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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.
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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.
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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
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
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.