TrustRadius
Great for Sales Prospectors and forces next steps.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,8,The thing is, GTD seems to work well for me and ensures that I don't forget to follow up which is the number one failure in sales prospecting. So, the ROI is obviously good.,HubSpot CRM, Zoho CRM and Pipedrive,LinkedIn Sales Navigator
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OnePageCRM
12 Ratings
Score 9.0 out of 101
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OnePageCRM Reviews

OnePageCRM
12 Ratings
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Score 9.0 out of 101
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Nigel Heaton profile photo
November 14, 2018

OnePageCRM Review: "Great for Sales Prospectors and forces next steps."

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Read Nigel Heaton's full review

OnePageCRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (1)
8
Workflow management (1)
6
Opportunity management (1)
9
Contract management (1)
9
Lead management (1)
9
Email marketing (1)
8
Task management (1)
10
Reporting (1)
8
Pipeline visualization (1)
8
Single sign-on capability (1)
9
Mobile access (1)
9

About OnePageCRM

Pricing

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