Read at least a few OnePageCRM CRM Software reviews and mull over the aspects that you desire in the software such as the cost, main features, available integrations etc. Then, choose a few solutions that fit your wants. Check out the free trials of these products, read online comments, get clarifications from the maker, and do your homework systematically. This in-depth homework is sure to aid you choose the best software solution for your company’s specific requirements.

How Much Does OnePageCRM Cost?

OnePageCRM Pricing Plans:

Free Trial

OnePage CRM

$12/user/month

OnePage CRM offers a very simple and straightforward pricing model. The service costs $12/user/month or $11/user/per month (with 1 month free) if purchased for one year.

  • Unlimited notes, deals & contacts
  • 1 Gb file storage
  • Sales pipeline, marketing & activity reports
  • Custom sales process
  • Android & iOS mobile apps
  • Quality customer support & training
  • Integrations

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and OnePageCRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with OnePageCRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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OnePageCRM Comparisons

OnePageCRM user reviews

User experience has been fantastic. A simplified yet great approach to CRM.

Read full review >
Eileen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

A software that’s based on sales impact.

Read full review >
Kim
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.08.2018 Company Size: More than 100 Employees Industry: Industrial Automation

Totally in love using this!

Read full review >
Jordan
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

A robust tool consisting of a solid team.

Read full review >
Felicia
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.04.2018 Company Size: 1-10 Employees Industry: Business Supplies and Equipment

An excellent CRM Tracking application

Read full review >
Jordan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.04.2018 Company Size: 1-10 Employees Industry: Music

What are OnePageCRM pricing details?

OnePageCRM Pricing Plans:

Free Trial

OnePage CRM

$12/user/month

OnePage CRM offers a very simple and straightforward pricing model. The service costs $12/user/month or $11/user/per month (with 1 month free) if purchased for one year.

  • Unlimited notes, deals & contacts
  • 1 Gb file storage
  • Sales pipeline, marketing & activity reports
  • Custom sales process
  • Android & iOS mobile apps
  • Quality customer support & training
  • Integrations

What integrations are available for OnePageCRM?

Lead Generation:

  • Wufoo Web Forms
  • Mailchimp Web Forms
  • Outlook Lead Clipper
  • Unbounce Landing Pages

Communication:

  • MailChimp Email Campaigns
  • Skype Telephony
  • Help Scout Help Desk

Financial:

  • Xero Accounting

Others:

  • Evernote Notes
  • PieSync Google Contact Sync
  • Zapier Automated Workflows

 

OnePageCRM average rating:

Average score
5/5 (9 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Jordan

PROS: Addine customers into OnePage is quite quick and simple. The software enables me to enter tons of useful information and details. Employees who have access to the software can be instantly notified of changes, updates, and interactions on current deals, providing them with useful data without being repetitive.

CONS: I just don't like that there are many blackout dates n the system. I think they should cut on webinars when they send us emails about the same subject.

Reviewed 1 year ago

Read full review >

The least favorable review

Jordan

PROS: It's a fantastic CRM for a small company. Their Chrome plugin is great. It aids in letting you add contacts while you're surfing over the internet. It also makes it simple in delegating tasks and other workflow managements.

CONS: I'm hoping it would involve sending a single e-mail when the assigned tasks are sent to you. At times, I'm able to receive several. Having one at the start of each day is actually ok with me. Right now, I'm starting to wonder if there's anothe means of getting this updated.

Reviewed 1 year ago

Read full review >

More reviews from 9 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

User experience has been fantastic. A simplified yet great approach to CRM.

Read full review >
Eileen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: UI is nice to look at. Information being displayed is right up front and center. It's actually showcased in such a way that it makes complete sense for anyone to follow. The primary area of concentration is the Action Stream since it provides a way in showcasing simple to-dos without making things messy.

CONS: It's a bit of a challenge to get used to only being allowed to have a single action step when it comes for a contract. You can set queued items. Thing is, they won't be activated until the main action is through. What's more, you can't actually "finish" a task that's been queued since there's a lack of check box for other tasks associated to it that's not the primary action task.

