TrustRadius Insights
OnePageCRM is a versatile CRM software that has proven to be a valuable tool for businesses of various sizes. Users have found a range of …
Starting at $9.95 per month per user
View PricingOverview
What is OnePageCRM?
OnePageCRM 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…
Recent Reviews
Pricing
Professional Plan (Annually)
$9.95
Cloud
per month per user
Professional Plan (Monthly)
$15
Cloud
per month per user
Business Plan (Annually)
$19.95
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.onepagecrm.com/crm-pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9.95 per month per user
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is OnePageCRM?
OnePageCRM 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.
OnePageCRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Social CRM Features
- Supported: Social data
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Free Web Forms
- Supported: Lead Clipper
OnePageCRM Screenshots
OnePageCRM Video
The best sales CRM for small businesses.
OnePageCRM Integrations
OnePageCRM Competitors
- Zoho CRM
- Google Sheets
- Salesforce
OnePageCRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
OnePageCRM starts at $9.95.
Zoho CRM and Google Sheets are common alternatives for OnePageCRM.
Reviewers rate Workflow management and Opportunity management and Lead management highest, with a score of 10.
The most common users of OnePageCRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(20)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
OnePageCRM is a versatile CRM software that has proven to be a valuable tool for businesses of various sizes. Users have found a range of use cases for the software, from estimating the value of future business deals and tracking margins and profit, to keeping customer relationships organized and maintaining a high-quality customer experience. The software simplifies follow-up by allowing users to easily access the history of contact with customers, saving time and improving efficiency. It is particularly effective in managing and tracking leads, providing sales pipeline management that adds strategy and structure to the sales process. Small business owners find it helpful for managing contacts, conversations, and tasks, allowing them to stay organized and focused on client outreach efforts. OnePageCRM also facilitates communication in remote teams, ensuring everyone is in the loop and commissions are properly accounted for. Additionally, the software helps users manage thousands of contacts, leads, clients, and referrers of business through effective communication and actioning marketing plans. With its user-friendly interface and extensive features, OnePageCRM has become a recommended choice for businesses looking to streamline their sales process and improve customer relationship management.
Users commonly recommend the following:
-
Try OnePageCRM before trying Salesforce: Users suggest giving OnePageCRM a try before considering other CRM tools like Salesforce, as it is easy to use and covers most business users' needs.
-
Suitable for basic CRM needs: Many users recommend OnePageCRM for its simplicity and ease of use, making it a good fit for basic CRM requirements.
-
Consider partnerships and better reporting: Some users suggest that OnePageCRM should focus on improving its reporting capabilities and consider partnerships with other companies to enhance functionality.
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
November 20, 2019
OnePage - Great for The Sales Team
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.
91.11111111111111%
9.1
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
- 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.
- SharpSpring and Asana
OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc.
OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.
OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.
October 23, 2019
OnePage Helps Sales
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.
96.66666666666666%
9.7
100%
10.0
100%
10.0
66.66666666666667%
6.7
100%
10.0
75%
7.5
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
- Tracking has helped us maximize the efficiency of our sales team.
- We have been able to use OnePageCRM to notice trends in the types of leads and the overall sales cycle.
- Makes it easy to quickly review previous communication.
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.
March 14, 2019
OnePage CRM works well for our needs!
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.
30%
3.0
80%
8.0
100%
10.0
33.333333333333336%
3.3
26.666666666666664%
2.7
12.5%
1.3
40%
4.0
N/A
N/A
50%
5.0
N/A
N/A
- We are able to follow up with our sales leads in a way that works very well for our product line. Losing a lead because they "slipped through the cracks" really doesn't happen!
- OnePage is quite affordable. It has unquestionable value to us.
- Training our team to use this tool takes minimal time (at least for the way we use it).
This product was selected before I started with the company. I had no role in the selection process.
November 14, 2018
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
64%
6.4
N/A
N/A
85%
8.5
90%
9.0
40%
4.0
N/A
N/A
45%
4.5
N/A
N/A
N/A
N/A
90%
9.0
- 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.
Again, my review is based upon my desire for an easy life using a CRM. I have little doubt that OnePageCRM would be configurable for most applications, sophisticated or not. For sales, the way OnePageCRM uses the GTD (Getting Things Done) principal is key to the success I've had with it and what sets it apart from many other programs.