OnePageCRM Pricing, Features, Reviews & Comparison of Alternatives

OnePageCRM

Action-Focused Sales CRM Software for Small Business.

4.78/5 (54 reviews)

OnePageCRM overview

What is OnePageCRM?

OnePageCRM is an action-focused CRM that helps sales teams from small and medium-sized businesses follow-up with their leads through completing sales actions. The app is built on the Getting Things Done (GTD) productivity principle and has a unique Next Action sales method at its core. It works like this: the moment you complete a sales action (say, send an email or forward a quote), the system pushes you to set the next one. This way, a contact doesn’t leave the sales cycle until it’s truly closed, and nothing slips through the cracks. OnePageCRM keeps the product agile, effective, and efficient, performing a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win.
www.onepagecrm.com

Pricing

Starting from
$12/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
OnePageCRM screenshot: The OnePageCRM next action sales method focuses sales teams 100% on taking action. Set a sales action for each contact, mark it complete and add a follow-up action. Build contact profiles including links to LinkedIn and attach any notes or deals.OnePageCRM screenshot: Automate the business with SMB-focused integrations. OnePageCRM integrates with cloud-apps for accounting, email marketing, webforms & more. Take the zero-admin approach with OnePageCRM.OnePageCRM screenshot: Kanban pipeline viewOnePageCRM screenshot: Working from a single dashboard, prospects float to the top of the action stream at just the right timeOnePageCRM screenshot: Activity Action StreamOnePageCRM screenshot: Clip leads from any webpage and save to your OnePageCRM account with the OnePageCRM Chrome extension

OnePageCRM reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.4
  4.8
  4.7
Ron McCord

A SalesPerson Crm

Used daily for less than 6 months
Reviewed 2016-10-23
Review Source: GetApp

I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.

Pros
Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen. Simple Interface Skype Caller built in Call Tracker Built in Pleasing to the Eye Descent Customer Support it is possible to get someone on the phone Tagging They are in Ireland ( kinda cool)

Cons
Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this. Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways. If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Rebekah Mullins

Going from a notepad to this has elevated my business past the stratosphere

Used daily for less than 6 months
Reviewed 2020-09-30
Review Source: Capterra

So far, it simply can't be overstated how well this is working out. I feel on top of everything day-to-day and I am essentially starting my own business, with thousands of leads I need to sort through quickly. This system cuts out massive amounts of administrative time and work, and is well worth the money to outsource from my previous system of a messy legal pad. I've talked it up to others in my field already; they were hoping to upgrade to the vastly more expensive (presumably more powerful) VanillaSoft, but I'm not sure I'll make the switch even when I have the disposable income for it. That's because I am a huge fan of the Next Action system, much like I chose my previous job due to their use of the Agile/Scrum system. These innovations are often more meaningful even than a good organizational product on its own.

Pros
Fantastically efficient to use. Mass imports of contacts, bulk email reminders from templates, the Chrome extension allowing notifications for timed actions (meetings/calls, etc), the ability to use shorthand or saved lists when generating next actions, having a call history with notes; oh my god, it's all so fast and easy. I can fly through what used to be a day's work of organizing, and reach many more leads per day. The next action system is just my kind of on-the-spot organization, too.

Cons
The sales funnel/deals/etc aren't calibrated that well to my industry, as if you're going to make a sale you'll usually make it in one phone call. So that warps my view a little if I try to use it, but it's still nice to make a deal as "won" and have closed contacts organized that way. I do also feel like there could be slightly more integration for emails (to MailerLite, for example, so I don't have to import/update contacts twice) unless I haven't learned how to properly do so yet, as well as being able to make calls from the online system instead of using an app (connection to RingCentral or something similar, unless again I didn't figure that out yet). Finally, the page where you can download reports on your activity to show upline is a little cumbersome, considering how many actions I will take in one day per my industry type.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Richard Adams

Easy to use and cost effective

Used daily for 6-12 months
Reviewed 2019-10-08
Review Source: Capterra

Easy to use and cost effective. Great support

Pros
Easy to use and cost effective. Great support

Cons
Email Templates are very difficult to use and needs big upgrade. Should include recent history list so you dont have to search again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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stephen Griffiths

Hidden Gem

Used daily for 2+ years
Reviewed 2019-09-11
Review Source: Capterra

Excellent, from the product/user experience through to their sales and support.

Pros
Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool. They have nailed the features that you actually need and avoided adding a vast array of options that only confuse and often sit dormant as they are 'nice to have' but not really needed. When you do need a specific function, they have add-on features available.

Cons
May appear too basic for some users but i think you need to make sure you are selecting features that are really needed and beneficial.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Kevin Leigh

Switched to OnePage and couldn't be Happier

Used daily for 6-12 months
Reviewed 2020-09-29
Review Source: Capterra

We made the switch from high-rise CRM and found the transition to be extremely easy for the entire staff.

Pros
I think the live support is one of my favorite things about the company. Especially during setup, when then questions were very important, it was wonderful. They quite literally had our backs..

Cons
Not much to complain about, it really keeps us Task orientated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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OnePageCRM pricing

Starting from
$12/month
Pricing options
Subscription
Free trial
View Pricing Plans

$12 USD per user/month or $11 USD per user/month billed annually.

OnePageCRM features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reminders
Reporting & Statistics
Third Party Integration

Customizable Branding (250 other apps)
Electronic Payments (169 other apps)
Real Time Data (155 other apps)
Social Media Integration (200 other apps)
Surveys & Feedback (183 other apps)

Additional information for OnePageCRM

Key features of OnePageCRM

  • Activity Dashboard
  • Automated Lead Generation
  • Bulk Email Send
  • Contact Management
  • Custom Email Templates
  • Custom Sales Reports
  • Email Integration
  • Integrated Sales Quotes
  • Native iOS & Android Mobile Apps
  • Pipeline Management
  • Powerful API
  • Sales Forecasting
View All Features

Benefits

Next action sales focus - OnePageCRM focuses on sales activity. Using a dynamic list of 'next actions' for every prospect or customer, users can move prospects and customers through the sales funnel towards a sale.

One click lead capture - Capture leads in just one click with the OnePageCRM Chrome Lead Clipper. Pull leads from Gmail, Outlook (Hotmail & Office365), Twitter, Facebook and XING, and create a contact in OnePageCRM, complete with a next action to follow-up.

Simple to-do list approach to CRM - OnePageCRM is focused on building a system that helps users sell more! Action streams become daily a to-do list, where contacts are arranged in order of priority. When an action is marked as complete with a customer, it moves down the stream, creating a dynamic list where no customer falls between the cracks.

Save time on administration - All the necessary information is presented on one rich user experience screen. This allows sales people spend their time delighting customers, not doing painstaking administration.