OnePageCRM vs Zoho CRM Comparison

Salesforce Sales Cloud

HubSpot Marketing Hub

monday.com

HubSpot CRM

Pipedrive

Bitrix24

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


Switched to OnePage and couldn't be Happier

Hi Kevin, thanks for the positive review! I'm part of the Customer Success team and I'm so happy to hear that you've had such a great experience with us. 
It's brilliant to see you use OnePageCRMto help you keep track of your tasks! ~Sarah

Making CRM easy for small business

Hi Nigel.

Apologies for the dealy. Thanks for taking the time to review OnePageCRM. It's great to hear the Action Stream is doing its job and keeping you focused on your daily tasks. Nice to hear email sync has got the thumbs up too!

Stay in touch. Evelyn

Get to work the way I want to.  It fits me, not me it.   And I know that any questions I have will be answered as if they're important and very quickly.

A super CRM that lets you jump right in and also customize

Hello Chuck. Thank you very much for your kind review. It's great to hear OnePageCRM and the 'Next Action' feature is helping you and your business! I will be sure to share with the team and of course our customer support team! ^Evelyn 

Streamlined our communications and membership records.

After testing a number of CRM's, we finally settled on OnePage and haven't looked back!

Hi Ray,

Great to hear you're enjoying using OnePageCRM and that the mobile app is coming in useful.

RE: the invoicing, we're integrated with Xero, but would love to hear your feedback on an auto invoicing feature. I'll drop you an email.

All the best!
Carmel

Didn't care for it

Hello, 

Thanks for taking the time to review OnePageCRM. I'm sorry to hear you did not sign up for our CRM but maybe you will consider us in the future may you ever need another CRM. 

All the best, Evelyn

Excellent for first time CRM users

Working with the team at OP has been a wonderful experience. Carmel in particular went above and beyond during the onboarding experience and training to ensure we were equipped with the knowledge and tools we needed to begin our CRM journey.  The customer support we have received to date has been incredible. The software is so easy to use and manage and is a major asset to our team. 

One Page CRM 

Hi Tracey, thanks so much for the positive review. I'm part of the Customer Success team, and I'm delighted to hear that you've had such a great experience with us.

I love hearing that you've found OnePageCRM easy to use and beneficial (specifically by using the Next Action)! Noted re the quote functionality. ~Sarah

I am a Real Estate Broker and tried this CRM application for a month.  My agents also tried it, but this is set up for single users more than team use. I was trying to solve the issue of tracking my leads and being able to forward the leads to my agents, but at that time, I could have used a little training on tags and how to properly use them.  After trying a more robust system, I came to realize that OnePageCRM has so much merit if you just use it as a smart, simple tool to keep your customer's needs right in front of your face.  I love it and the customer service reps are awesome!  The billing, if you use a credit card, might get an international upcharge if you are in the US, but it's not much more than a buck a month.  Changes are slated for 2017 to allow for a group/team format, but I just love it for what it is - far superior to my desk full of sticky notes.  It has a mobile application so you always have it with you when you are on the road - IN ONE PAGE - which keeps it very simple to use while on the move.

Simple, streamlined, effective follow up assistance

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

Hidden Gem

We love using One Page CRM because it is clean and simple. Easy to use and highly efficient. We love the next action feature. Makes things so much easier to manage.

A CRM the way it should be!

Hi Steven,

Thanks for reviewing OnePageCRM. Great to hear our simple, Next Action approach to sales is helping you Get Things Done!

Laura

I have had a great experience with Onepage and would recommend this program to any side size operation that wants a very easy to use CRM, at a very low cost.

Perfect fit

Hi James, thank you for the great review. I'm delighted to see that using OnePageCRM has been a success!  Noted about more API developments and an integration with Drupal. ~Sarah

Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day). 

We Used Many CRM Platform Before Falling in Love w OnePage

Hi Marty, wow what great feedback, thank you! I'm so happy to hear that OnePageCRM is helping you grow your business and that your team is equally as happy with the CRM.

We always say that you don't need an IT degree to use a CRM so ease of use is part of our ethos!  ~Sarah

For the price, Onepage CRM was the perferct solution for my business at the time I found it. It has saved me money and time so I don't have to enter a new client's info twice.

Just what I needed

We've used OnePageCRM for over 3 years to help manage our sales process and we love it. We started out with 1 user (me!) and now have 5 people using the tool for everyday sales and customer contacts. 

It's a perfect system for us. It's simple to set up and easy to use - it takes about about an hour to get a new user fully up to speed. Every day, I can see in 1 screen the very next action I need to take on my contacts that day. When I complete the action, I make and note set a next action and move on.  I use the Getting Things Done methodology and Onepage mirrors that really well.  

The system is designed very well - you get a simple, clean user interface but can drill down to get lots of functionality underneath.

Now that our team is growing, I can quickly view our activity and pipeline on an individual and team basis - again in single screen.

The support team is excellent and they continue to roll out features and integrations on a regular basis, including some requests that we have asked for over the years.

OnePageCRM is perfect for small companies who need to focus on sales

Using OnePageCRM for SME to organise Customer information.

Our overall experience has been great. I would recommend to anyone!

Onepage CRM is amazing

Hi Kade, thank you for the great review, I'm so  happy to hear OnePageCRM has helped you  track your sales along with your follow-ups! ~Sarah

This has really helped us to become more efficient and potentially grow our reach.

OnePage CRM review

Hi there, thanks so much for the great review. I'm so happy to hear that OnePageCRM has helped you become more efficient and grow! I love that your introduction to the CRM was nice and easy. 

