OnePageCRM Features

OnePageCRM

A simple CRM for salespeople who want to close more deals

4.76/5 (45 reviews)

OnePageCRM Feature Summary

  • Contact Management
  • GTD methodology
  • Next Action Sales™
  • OnePageCRM Chrome Lead Clipper
  • Custom Fields
  • Tags, Custom Filtering, Data Segmentation
  • Activity Tracking
  • Performance Reports
  • Native iOS & Android Mobile Apps
  • Open API
  • Integration with Calendars
  • Integration with iCloud

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (356 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (157 other apps)
Automatic Notifications (194 other apps)
CRM Integration (129 other apps)
Calendar Management (180 other apps)
Custom Fields (145 other apps)
Customer Database (150 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (158 other apps)
Customizable Templates (165 other apps)
Data Import/Export (173 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (209 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


149 reviews

See all iPhone Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


132 reviews

See all Android Apps

OnePageCRM Feature Reviews

25 reviewers had the following to say about OnePageCRM's features:

Fábio Póvoa

Verified Reviewer

Simple and affordable CRM

2016-06-22

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)

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Frederick Phillips

OnePage drives my interest in selling

2012-04-19

The interface is intuitive and simple, all the while OnePage offers powerful features. The dashboard gives you a list of tasks (they call them sales actions), prioritized by time.

Pros

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

Cons

They just added the multiuser function, so you can set a user as administrator and invite other members. But basically every user has the same permissions.

Source: GetApp
7 of 7 people found this review helpful
Helpful?   Yes   No
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Ella Glasgow

Just what I needed

2017-06-08

For the price, Onepage CRM was the perferct solution for my business at the time I found it.

Pros

Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.

Cons

There is no quickbooks integration. I wish I could integrate it with SendPulse (my email client).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Sam Underwood

Simpler, but still fully-featured alternative to Salesforce

2017-12-21

Great tool for sales forecasting and business planning overall

Pros

Interface is great, and it's really easy to add new projects and timelines for team collaboration.

Cons

Perhaps better exportable reporting into PDFs or something similar, or more dynamic email reminders

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Robert Gonsalves

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

2018-05-05

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 would also like to have mutiple deal flows, or be able to use the Kaban style layout to track existing deals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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Linda Kleist

Great for small business!

2019-07-23

Pros

Onepage CRM has a low fee and is easy to use.

Cons

The integration with Chrome (auto-filling contact info) got stuck a couple of times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Declan Coleman

Using OnePageCRM for SME to organise Customer information.

2015-04-30

Pros

The video tutorials showed us how to import customers and get the most out of the CRM.

Cons

A little to light on the reporting which requires exporting into excel to preform any detailed analysis.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering OnePageCRM

Look at the other products out there and you will see it ticks many boxes.

Source: Software Advice
Helpful?   Yes   No
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David Huck

Be Realistic, sell things

2016-12-06

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)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


Hi David,

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

Laura

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Louise Jenner

Fantastic functionality and easy to use. As a solopreneur this has transformed my sales admin!

2017-08-09

Pros

I love the one next step sales philosophy that the software is built around and the action stream which keeps me on top of my pipeline.

Cons

I'd like to see an integration between this and other apps such as acuity scheduling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


Hi Louise, Many thanks for your kind words! Great to hear OnePageCRM is helping you stay on top of your pipeline! I'll be sure to make a note of your feedback re: acuity scheduling. In the meantime, perhaps Zapier would be a good option to connect the two. Keep in touch! ^Carmel

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Ron McCord

Verified Reviewer

A SalesPerson Crm

2016-10-23

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!

Pros

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering OnePageCRM

This Crm stands out vs all others in What really counts in Sales making that Key Call or email/text at the right time. Really in my business nothing else more important and OnePageCrm is brilliantly executed to do this in a new and better way than other Crms. GTD is how they will explain it.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Rhonda Augustine

Verified Reviewer

Simple, streamlined, effective follow up assistance

2017-01-11

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering OnePageCRM

If you are a Realtor, it is worth a month or two of trial and the investment won't break you. You may fall in love with it like I did, and even if you try others, I guarantee you will decide not to cancel this one until you are fully convinced there is something better out there for you.

Source: GetApp
Helpful?   Yes   No
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John Preston

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

2017-06-13

I also really appreciate the integration of the website and the app.

Pros

It is the first CRM I have encountered that was obviously created with usability in mind.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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Dermot Lally

Verified Reviewer

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

2015-02-27

Now that our team is growing, I can quickly view our activity and pipeline on an individual and team basis - again in single screen.

Pros

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.)

Source: GetApp
Helpful?   Yes   No
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Noel Kelly

Super Software for Sales and growing your business.

2015-08-26

It allows us to measure our activities for our clients, saving us valuable time with reporting.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ray Porrello

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

2015-08-26

It's super customizable so we can use it for our membership organization to track everything from membership to events and sponsors.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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Mark McShurley

Easy to Use

2019-02-21

We've been using it for about a month now and so far it's going great. Everyone is easily getting the hang of it.

Pros

We also use Zapier to automatically add contacts into OnePageCRM.

Cons

There are some fields that aren't available with Zapier to automatically be entered into contact and deal fields so we have to manually enter them.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Matthew O'Boyle

Amazing product

2015-08-26

The thing that really separates OnePage from all the other CRM products I've used is its clear, simple and concise layout.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Sylvester

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

2018-03-28

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

I love that when you enter a contact or clear an activity, your next one is called for.

Cons

It's been a joy and for the money, haven't heard of a CRM that touches it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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Phil Paisley

OnePageCRM is an excellent fit for our uses

2015-09-10

We will be able to track them much better. Exporting data from Salesforce and importing it to OnePageCRM was easy.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


Hi Phil,

Thanks for your generous review of OnePageCRM! Great to hear you were able to customize the CRM to suit your business needs using our Tags and Custom Fields features!

Laura

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Ray Porrello, ENFP

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

2017-11-01

Streamlined our communications and membership records.

Pros

It just makes sense and is super simple (you put in what you do, and the first thing you see when you log in is the obvious reminder to do it.

Cons

It's a solid CRM, so I can't expect it to do everything, right?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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Camille Key

OnePageCRM is our favorite CRM Software to use hands down!

2015-08-26

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

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ashley McKenzie

Import Options

2019-03-19

We haven't been using it for long, but so far it's been working well. However, it's like any change - you have to get accustomed to it.

Pros

We created zaps in zapier to automatically add contacts from several different triggers.

Cons

There is no option to import deals (only contacts).

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Osama Hanif

Excellent for first time CRM users

2017-12-12

Keep up the great work.

Pros

We needed a tool to manage our contacts and reminders to follow up.

Cons

This is such a basic functionality that I expect for a CRM to have natively

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Bob Dianetti

Different and better in so many ways

2015-08-26

After using Salesforce.com for many many years, and then trying out several different CRMs, I found OnePageCRM.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nigel Grant

Making CRM easy for small business

2018-04-05

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from OnePageCRM


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

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