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OnePageCRM Logo

OnePageCRM

#1 Action-Focused CRM Software for Small Business

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(38)

OnePageCRM Features

Features Summary

Functionality

4.4

/5

61

Total features

93

12 categories

OnePageCRM features

AI/Machine Learning
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management

Common features of CRM software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync

Price starts from

29

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.4

/5

61

Price starts from

29

/user

Per month

learn more

Total Features

93

Unique features

  • Process/Workflow Automation

  • Demographic / Firmographic Data

  • Data Enrichment

Functionality

4.5

/5

13.7K

Price starts from

Free

learn more

Total Features

25

Features in Common

8

Unique features

  • Two-Way Audio & Video

  • Canned Responses

  • Multi-Language

  • Video Conferencing

Functionality

4.4

/5

17.3K

Price starts from

ic-pricetag

No pricing info

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Total Features

206

Features in Common

90

Unique features

  • Customizable Branding

  • Graphical Data Presentation

  • Correlation Analysis

  • Physician Management

Common OnePageCRM comparisons

OnePageCRM logo
Teamgate logo
OnePageCRMvsTeamgate
OnePageCRM logo
Capsule logo
OnePageCRMvsCapsule
OnePageCRM logo
Highrise logo
OnePageCRMvsHighrise

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A SalesPerson Crm

Reviewed 6 years ago

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...

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,...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easily to Use, Friendly UI, Vertical Management

Reviewed a year ago

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

Pros

+ Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes. + Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes + CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness) + Vertical Management as "Status", as you "Category" to work not eye-looking to many column. + Commission rate, we are already to know how we gain after we help our customer solve their problem.

Cons

- Need more UX, friendly click as "Add a Contact/ Deal/ Company" - Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company - Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Easy to use and cost effective

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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OnePageCRM, the best tool to close sales

Reviewed 4 months ago

It is the best software for sales that can exist. It has helped us a lot to close deals and increase the sales of the company. It has a very good system for tracking customers and following up with them in such a way that we can achieve successful sales and satisfied customers.

Pros

It integrates many of the applications that are used daily such as Gmail and Facebook, so we can keep in touch with customers through these platforms. I recommend OnePageCRM to all companies that want to increase their sales and attract new customers, because it is a useful tool, where you can follow clear objectives to meet the goals and not lose contact with regular customers and potential buyers. Everything is in a single software without the need to install any additional application. It is very easy to meet the goals of the sales process, because it has an easy monitoring of the activities that are performed with each client.

Cons

Sometimes it is a bit tedious to search for customer information as they are easily lost. They should use a search system where this problem is solved, especially for salespeople who have large customer portfolios. 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.

Vendor response

Thanks very much for your great comments, Helene! We're delighted to hear that OnePageCRM has been a very useful tool for you and helped you during your sales process. We'd love to get more details on your feedback about our Search functionality and what we could do better to improve this feature based on your needs. Can you please reach out to our support team at support@onepagecrm.com with more details on this? Thanks very much in advance :) Cheers - Larry

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for small business owners

Reviewed a year ago

This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

Pros

Besides the initial tour around the program, no training was necessary (although provided in free seminars). It's very intuitive to use, and while it's not a quite one-stop-shop like Hubspot, it's pretty darn close. The best part is the underlying philosophy, where once you act on a client you are encouraged to set the next step or goal for them to keep them moving down the sales pipeline. Nobody gets forgotten, no deadlines passed; it's great!

Cons

Importing mass contacts can be a little difficult, mainly due to the likely ubiquitous issue that import data doesn't often neatly match the software you're using (ex, First Name, Last Name vs Last Name, First Name).

Vendor response

Hi Rebekah, thank you so much for such a great and positive review. I love hearing how easy you've adapted to the system, and the fact that no deadline passes and nobody gets forgotten is proof that you're using OnePageCRM to its full potential. Noted about the import! ~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We Used Many CRM Platform Before Falling in Love w OnePage

Reviewed 2 years ago

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).

Pros

Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team.

Cons

Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One Page CRM

Reviewed a year ago

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.

Pros

A major benefit of One Page CRM is how easy it is to use it. The next action functionality is beyond very beneficial as is the lead capture tool.

Cons

In order to integrate this solution better in our business, we would love an improved quoting functionality. This would eliminate the need for multiple software.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnePage CRM review

Reviewed a year ago

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

Pros

This software was so easily customisable and easy to use.

