OnePageCRM Reviews

16 Ratings
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Score 7.8 out of 100

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Reviews (1-4 of 4)

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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OnePage is currently used across our whole company. The sales team uses it to forecast deals, track communication, schedule calls/follow-ups and more. Our Operations Team uses it to track communication and any new points of contact.
  • Track Communication - OnePage makes it easy to track all client communication in one place.
  • Forecasting Deals - OnePage makes it easy to forecast deals and make detailed notes.
  • Scheduling Calls/Follow Ups - OnePage lays out daily tasks in an easy-to-read pipeline.
  • OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.
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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Anonymous | TrustRadius Reviewer
October 23, 2019

OnePage Helps Sales

Score 7 out of 10
Vetted Review
Verified User
Review Source
The whole organization uses it to track communication with current and prospective clients.
  • OnePage pulls in emails very well and clearly displays them when you click on each contact.
  • Tracking data. It is great to track the number of calls, emails, deals won/lost, etc.
  • Lead importing is hassle-free.
  • Doesn't have very many integrations.
  • Doesn't track campaigns or lead quality.
OnePageCRM is great to track the communication between current and prospective clients with the rest of our team. Reporting is nice as well.
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Bill Cummings | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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We use OnePageCRM (which we refer to internally as "OP" for short) primarily as a Lead tracking system for timely follow up for sales leads. We have it integrated with Klaviyo, which handles our automated emails. The way we use our various operational platforms, I'm certain we don't make use of all the features OnePage has to offer. Essentially, we use it like a calendar for chasing leads.
  • 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
  • Multiple contacts should automatically merge. Without this, there is a risk of a prospect receiving too many emails from us.
  • They do regular updates -- seems like almost daily. This requires a refresh, and it just seems too often.
  • The checkbox system is odd: On the left have of the screen, it functions as a "select" button....but on the right half of the screen, it functions as a "task complete" option. I would move to have two distinct looking items.
It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("Freshdesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.
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Nigel Heaton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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I use OnePageCRM whilst sales prospecting. I am the only user in the organisation. Specifically, the CRM program forces you to schedule a next action or the next step. Then, every day, those actions pop up in the work stream.
  • Keep tabs on deals in progress
  • The work stream is great and it's easy to use
  • Forces next steps to be scheduled. Again, it has an intuitive interface which means that the "getting things done" principals are easy to use
  • Allows dialing and emailing directly from the software
  • 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
I have a very simplistic use for CRM and I don't like ones that are complicated or too expensive for a solus user.
OnePageCRM is a GTD (Getting Things Done) system which is intuitive and easy to get started without loads of complicated configuration.
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OnePageCRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (4)
9.3
Workflow management (4)
9.2
Territory management (2)
10.0
Opportunity management (3)
9.7
Integration with email client (e.g., Outlook or Gmail) (2)
10.0
Contract management (3)
6.8
Quote & order management (2)
10.0
Interaction tracking (3)
9.0
Channel / partner relationship management (2)
9.0
Case management (3)
9.4
Call center management (3)
9.4
Help desk management (3)
9.4
Lead management (4)
9.8
Email marketing (3)
9.4
Task management (4)
10.0
Reporting (3)
9.5
Forecasting (2)
10.0
Pipeline visualization (4)
9.1
Customizable reports (2)
10.0
Custom fields (3)
8.4
Custom objects (2)
10.0
Scripting environment (2)
10.0
API for custom integration (1)
10
Single sign-on capability (4)
9.3
Role-based user permissions (2)
10.0
Marketing automation (1)
10
Mobile access (3)
9.7

About OnePageCRM

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Entry-level set up fee?No