What do you think about this review? Great Poor

A software that’s based on sales impact.

Read full review >
Kim
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.08.2018 Company Size: More than 100 Employees Industry: Industrial Automation

PROS: OnePageCRM entails you to concentrate on what happens next. It won't matter even if it's small. Even the smallest of all steps are critical. It's a software that's both easy to utilize and powerful enough to make a difference.

CONS: An import option for Microsoft Outlook is available. Soon more additions will be made. So it's essential have both the Outlook and its new features to be added together. I found out that you can include it in OnePage and doing a single mouse click in acquiring a V-Card for seamlessly integration to Outlook.

What do you think about this review? Great Poor

Totally in love using this!

Read full review >
Jordan
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: It's a fantastic CRM for a small company. Their Chrome plugin is great. It aids in letting you add contacts while you're surfing over the internet. It also makes it simple in delegating tasks and other workflow managements.

CONS: I'm hoping it would involve sending a single e-mail when the assigned tasks are sent to you. At times, I'm able to receive several. Having one at the start of each day is actually ok with me. Right now, I'm starting to wonder if there's anothe means of getting this updated.

What do you think about this review? Great Poor

A robust tool consisting of a solid team.

Read full review >
Felicia
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.04.2018 Company Size: 1-10 Employees Industry: Business Supplies and Equipment

PROS: Fantastic customer service. Starting the service is surprisingly simple. It's also user-friendly. It comes with a crispy clean UI.

CONS: While it's simple enough to explore, it'd be nice to bolster the robustness of its mobile app. The app can't interact with any incoming e-mails, texts, or calls. It'd be a treat to not refreshing things manually. An option should be given to get the app running offline.

What do you think about this review? Great Poor

An excellent CRM Tracking application

Read full review >
Jordan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.04.2018 Company Size: 1-10 Employees Industry: Music

PROS: Addine customers into OnePage is quite quick and simple. The software enables me to enter tons of useful information and details. Employees who have access to the software can be instantly notified of changes, updates, and interactions on current deals, providing them with useful data without being repetitive.

CONS: I just don't like that there are many blackout dates n the system. I think they should cut on webinars when they send us emails about the same subject.

What do you think about this review? Great Poor

A simple and great CRM to have.

Read full review >
Roman
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.04.2018 Company Size: 1-10 Employees Industry: Internet

PROS: I like being able to concentrate on what needs to be done next. I'm going through my checklist on a daily basis. I get to advance every item that's to be done on that day. I love the addition of widget tracking.

CONS: I was hoping I could utilize teleconferencing features aside from Skype in tracking my calls. I'm using Google Voice at the moment. I'm hoping a plug into such program can be made.

What do you think about this review? Great Poor

Highly Recommended CRM!

Read full review >
Jesus
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.03.2018 Company Size: More than 100 Employees Industry: Education Management

PROS: Managing my sales forecast is a breeze! OnePage CRM also allows me to set my schedules properly. The software is quite useful on bidding jobs with corporations plus the communications tools let me communicate with my leads and clients through many channels.

CONS: It can be quite confusing at first. Takes a while before become fully acquainted with the system.

What do you think about this review? Great Poor

A Great CRM For Small Businesses

Read full review >
Luz
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.12.2017 Company Size: 1-10 Employees Industry: Music

PROS: OnePage CRM software has all the tools I need to help me manage my customers and our business relationships. The software comes with a plethora of tools and their customer service is quick and reliable.

CONS: Nothing we dislike at the moment. That said, we could really use some more features, particularly for business-based appointment and enrollment.

What do you think about this review? Great Poor

Great CRM Product

Read full review >
Pat
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.12.2017 Company Size: 11-50 Employees Industry: N/A

PROS: The simplicity and effectiveness of the workflow is what I really love about OnePage. I can easilyt think through the steps I need to perform with each contact. I believe the workflow is modeled after David Allen's Getting Things Done principles, which requires you to analyze things way ahead of time and deconstruct subsequent actions to its barest forms.

CONS: OnePage can take a while to load sometimes. Also, the API is not well designed and written.

What do you think about this review? Great Poor
Reviewed By Louie Andre
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