OnePageCRM Features

OnePageCRM

Action-Focused Sales CRM Software for Small Business.

4.78/5 (54 reviews)

OnePageCRM Feature Summary

  • 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

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Automated Sales
Automatic Notifications
Behavior Tracking
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Planning
Chat
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Duplicate Detection
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Calendar
Event Logs
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Project Notes
Project Tracking
Real Time Notifications
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Website Integration
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Automated Sales
Automatic Notifications
Behavior Tracking
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Planning
Chat
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Duplicate Detection
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Calendar
Event Logs
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Project Notes
Project Tracking
Real Time Notifications
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Website Integration
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Automated Sales
Automatic Notifications
Behavior Tracking
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Planning
Chat
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Custom Fields
Custom Forms
Customer Database
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Duplicate Detection
Email Distribution
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Calendar
Event Logs
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Project Notes
Project Tracking
Real Time Notifications
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Website Integration
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


155 reviews

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


148 reviews

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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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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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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Fergus Mc Manamon

Great CRM package for small business!

2020-09-11

Would highly recommend for any small business starting out, it's invaluble for tracking your leads and keeping on top of follow-ups, etc.

Pros

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

Cons

Email integration needs some work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Rebekah Mullins

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

2020-09-30

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.

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.

Cons

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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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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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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
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Kelly Byrne

CRM

2020-10-13

Good in general. Customer support is excellent.

Pros

The report features as an administrator are good and the customer support has always been 100% excellent.

Cons

Bulky - for fast use it could be easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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James Morrow

Perfect fit

2020-02-11

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

I liked the integration with Mailchimp.

Cons

It may have more API development, I would like it to integrate with Drupal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Linda Kleist

Great for small business!

2019-07-23

Pros

As a small design agency, we have a lot on our plates and no one here really likes selling.

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
Read more
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
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
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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

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.

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
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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Andy Ulery

Super simple CRM

2020-09-23

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

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
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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Tammy Adams

Great CRM Software!

2018-06-12

Pros

Great for client management including contact information, sales, projects, invoicing, and solutions.

Cons

This software is great! I can't say anything bad. I do wish that it integrated with more programs; for instance, it does not sync with my Microsoft Outlook which would be fantastic!

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
Read more
Philippe Hertzberg

Very intuitive and easy to use CRM

2020-09-29

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

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

Easy to use, very focused tool for sales.

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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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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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

The website and the app perfectly integrate with each other to create the same quality user experience.

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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Bob Dianetti

Different and better in so many ways

2015-08-26

Easy tagging of tasks and contacts. Adding Deals - no problem.

Rating breakdown

Ease of use
Customer support
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

It’s not possible to sync your gmail contacts automatically.

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
Phil Paisley

OnePageCRM is an excellent fit for our uses

2015-09-10

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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