OnePage CRM works well for our needs!
March 14, 2019
OnePage CRM works well for our needs!
Score 8 out of 10
Vetted Review
Verified User
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.