Cons

It would be great if it was integrated not just with whatsapp but also zoom. It would be great if users could email each other (making it easier to communicate as a team and stay on the CRM all day) It would be great if you could ask to remove some fields you do not use.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Super simple CRM

Reviewed 2 years ago

Again, OnePage is great for many business types. I've never had a reason to move CRMs for my needs. If your business is hugely transactional and you need to manage a large sales team and their productivity, this might not be for you. But if you and your team are pretty self sufficient I think it's a great tool.

Pros

I've been using OnePage for over 4 years and have always liked it for its simplicity and ease of use. It's not the most feature rich CRM but for many small businesses or sales orgs you don't need all the bells and whistles. The Action page makes tracking your to-do list easy and contact management is intuitive and full of good features like Tags which make sorting via your contacts, your team members or groups really easy. They have solid app connections with other platforms and I've always had quick responses from their customer service teams. Base price includes BCC emailing directly into your contact file which many competitors charge for. Adding/removing users and subscriptions is super simple and the price is great for the value OnePage provides.

Cons

There are definitely some limitations but it really depends on your business needs. If I had to pick one it's the Action page. As much as I also think this is a great feature of OnePage, it can get a bit unmanageable if you aren't keeping up with it. Many of my BD targets take numerous attempts to reach or there is a big gap between each contact so if you don't update your dates in the Action stream it looks like your entire book of business is behind. Also they have a great Evernote integration but it's really annoying because your formatting is lost from Evernote to OnePage, so a super long set of bullets in Evernote just becomes one long paragraph in OnePage which makes reviewing yours or your colleagues notes very difficult.

Vendor response

Hi Andy, thank you for the positive review! It sounds like you're using OnePageCRM to its full potential and we seem to be a good fit for your business. You're right about the Action Stream, if you don't keep up with the Next Actions, then you'll find some overdue action build-up, and that is as intended because we don't want your leads to falling through the cracks. Also, noted regarding the Evernote integration! ~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Advocate for OnePageCRM

Reviewed a year ago

This system has allowed me to be more effective in my communications with clients and internal reporting. The 'next action' feature is quick to use allowing me to move onto the next client interaction quickly and with confidence in the system

Pros

A very intuitive system with minimal onboarding aligned perfectly to self sales management or team sales management

Cons

More illustrative reporting might be helpful. with a focus on key client analytics

Vendor response

Hi Eoin, thank you so much for the great feedback. I love hearing that you're finding the system easy to use and that it's helping you become more efficient with your follow-ups. Noted about more illustrative reporting, and we have something coming up for this soon! ~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great CRM package for small business!

Reviewed 2 years ago

Very good. Would highly recommend for any small business starting out, it's invaluble for tracking your leads and keeping on top of follow-ups, etc. Might be a bit limited for larger organisations.

Pros

Easy to use, easy to view information, helpful and reponsive support staff

Cons

Email integration needs some work. Bespoke search feature not powerful enough once you have thousands of contacts

Vendor response

Hi Fergus, thanks so much for the positive review. I'm delighted OnePageCRM is helping you keep on top of follow-ups, that's our goal! We've done more updates to the email integration which I know you'll like, but noted about the search feature! ~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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.

Pros

So many CRM's are very pricey, and often a bit involved to use. OnepageCRM productivity was immediate. 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. Customer service is not just fast--it is almost immediate! For one question I asked, within an hour or so they had made a VIDEO for me showing how I could do something. Incredible service.

Cons

Not much. It's been a joy and for the money, haven't heard of a CRM that touches it. It does everything I need and then some.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago

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.

Pros

The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.

Cons

I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two. I also wish the pricing was different to allow for a second user without doubling your cost.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very intuitive and easy to use CRM

Reviewed 2 years ago
Pros

It is a very user friendly CRM system, allowing to efficiently manage several contacts and audience segments, thanks to the "tags" system. The "actions" functionality is also very useful for follow ups. Very few leads get lost and it is a very useful tool to keep all contacts in one place and manage your audiences. The bulk personalised mailing functionality is very useful to target large audience groups. The individual cards for each contact are very complete. We use a lot the "background" field, together with the "tags" field.

Cons

When using the bulk email functionality, one cannot delete a single email recipient without removing it from the initial list.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I love this app

Reviewed a year ago

My husband is in the same type of business as I am in and our colleagues often ask us for recommendations for various types of apps. He and I have a little sides argument because I say that OnePageCRM can do all that his more expensive and complex system can do, but he is unwilling to admit he is wrong. At least our colleagues get the benefit of our experience.

Pros

I love the recent upgrade that allows limited template emails to be sent to people on my contact list.

