OnePage - Great for The Sales Team
November 20, 2019

OnePage - Great for The Sales Team

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Team

Overall Satisfaction with OnePageCRM

OnePage is currently used across our whole company. The sales team uses it to forecast deals, track communication, schedule calls/follow-ups and more. Our Operations Team uses it to track communication and any new points of contact.

Pros

  • Track Communication - OnePage makes it easy to track all client communication in one place.
  • Forecasting Deals - OnePage makes it easy to forecast deals and make detailed notes.
  • Scheduling Calls/Follow Ups - OnePage lays out daily tasks in an easy-to-read pipeline.

Cons

  • OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.
  • OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
  • OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.
OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc.

OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.
OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.

OnePageCRM Feature Ratings

9.1
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
2
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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