OnePage CRM works well for our needs!
Bill Cummings | TrustRadius Reviewer
March 14, 2019

OnePage CRM works well for our needs!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Solo

Overall Satisfaction with OnePageCRM

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.
  • 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.
It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("Freshdesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.

OnePageCRM Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Case management
8
Call center management
8
Help desk management
8
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
Not Rated
Custom fields
5
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
8
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
Not Rated