OnePage Helps Sales
Anonymous | TrustRadius Reviewer
October 23, 2019

OnePage Helps Sales

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Team

Overall Satisfaction with OnePageCRM

The whole organization uses it to track communication with current and prospective clients.
  • OnePage pulls in emails very well and clearly displays them when you click on each contact.
  • Tracking data. It is great to track the number of calls, emails, deals won/lost, etc.
  • Lead importing is hassle-free.
  • Doesn't have very many integrations.
  • Doesn't track campaigns or lead quality.
  • Tracking has helped us maximize the efficiency of our sales team.
  • We have been able to use OnePageCRM to notice trends in the types of leads and the overall sales cycle.
  • Makes it easy to quickly review previous communication.
We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.
OnePageCRM is great to track the communication between current and prospective clients with the rest of our team. Reporting is nice as well.

OnePageCRM Feature Ratings

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