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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    OnePageCRM

    Score10 out of 10
    N/AOnePageCRM aims to turn the complexity of a CRM into a simple to-do list. This action-focused CRM helps users interact with contacts by setting simple follow-up tasks. Just out of a promising sales call? Type the next action to "Send a quote", set a date, and move on to the next contact. Contacts will be sorted by task priority so the user can sell with focused attention to each prospect and client. OnePageCRM can be tried with a 21-day free trial today.

    $9.95

    per month per user

    Unifyr

    Score9.2 out of 10
    N/AZift Solutions Through Partner Marketing Automation Platform is a suite of applications meant to streamline interactions with channel partners, amplify demand, and ease cooperation on co-branded campaigns.N/A
    Pricing
    OnePageCRMUnifyr
    Editions & Modules
    Professional Plan (Annually)
    $9.95
    per month per user
    Professional Plan (Monthly)
    $15
    per month per user
    Business Plan (Annually)
    $19.95
    per month per user
    Business Plan (Monthly)
    $29
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    OnePageCRMUnifyr
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsOnePageCRM offers 4 months free in annual subscriptions.—
    More Pricing Information
    Community Pulse
    OnePageCRMUnifyr
    Considered Both Products
    OnePageCRM
    No answer on this topic
    Unifyr
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    11 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    10 Answers
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    11 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    9 Answers
    Features
    OnePageCRMUnifyr
    Sales Force Automation
    Comparison of Sales Force Automation features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    9.3
    4 Ratings
    17% above category average
    Unifyr
    -
    Ratings
    Customer data management / contact management9.94 Ratings00 Ratings
    Workflow management10.04 Ratings00 Ratings
    Territory management10.02 Ratings00 Ratings
    Opportunity management10.03 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)10.02 Ratings00 Ratings
    Contract management5.43 Ratings00 Ratings
    Quote & order management10.02 Ratings00 Ratings
    Interaction tracking9.53 Ratings00 Ratings
    Channel / partner relationship management9.22 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    9.9
    3 Ratings
    25% above category average
    Unifyr
    -
    Ratings
    Case management9.93 Ratings00 Ratings
    Call center management9.93 Ratings00 Ratings
    Help desk management9.93 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    4 Ratings
    26% above category average
    Unifyr
    -
    Ratings
    Lead management10.04 Ratings00 Ratings
    Email marketing10.03 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    4 Ratings
    26% above category average
    Unifyr
    -
    Ratings
    Task management10.04 Ratings00 Ratings
    Reporting10.03 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    4 Ratings
    27% above category average
    Unifyr
    -
    Ratings
    Forecasting10.02 Ratings00 Ratings
    Pipeline visualization9.94 Ratings00 Ratings
    Customizable reports10.02 Ratings00 Ratings
    Customization
    Comparison of Customization features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    3 Ratings
    27% above category average
    Unifyr
    -
    Ratings
    Custom fields9.83 Ratings00 Ratings
    Custom objects10.02 Ratings00 Ratings
    Scripting environment10.02 Ratings00 Ratings
    API for custom integration10.01 Ratings00 Ratings
    Security
    Comparison of Security features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    4 Ratings
    17% above category average
    Unifyr
    -
    Ratings
    Single sign-on capability9.94 Ratings00 Ratings
    Role-based user permissions10.02 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    1 Ratings
    28% above category average
    Unifyr
    -
    Ratings
    Marketing automation10.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of OnePageCRM and Unifyr
    Feature
    OnePageCRM
    10.0
    3 Ratings
    27% above category average
    Unifyr
    -
    Ratings
    Mobile access10.03 Ratings00 Ratings
    Best Alternatives
    OnePageCRMUnifyr
    Small Businesses
    Salesflare
    Score10 out of 10
    Rithum
    Score6.2 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    No answers on this topic
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    OnePageCRMUnifyr
    Likelihood to Recommend
    7.6
    (4 ratings)
    9.3
    (12 ratings)
    Support Rating
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    OnePageCRMUnifyr
    Likelihood to Recommend
    OnePageCRM
    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.
    Incentivized
    Read full review
    Unifyr
    Very helpful in Marketing Actions, Marketing Decision Support, Sales Action Support, Customer Preference Analysis, Inbound Marketing Strategy Implementation, and Sales and Marketing Tool Integration. It's a comprehensive resource for helping customers make choices. All the years we have used this tool to communicate with our trading partners, there have been zero issues.
    Incentivized
    Read full review
    Pros
    OnePageCRM
    • 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
    Incentivized
    Read full review
    Unifyr
    • Partner tracking and communication - Relayware allows a holistic view of a partner. Since the tool tracks everything a user does, you can easily see when the partner has sent or received emails, participated in trainings, download files, etc. You can also see how and when back-office users such as admins, partner managers, etc. have communicated with partners, updated dashboards, downloaded reports, and much more. The granularity of the history and tracking is exception for seeing how you and a partner are engaging. It's also very helpful for companies who require an audit trail for activities.