Noted about the integration with Zoom! ~Sarah

I don't like the bigger, more clunky CRM options out there, so was thrilled to find OnePage CRM. It's super customizable so we can use it for our membership organization to track everything from membership to events and sponsors. The "Next Action" feature is the best in the industry, and downloading to spreadsheets happens in seconds, so we can do everything we need to do.

I gave 4 stars because I'd really like to see a bulk-communications feature, where I could communicate with 75 advertisers at the same time, etc (instead of one at a time). I know the theory is to promote real communication with people, but in practice it really slows down some of the tasks we need to complete, like quick updates to projects to a group of people.

That being said, there's no perfect system, but OnePage gets closer than other solutions we've tried. Way to go!

Cool approach to CRM, and great support to go with it.

Hi Ray,

Thanks for recommending us! Appreciate your feedback. :)

Did you know that OnePageCRM is integrated with MailChimp for mass email marketing. You could perhaps set up a next action "send email" and mark complete in bulk once you send the campaign: http://help.onepagecrm.com/article/208-how-assign-actions-to-multiple-contacts

Would this help you guys out?

Keep in touch!
Carmel

Very intuitive and easy to use CRM

Hi Philippe, thank you for the great review. I'm so happy to hear that you're using the Next Actions methodology to keep track of your follow-ups, along with the email functionality! 

I've noted your comment related to the bulk email feature.  ~Sarah

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.

A SalesPerson Crm

Next action - so important in CRM!

Great for small business!

After using Salesforce.com for many many years, and then trying out several different CRMs, I found OnePageCRM.  What an eye-opening, refreshing experience.  Actions clearly mapped out.  Easy tagging of tasks and contacts.  Adding Deals - no problem.  And just the right amount of reporting and tracking.  Seriously - this got me out of the "business" of feeding my CRM to the business of selling my services and servicing my customers.  The support has been second to none also.  ALWAYS a quick reply with helpful meaningful information.  If you need fast, light, effective, and effective, OnePageCRM is the way to go.

Different and better in so many ways

It was by far the most user friendly CR software I have come across.  I like the way it allows me to create an easy to do list each day as well as an easily executable call list. I also really appreciate the integration of the website and the app.  I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.

I love this product.  It's easy to create and execute a daily call list from my prospect database.

Hi John,

Many thank for your kind words. Great to hear you're enjoying using OnePageCRM. 

With regards the search, using the Advanced search you can run filters on multiple criteria: http://help.onepagecrm.com/article/34-how-to-use-advanced-search. This may come in useful. All the best! 
Carmel

So with $15/ monthly, it fit with self-user like me (

Easily to Use, Friendly UI, Vertical Management

Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM. 

Noted about the UX ! ~Sarah

Compare OnePageCRM and Zoho CRM based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Activity/News Feed

AI/Machine Learning

Alerts/Notifications

Appointment Management

Appointment Scheduling

Assignment Management

Automated Quoting

Batch Processing

Business Card/Badge Scanning

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Campaign Management

Catalog Management

Client Management

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

Customer Database

Customer History

Customer Segmentation

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Enrichment

Data Import/Export

Data Synchronization

Data Visualization

Database Creation

Demographic/Firmographic Data

Document Management

Document Storage

Donation Tracking

Donor Management

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

For Nonprofits

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Forecasting

Fundraising Management

Goal Management

Goal Setting/Tracking

Grant Management

Interaction Tracking

Kanban Board

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Live Chat

Marketing Automation

Membership Management

Mobile Access

Mobile App

Monitoring

Online Forms

Opportunity Management

Performance Management

Performance Metrics

Personalization

Pipeline Management

Pipeline Reports

Predictive Analytics

Pricing and Cost Calculations

Prioritization

Process/Workflow Automation

Product Catalog

Productivity Tools

Projections

Proposal Generation

Prospecting Tools

Quotes/Estimates

OnePageCRM

Android

Linux

Web-based

Windows

iPad

iPhone

OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money.

Corporate/Master Coach

ALWAYS a quick reply with helpful meaningful information. If you need fast, light, effective, and effective, OnePageCRM is the way to go.

Partner

The OnePage system helps us stay on top of leads and proposals with a few simple clicks. We've tried other CRM's, but this one made it super easy.

President

Owner

Onepage CRM is super easy to use and has such a good workflow.

Our overall experience has been great. I would recommend to anyone.

The customer support team is friendly and helpful, they provide free webinars, videos and were always open to any feedback or suggestions I had.

I love that when you enter a contact or clear an activity, your next one is called for. It is so simple to use that you can do tweaks and customization easily.

Client Relationship Manager

CUSTOMER SERVICES: they are a live and help you strongly, friendly also.

Co-Founder, Head of Sales

The support team is excellent and they continue to roll out features and integrations on a regular basis, including some requests that we have asked for over the years.

Founder

The bulk personalised mailing functionality is very useful to target large audience groups. The individual cards for each contact are very complete.

Their customer service can't be beat and the ease of integration of other applications makes our job that much easier.

Business Coach

You can only sort by last name. There is no quickbooks integration.

COO / Co-founder

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

Director, Content

For new salespeople, it has been a little difficult to use the software, although in a few days, they have already managed to use most of the functions.

Sales Person

There is currently limited customisability, although this works for me as I prefer using something simple.

OnePageCRM vs Zoho CRM Comparison

OnePageCRM

Zoho CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives