NMI Merchant Central vs. OnePageCRM

It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• the new clients can be onboarded within minutes and this stands out among other competitive applications
• has ROI calculator within the website making it hassle free
• Shows up risk flags of clients with special monitorX

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
• You can do mass actions-- like rescheduling a group of actions for another day.
• "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
• Workflow customization is not easy for all users and can require some coding skills on the back end.
• Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The ability to interface with all or many VoIP services would be top of my priority list
• Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
• The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
• The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
• Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
• OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info