    • Training/eLearning/onboarding - I've worked with a number of eLearning/LMS platforms over the years and I'm stunned by the learning system built into Relayware. It's hands down far and above many existing standalone products and if Relayware was smart, they would offer this as a standalone item. The system supports the typical eLearning/LMS basics- SCORM support, grading, training by module, etc. but it also allows for custom training paths based on learning modules which can be SCORM, video, HTML, files, and any combination of these. The grading system is separated from the training content which allows for highly flexible user cases. You can created quizzes, tests, and certifications based on individual content modules or a full learning path.
    • Since the LMS is part of the overall Relayware system which is intended for partner management, you can create a range of onboarding processes/paths which are customized to particular types of partners. The system can support both online and offline activities so you can require xxx to be done online, followed by in-person training, etc. It really is an impressive system. I liked it so much, I decomissioned my instance of a Moodle LMS and I now use the Relayware LMS to serve as both partner eLearning and general customer eLearning through a separate portal.
    • Flexibility - It's hard to believe the Relayware can do so much in a single SaaS. The system allows for connection to SFDC so working leads and opportunities is simple. A manager or admin can add, edit, and remove web pages with ease. Data can be placed on any webpage using a number of "Relayware tags" which are special HTML tags to pull data from the system and use on a page. Customizable workflows for most any part of the system can be handled via a workflow engine. This could be onboarding, partner signup and registration, lead/deal/opportunity management and routing to appropriate users, Legal and Export compliance checking of documents and files, and on and on.
    • The only real drawback is that the system is so flexible, it helps to have good training and support so you don't get lost. Luckily this is only an issue for those who administer the system and Relayware is keen to provide good support for their product.
    • Licensing & cost - My observation is that Relayware has several good options for licensing and overall cost. They break the system down into several key modules so if you don't need something, you can remove it and not pay for it. However, that also makes it easy for the product to grow as your needs do. One of their license modules is by back-office users, not front-office. The benefit of this is when coupled with SFDC, you only need a single SFDC license for all of your field personnel and front end users. Since one of the Relayware models is to not charge by the number of front end users, you can save thousands in SFDC licenses. Ie: A user works through Relayware to report/edit/manage leads, deals, and opportunities. The system uses a single SFDC license to connect to SFDC so rather than every front end user needing an SFDC license, you only need one. Depending on the size of your organization, this alone could easily pay for the Relayware system.
    Read full review
    Cons
    OnePageCRM
    • 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
    Read full review
    Unifyr
    • Building campaigns can be difficult at times - automation is good but can be a little temperamental
    • Setting up social media links not always straightforward. You can't be sure if you have them right, there is poor feedback on the setup process
    • Can be slow for updating campaigns, and I've been blown out and lost everything. Save frequently!
    Incentivized
    Read full review
    Support Rating
    OnePageCRM
    No answers on this topic
    Unifyr
    Would be a 10 if not for some of difficulties in building campaigns, setting up social media and occasional quirky behavior.
    Incentivized
    Read full review
    Alternatives Considered
    OnePageCRM
    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
    Read full review
    Unifyr
    At the same time that I started using ZiftONE, we worked in a test mode with the GetResponse platform. We select ZiftONE as support on platforms that require content syndication since the information it provides us is more accurate than that of GetResponse. However, GetResponse has a more intuitive sales funnel for a person who has never worked with these types of tools.
    Incentivized
    Read full review
    Return on Investment
    OnePageCRM
    • 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
    Read full review
    Unifyr
    • In our personal opinion, we can say that this tool has not generated negative aspects in our work, so we can say that we are comfortable because I can keep all my potential clients organized and make sure that nothing is lost.
    Read full review
    ScreenShots

    OnePageCRM Screenshots

    Screenshot of OnePageCRM transforms the user's database into an actionable to-do list. Contacts are sorted into Action Stream by task priority so users know what to do next.Screenshot of OnePageCRM displays relevant calls, notes, deals, and golden nuggets about a contact in one place.Screenshot of OnePageCRM's email integration allows users to send emails in bulk, create templates, and track opens.Screenshot of For lead generation, OnePageCRM's browser extension lets users add leads to a CRM from any webpage in one click.Screenshot of For sales on the go, download the OnePageCRM mobile app (iOS & Android). Log calls and update deals.Screenshot of Manage deals with OnePageCRM's drag-and-drop feature and keep track of goals with a live KPI dashboard.