Cons

I would like to be able to edit the types of lead sources

Vendor response

Hi Charlotte, thanks so much for such a positive review. I'm delighted that you enjoy using OnePageCRM, and I'm loving that you're recommending us to your colleagues. Maybe your husband should give OnePageCRM a try, and I'm sure he'll change his mind! You also mentioned that you'd like to edit the Lead Sources, and you can certainly do this by opening the Lead Source tab in the Action and clicking on Manage.~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Solid shout for a startup

Reviewed 3 years ago

OnePageCRM is easy-to-use and very user friendly. It plays really nice with Gmail for managing contacts.

Pros

OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.

Cons

I do not have any issues with this software. They provide an excellent user experience and customer support.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for small business!

Reviewed 3 years ago
Pros

Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling. But we need to, right? 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. Not letting a great lead slip away because you get busy is the strength of this system: it requires you to set up the next step before closing out the window. Customer support is a 5-star.

Cons

The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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One Page customer support

Reviewed 2 years ago

The one page team are a professional team , always happy to help and respond very quickly to anything i ask.

Pros

Easy access to information on all contacts and follow up required. Bulk , personalised email system makes it so easy to connect quickly.

Cons

There are no negatives with this software that i have experienced.

Vendor response

Hi Michelle, thanks so much for the great review. I'm so happy to hear you enjoy using OnePageCRM! ~Sarah

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perfect fit

Reviewed 3 years ago

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.

Pros

This CRM is very easy to set up and use. I put this in at an affiliate business and it has been a great success. I also like that they continue to upgrade the features on a consistent basis. I liked the integration with Mailchimp.

Cons

Can't think of anything. It may have more API development, I would like it to integrate with Drupal.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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My go to CRM - Focusing on what is the next task needed to move the relationship forward

Reviewed 4 years ago
Pros

I like the focus on the next action sales aspects, and the simple integration with Skype, Google Apps, and other simple integrations

Cons

I wish there were MORE integrations, and that I can more easily update my overdue tasks. I would also like to have mutiple deal flows, or be able to use the Kaban style layout to track existing deals.

Vendor response

Hi Robert, Thanks for getting in touch and sorry about the delay in responding. Staying focused on your sales actions is what OnePageCRM is all about. I would be keen to hear what other integrations you would be referring too? Kind regards, Evelyn

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple, streamlined, effective follow up assistance

Reviewed 6 years ago

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...

Pros

Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.

Cons

Not a perfect pick if you intend to have a robust CRM, but perfect if you want something simple to dump all your notes into and keep abreast of your customer base/prospect base.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 8 years ago

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...

Pros

Easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there.

Cons

OnePageCRM doesn't have all the bells and whistles of a system like salesforce (but for a company like ours, it is perfect.)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Be Realistic, sell things

Reviewed 6 years ago

This has forced us to really be more realistic about how much we can bite off every day and helps with prioritization. Tags are great for doing in depth client research later.

Pros

Great Customer Support Integrates with Wufoo forms and Zapier

Cons

Getting overloaded with sales actions (but that's kinda my fault)

Vendor response

Hi David, Thanks for a great review! Great to hear the simplicity of the Action Stream has helped improve your focus! Laura

Overall Rating
  • Value for money
  • Ease of use
  • Features
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Making CRM easy for small business

Reviewed 4 years ago
Pros

I really enjoy the the Action Stream view which helps focus on what needs to get done. Being a 1 man show I dont always need to complexitiy of multiple touch points for the various different stages of the customer cycle; I just need which customer needs what next and the value of each deal. The recent introduction of the email sync just toops off the functionaility nicley and keeps all the communication in one place.

Cons

A little on the pricey side compared to other products in the market but if you need a CRM thats easy to use, its great value.

Vendor response

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

Overall Rating
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  • Ease of use
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Simple and affordable CRM

Reviewed 6 years ago

I have used OnePage for the last 6 months, and it has turned into an invaluable tool in my Saas toolkit. Its web platform, integrations with Mailchimp, chrome plugin to import FB or Linkedin Contacts, Next Action approach and easy sync with Google Contacts (via PieSync or Zapier) allow me to save tons of time in my day to day sales and mkt activities.

Pros

- Chrome Plugin to import Linkedin and Facebook profiles - simple and efficient task management with Next Action a la GTD - APIs and integration with 3rd party services (PieSync, MailChimp, Google Contacts)

Cons

- inexistence of a 2-way SaaS sync tool with Google Contacts - does not integrate with Gmail to import emails sent to Contacts: I have to remember (or automate on my end) BCCing onepagecrm on each and every sent email - does not allow me to start an email campaign directly from a subset of Contacts (with particular tags, for instance)