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Overview

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…

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Recent Reviews

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 …
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Pricing

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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
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Product Details

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

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.

OnePageCRM Video

The best sales CRM for small businesses.

OnePageCRM Competitors

OnePageCRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple 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).
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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!

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:

  1. 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.

  2. 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.

  3. 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.

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