Great for Sales Prospectors and forces next steps.
Nigel Heaton | TrustRadius Reviewer
November 14, 2018

Great for Sales Prospectors and forces next steps.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Solo

Overall Satisfaction with OnePageCRM

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
  • 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.
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.

OnePageCRM Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
9
Lead management
9
Email marketing
8
Task management
10
Reporting
8
Pipeline visualization
8
Customizable reports
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
9
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
9